ARCHIVE OF QUARTERLY LETTERS

 

"Look at the numbers, certainly.  But seek out also the insights."

 

 

 

"As our assets accumulate, we find we have less desire for risk.  And less need.  My belief is that protecting your assets is at least as important as making them grow."

 

 

 

"The strategy is to protect and preserve your assets while seeking competitive returns.  Never lose sight of this goal."

 

At the end of each calendar quarter I send a commentary to my clients, touching upon the period just past, and my opinions on the upcoming quarter, seasoned with the occasional historic or philosophical perspective.  To give you more understanding of my investment processes and thoughts, I offer for your perusal a sampling of these periodic musings.  Click on a date below to view the contents of that quarter's letter.

 

2017 January April July October
2016 January April July October
2015 January April July October
2014 January April July October
2013 January April July October
2012 January April July October
2011 January April July October
2010 January April July October
2009 January April July October
2008 January April July October
2007 January April July October
2006 January April July October
2005 January April July October
2004 January April July October
2003 January April July October
2002 January April July October
2001 January April July October
2000 January April July October
1999 January April July October
  Excerpts from earlier letters

 

 

 

Interviews and Media Excerpts:

I have had in-depth interviews in the  Wall Street Transcript  nine times since 1989.  I have been quoted frequently in  Barron's,  and at various times in other national publications, including: 

The Wall Street Journal

Investor's Business Daily

Forbes

Fortune

and Business Week.

I have also been interviewed briefly on the Wall Street Journal Radio Network.

  Due to copyright issues, there are no links to the interviews.

 

 

You can reach us:

Via telephone at 1-800-JIM PAPPAS (1-800-546-7277)
Via E-mail at j@jpic.net
or at the following locations:

5342 Sandhamn Place

P.O. Box 475

Longboat Key, FL  34228-2056

Redding Ridge, CT  06876-0475

Voice 941-387-9708

Voice 203-938-8916

Fax  call for number

Fax call for number


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