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Boring Portfolio
1999 Archives

January, February, March, April, May, June, July, August, September, October, November, December

2000, 1999, 1998, 1997, 1996

December, 1999

12/27/99 -- The Perils of Market Timing
12/20/99 -- Can History Guide Our Investing Expectations?
12/13/99 -- Deferring Capital Gains Taxes
12/06/99 -- Stay Fully Invested? Part 2

November, 1999

11/29/99 -- Stay Fully Invested? Part 1
11/22/99 -- Buffett's Prescient Market Calls
11/15/99 -- The Debate Over Buffett's Fortune Article
11/08/99 -- Slightly More Optimistic
11/01/99 -- Analysis of American Power Conversion's Q3 Earnings Report

October, 1999

10/25/99 -- Boring Portfolio Takes a Holiday
10/22/99 -- My Last Bore
10/20/99 -- Thoughts on Chain Stores
10/18/99 -- Costco Call, Part 6
10/15/99 -- Costco Call, Part 5
10/13/99 -- Costco Call, Part 4
10/11/99 -- Costco Call, Part 3
10/08/99 -- Costco Call, Part 2
10/06/99 -- Inside Job
10/04/99 -- What a Company Won't Do
10/01/99 -- Finishing Up Estee Lauder

September, 1999

09/29/99 -- My Turn?
09/27/99 -- Get Out of the Pool!
09/24/99 -- The Importance of Insider Ownership
09/22/99 -- Further Arguments for American Power Conversion
09/20/99 -- The Perils of Investor Overconfidence
09/15/99 -- Valuation Myths
09/15/99 -- Building Costco Model
09/13/99 -- Costco Joins Bore
09/10/99 -- Announcing a Buy
09/08/99 -- Quintiles Q2 Call, Part 6
09/03/99 -- Quintiles Q2 Call, Part 5
09/01/99 -- Quintiles Q2 Call, Part 4

August, 1999

June, 1999

06/30/99 -- Continuing with UAM's
06/28/99 -- Looking at UAM
06/25/99 -- Business Week Profiles Buffett
06/23/99 -- "Inpounding" Value
06/21/99 -- Good Barron's Interview
06/18/99 -- Two Small Banks
06/16/99 -- On GEICO
06/14/99 -- Wrapping up Net.B@nk
06/11/99 -- More on Net.B@nk
06/09/99 -- NetB@nk Comments
06/07/99 -- More on NetB@nk
06/04/99 -- NetB@nk
06/02/99 -- More On Hughes

05/28/99 -- Bore Looks Skyward
05/26/99 -- Adding to Berkshire
05/24/99 -- A Near Miss
05/21/99 -- More on Cisco
05/19/99 -- Selling Cisco
05/17/99 -- Berkshire Reports Q1
05/14/99 -- Waiting for Berkshire's Q1
05/12/99 -- Strange Accounting
05/10/99 -- Where We're Going
05/07/99 -- Get Your Boring Accreditation
05/05/99 -- More on VCA
05/03/99 -- New Idea Hits Radar

April, 1999

04/30/99 -- Boring Takes You to School
04/28/99 -- Equities as Bonds
04/26/99 -- The Business/Stock Disconnect
04/23/99 -- New Bore Holding Powers Up
04/21/99 -- Reviewing Past Sells
04/19/99 -- A Focused Portfolio
04/16/99 -- Kronos Clocking Gains
04/14/99 -- Announcing a Buy
04/12/99 -- Compaq Pre-Announces
04/09/99 -- Death: It's Serious "Business"
04/07/99 -- More on APC
04/05/99 -- Bank Radar

March, 1999

03/31/99 -- Why Invest in a Tough Business?
03/29/99 -- Acquisition Candidate Washington Post Co.
03/26/99 -- Boring Biotech?
03/24/99 -- More Equifax and USB Numbers
03/22/99 -- Equifax Falls Into Range
03/19/99 -- Complete Collapse
03/17/99 -- "SeaMED" Like a Good Idea
03/15/99 -- Berkshire's Annual
03/12/99 -- Magellan Conquers the "New World"
03/10/99 -- Another Blip on the Bore Radar
03/08/99 -- Checking out Philip Morris
03/05/99 -- Coming Down to Earth: Satellite Valuations
03/03/99 -- We Love Buffett
03/01/99 -- The PC Battlefield

February, 1999

02/26/99 -- Bore Week in Review
02/24/99 -- More on Orbital
02/22/99 -- Gateway Country Wins Analyst
02/19/99 -- The Bore Blasts Off
02/17/99 -- Dell Relativists Sell Pell Mell
02/12/99 -- The Wide Boring Net
02/10/99 -- Dispatch From the Front
02/08/99 -- Back from Sacramento
02/05/99 -- News Flash!
02/03/99 -- Cisco's Cookin'
02/01/99 -- And More on Value

January, 1999

01/29/99 -- The Uncertainty Consensus
01/27/99 -- Bore To Sell Andrew Corp and Borders Group
01/25/99 -- Mr. Market Is Not That Dumb
01/22/99 -- A Tale of Two Bookstores
01/20/99 -- Empire of Chocolate
01/15/99 -- Week in Review
01/13/99 -- Reinsurance Weirdness
01/11/99 -- Bore To Sell FelCor
01/08/99 -- Bordering on Closure
01/06/99 -- What's on the Boring Radar
01/04/99 -- Responding to Sosnoff