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: August 15, Barron, Board Business, Business Economy, Chief Investment Officer, Email Clients, Federal Reserve, Federal Reserve Board, Global Trade Business, Inflation Pressures, Liquidity, New York Times, Nine Months, Positive Outlook, Private Bank, Quality Stocks, Recession, Upturn, Wall Street Journal, Wsj
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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: Amp, Bet, Discipline, Downside, Excuse, Gmo, Immobilization, Investor, Jeremy Grantham, Lean Years, Massive Rally, Overruns, Pantheon, Quality Quality, Quality Stocks, Quiet Giant, Reuters, Rigor Mortis, Skepticism, Underweight
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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
The best is yet to come – the full benefits of technology are on their way
Tags: Advertisement, Amp, Benefits Of Technology, Bounceback, December 28, December 29, Economy, Emc, Emerging Markets, Jeremy Siegel, Negative Media Coverage, New York Times, Nytimes, Optimism, Perspectives, Prospects, Recent Articles, Soar, Wall Street, Wall Street Journal, Wsj
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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: American Economy, Baby Boomers, Bank Of America, Bidding Farewell, David Leonhardt, Economic Decline, Economic Scene, Email Clients, Finance Professors, Franklin Allen, Global Equity, Goldman Sachs, Jeremy Siegel, Merrill Lynch, Paul Sullivan, Positive Tone, Quarter Profits, S Real Estate, Sunshine State, Wall Street Journal
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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.
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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: Benjamin Graham, Canadian Investors, Case Shiller Housing Index, Commodities, Confirmation, Continuation, Dow Theory Letters, Economic Front, George Soros, Industry Insiders, J P Morgan, John Templeton, New Values, Nouriel Roubini, Oil Prices, Perma, Peter Lynch, Positive News, Rally, Rothschilds, Rules Of Thumb, Stamp Of Approval, Universal Agreement, Warren Buffett
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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: Banking System, Commodities, Corporate Insiders, Countries Of The World, Disposable Incomes, Dragons, Economic Growth, Fiscal Position, Foreign Investors, Foreigners, Fund Managers, Independent Investment Research, Investment Focus, Macleans Magazine, Merrill Lynch, Protectionist Stance, Rally, Relative Strengths, Sustainability, Woes
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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: Adjusted Basis, American Investor, Basis Points, Canadian Dollar, Canadian Equity, Canadian Stock Market, Commodities, Commodity Sector, Crb Index, David Rosenberg, Dollar Terms, Emerging Markets, Globe Investor, Gluskin Sheff, Investment Ideas, Investor Investment, Loonie, Star Of The Show, Thematic Group, Tsx Composite Index
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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: Central Banks, Consensus Estimates, Dow Jones, Economic Rebound, Economic Recovery, Forbes Magazine, Forecasters, Global Economy, Imf, International Monetary Fund, John Lipsky, Laszlo Birinyi, Market Rally, Phase One, Roubini, Telephone Interview, Time Contributor, Upturn, Wall Street Week, Wall Street Week With Louis Rukeyser
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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: Acquirers, Amp, Array, Bellwether, Bloomberg, Canadian Resources, Capital Goods, Caterpillar Inc, China Petroleum And Chemical, China Petroleum And Chemical Corp, Chinese Companies, Cnooc China, Cnpc China, Corporate Earnings, Doing Business, Dupont, Dupont Co, Earnings, Economic Revival, Economy, Emerging Market Stocks, Energy Production, Estimates, Foreign Markets, Fund Acquisitions, Future Energy, Gas Business, Global Importance, Globe And Mail, Globe Mail, Impetus, Jobs, Margins, Merck, Mutual Funds, National Petroleum, New Money, New York Times, Offshore Oil, Oil And Gas, Oil And Gas Companies, Oil Patch, Pejorative Sense, Petroleum Corp, Positive Thought, Profits, Recession, Resources Sector, Sinochem, Sinopec, Sinopec China, Stock Funds, Surprises, Term Prospects, Three Cities
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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: Article Selection, Bullish Outlook, Clipping Articles, Commodities, Economic Conditions, Economic Scenario, Goldilocks, Inflation Deflation, Jeff Opdyke, Outlooks, Paste Job, Personal Assessment, Personal Effort, Personal Note, Preface, Quandary, Street Journal Article, Uncertain Times, Wall Street Journal, Wrong Bet
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