Browsing Category
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…
August 7, 2013
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…
August 5, 2013
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.…
July 22, 2013
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…
July 16, 2013
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,…
July 15, 2013
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…
July 15, 2013
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,…
July 11, 2013
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…
July 10, 2013
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…
July 10, 2013
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…
July 3, 2013
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…
July 2, 2013
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…
June 25, 2013
The Art of Low Turnover (Smead)
by William Smead, Smead Capital Management We have argued vociferously that active managers have given up their preferred…
June 19, 2013
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.…
June 7, 2013
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…
June 6, 2013