Section
Opportunities
159 posts
Fear Capital Misallocation—Not Market Cycles
by William Smead, Smead Capital Management A great deal of time and energy is spent trying to determine…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Two Charts Illustrate How to “Follow the Money”
Two Charts Illustrate How to “Follow the Money” By Frank Holmes CEO and Chief Investment Officer U.S. Global…
David Winters (Wintergreen): Investment Outlook (July 19, 2013)
David Winters: Investing Luxury Goods at Bargain Prices in the 'HENRYs' Emerging markets have substantially underperformed the U.S.…
A Momentum Breakout for the Uranium-Nuclear ETF
by Arthur Hill, Stockcharts.com Blog The Uranium-Nuclear ETF (NLR) caught a bid last week and broke resistance to…
Alfred Lee: The Taper Tantrum (July 11, 2013)
The Taper Tantrum BMO ETF Portfolio Strategy Report by Alfred Lee, CFA, CMT, DMS, Vice President, BMO ETFs,…
Commodities 2013 Halftime Report: A Time to Mine for Opportunity?
Commodities 2013 Halftime Report: A Time to Mine for Opportunity? By Frank Holmes CEO and Chief Investment Officer…
Big Pharma's Political Concerns Make For Good Buying Opportunity
Employer Mandate: A Pharma Bump in the Road by William Smead, Smead Capital Management As long-duration value investors,…
Danger Zone Ahead (Thackray Market Letter, July 2013)
Market Update – Thackray Market Letter, July 2013 by Brooke Thackray, Alpha Mountain Investments Danger Zone Ahead In…
Investing in Water: Rising Demand Brings New Opportunities
July 9, 2013 by Michelle Gibley, CFA, Director of International Research, Schwab Center for Financial Research Key Points…
Keeping Your Balance During Shaky Markets
by Paul DeNoon and Gershon Distenfeld, AllianceBernstein While capital markets have had their ups and downs, it’s been…
U.S. Equity Market Radar (July 1, 2013)
U.S. Equity Market Radar (July 1, 2013) The S&P 500 finished higher this week after dropping more than…
The Case for Rotating into (Select) Defensive Sectors (Koesterich)
by Russ Koesterich, iShares As it turned out, the most recent Great (Sector) Rotation was short lived and perhaps…
The Art of Low Turnover (Smead)
by William Smead, Smead Capital Management We have argued vociferously that active managers have given up their preferred…
Own These World’s Leading Brands And Never Fear A Recession Again
Own These World’s Leading Brands And Never Fear A Recession Again (via Market Shadows) Courtesy of Chuck Carnevale.…
Finding Healthy Stocks in Europe’s Troubled Landscape
by Tawhid Ali, AllianceBernstein European equity markets continue to face severe stress as the continent struggles to contain…
