Ford into high gear?

http://finance.yahoo.com/news/strong-sales-could-shift-ford-003145009.html

If you have a desire for a 4% yield...

Good advice from the Oracle

Here is a great video from the Oracle of Omaha. He speaks about Ted Williams, the strike zone and investing. It is excellent.

https://www.youtube.com/watch?v=_5VQPIeZhMc

Buying Opportunities

A common question today is with the market at record high levels, are there any stocks representing a good value and worth opening a position in now? One sector that seems to be at a relative good value now compared with a year ago is energy. An example would be Exxon Mobil which is paying a 3.2% dividend at the moment. CVX is over 4% and BP is even higher. But has oil bottomed? I believe that if it has not, it cannot fall much farther. This sector is at a relative value compared with the last 5 years. I am selling puts on XOM knowing that if they execute, I have picked up an excellent company at a decent valuation in a beaten down sector.

Welcome to the BCO Group's first post!

We are excited to present to you the BCO Hedge Fund's founding and first blog post! 

Welcome to our blog. We are a group of 3 late career (1 semi retired) professionals who have worked in the educational field for most of our lives. We are the same as you-concerned about our family's financial future and our hard earned capital! We invest with a long term view and commit capital only when it fits in with our philosophy. Without further ado, we present our first commentary. This is an incisive and forward looking view from our esteemed senior member-thanks Jim!

........we know the feds are going to continue the bond buying, (they keep "blinking" regarding any rate hikes, keeping any middle class traditional returns near zero, thus a couple of new investments are in order-------i believe the next hype whether true or false will be the media/financial growing blitz on currency manipulation and the threat of another competing world currency to challenge the greenback---- which the IMF is still giving a green light on--i.e. China/Russia/etc.----thus i suspect there will be some significant correction coming in the months ahead, (buying opportunity) even if the correction is short in duration--- staying ahead of the curve--Jim