The 5 Hot Sectors To Invest In

The 5 Hot Sectors To Invest InInvestors, it seems, are always looking for the “next great thing.” Since individual stocks are so hard to pick, though, some investors look for investment “themes” instead. They figure if they can latch onto an emerging or hot trend, then it matters less what stock they actually buy within that trend — since they all might do well. This can, in our view, be a dangerous exercise. Usually “hot” themes…

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3 Value Picks for 2016 and Beyond

3 Value Picks for 2016 and BeyondIf you’re looking for a value play for 2016 and beyond, you’ve come to the right place. I’ve scoured the market and found three stocks that are trading at inexpensive valuations compared with their five-year and industry averages, so let’s take a quick look at each to determine which would fit best in your portfolio. 1. Canadian National Railway Company Canadian National Railway Company (TSX:CNR)(NYSE:CNI) is the largest rail network…

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Why Investors Should Look Outside of U.S. Markets

Why Investors Should Look Outside of U.S. MarketsValue investors are finding it difficult to pick stocks in the U.S. as low interest rates around the world continue to fuel equity markets, especially since U.S. multinationals are getting hit quite hard by their foreign currency exposure due to the greenback’s strength. Nevertheless, strategists are almost universally positive on the outlook for U.S. markets this year. But Norman Levine and Darren Sissons of Toronto-based Portfolio Management Corp., are taking…

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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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Index Investing Becoming a Victim of Its Own Success

Index Investing Becoming a Victim of Its Own SuccessToo much of a good thing can end up being bad. That includes using a benchmark index as the basis for an investing apparently. In the July 2010 paper (download here from SSRN; acknowledgement to Stingy Investor where I found the link) On the Economic Costs of Index-Linked Investing, NYU prof and NBER research associate Jeffrey Wurgler reviews some research results that are disquieting for investors who follow a passive…

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