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Broadleaf Partners' Blog

Broadleaf Partners' Blog

blog Institutional
Investment
Management
 /  Admin

Burgers, Parades and Baseball Games

The stock market continues to vacillate between the double dip and recovery crowds, but has also managed to hold the February lows now on two separate occasions. We believe that the domestic recovery remains intact... read more
blog Institutional
Investment
Management
 /  Admin

Stock Splits and CNN Money

For the second time in two weeks, a company in our portfolio announced a stock split. I haven't seen more than a handful of stock splits in the last few years let alone weeks. It may be another bullish sign for the... read more
blog Institutional
Investment
Management
 /  Admin

Fighting a Good Greece Fire

For the first time since mid January, the markets have been under pressure. The last correction lasted roughly three weeks and resulted in a market loss of approximately 7% from the January peak to the February tro... read more
blog Institutional
Investment
Management
 /  Admin

CNBC Appearance, Tomorrow Morning, 9am

Doug MacKay, CEO & CIO of Broadleaf Partners, will appear on CNBC's Squawk Box at 9:35 am tomorrow morning, Wednesday April 28th. Tune in as Doug discusses the economy and the markets with show hosts Mark Haines an... read more
blog Institutional
Investment
Management
 /  Admin

Economic Update: Chocolate and The Mathematics of Loss

We have posted a new Economic Update entitled Chocolate & The Mathematics of Loss to our website. If you know of anyone who would like to receive our thoughts on the markets please let us know! read more
blog Institutional
Investment
Management
 /  Admin

First Quarter Performance Review

Our first quarter performance and market commentary is now available. Please click here for our thoughts on what contributed to the quarter's strong absolute and relative results as well as our outlook on the year ... read more
blog Institutional
Investment
Management
 /  Admin

Much Ado about Google

Google has been in the news a great deal lately over their decision to exit the Chinese market on the principle of free speech. Google, whose corporate motto is "Do No Evil", has decided that the revenue benefits a... read more
blog Institutional
Investment
Management
 /  Admin

Fun with Charts

My Excel charting skills are indeed amateur, but I nevertheless wanted to get a feel for the historical relationship, if any, between changes in the Fed's discount rate and the stock market. If you hadn't heard, th... read more
blog Institutional
Investment
Management
 /  Admin

Fourth Quarter Performance Review

Our fourth quarter performance and market commentary is now available. Please click here for our thoughts on what contributed to this year's 44% gain for the portfolio, lessons learned from 2009, and what may lie a... read more
blog Institutional
Investment
Management
 /  Admin

Shifting Gears

It has been quite a yawner for the markets since we published our last Economic Update, Painting the House, in mid November. The S&P 500, our proxy for the stock market, has moved in an uncharacteristically narrow ... read more
blog Institutional
Investment
Management
 /  Admin

Painting the House

It has been awhile since we published our last Economic Update and now that earnings season is largely over, the time is right for one. At the end of October, the markets began to weaken with many stocks - outside ... read more
blog Institutional
Investment
Management
 /  Admin

Correction Computations - Commonplace!

The double dip drum has been beating once again given the recent pullback in the markets. While any pullback is worth monitoring, it is instructive to consider that corrections are actually quite commonplace. In fa... read more
blog Institutional
Investment
Management
 /  Admin

I Wish I Owned Amazon and the Week that Was

If you own Amazon, you're one happy camper. Unfortunately, I'm not one of them. The stock is up a whopping 25% after announcing great earnings, which included news that the Kindle (a product that they own and manuf... read more
blog Institutional
Investment
Management
 /  Admin

Words from Goldman, Pepper and Salt, Metallica with My 13 Year Old

While the markets are pulling back a tad today, earnings results so far - from the likes of Intel, JP Morgan, and Goldman - have been encouraging. Of particular note was a quote from Goldman this morning, which cha... read more
blog Institutional
Investment
Management
 /  Admin

Broadleaf Partners' Third Quarter Performance Review and Quick Thoughts on the Dollar

This year has continued to be a strong one for the stock market and for Broadleaf Partner's Growth Equity Portfolio, which is up 35% on a year to date basis. For details on our performance, related disclosures, and... read more
blog Institutional
Investment
Management
 /  Admin

CNBC Video Link of Doug MacKay, Broadleaf Partners CIO, September 25, 2009

If you didn't get a chance to catch the live broadcast this morning, please click here to see the replay. Today's appearance was pretty short, but still worth the free PR it provides once every quarter or so. The B... read more
blog Institutional
Investment
Management
 /  Admin

Seven Reasons to Be Bullish, All Today's News

Now that Labor Day has come and gone, most of Wall Street has returned to work and trading volumes are picking back up. After moving sideways through the Dog Days of August, September has so far resumed the Up, Up ... read more
blog Institutional
Investment
Management
 /  Admin

Sitting on my Porch

The kids are in bed and it's halftime of the Browns final preseason game. For anyone who knows me, that means that my wife has been totally zoned out watching the game. Browns games are one of the very few times of... read more
blog Institutional
Investment
Management
 /  Admin

Thought to Ponder

Dave Rosenberg, former economist at Merrill and long time bear, points out that even after a five month 50 percent rally in the S&P 500, the index is still no higher today than it was on February 18, 1998. Includin... read more
blog Institutional
Investment
Management
 /  Admin

Look Forward and Smile

Earnings season is winding down and now that Cisco's results are out of the way, only a few major companies have yet to report. As is always the case, I've read through a boatload of earnings results and conference... read more
blog Institutional
Investment
Management
 /  Admin

Second Quarter Performance Commentary and CNBC Appearance

This year has been a strong one for the stock market and for Broadleaf Partner's Growth Equity Portfolio. For details on our performance and insights on our current market outlook and strategy, please read the atta... read more