Articles, Press Releases and Interesting Links
Regularly we publish letters sent to our customers. The articles talk about market conditions and other timely topics. We are posting many of them on this page so you can get a deeper understanding of our investment process.
EHOW Interviews on many topics http://www.ehow.com/members/ev_roger-groh-p5-articles.html
2012 Outlook http://grohasset.com/Documents/2012%20OUTLOOK.pdf
2011 Ouhttp://grohasset.com/Documents/2012%20OUTLOOK.pdftlook 2011 outlook.doc
2010 Outlook http://docs.google.com/Doc?id=dgrtcnr9_32pqmx65fp
2009 Outlook 2009_outllook PDF.pdf 2008 Outlook 2008 outlook.doc
2007 Outlook 2007 outlook.doc
Market Outlook for the second half of 2006 /Documents/SECOND HALF 06.doc
China Notes: Documents/SECOND HALF 06.doc/Documents/sedtoannounceorpendingacquisitionofsharesinShanghaibase1.doc
Elections and Economics OCT 08 PRESIDENTS.pdf
Sam's Theory of Economics Sams Theory of Economics.doc
Corporate Websites:
Berkshire Hathaway www.berkshirehathaway.com
American Capital www.Americancapital.com
Gladstone www.Gladstone.com
Medco www.medco.com
Elan www.Elan.com
Walmex financials click here www.walmex.com
RPM's financials are available at www.rpminc.com
Nestle's financials are available at www.nestle.com
Unilever's financials are available at www.unilever.com
Bic Pens www.bicworld.com
Femsa www.femsa.com
Peet's Coffee www.peets.com
China's Wumart www.wumart.com
ARCA www.arca.com
ARCO www.arco.com
Grupo Continental www.contal.com
Li & Fung www.lifung.com
SAP www.sap.com
Oracle www.oracle.com
Church & Dwight www.churchdwight.com
Medivation www.medivation.com
Total www.total.com
Lianhua Supermarkets www.lianhua.com
Sigma Aldrich www,sigmaaldrich.com
McDonald's www.mcdonalds.com
Starbucks www.starbucks.com
Announcements
Our new China only and India only equity products are now available. For years we have invested in China as part of our international portfolios and finally we are able to offer this expertise to you. Since the 1980's we have been China investors.
We are buying the same type of stocks in both markets. Companies that traditionally sell more of whatever they produce, and grow net income, over long periods of time. We like to buy brands.