Northern Technologies Corporation [NTIC]

Mid-Year Review [December 2020]

The second half of the year gave me the opportunity to analyze some very high-quality companies, including Arista Networks, United Health Group, Netflix and, most recently, Disney. As I said in my first mid-year write-up, you will find a swath of different types of opportunities here. I talk about deep value companies [Rolls Royce, Simon …

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Northern Technologies Corporation: A Play on Plastic?

I recently came across a 1984 letter by John Templeton in which he gave a prescription to investors at a time when the market was seemingly very expensive. (Courtesy of MOI Global on LinkedIn) What really stood out to me was this. “A greater ultimate reward may be achieved by searching now for those stocks …

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