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Stock Market Strategies

Impact Of Dubai Crisis May Yet Unfold
There are those who are saying that the Dubai debt crisis that recently shook world markets has been contained. In fact they point to the swift return of stability and increase in global stock market prices as evidence.

Market Investing: Thorough Company Analysis Makes For A Better Investor
Everyone has their own way of analyzing companies. Many leave this task to the so-called experts. But serious investors have been burned too often recently. They are seeking the most effective techniques for analyzing the companies they invest in.

Market Outlook for Next Decade: Smooth Sailing
Many market observers urge investors to take a long-term view of stock market investing. So naturally when one commentator says he has a forecast for the market covering the entire next decade, we, like everyone else, takes notice.

Stock Market: The Pros and Cons of Options and Covered Calls
While most investors have some familiarity with options, there are some who consider them too risky and too complex. But the truth is options can play a strategic role in every portfolio-including those of conservative investors-once they know how they work and what they can do.

Investing In The Market: Are Bonds A Better Choice Than Stock?
Is it true that smaller companies, loaded with debt and continuously losing money can outperform such high quality firms as Wal-Mart. Well, maybe.In another of his illuminating columns, Mark Hulbert writes in the New York Times, “to an extent not seen in decades, shares of companies with weak balance sheets have been soaring, generally outperforming firms with stronger fundamentals.”

High Quality Companies Lose Out in the Market
Conventional wisdom dictates that investors are usually better off emphasizing stocks in their portfolio, with bonds utilized mostly as some protection if the stock market falters. Certainly recent numbers seem to back up this position, as the Standard & Poor's 500-stock index ended August up 51% from its March low, for a 13% return year-to-date up to that point.

Investing In Infrastructure Could Pay Off Long Term
Governments around the world are targeting substantial amounts of funds for infrastructure improvements. It's a way to get people back to work and at the same time, restore and modernize essential networks. Projects receiving funds range from roads, bridges and tunnels to utilities and even broadband networks. The U.S. plan alone calls for public works expansion that compares with the great highway building projects of the 1950s.

When Times Are Tough, The Tough Buy U.S. Stocks
The financial world in the United States and abroad is a mess. Its problems, moreover, have been leaking into the general economy, and the leaks are now turning into a gusher, says investment guru Warren Buffet. In the near term, unemployment will rise, business activity will falter and headlines will continue to be scary.

How the Credit Crisis Could Forge a New Financial Order
"We have to design a system where participants cannot threaten the safety of the American economy," says Wharton professor, Richard Marston.

Surviving This AND Future Market Crises
The media may advise you to "sit on the sidelines" until the danger has passed, but most of us already have substantial investments in the current market, so the key is what we can do now to protect our portfolios from further risk and identify new opportunities in the current environment.

The Fall of Lehman: How To Fix It
The forces that led to these events have been building for many years, and the changes needed to fix the system will not be made overnight. It is clear that the Federal Reserve and the United StatesTreasury are not underestimating the enormity of the crisis.

Energy Stocks: The Only Way to Make Any Money
With a clear understanding of the impending energy crisis, and a realistic grasp of our options going forward, investing in energy and other commodities is a no-brainer. Here are some of the best bets in energy investing.

Making Stock Selections Based on the Picks of Large Investors
There are two systematic screens to discover who is placing "big bets" on what they think are great potential stock investments - Unusual Volume and Institutional Investments. Any investor - individual or institutional - can replicate these screens. Here's how.

Credit Contraction Spells Opportunity
The current market sell-off is only a brief moment in time. The key to long-term investment success and wealth building is not "picking the bottom." The key to success: take advantage of the opportunity to purchase an asset at an attractive valuation before the opportunity disappears.

Complex Equity Portfolio Structure: Is Your Advisor Leading You Down The Wrong Path?
Large cap. Mid cap. Small cap. Growth. Value. Momentum. Sectors. Active. Passive. Tactical timing. These style buckets, and others, help professional advisors select portfolio specialists with beat-their-benchmark track records. What's wrong is that a complex portfolio structure hurts investors like you by generating excessive capital gains taxes.

A Wealth Management Strategy: Invest in Customer Friendly Companies
Professor Fornell makes the case that companies that focus on customer satisfaction tend to outperform their peers as investments.

Investment Outlook with Sam Stovall of S & P (Webcast)

Sector Performance with Sam Stovall of S & P (Webcast)

Market Outlook with Sam Stovall of S & P (Webcast)

The Markets with Robert Shiller of Yale (Webcast)

Risk with Robert Shiller of Yale (Webcast)

Investing in the Stock Market: Focus on the Dow 30
The Author says the Dow 30 is a better deal than mutual funds or hedge funds.

Has Warren Buffett Strayed From His Investment Ideals?
At the 2007 Berkshire Hathaway Inc. annual meeting, billionaire investor and company chairman Warren Buffett put a new spin on an old adage: "Welcome the new, keep the old, one is silver the other is gold."

Investing in Stock: John Bogle Gives His Take on the Nervous Market
If you are investing in stock during a volatile market, consider doing nothing.  “Just ride it out,” says the investment guru.

Market Overview: Volatility Continues
The stock market seems to have fallen off a cliff once again. After another week of market turmoil, some have panicked while others have sought safer investment options.

Painful Months: UBS Says Investors Are Not Happy
UBS stock market strategists believe investors in stock are very concerned about the future of the economy.

Art vs Stocks and Bonds: The Investment Potential of American Art
Given the current volatile stock market, investors are turning towards alternative investments including commodities, hedge funds, etc. Research by two professors of New York University's Stern School of Business makes a case for yet another alternative: the fine arts.

Key Value Investor Shares His Research Strategies
We recently attended the much publicized Value Investing Congress in New York. We heard a good number of interesting value investing ideas, eagerly consumed by the numerous  stock market investors and advisors.

Investing in Stock: Are You Following Your Neighbor's Advice?
A study showed that investors greatly rely on the recommendations of their neighbors when investing in stock.

Merrill, JP Morgan, Lehman Place Bets on Climate Change
Look to invest in the stock of a firm positioned to take advantage of the long-term opportunities of climate change.

Fall in Corporate Earnings Removes Market Cushion
The hope for investors in stock is that corporate America will show its resiliency and get back on the earnings track.

Dividend Paying Stocks: Worthy Inflation Fighter But Also a Sound Investment Strategy
With 2008 approaching, this could be a good time to add a few dividend-paying stocks to your portfolio. Dividend paying stocks are especially suitable for those preparing for retirement, as a way to combat inflation and as a hedge against other declining investments.

That's No Bull: 2008 Demands a Defensive Investor and a Defensive Portfolio
It is hard not to feel a twinge of fear about your investment portfolio following the poor performance of the major stock indices going into 2008.

Yale Endowment Way Up As Equities Head South
The endowment is planning a small reduction in stock investing, from 12% currently to 11%, fixed income is at 4% while private equity will increase from 15% to 17% . Hedge funds will drop slightly from 25% to 23% while investments in real assets are at a 28% allocation.

 

Emerging Markets

Investing in International Stocks: Some New Options
New international indexes can provide low cost access to various markets.

The Earthshaking Year: Behind the Numbers At China's Largest Firms
China shook up the financial universe over the past twelve months. The New Year promises even more of the same.

Investing in China: A Wealth Management Mid-Year Review
While the Chinese stock market has been on fire and opportunities abound, there are many risks to watch out for too.

India's Growth Lures Investors
Savvy investors are generally bullish on the near-and long-term prospects for investing in India, but all who would like a piece of India's future need to do their homework. And if you do, you can't help but notice contrasts and mixed signals.

Merrill Survey: Investors Find Safe Haven in Emerging Markets
During the recent stock market upheaval, investors were turning away from U.S. and U.K stock and toward emerging markets and eurozone stock markets, according to the Merrill Lynch Survey of Fund Managers.

Events Cast Doubt on the "Decoupling Hypothesis"
International stock investing may not provide a safe haven from the problems gripping the domestic U.S. markets. If countries around the world begin to feel the effects of the American credit crunch and possible slow growth, investing abroad may not be such a sound strategy after all.

Investing in International Stock: Top Advisors Make the Case for More BRIC Exposure
Investors in stock may be under the impression that they have sufficient funds allocated to the emerging stock markets. So, why, you may ask, should you invest more in the highly touted BRIC countries, Brazil, Russia, India and China?

 

Investing in Bonds

Investing in Bonds: The Multisector Bond Fund Investment Solution
Here are some ideas on maximizing fixed income allocations.

A Fixed Income Portfolio to Weather the Storm
With all of the uncertainty out there, it's natural to be a little skittish right now. However, by considering several time-tested strategies,and timely opportunities, you can build a fixed income portfolio capable of weathering the storm.

Art vs Stocks and Bonds: The Investment Potential of American Art
Given the current volatile stock market, investors are turning towards alternative investments including commodities, hedge funds, etc. Research by two professors of New York University's Stern School of Business makes a case for yet another alternative: the fine arts.

Demographic Trends Favor Equities Over Bonds - Morgan Stanley
While the popular notion among academics is that retirees prefer safer investments (i.e., bonds over stock), longevity could force retirees to take more investment risk and invest in stock more frequently.

 

ETFs and Mutual Funds

ETFS Show Signs Of Life
There seemed to be little to cheer about on the ETF front earlier this year. Healthcare, consumer staples and utilities--the defensive sectors--were the rare sectors showing some decent returns. But then the stock market turnaround also pulled ETFS higher, as the S&P gained 32% from March through May.

Investment Advisor: How To Evaluate ETFs
The world was a different place over a decade ago when the world's first exchange traded fund, the S&P 500 SPDR, was listed. Most investors were broadly familiar with the S&P 500 index and most professionals thought that simply explaining the advantages and disadvantages of the ETF structure versus that of a comparable index mutual fund was sufficient "analysis" of for an ETF.

ETFs for a Global Slowdown
If you can't mitigate a U.S.-led downturn by shifting away from U.S. stocks, what can you do? One answer might be to get more defensive everywhere. Fortunately, ETF investors have hundreds of choices thanks to the many innovative index products that have been introduced in recent years.

Investment Advisor: How To Evaluate ETFs
Investors need to evaluate Exchange Traded Funds differently than mutual funds.

In Evaluating ETFs - Basket of Stocks, Not Fees, Counts Most
The difference of a few basis points between funds is likely to be overwhelmed by the difference in performance of the underlying investments, making fees a secondary and far less important consideration.

Investment Portfolio: The Case for a Mutual Fund Manager-Based Strategy
The main criteria the author uses in choosing funds are the managers' philosophy of investing and their track record in both up and down markets.

Mutual Funds: A Look Back at 2007 (Webcast)

Investing in Mutual Funds? Take the Long View
Investors tend to keep a sharp eye on how their mutual funds are performing. The closer you look, the more tempted you may be to alter some of your picks.