Proxy Access Green Light

In a press release dated 09/06/2011 the SEC announced they will be lifting the stay on shareholder proposals dealing with proxy access. The one size fits all approach proposed by the SEC was shot down in the courts and now shareholders can propose a less restrictive approach on a company by company basis. This is music to the ears of activist investors everywhere. The positive changes are just beginning.... read more

Say on Pay Article Posted

An article that I authored on my experience using the United States Proxy Exchange guidelines to examine company’s with failed Say on Pay votes has been posted to the proxy exchange website.  Stop by the site and leave a comment and get involved.  You can download the associated spreadsheet from the link below. Failed Say on Pay Votes... read more

Say on Pay Final Guidelines

After a great deal of effort the final Say on Pay (SOP) guidelines that I co-authored for the US Proxy Exchange have been posted to their website. ( ) Here is an excerpt of the press release announcing the posting of the final guidelines: Today, the United States Proxy Exchange (USPX) released standards for shareowners to use in making say-on-pay voting decisions. Congress’s new... read more

2010 Year End Performance

In 2010 our model portfolio returned a solid twenty percentage points more than the S&P 500 Average. Our 35.2% return solidly outpaced the S&P 500’s 15.1% increase. In the seven years we have published the newsletter we have outperformed the market 6 times. Our cumulative return over this same time frame is 215% versus the S&P 500’s 33%. While we have only published the newsletter... read more

Enjoy a risk-free way to subscribe to our market beating newsletter.

Investletter announces a new subscription option. You can subscribe to the Commonsense Investletter for $249 and receive a full refund if we do not do our job of beating the S&P market average. If the advice we provide does not earn you any more than the passively managed S&P 500 market average, you pay nothing. That’s right! We will refund 100% of your subscription price. We are providing... read more

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