IMAX Investment thesis
There is yet more positive we can say about IMAX and feel as though the international story could justify its own long write-up, but we need to draw the line somewhere. The fact of the matter is, IMAX...
View ArticleMarch 2013 Investment Commentary: What do we own?
This month we would like to introduce a new section to our quarterly commentary entitled What do we own? In this section, we will talk briefly about our three best and worst performing stocks during...
View ArticleApril 2013 Investment Commentary: The Market at an All-Time High
Last month, we pointed out the significance of all the major market indices (sans the NASDAQ) surging to record highs. April was an interesting month in a very different way. While the major indices...
View ArticleMay 2013 Investment Commentary
Those who simply sold this May to go away missed out on a decently strong month. The strength was most pronounced in the Russell 2000 and the Nasdaq, two indices with broad-based membership known for...
View ArticleJune 2013 Investment Commentary
The positive momentum for the stock market carried through from the first quarter to the second. The S&P 500 led the way with a 4.3% gain on the quarter, the Dow Jones Industrial Average added...
View ArticleSlide Deck from ValueConferences: Wide-Moat Investing Summit 2013
RGA Investment Advisors IMAX Wide Moat Presentation
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