Category: Investing 2010
The analysis published under this category are as follows.Thursday, June 03, 2010
Commodities, Time To Go Long and Physical / Commodities / Investing 2010
Deutsche Bank AG recently noted that commodities will continue to “struggle” as the dollar strengthens and China seeks to restrain growth. Looking at the recent performance between the CRB index, S&P 500 and Legg Mason Emerging Market (LGEMX) would certainly seem to support Deutsche’s view. (Chart 1)
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Wednesday, June 02, 2010
Stock Investing Top Profit Plays for a Defensive Portfolio / Stock-Markets / Investing 2010
William Patalon III writes: Prussian military theorist Carl von Clausewitz once said that "the best defense is a good offense." Although that bit of wisdom has been used everywhere from the battlefield to the gridiron, it could just as easily be deployed as part of a "defensive investing" strategy.
And in today's markets - whipsawed by worries emanating from virtually every major market around the globe - a defensive-investing plan needs to include protective stops, inverse funds, high-yielding dividend shares, "sin stocks, and investments in oil and other value-storing commodities," Keith Fitz-Gerald, the best-selling author who is Money Morning's chief investment strategist, said in an interview this week.
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Thursday, May 27, 2010
Nine Beaten-Down ETF Investment Bargains / Companies / Investing 2010
In case you haven’t noticed, most of the world’s stock markets took a hard fall the last few weeks. Exchange traded funds (ETFs) got walloped, too.
Is the selling over? Perhaps.
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Monday, May 24, 2010
Conservative Equity Income Investment Filter / Stock-Markets / Investing 2010
Equity income is important to most investors who have substantially completed the savings stage of life, and who expect to rely on those assets to maintain lifestyle. While bonds are important to portfolios, they do not provide growth of income. Some level of income growth (equity income) is essential to those investors who expect to pay for lifestyle with investment income.
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Monday, May 10, 2010
Investor Equity Market Re-Entry Prices for EEM, EFA and SPX / Companies / Investing 2010
If you are out of the equity markets as a result of stops last week. The question of re-entry conditions arises.
The US futures are up strongly this morning as a result, no doubt, of the nearly $1 trillion European bailout package for Greece and other contingent country credit problems (Spain, being the largest economy of concern). We take note of the fact that the US stock market continued to fall after enormous bailout packages. However, each time has a different fact set.
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Monday, May 10, 2010
Investors You need to PROTECT Your Wealth NOW! / Stock-Markets / Investing 2010
Was last week’s amazing stock market rout and collapse in the euro currency the beginning of a new era of volatility in the markets?
Could the economy start turning down again? Could real estate prices enter a renewed decline? Could there be more big financial blowups?
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Wednesday, April 28, 2010
The #1 Rule for Making Money Is to Buy Whatever Chinese Are Buying / Stock-Markets / Investing 2010
I’ve said it hundreds, perhaps thousands, of times in this column, and in speeches and interviews that I’ve given over the last decade: “The #1 rule for making money over the next decade is to get long whatever the Chinese are buying.”
What are the Chinese buying? The list is long, but simple and logical.
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Thursday, April 22, 2010
Bankster Gangsters Global Commodities Grab Causes Major Bank Profits to Soar / Commodities / Investing 2010
Peter Krauth writes: Major bank profits are up. Way up.
Goldman Sachs Group Inc. (NYSE: GS) just reported that its first-quarter earnings nearly doubled to $3.46 billion, the investment-banking giant's second-most-profitable quarter since going public a decade ago.
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Tuesday, April 06, 2010
Diversify and Protect Against Any “ATION” / Stock-Markets / Investing 2010
Much is said about how to protect against a rising tide of either inflation or deflation or hyper of either or stagflation.Most of the time a one way solution is offered supporting the views of a certain writer/analyst/economist for various reasons.
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Tuesday, March 30, 2010
Profiting From Commodities, Tech and Emerging Markets Capital Waves / / Investing 2010
William Patalon III writes: It was November 2008, and a global financial crisis that started in the U.S. credit markets had already leveled such one-time corporate stalwarts as Lehman Brothers Holdings Inc. (OTC: LEHMQ), Fannie Mae (NYSE: FNM) and American International Group Inc. (NYSE: AIG). The U.S. economy was in an apparent freefall, and stock prices wouldn't hit bottom until early the following March.
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Monday, March 22, 2010
Emerging Markets on Buying Spree / Stock-Markets / Investing 2010
It’s getting to be common news for a Chinese company (usually with links to the government) to buy a foreign commodities producer to secure supplies of coal, oil, iron ore and other assets to fulfill the country’s ambitious growth plans.
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Monday, March 22, 2010
Sir John Templeton, Financial Chaos and Investing / Stock-Markets / Investing 2010
When my friends Lauren Templeton and Scott Philips gave me a copy of their delightful book, Investing the Templeton Way, they included a memorandum Sir John Templeton sent to Lauren, his great-niece, in 2005.*
Sir John Templeton came from humble origins, founded the Templeton Funds (later bought by Franklin Investments), and died a billionaire in 2008, four months shy of his 96th birthday. Like the book that summarizes his strategies, his memo is written in plain English but communicates profound ideas:
Saturday, March 20, 2010
Investment Mega Trends, A Dangerous Mix of Water and Oil / Commodities / Investing 2010
Oil and water aren’t supposed to mix, but these two resources could brew up plenty of trouble in the near future. In recent issues, I’ve told you how I think oil prices are going to be squeezed higher. As for water, both the CIA and the World Bank have identified water as one of the key flashpoints of the 21st Century. And it turns out you can’t get oil without water. There are some moves you should be making in your portfolio to protect against this, and potentially profit as well.
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Thursday, March 18, 2010
How Capital Waves Are Creating the Biggest Profit Opportunities in Today’s Markets / Stock-Markets / Investing 2010
Shah Gilani writes: Back when oil was trading at a record high of $145 a barrel - and was generally expected to go higher - I concluded that the forces at play were speculative, not fundamental - driven by new institutional money looking to diversify away from too many concentrated equity bets. I argued these forces were temporary, and not entrenched, meaning that oil prices were actually headed for a fall.Read full article... Read full article...
Wednesday, March 10, 2010
Germany, The “Must-Invest” Economy / Economics / Investing 2010
Martin Hutchinson writes: If you're a U.S. investor, you can't be happy about the prospects for your portfolio. After all, you're mostly trapped in an economy with a gigantic and dangerous financial-services sector, a central bank that can't stop itself from printing money and a government that overspends wildly.
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Tuesday, March 09, 2010
How to Profit From Investing in the “Fertilizer Wars” / Companies / Investing 2010
Peter Krauth writes: There's nothing like scarcity and supply disruptions to fuel violent price spikes. And there's nothing like the basic human needs for food and water to light that fuse.
Today's world food supplies run on razor-thin inventories.
Monday, March 08, 2010
Which Stocks and Sectors Will Lead the Economic Recovery? / Companies / Investing 2010
Jon D. Markman writes: A lot of my commentary lately on the markets has been relatively short-term oriented. Today let's take a moment to pan back and consider the weekly perspective, which is rather benign, even positive.
From this point of view, stocks are broadly recovering from their most oversold condition since March of last year -- and the release of the energy stored up then persisted at near-full strength for three months.
Friday, March 05, 2010
Jim Rogers, Commodities Will Outshine Stocks / Commodities / Investing 2010
Should you invest in commodities on the advice by veteran commodities investor Jim Rogers? The Singapore-based billionaire commodities investor has been the most passionate advocate who has been consistently arguing that investing in commodities is much better than putting your money in stocks.
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Wednesday, March 03, 2010
List of Stocks Owned by Warren Buffett / Companies / Investing 2010
The Oracle of Omaha's Annual Report was just released.
Last week, the much anticipated Warren Buffett Report was issued for Berkshire Hathaway. Like all his followers, I love reading his yearly report, especially for any insights that can be gathered from what he says.
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Thursday, February 25, 2010
ETFs Beat HOLDRS Hands Down! / Companies / Investing 2010
If you’ve been reading my Money and Markets columns for any length of time, you know I’m a big proponent of exchange-traded funds (ETFs). And I think they’re one of the most exciting investment innovations in decades.
However, one consequence of innovation is that eventually the latest-and-greatest products go past their “sell-by” dates. For example, I remember getting my first IBM personal computer back in the 1980s. It was state-of-the-art! Today it would be considered an antique.
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