How to Give the Gift of Investing

Consider giving the gift of investing. The season of giving is upon us. That brings agonizing over what presents and gifts to give kids, grandchildren, or Godchildren.  Instead of buying the same old gifts, maybe it is time for something different?  Can you think of any better gift than one that grows over time and benefits…

Investing in Times of 20+ P/Es

As a value investor, you must be asking yourself how best to go about investing in a time of 20+ P/Es. With over 90% of companies in the S&P500 reporting their 3rd quarter earnings, US corporate profits seem strong.  According to FactSet, about 80% reported better than expected earnings per share, and about 75% posted…

The Stock Market: Marching Higher

The stock market has continued its march higher.  New Records in Closes, Retail Sales & Corporate Profits New record closes were reached for the Dow Jones Industrials and the S&P500.  The NASDAQ is very close to an all-time high.  Many European exchanges and the TOPIX Japanese index hit fresh highs as well. Retail sales this…

Andrew Fairbanks, Energy Sector Expert, and Climate Impact Co-Manager

Pendragon Capital Management has a passion for sustainable investing and alternate energy sources. Hence the Climate Impact Portfolio which energy sector expert, Andrew Fairbanks, manages with company founder, Ian Green. In this article, we introduce you to Andrew. Meet Energy Sector Expert Andrew Fairbanks PCM: Andrew, tell us about yourself and your background. AF: I…

Ian Green Embraces Individualized Expert Financial Advice

As a boutique wealth-management firm, what makes Pendragon Capital Management stand out is the team and each member’s commitment to clear, thoughtful, individualized expert financial advice. This starts with Pendragon’s founder and president, Ian Green. Meet Ian Green, Pendragon Capital Management, Focused on Individualized Expert Financial Advice       PCM: Ian, tell us about…