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This week on Wealthtrack, Consuelo Mack Consuelo interviews two money managers finding value in two different stock classes. Both have beaten the markets, with less than market risk over the long term. Noted value investor Tom Russo focuses on strong global brand name companies, while David Nadel specializes in international small company stocks including gold mining shares. [...] More on this topic (What's this?) Carnival of Value Investing #11 – The Finality (Value Stock Guide, 8/28/11) Why These Gold Mining Stocks Could Soar (Investment U, 8/12/11) Wealthtrack: Stock market declines – opportunity to buy choice companies (Wall Street Sector Selector, 8/20/11)
This update on U.S. sector PEs comes courtesy of my friends at top-quality research house Bespoke. [...] More on this topic (What's this?) S&P's Ill-Advised Downgrade Ushers in Buying Opportunities (Money Morning, 8/9/11) Four Signs the S&P 500 Index is Headed to 1,790 (Wall Street Daily, 8/31/11) Download: S&P Dividend Aristrocrats Lists 2011 (Top Foreign Stocks, 8/31/11)  By Prieur du Plessis, on August 20th, 2011 posted in: Economy, US  2 people had their say - chime in!
This post features Rosie’s 12 bullet points to prove the double dip, or whatever you want to call it, is here. [...] More on this topic (What's this?) David Rosenberg: 12 Bullet Points Confirm The Double Dip Is Here (GreenLightAdvisor Views, 8/17/11) 12 Random Ramblings (Donaldson Capital: Rising Divid..., 10/21/11) David Rosenberg’s 12 bullet points confirming the double dip is here (Wall Street Sector Selector, 8/20/11)
Marc Faber, publisher of the Gloom, Boom & Doom report, talks on Bloomberg Television about global financial markets and investment strategy. [...] 
“Those investors who have been waiting for a bounce in the markets may not have to wait too long,” said Frank Holmes in this guest post. “We mentioned last week that the S&P 500 has historically experienced strong upward moves after the CBOE Volatility Index (VIX) reaches extreme levels. Research from Citigroup backs up this assertion, showing the average return for the S&P 500 is 5.5 percent (three months), 9.4 percent (six months) and 18.9 percent (12 months) following a breach of the 35-40 on the VIX.” [...] |
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Monetary policy: Week in review (Jan, 2012)
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