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Archives for August 2010

Need Yield?

August 27, 2010 By Jeremy Jones, CFA

Do you invest in stocks for income? Is your portfolio focused primarily on U.S. stocks? If so, you might consider diversifying globally. The dividend yield on the U.S. stock market is one of the lowest yields in the world. In the chart below, I show the yields of 23 of the world’s major stock markets. The dividend yield on U.S. stocks is only 2.11%, compared to an average of 3.09% and a high of 5.45% in Spain. The U.S. is the sixth-lowest-yielding stock market in the group. If you invest in stocks for dividends or income, a global approach is advisable. When you take a global approach to … [Read more...]

Consumers: TV Not a Necessity

August 26, 2010 By Jeremy Jones, CFA

T.V. sets are falling out of favor with consumers and fast.  According to a recent study released by the Pew Research Center the percentage of Americans who consider television a necessity dropped 10 percentage points from 2009. The drop was the largest among a group of 12 items covered in the Pew Study. Ironically though, while fewer consumers consider a television set a necessity, T.V. ownership per household reached a record in 2009. … [Read more...]

Existing Home Sales Plummet

August 24, 2010 By Jeremy Jones, CFA

Existing home sales plummeted 27% in July to a new 15-year low. Existing home sales have now entered double-dip territory. At the current rate of sales, there is a surplus of more than 12 months of existing home supply—a 28 year high. … [Read more...]

Which Portfolio Would You Rather Own?

August 20, 2010 By Dick Young

Given a choice, most investors would rather own the portfolio represented by the blue line in my chart. But in reality, many own something closer to the portfolio represented by the black line. The black line tracks the performance of the S&P 500. The blue line tracks the performance of a balanced portfolio. The balanced portfolio is invested 30% in corporate bonds, 30% in intermediate-term treasuries, 30% in equities, and 5% each in gold and the Swiss franc. The balanced portfolio is also rebalanced annually. Over the last decade, my balanced portfolio earned a compound annual return … [Read more...]

A Must-Have MLP Fund

August 19, 2010 By E.J. Smith

You don’t want to miss the boat on master limited partnerships (MLPs) especially now that the asset class is receiving more press. A recent Wall Street Journal piece by Tom Lauricella and Carolyn Cui, “Frenzy in Energy Partnerships,” shed more light on the relatively unknown natural resource pipeline market, which has been attracting billions of dollars owing to its attractive 6%–7% yield. In fact, as the article points out, through the beginning of this month, MLPs rallied 15% on the year and 11% per year over the past 10—as measured by the industry benchmark, the Alerian MLP Index—for … [Read more...]

How Many Utilities are in Your Portfolio?

August 19, 2010 By Jeremy Jones, CFA

A powerful relative strength rally in utilities stocks is underway. The S&P 500 Utilities Index has outperformed the S&P 500 index by 12.5% since early April. Investors are bidding up high yielding utilities stocks in search of yield. … [Read more...]

This Economy is Booming

August 13, 2010 By Jeremy Jones, CFA

The economic recovery in Brazil continues to gain momentum. Brazilian GDP grew at 11.4% in the first quarter of 2010. Inflation remains tame by Brazilian standards at less than 5%, employment is up smartly, unemployment is at a record low, and consumer confidence is near pre-recession highs. Contrast the strong performance of Brazil’s economy to the record high unemployment, record low employment, and very low consumer confidence in the U.S., and it quickly becomes apparent that investors need to broaden their investment horizon beyond the U.S. Diversification across sectors and market … [Read more...]

An Investment Strategy Guaranteed to Win

August 13, 2010 By Dick Young

In investing there is only one variable that an investor can control, and that is cost. Cost is vital to your long-term investment success. Lower costs necessarily result in higher returns. There is no disputing this fact. As an example, take two funds with the same gross return, Fund A and Fund B. Fund A has a 1% expense ratio and Fund B has a 2% expense ratio. After fees are deducted, Fund A will return 1% more than Fund B. Anybody capable of basic arithmetic should be able to figure this out. Yet, millions haven’t. The mutual fund industry is jam-packed with high-expense-ratio-load funds … [Read more...]

A CEO Polygraph

August 13, 2010 By Young Research

How Can You Tell If A CEO Is Lying? – Kyle Stock, DealJournal, The Wall Street Journal Conference call Q&As are a confusing and cryptic dance. Executives try to be attractive to investors, without giving away too much. In many cases, they are trying to put a good spin on bad results. But what if an investor could read right through all of the posturing and careful prose to know if they were being strung along? A pair of professors at Stanford recently tried to do just that. The team built a model that tries to flush out executive lies, using psychological and linguistic studies … [Read more...]

Creative Destruction

August 11, 2010 By Jeremy Jones, CFA

Creative Destruction – Popularized by Joseph Schumpeter, a “process of industrial mutation that incessantly revolutionizes the economic structure from within, incessantly destroying the old one, incessantly creating a new one.” In just 10 years, two industry titans have been knocked to the floor and replaced by a start-up and another firm that most industry pundits had written-off. The age of the Windows desktop PC is coming to a close and the age of smart phones, tablet computers, and cloud computing is beginning. But don’t put money on it. Microsoft and Dell looked like no-lose … [Read more...]

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