ETF

(XLV) Healthcare Debate – Some Potential Stock Winners

The ongoing debate about health care has become more focused on ideological lines than on what realistically can and should be done. Though not surprising, it is unfortunate.

It would be wonderful if the conversation shifted to what changes can realistically be made and what changes should...

21Aug2009 | | 0 comments | Continued

Weekly Review – Risky assets last week again marched higher

Risky assets last week again marched higher to the tune of economic data supporting the argument of a global economic recovery. A realization among investors that the economic transition from recession to recovery was gaining momentum resulted in many global stock markets and commodities...

9Aug2009 | | 0 comments | Continued

(TUR) Words from the (investment) wise for the week that was (June 29 – July 5, 2009)

“Words from the Wise” this week again comes to you in a shortened format as I am still on the road in Europe and do not have access to my normal research resources. Although only brief commentary is provided, a full dose of excerpts from interesting news items and quotes from market...

5Jul2009 | | 0 comments | Continued

(PIN) Ups and downs on financial markets were plentiful during the past week

Ups and downs on financial markets were plentiful during the past week, but investor sentiment, on balance, brightened on the back of constructive financial and economic data – capped by a better-than-expected US non-farm payrolls report on Friday.

“It...

7Jun2009 | | 0 comments | Continued

(EWH) Words from the (investment) wise for the week that was (May 25 – 31, 2009)

Government bonds dominated action on financial markets during the past holiday-shortened week, as angst about inflation and massive issuance propelled yields to six-month highs in the US, Europe and Japan.

Bonds and other safe-haven assets such as the US dollar...

3Jun2009 | | 0 comments | Continued

(EWH) Words from the (investment) wise for the week that was (May 25 – 31, 2009)

Government bonds dominated action on financial markets during the past holiday-shortened week, as angst about inflation and massive issuance propelled yields to six-month highs in the US, Europe and Japan.

Bonds and other safe-haven assets such as the US dollar...

31May2009 | | 0 comments | Continued

(XLF) Words from the (investment) wise for the week that was (May 4 – 10, 2009)

One of the definitions of “stress” offered by the Merriam-Webster dictionary is “bodily or mental tension resulting from factors that tend to alter an existent equilibrium”. Well, any bodily or mental tension investors might have been suffering from as a result of financial...

10May2009 | | 0 comments | Continued

(KBE) Words from the (investment) wise for the week that was (February 9 – 15, 2009)

“Words from the Wise” this week comes to you from my abode in a visibly depressed Europe, from where I am compiling this report as welcome relief from gloomy conversations with taxi drivers and cheerless meals in deserted eateries.

Events during the past...

16Feb2009 | | 0 comments | Continued

(LQD) Words from the (investment) wise for the week that was (January 5 – 11, 2009)

Global stock markets reversed course during the last three days of the first full trading week of 2009 as investors were confronted with dreadful economic data, escalating layoffs and a bleak earnings outlook.

As investor sentiment soured, the MSCI World Index...

11Jan2009 | | 0 comments | Continued

(GLD) Picture du Jour: Gold or platinum?

“Au” and “Pt” may be dull chemical elements, but gold and platinum have certainly played their respective parts during the unfolding of the financial crisis. Revisiting the metals’ movements, it is clear from the table below that gold’s decline was...

10Jan2009 | | 0 comments | Continued

(PBS) Video-o-rama: Is the worst of the credit crisis over?

A heavy batch of interesting video clips has appeared over the past few days as pundits were debating whether the worst of the credit crisis was over and what to make of the stock market’s bounce. I am again pre-empting the customary Sunday edition of the “Words from the Wise”...

31Oct2008 | | 0 comments | Continued

(DHS) (LLL) – L-3 Communications – ended June with record funded backlog of $11 billion

One of the recent contracts awarded to L-3 Communications (LLL) was an $18 million contract by the U.K. Ministry of Defense (MoD), Royal Air Force. L-3 continues to outperform its peers in both the growth and income categories. The company’s ROE of 13% is above the industry average of 11%. Its dividend...

10Sep2008 | | 0 comments | Continued

Dead Men Walking

This post is a guest contribution by Bennet Sedacca*, President of Atlantic Advisors Asset Management

Dead Man Walking...

31Aug2008 | | 0 comments | Continued