Financial

(MES) Technical Tuesday: The Foreign Markets to Buy Now

Are all of your eggs in one basket?

You may not think so if you’re fully diversified in different companies and different sectors. But what percentage of your stock holdings is of companies within the U.S.?

Without question, the U.S. equities market is the single strongest equity market...

29Mar2014 | | Comments Off on (MES) Technical Tuesday: The Foreign Markets to Buy Now | Continued

(RSX) The Sector to Buy on the Dips

Increasing concerns about Ukraine and Russia have caused fear to return to the stock market. Foreign markets were punished, especially the Market Vectors Russia ETF (NYSE: RSX), which is down 11.54% over the past week.

However, the U.S. market has seen minimal weakness, down...

20Mar2014 | | Comments Off on (RSX) The Sector to Buy on the Dips | Continued

(BCS) Golden Smackdown for Big Banks

A rogue gang of fat ladies is parked in the lobbies of the big five gold-dealing banks, and they’re clearing their throats and tuning up.

Here’s why: On Friday, researchers announced the London gold fix – the benchmark used since 1919 to set gold’s market price – may have been manipulated...

18Mar2014 | | Comments Off on (BCS) Golden Smackdown for Big Banks | Continued

(GLD) Who’s Got the Gold?

I recently got my first long-term buy signal on gold in many months. That means we can shift from “playing” short-term swings in gold and miners to long-term investing in the shiny metal’s producers.

However, one thing nags at my mind: Who’s got the gold?

We know that most of...

15Mar2014 | | Comments Off on (GLD) Who’s Got the Gold? | Continued

(JPM) Will Better Weather Improve Profits for U.S. Banks?

It’s the weather.

Whenever a weaker-than-expected economic report is released for a cold month, pundits always blame the weather. It’s become a cliché.

So when the Department of Labor released its disappointing January jobs report earlier this month, market observers quickly pointed...

14Mar2014 | | Comments Off on (JPM) Will Better Weather Improve Profits for U.S. Banks? | Continued

(ETF) Technical Tuesday: What You Knew About the “Market” Is Wrong

How would you answer the following question if I gave you just 10 seconds to do so?

“What’s the market doing right now?”

If you’re like most Americans, you would most likely cite the movement of the Dow Jones Industrial Average. Most people will say, for example, “the...

14Mar2014 | | Comments Off on (ETF) Technical Tuesday: What You Knew About the “Market” Is Wrong | Continued

(SLV) How to Play the Silver Rally

Silver is rallying sharply this month, up about 14% in the last three weeks and blowing out of its old range. After it closed yesterday at $21.85, I’m confident we’ll see silver test $27 or even $30 by the end of this year.

And that will make a huge difference for undervalued silver...

9Mar2014 | | Comments Off on (SLV) How to Play the Silver Rally | Continued

(XLY) Technical Tuesday: Trouble Ahead?

Whenever a bull market corrects, investors ask themselves: Could this bull run be over?

Today I’ll give you one big indication that historically has spelled the end.

Very simply, when the sector that had led the market breaks down, it’s a major sign of a long-term top. Do you know...

26Feb2014 | | Comments Off on (XLY) Technical Tuesday: Trouble Ahead? | Continued

(SPY) From the Mailbag: Is It Time to Panic?

“I’m very nervous about this market.”

So began the letter from Tom that came in this week to the Investment U Mailbag. He continues: “I’ve done pretty well in the markets since 2010, and I’ve regained a good chunk of what I lost in the 2008 crash. But I don’t...

25Feb2014 | | Comments Off on (SPY) From the Mailbag: Is It Time to Panic? | Continued

(ETF) The Changes I Made to My Portfolio

October 31, 2013
Twice a year, I check my portfolio to see if any rebalancing needs to be done. I look at my allocations at the end of April and at the end of October to coincide with the start of the “worst six months” (May through October) and the start of the “best six months”...

5Nov2013 | | Comments Off on (ETF) The Changes I Made to My Portfolio | Continued

(UNM) Unum Group Hikes Dividend by 11.5%

In an effort to distribute more profit among shareholders, the board of directors of Unum Group (UNM) authorized an increase of 11.5% in its dividend. The company will now pay a quarterly dividend of 14.5 cents per share, up from 13...

7Oct2013 | | Comments Off on (UNM) Unum Group Hikes Dividend by 11.5% | Continued

(WSH) Willis Group Holdings Launches Pvt Insurance Exchange

A unit of Willis Group Holdings (WSH) – Willis North America has launched a private insurance exchange, The Willis Advantage to enhance its health and welfare operations.

The exchange aims at addressing the underlying costs...

2Oct2013 | | Comments Off on (WSH) Willis Group Holdings Launches Pvt Insurance Exchange | Continued

(SEIC) SEI Investments Rewards Shareholders

Proceeding with its strategy of consistently enhancing shareholder value, SEI Investments Co. (SEIC) announced new capital deployment plans. Apart from raising its semi-annual dividend, the company also increased its share repurchase...

26Sep2013 | | Comments Off on (SEIC) SEI Investments Rewards Shareholders | Continued

(KIM) Kimco Realty Divests Nine Mexican Assets

Recently, Kimco Realty Corp. (KIM) sold 9 assets of its Mexican shopping center portfolio to a local real estate operator for 3.35 billion Mexican pesos ($274 million), which include 573 million Mexican pesos ($47 million) of mortgage...

13Sep2013 | | Comments Off on (KIM) Kimco Realty Divests Nine Mexican Assets | Continued

(FPO) First Potomac Realty Trust Prices Upsized Offering

First Potomac Realty Trust (FPO) recently priced an equity offering of 6.5 million shares at $14.70 per share as part of its effort to infuse capital and repay debt. The offering was increased from the original number of 6 million...

11Sep2013 | | Comments Off on (FPO) First Potomac Realty Trust Prices Upsized Offering | Continued

(PRE) A.M. Best Upgrades View on PartnerRe

Ratings agency A.M. Best showed confidence in PartnerRe Ltd. (PRE) as it avowed the credibility of the company and upgraded the outlook to ‘stable’ from ‘negative.’

Accordingly, the ratings agency asserted the debt ratings...

11Sep2013 | | Comments Off on (PRE) A.M. Best Upgrades View on PartnerRe | Continued

(DB) Deutsche Bank AG Issues $1.5 Billion in Notes

Recently, Frankfurt-based Deutsche Bank AG (DB) issued $1.5 billion of subordinated notes that qualify under Tier 2 capital. The notes have a maturity date of May 24, 2028. The issuance of notes is part of the German lender’s newly...

8Sep2013 | | Comments Off on (DB) Deutsche Bank AG Issues $1.5 Billion in Notes | Continued

(ALL) Allstate Refinances Debt

Taking advantage of the ongoing low interest rates, auto and home insurer – Allstate Corp. (ALL) announced its intention to prepay some debt, which was previously taken at higher rates, by raising funds at lower rates.

Accordingly,...

8Sep2013 | | Comments Off on (ALL) Allstate Refinances Debt | Continued

(AXP) American Express Shares Hit 52-Week High

On May 21, 2013, shares of American Express Co. (AXP), also known as AmEx, hit a 52-week high of $75.11. The company reported first-quarter results with a positive earnings surprise of 3.6%. AmEx delivered positive earnings surprise...

8Sep2013 | | Comments Off on (AXP) American Express Shares Hit 52-Week High | Continued

(AIG) American International Group Subsidiary to Issue Senior Notes

A wholly owned subsidiary of American International Group (AIG), the International Lease Finance Corporation (ILFC) recently declared that it would issue and sell $550 million of floating rate senior notes with maturity scheduled in...

2Sep2013 | | Comments Off on (AIG) American International Group Subsidiary to Issue Senior Notes | Continued

(TWGP) Tower Group International Shares Lowered to Underperform

On May 23, we are downgraded our recommendation on the shares of Tower Group International Ltd. (TWGP) to Underperform from Neutral on account of significant execution risk associated with the recently closed merger with Canopius.

Other...

29Aug2013 | | Comments Off on (TWGP) Tower Group International Shares Lowered to Underperform | Continued

(DDR) DDR Corporation Opens New Shopping Center in Charlotte

Recently, DDR Corp. (DDR) announced the opening of a new prime power center – Belgate Shopping Center – in N.C. The shopping center reflects the real estate investment trust (REIT)’s first ground-up domestic expansion in more...

29Aug2013 | | Comments Off on (DDR) DDR Corporation Opens New Shopping Center in Charlotte | Continued

(PL) Protective Life Upped to Outperform

On May 22, we upgraded our recommendation on the shares of Protective Life Corp. (PL) to Outperform from Neutral to reflect our optimism regarding the announced acquisition of MONY Life insurance Company and efforts to enhance shareholders...

22Aug2013 | | Comments Off on (PL) Protective Life Upped to Outperform | Continued

(GS) The Goldman Sachs Group to Invest in Japan

The Goldman Sachs Group, Inc. (GS) intends to invest about 50 billion yen ($487 million) in renewable energy in Japan in the next 5 years. The investment banking major plans to effectively exploit the demand for electricity generated...

20Aug2013 | | Comments Off on (GS) The Goldman Sachs Group to Invest in Japan | Continued

(GLD) Has Gold Lost its Shine Forever?

Has Gold Lost its Shine Forever?

Gold has always been a safe bet for investment and a hedge against inflation. But this common belief turned into a nightmare when the prices of gold crashed by almost 13% in mid-April. Historically speaking, prices of gold have always moved...

15Aug2013 | | Comments Off on (GLD) Has Gold Lost its Shine Forever? | Continued

(FSR) Ratings on Montpelier Affirmed

A.M. Best Co. has confirmed the Financial Strength Rating (FSR) and Issuer Credit Rating (ICR) of Montpelier Reinsurance Ltd. (Montpelier Re). Montpelier Re is a wholly owned subsidiary of Montpelier Re Holdings Limited (MRH). The...

8Aug2013 | | Comments Off on (FSR) Ratings on Montpelier Affirmed | Continued

(ACE) ACE Limited Hikes Dividend by 4%

The shareholders of ACE Limited (ACE), at the extraordinary general meeting held on May 16, 2013, approved the board’s proposal to hike the quarterly dividend to 51 cents. The increased dividend represents an increase of 4% from...

31Jul2013 | | Comments Off on (ACE) ACE Limited Hikes Dividend by 4% | Continued

(DDR) DDR Prices Senior Notes

DDR Corp. (DDR), a real estate investment trust (REIT), recently priced an underwritten public offering of unsecured senior notes worth $300 million at 99.397%, with a yield to maturity of 3.447%. The notes, scheduled to mature in...

29Jul2013 | | Comments Off on (DDR) DDR Prices Senior Notes | Continued

(AXS) AXIS Capital Holdings Redeems Preferred Shares

Recently, AXIS Capital Holdings Limited (AXS) declared that it will redeem all of its outstanding preferred shares which consist of 4 million of its 7.25% Series A Preferred Shares, par value $0.0125 per share and liquidation preference...

26Jul2013 | | Comments Off on (AXS) AXIS Capital Holdings Redeems Preferred Shares | Continued

(XL) XL Group Launches Truck Cargo Coverage

Global insurance and reinsurance company, XL Group Plc (XL) introduced the Motor Truck Cargo Coverage Solutions to enhance its inland marine business, under its Property and Casualty segment. The new coverage caters to the mid-to-large...

25Jul2013 | | Comments Off on (XL) XL Group Launches Truck Cargo Coverage | Continued