Archive for the ‘articles you can send’ Category

More Articles to Send Anxious Clients

Wednesday, March 3rd, 2010

Last week’s post with articles to send nervous clients got a great response.

In light of that, here are more articles from this weekend’s Barron’s , New York Times and Wall Street Journal that might reassure anxious clients.

First, the Chief Investment Officer of Harris Private Bank in Chicago looks at valuation, the economy, liquidity, psychology and momentum to make a strong case for U.S. equities.

Barrons.com – For Stocks, the Signs Point Up

And the cover story in today’s Barron’s outlines how the highest quality stocks have lagged in the recent run up – but are positioned to outperform going forward.

Tags: , , , , , , , , , , , , , , , , , , ,
Posted in Dan Richards, articles you can send | No Comments »


Articles You Can Send Clients (August 12, 2009) – Quality, Quality, Quality

Wednesday, February 17th, 2010

Each Wednesday we are sending you 3 articles you can send to clients to stay in touch and to promote open lines of communication with them. Its especially difficult to be motivational when there is so much skepticism about the economy and the market. When the market was a screaming buy, clients were not exactly beating down your door, and now that the market has had a massive rally, the skepticism turns back to downside concerns.

Tags: , , , , , , , , , , , , , , , , , , ,
Posted in articles you can send | No Comments »


4 Articles to Send Nervous Clients

Wednesday, February 10th, 2010

Even with the market bounceback in 2009, many clients are still anxious, often stemming from negative media coverage of prospects for the economy and markets.

If you run into this, here are recent articles that might help calm nervous clients.

Emerging markets soar past their doubters

New York Times – Tuesday December 29

http://www.nytimes.com/2009/12/30/business/global/30emerge.html?th&emc=th

Jeremy Siegel on the Undervaluation in US equities

Advisor Perspectives – Tuesday December 29

http://www.advisorperspectives.com/newsletters0/Jeremy_Siegel_on_the_Undervaluation_in_US_Equities.php

Advertisement


The best is yet to come – the full benefits of technology are on their way

Tags: , , , , , , , , , , , , , , , , , , , ,
Posted in Dan Richards, articles you can send | No Comments »


Three Articles You Can Send to Nervous Clients

Monday, February 8th, 2010

Despite the more positive tone to markets, anxiety is still high among many Canadians.

Here are three articles from this past weekend’s Barron’s, New York Times and Wall Street Journal to reassure nervous clients.

On Saturday, the Wall Street Journal  wrote that “the U.S. economy’s natural healing tendencies are asserting themselves and the American economy is poised for a rebound.”

WSJ.com – Opinion: A Jobs Bottom

 

Also on Saturday, an article in the New York Times outlines how a recovery is underway, in large measure due to U.S. actions to forestall a more serious economic decline. 

Tags: , , , , , , , , , , , , , , , , , , ,
Posted in Dan Richards, articles you can send | No Comments »


Articles You Can Send Clients (November 3, 2009)

Thursday, January 21st, 2010

This week’s ‘articles you can send’ focus on 3 themes. First, Canada’s strength, particularly in the banking sector, and secondly, arguments for why a strong Loonie isn’t such a bad thing. Last week we featured David Rosenberg’s upbeat commentary on the dollar; there have been others, BMO’s Sherry Cooper has made strong arguments in support of the strong dollar. Finally, whether you believe we are in a bull market or bear market rally, we feature the Buffett acquisition of Burlington Northern, and the Dan Chung profile from Barron’s magazine, This Bull Isn’t Done.

Posted in My Practice, articles you can send | No Comments »


Articles You Can Send Your Clients (August 5, 2009)

Wednesday, December 23rd, 2009

This last week has been marked with the continuation of the great melt-up in the markets, with more confirmation coming from the markets in the form of tried and true rules of thumb passing a stamp of approval, such as Dow Theory Letters calling of the bull market. In addition, their has been renewed strength coming from the commodities sector with oil prices creeping still higher, a reason for many Canadian investors to be happy. On the economic front, the Case Shiller Housing Index registered what some are saying is a bottom, and that was taken as very positive news. Whether this is a secular or cyclical “bull,” there are still reasons to believe that we are far from the end of this rally, at least for now.

Tags: , , , , , , , , , , , , , , , , , , , , , , ,
Posted in Uncategorized, articles you can send | No Comments »


Articles You Can Send Clients (September 2, 2009)

Tuesday, December 8th, 2009

During the last week, markets have been volatile, and have been accompanied by rising concerns about the sustainability of the rally in the context of earnings and economic growth. On one hand, Merrill Lynch reports fund managers have been buying this rally in a big way, and on the other hand TrimTabs, an independent investment research firm, reports that corporate insiders are selling stakes at levels not seen since June 2004. Its hard to know if the market can sustain the rally or succumb to a profit-taking blow-off of some kind. It may indeed be time to take some money off the table, given the 50% equities run-up we’ve seen since March.

Tags: , , , , , , , , , , , , , , , , , , ,
Posted in articles you can send | No Comments »


Articles You Can Send Clients (October 28, 2009)

Thursday, December 3rd, 2009

This weeks selection is a thematic group of articles which focus on the Canada/Emerging Markets theme.

The first three articles are focused on a discussion of strong Canadian fundamentals, and led by pro-Canada, pro-commodities arguments from David Rosenberg, Chief Markets Economist, Gluskin Sheff. The subsequent three articles provide strong indications of demand from emerging markets, particularly China, whose savings are unequalled anywhere in the world, where more cars are now sold than in the US, and an outlook from Merrill’s Francisco Blanch that oil could reach $100 in the next year.

Making a case for Canada and commodities

Tags: , , , , , , , , , , , , , , , , , , ,
Posted in My Practice, articles you can send | No Comments »


Articles You Can Send Clients (August 26, 2009)

Wednesday, October 14th, 2009

During the last week there has been a great deal of interesting and unusual but positive commentary about the upturn in the market and the economy.

In our first selections this week, Laszlo Birinyi, who runs an excellent asset management shop, a long-time contributor to Forbes Magazine, and runs Tickersense.com, comments that the market rally is a signal that the economic recovery will be far stronger than forecasters’ consensus estimates. In a follow up article, Birinyi says that waiting for an economy Roubini can believe in means missing rally.

Birinyi Says Stocks Rally Signals Economic Rebound, August 24, 2009, Bloomberg.com

Tags: , , , , , , , , , , , , , , , , , , ,
Posted in articles you can send | No Comments »


Articles you can send to clients (July 22, 2009)

Wednesday, September 9th, 2009

These days, so much press and much of the consensus are negative tilted and its hard to find some good articles that you could use to provide your clients with food for positive thought. Sometimes, its not strictly a matter of conviction, its a matter of keeping your clients talking. We found several articles that were positively balanced or motivated that might reinforce some of your discussions about earnings, Canada and its commodity complex, and where to go next (?).

First, on the subject of corporate earnings. Three bellwether stocks from the Capital Goods, Pharma, and Chemicals sectors may be a clue to an economic revival.

Tags: , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,
Posted in My Practice, articles you can send | 2 Comments »


Articles You Can Send to Your Clients (July 29, 2009)

Wednesday, July 29th, 2009

A few weeks ago we started the weekly item, Articles You Can Send to Your Clients. Clipping articles for your clients is an excellent way of keeping open lines of communication and dialogue, and strengthening the core of your relationship with them. You think about them, you care about them, and you want to motivate them to move forward with you – that is the underlying communication.

Tags: , , , , , , , , , , , , , , , , , , ,
Posted in Uncategorized, articles you can send | No Comments »