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Broadleaf Partners' Blog

Broadleaf Partners' Blog

blog Institutional
Investment
Management
 /  Admin

Growth on the Rails - Really!

During the summer of 2006, I reluctantly attended a lunch in Cleveland with the CFO of major U.S. railroad operator Burlington Northern Santa Fe. Historically, railroads had been left out of discussions pertaining ... read more
blog Wealth
Management
 /  Admin

Quote of the Day

“I don’t want to lend money to someone who needs to come to me to borrow it.” -- Diary of an Unknown Banker, 2/11/08. Isn't it amazing how fast sentiment changes? Almost one year ago, banks were jumping over themse... read more
blog Institutional
Investment
Management
 /  Admin

Wow, Bear Markets, and the Craziness of Datapoint Trading

In bear markets -- and I'm willing to call this a bear market given that many indices are close to 20% from their highs -- the swings in stock prices become emotionally charged. Yesterday, the stock of the Chicago ... read more
blog Institutional
Investment
Management
 /  Admin

The ISM, Super Tuesday, Pro Choice and Cisco. Buy Growth Now.

The new non-manufacturing ISM survey was released a bit earlier than expected today, indicating that services activities were at their lowest levels since the datapoint was first released. I really don't think this... read more
blog Institutional
Investment
Management
 /  Admin

The Legend of January

The performance of the markets this January has been among the worst on record. Almost everything has been down sharply, with the exception of the beaten down homebuilding and financial services sectors which actua... read more
blog Institutional
Investment
Management
 /  Admin

Durable Goods, Earnings & The Fed

Durable goods orders surged 5.2% in December. While this economic release is notoriously volatile on a month to month basis, the magnitude of the current results supports the view that the recession in the housing ... read more
blog Institutional
Investment
Management
 /  Admin

Breaking A Fever

The markets rallied an amazing 4.9% off their intra day lows yesterday to close up on the day. The action was so intense, that my wife Lisa got in on the commentary, sending me the following words of wisdom after t... read more
blog Wealth
Management
 /  Admin

The Day After

Everyone knows by now that the Fed lowered rates in a surprise cut yesterday of 75 basis points before the markets opened. This is certainly a good start and shows that the Fed isn't asleep at the wheel, which was ... read more
blog Institutional
Investment
Management
 /  Admin

Congresswoman mistakes Bernanke for Paulson

Thanks to our friend Jason Trennert, Chief Investment Strategist and CEO at Strategas Research Partners, for passing along this You Tube clip of Marcy Kaptur, Congresswoman from our beloved Ohio, in yesterday's Con... read more
blog Institutional
Investment
Management
 /  Admin

Blah Blah Blah

Bernanke's testimony to Congress this morning, and in fact most testimonies to Congress, often have the quality of an old fashioned sideshow act at the circus. Come see the world's fattest woman! Feast your eyes on... read more
blog Wealth
Management
 /  Admin

Crazy Days

The intra day volatility in the markets continues on the extreme side. Near the end of the trading day, we're roughly flat. At one point, the markets were down between one and two percent and up as much as a percen... read more
blog Wealth
Management
 /  Admin

Ugly Ducklings and Beautiful Swans

The markets have played the role of ugly duckling so far in 2008. The Fed's statement last week that they would take swift action to prevent further economic weakness suggests that the economy may be more fragile t... read more
blog Institutional
Investment
Management
 /  Admin

Bending without Breaking

This is our first entry in a little over a week. We're usually pretty busy with quarter and year end reporting activities, but a travel commitment late last week made things a bit tighter than usual. As the dust be... read more
blog Institutional
Investment
Management
 /  Admin

Thanks and Happy New Year

Jeff and I want to wish all of you a healthy and prosperous New Year. We ventured into the world of blogging in 2007 and will be looking for ways to improve our content and make it more useful to you, our readers, ... read more
blog Wealth
Management
 /  Admin

Less Was More in 2007

Each year at this time, Jeff and I review the trades we made in the portfolio during the year. While we know every idea won't work out, we still want to know if we'd have been better off by setting the portfolio in... read more
blog Institutional
Investment
Management
 /  Admin

Over the Hill

I thought our readers would like to know that Doug is out of the office today "celebrating" his 40th birthday. How's that for a Christmas present? I think I'd rather get coal (especially given where coal stocks are... read more
blog Institutional
Investment
Management
 /  Admin

Coal, The Day After

The top two performers in the portfolio today -- the day after Christmas -- were a coal mining company and a coal mining machinery company. Each gained more than 3%. Coal stocks have actually been stellar performer... read more
blog Institutional
Investment
Management
 /  Admin

Quiet

It will likely be a quiet day on Wall Street, as is usually the case. Other than some news from Target this morning, the headlines have been pretty quiet. Target indicated that its same store sales results for Dece... read more
blog Institutional
Investment
Management
 /  Admin

Random Thoughts

Typically, we prefer addressing a single issue in our blog entries. But on some rare occasions, several thoughts cross our mind, and we're not quite sure which idea deserves our focus. In today's blog, we'll switch... read more
blog Institutional
Investment
Management
 /  Admin

Milk and Cookies

While the markets aren't selling off too strongly today, the stocks of several recent leaders are. What is interesting to note is that the declines in these names aren't related to any fundamental disappointments. ... read more
blog Institutional
Investment
Management
 /  Admin

A Reader Asks...

In response to today's earlier post, Milk and Cookies, a reader asks... "Where do you look to buy if a recession is on the horizon? How do you protect yourself in a recession and still make some money versus hiding... read more