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They’re back! Actually, they never left.

April 25, 2005
Mark P. Bodett, Terence Kaufmann

It has been some time since we wrote a Disciplined Investor® letter about FFIEC bonds or as we call them, Trojan Horses. Since it has been awhile, we thought we would revisit the subject to remind you to maintain your guard and to warn those who might be unaware of the danger. So let’s start with the basics.

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Why Floater Prices Float Down – and Sometimes a Lot!

April 11, 2005
Richard S. Berg

The following article is an advance copy of the lead feature for our upcoming Bank Portfolio Manager®, a publication intended for the broader community bank industry. We continue our practice of giving readers of the Disciplined Investor® first look at the more timely Bank Portfolio Manager articles.

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Why I’m Back

April 6, 2005
John P. Behof

April 12th 2004 represented a fork in the road for my life and career. On that day, I left my eightyear career at The Betzold Companies. That’s a long time. Many of you have been through that kind of decision and as you can imagine there were a lot of sleepless nights and long discussions with my wife, family and close friends. I decided to leave for a variety of reasons, but I would like to spend a few moments sharing why I made a much easier and exciting choice last week. I CHOSE TO COME BACK after my short hiatus.

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