Harley-Davidson (HOG) is a true American icon.  Its motorcycles are so distinctive that the company actually tried to trademark the “Harley sound,” that familiar rumble of the bikes’ exhaust, back in the mid-1990s. It’s also a well-managed company and one of those true rarities: a successful turnaround story. This is a company that was facing...Read More

Harley-Davidson (HOG) is a true American icon.  Its motorcycles are so distinctive that the company actually tried to trademark the “Harley sound,” that familiar rumble of the bikes’ exhaust, back in the mid-1990s. It’s also a well-managed company and one of those true rarities: a successful turnaround story. This is a company that was facing...Read More

I love China stocks as an investment … for the next few years, anyway. As I wrote recently, Chinese stocks are almost ridiculously cheap at current prices. Plus, the reorganization of the Chinese economy away from investment and export and into “Western-style” domestic consumption should create incredible opportunities for Chinese stocks, as well as for...Read More

The Irish are fleeing Ireland at the fastest rate since the Potato Famine. Think I’m exaggerating? I assure you I’m not.  Recent data had one person leaving the Emerald Isle every six minutes. Since the onset of the financial crisis, nearly 400,000 people have left Ireland.  That may not sound like much at first, but the...Read More

Jeff Reeves and I chat about the prospects for the housing market.  Read Jeff’s comments from his write-up on The Slant: Charles Sizemore stopped by the office last week to talk about the current state of the housing market, and demographic trends that could mean long-term growth for real estate even if the short-term outlook is rocky....Read More