The latests news and views on the holdings in the model Portfolios.

We can use the market’s gyrations to lock in positions in strong companies.

Stocks backed by good underlying businesses always bounce back from any calamity.

Master limited partnerships continue to enjoy access to capital at favorable terms--a key to growing distributions.

Our task each quarter is to discern each company’s health and growth by determining what’s going on with their drivers of growth and the strength of the balance sheets that finance them. That’s what’s ultimately going to determine how dominant our Portfolio 2020 companies become, and how much wealth they’re going to build for us.

As long as good companies move forward as businesses, they’ll gain value and build wealth for shareholders.

The large numbers of people expecting Armageddon are a sure sign this market is still climbing its proverbial wall of worry, and that expectations are still low and easy to beat.