Category: Investing 2010
The analysis published under this category are as follows.Friday, December 17, 2010
What Investors Should Do as the Fed Plays Ostrich / Stock-Markets / Investing 2010
The latest Federal Reserve meeting came and went this week. And I gotta tell you, the Fed should replace the eagle on its website with an ostrich!
I say that because the post-meeting statement was a bunch of boilerplate text. No recognition of rising inflation pressures around the world. No recognition of an improved tone to the economic data. And most importantly, no acknowledgement whatsoever about the dismal failure of QE2!
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Tuesday, November 30, 2010
Not Much Time Left for Year-end Financial and Portfolio Tax Moves! / Personal_Finance / Investing 2010
Lots of meals with friends and family. Hundreds of e-mails about shopping deals. And even a trip into the woods to saw down a nine-foot douglas fir for our living room. Yes, this past weekend clearly kicked off another major holiday season!
Of course, now that we’re coming into the home stretch of 2010, I’d also like to remind you that — amid all the general madness — you should also take a little time to revisit your finances.
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Monday, November 22, 2010
Investing Strategy for Switching from Bonds to High Dividend Paying Stocks / Stock-Markets / Investing 2010
This is a follow-up to last week's letter suggesting that the best days for bonds are behind us for a while, and that reduction of bond positions is in order. We have been replacing bonds in managed accounts with high quality, above average dividend stocks with long histories of paying and growing dividends, and shortening duration among the substantially reduced bond positions we hold.
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Sunday, November 14, 2010
Three Secrets to Picking Winning Small Cap Stocks in This Market / Stock-Markets / Investing 2010
Louis Basenese writes: So, Lou… are you worried about buying small-cap stocks now, given the market’s huge run-up?”
This was the question that Frank Curzio put to me, as I was being interviewed on S&A Radio last week.
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Thursday, November 04, 2010
ETF's Are For Sissy's / Companies / Investing 2010
What happened to the good old day's when investors actually did their homework and researched new potential investment opportunities? I am talking about investing in individual companies.
Let's take the natural resource sector as an example. You could invest in many different ETF's giving you a position in a basket of securities. But, and this is a big issue with us, investors will never achieve the big gains of 100s and 1000s of percent returns with any ETF. How much are you making with your ETF's?
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Sunday, October 31, 2010
Three Macro Investment Plays – CYB,TBT,YCS / Stock-Markets / Investing 2010
The market remains in an uptrend but it is a “weak dollar” rally, not a “strong economy” rally. In real, dollar-adjusted terms, the market is closer to flat. A possible crash triggered by the weakening economy or a currency war is not out of the question. Don’t fight the trend – but I’m certainly not jumping in on the long side with both feet either.
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Wednesday, October 27, 2010
How Investors Can Profit From Asia's Sparkling Luxury Goods Market / Companies / Investing 2010
I should be used to it by now, but I am always amazed at the conspicuous display of wealth whenever I travel to Asia. The signs of wealth are everywhere.
I see more people drinking $3 cups of Starbucks coffee in Shanghai than I see in Seattle. I see more ladies clutching expensive Louis Vuitton handbags in Beijing than in Boston. I see more iPods and iPhones in Hong Kong than in Houston. And I see more $200,000 Bentleys on the streets of Wuhan than in Palm Beach, Florida.
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Monday, October 25, 2010
Stock Market Investing, We're "All In" Still and Sitting Tight / Stock-Markets / Investing 2010
After spending many years in Wall Street, and after making and losing millions of dollars, I want to tell you this: It was never my thinking that made the big money for me. It always was my sitting. Men who can both be right and sit tight are uncommon. - – Legendary Speculator Jesse Livermore, from the classic 1923 book Reminiscences of a Stock Operator
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Sunday, October 24, 2010
Hot Commodities, The Place To Be Invested / Commodities / Investing 2010
As one watches the day to day advice on CNBC, you will notice that we are inundated with stock advice. Bank of America this, Goldman Sachs that, and of course Apple Computer will run the world shortly. But when it comes to commodities, they are rarely explored with the exception of gold, copper and oil.
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Wednesday, October 20, 2010
Think “Globally” For Investing Opportunities / Stock-Markets / Investing 2010
Judging from the response, my last article on Asian IPOs caught a lot of people’s attention.
Of the top 15 performing IPOs this year, nine of them are foreign companies. Out of those nine foreign companies, one is from India: MakeMyTrip.com (MMYT). One is from the Cayman Islands: Fabrinet (FN). The rest are from China, such as SouFun Holdings (SFUN), China New Borun (BORN), and Country Style Cooking (CCSC).
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Thursday, October 14, 2010
U.S. Jobs Market May Look Bleak, But Your Investments Don’t Have To / Stock-Markets / Investing 2010
Jon D. Markman writes: There's no getting around the fact that the U.S. jobs market is bleak. Ultimately, though, it's a stark reminder that as investors, we should be looking abroad for maximum profits.
Indeed, investors must turn to countries where the number of people working is rising along with standards of living and consumption.
But that's not all.
Friday, October 08, 2010
Resources and Technology, and a New Investment Paradigm for the Next Decade / Stock-Markets / Investing 2010
Between the Century from 1908 to 2008, the world underwent stupendous transformation. I like to compare a photo of then vs now for an example:
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Tuesday, October 05, 2010
Gold, Silver, Lumber, Farmland, Foreign Real Estate Alternative Investments To Consider / Stock-Markets / Investing 2010
Chris Mack writes: Are you one of the millions of people who lost money over the past decade in stocks and housing who is now buying bonds, annuities, and other fixed deposit credit based investments? If so you are probably doing so because you think it is the conservative thing to do but, in fact, you are really being a speculator buying an asset far above its intrinsic value with the idea that someone else will pay even more and such action is guaranteed to disappoint. Instead, you should make alternative investments the core of your portfolio.Read full article... Read full article...
Thursday, September 30, 2010
Investors, Stocks to Dump or Not Buy / Companies / Investing 2010
Larry D. Spears writes: With more than 8,790 publicly traded stocks on U.S. exchanges and another 7,000 or so listed on the OTC Bulletin Board and the pink sheets, it's not particularly difficult to find stocks you wouldn't want to buy. It's not even that hard to find stocks with numbers so bad they're good short-sale candidates.
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Tuesday, September 28, 2010
Investors Strategies for Surviving Inflation in Gold, Stocks and Cash / Stock-Markets / Investing 2010
Finding undervalued blue chip companies with exposure to Asian growth ranks high on Porter Stansberry's to-do list these days. And it works as a hedge against inflation, too, according to the fellow who founded Stansberry & Associates Investment Research, because the companies' earnings and assets would grow as prices climb. There's a caveat, though. "If you're not willing to short stocks as well, don't buy stocks at all," he cautions readers of The Gold Report in this exclusive interview. "Stay in cash and gold."
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Monday, September 27, 2010
Brazil, Commodities Bull Market, Are You Missing The Boat? / Stock-Markets / Investing 2010
If you haven’t been investing in the gold market, like I’ve been telling you to do, then not only are you missing the boat …
… but the boat you are in, whatever it may be, is most likely sinking — weighed down by the effects of all the Fed’s money printing, which will continue as far as the eye can see.
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Friday, September 24, 2010
Three Junior Potash Developers Are Sitting on Big Assets / Companies / Investing 2010
The United Nations estimates that the world's population will reach 7.7 billion by 2020 and 9.3 billion in 2050. Another United Nations estimate says that only 30% of the arable land in use in the 1950's will be available per person in 2050.
"Just when we need more soil to feed the 10 billion people of the future, we'll actually have less -- only a quarter of an acre of cropland per person in 2050, versus the half-acre we use today on the most efficient farms." ~ David Montgomery, author of the 2007 book Dirt: The Erosion of Civilizations
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Friday, September 24, 2010
Merger Frenzy and Food Riots Emerging Investment Themes / Stock-Markets / Investing 2010
Two investment themes have emerged over the last few months that are very positive for our portfolio. First, merger and acquisition activity has increased substantially. Secondly, the price of many agricultural commodities have increased and U.S. exports are booming – all very positive for the agricultural sector.
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Tuesday, September 21, 2010
Investor Portfolio Diversification is Dead / Portfolio / Investing 2010
Shocking new market research indicates
DIVERSIFICATION DOESN’T WORK ANYMORE.
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Sunday, September 19, 2010
Investors, The Best Foreign Stocks Are Right Here at Home / Companies / Investing 2010
Dan Ferris writes: China, India, and Brazil were poor, "Third World" countries not long ago.
Today, they're making investors rich.
India's Sensex index has risen 20%, just since last November. And the iShares MSCI Brazil fund is up more than 100% since early 2009. The China Shanghai index rose from 1,100 to 5,900 in just two years, 2005 to 2007. That's more than five times your money.