Why Investors have to Adopt New Tactics From Time to Time

Why Investors have to Adopt New Tactics From Time to TimeAccording to investing pioneer Sir John Templeton, “The four most dangerous words in investing are: ‘this time it’s different.’” His admonishment, often quoted and treated as divinely inspired, refers to investors’ belief that the measurement of value changes in a fundamental way over time. Although Templeton’s essential point to invest in value rather than respond to trends or innuendo is sound, I much prefer the advice from another legendary investor,…

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What’s the Next Bull Market Asset Class? Still Equities

What's the Next Bull Market Asset Class? Still EquitiesThe chorus of investment gurus warning about a major downturn in equity markets grew louder this week when Carl Icahn said stock investors have “a lot to be concerned about it” during an appearance on Fox Business Network. There’s no doubt he — and anyone else weighing in on the matter recently — have a point. Rising interest rates combined with lofty valuations could easily put the brakes on the…

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How Bond ETFs Can Help During Big Market Selloffs

How Bond ETFs Can Help During Big Market SelloffsA well-known maxim in the world of investing is that to get a good read on the outlook for equities, you need look no further than the bond market. Gauging from all the latest hoopla in the world of bonds, greater caution looks to be in order. Stocks are no longer cheap, normalization in the U.S. is on the horizon, and the deflationary risks stemming from an earlier oil price…

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How REITs Satisfy the Need for Yield

How REITs Satisfy the Need for YieldThe global search for yield isn’t going anywhere. But since U.S. stocks are looking overvalued on several measures and the bond market is showing danger signs, real estate investment trusts are a pretty attractive option, particularly U.S. ones that should continue to perform well with a gradually improving economy. REIT dividend yields do not fully reflect the rally U.S. stocks have experienced in the past four years. Indeed, they’re remained…

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Five Investment Themes for 2015 and Beyond

Five Investment Themes for 2015 and BeyondSince this is the season for prognostications, I thought I would make a few of my own as this is my last column for 2014. But rather than attempting to predict specific events or pick specific stocks that will be winners in 2015, here are five macro themes that you might want to watch carefully next year — and beyond. 1. Oil All Canadians are aware that oil prices have…

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6 Stocks Loved By The Billionaires Club

6 Stocks Loved By The Billionaires ClubEvery quarter, I sift through a list of thirty billionaire asset managers and their holdings, uncovering the biggest similarities and differences that might be ripe for in-depth study. All the favorites are on my list: Warren Buffett, George Soros and Carl Icahn are some of the more notable names. Big earners like David Einhorn, Stanley Druckenmiller and Donald Yacktman add extra weight to the group, joining twenty-four others who have…

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Why its time for investors to take some chips off the table

Why its time for investors to take some chips off the tableOn Dec. 6, 1941, while Europe was engulfed in a war that saw Germany control all of Western Europe except Britain, Americans were spending an ordinary Saturday, wrapped in their collective isolationist blanket. Whether getting some Christmas shopping done, listening to game shows on the radio, or taking in a movie such as Citizen Kane, The Maltese Falcon or Dumbo, the battles being fought on the far sides of the Atlantic…

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How to Decide If You are Ready to Invest

How to Decide If You are Ready to InvestSo you want to get into the investment game and you’ve been sitting on the bench. The Standard & Poor’s 500 index is up around 18 percent this year through September and you’re apprehensive about getting back into the game now. Should you just run onto the field and start playing or wait for the coach to put you in at the right time? The following are three essential questions…

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The Investors Guide to Rate Hikes

The Investors Guide to Rate HikesRising interest rates are bad — very, very bad. That’s the prevalent message being made loud and ominously clear to investors as markets brace for the inevitable end to the ultra-loose monetary policies south of the border and elsewhere around the world. The warning, while important to heed, doesn’t quite add up. It’s true that many investors will take a hit from interest rate increases down the road — and,…

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What to do with $10,000 Right Now

What to do with $10,000 Right NowFor most people, getting a windfall of $10,000-through an inheritance, a severance payment or a small lottery win on the weekly Scratch ‘N Win card-can make a huge difference in their lives. Whether you invest in your small business, save it towards a long-term goal like retirement, pay off hefty consumer debt or help your kids with their college education bills, doing so can speed up your journey down the…

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