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The Motley Fool January 9, 2004 Whitney Tilson |
A Scary Time for Stocks The author believes in bottom-up investing. He also respects the power of the macroeconomy and broad-market moves. Presented with the bull and bear cases for 2004, he thinks the bears might just have it. |
BusinessWeek May 24, 2004 Marcia Vickers |
The Funk On The Street Sure, the economy looks strong. But Iraq, high oil prices, and looming rate hikes are weighing down the market |
BusinessWeek May 9, 2005 |
This Bull Hasn't Given Up Hope With the major market indexes down, it's hard to be bullish. But Schwab's Liz Ann Sonders, who predicts a rally, explains why this might be the best of times for stocks. |
The Motley Fool January 16, 2004 Matt Richey |
Be Greedy for Value "Mini-bubbles" may be popping up, but Matt Richey says there's still value to be found. |
Real Estate Portfolio Jul/Aug 2004 Christopher M. Wright |
Q&A with Jeremy Siegel The Russell E. Palmer Professor of Finance at the Wharton School of the University of Pennsylvania weighs in on his long-term bullish outlook and the prospects he sees for REIT stocks. |
Financial Planning March 1, 2006 Solow & Kitces |
Test Your Tactical IQ One of the most basic decisions a planner must make is whether to follow a passive or active approach to managing client portfolios. Take this quiz to see if you're ready to become a more active asset allocator. |
InternetNews May 7, 2004 Paul Shread |
Interest Rates Matter To Tech Stocks The Fed hasn't begun raising interest rates yet, but the belief that tech stocks are somehow immune from the effect of rising interest rates is already being espoused. |
Financial Planning January 1, 2006 Donald Jay Korn |
Outlook 2006 An informal survey of investment strategists found an upbeat economic outlook for 2006: Panic and Euphoria... Has Technology's Time Come?... Bond Parsing... Overseas Picture... Fiscal Forecast... |
BusinessWeek February 13, 2006 Mara Der Hovanesian |
Stocks: Does Anyone Else Hear Snorting? A handful of analysts see a '90s-style bull market if the era of rate hikes ends. |
The Motley Fool February 20, 2004 Whitney Tilson |
Bearish Options Strategies Whitney Tilson explains why he purchased put options on two tech-heavy indexes. As a general rule, I do not recommend buying options. They're illiquid, the bid-ask spreads are murderous, and it's always dangerous to have time working against you. It's hard enough to be right on the direction of a stock's movement, much less being right on the timing as well. But in the case of long-term puts on the Nasdaq 100 and the Semiconductor Holdrs Trust, the risk-reward equation is simply too attractive. |
The Motley Fool April 23, 2004 Matt Richey |
Bull's Eye Investing John Mauldin's analysis and opinions on trends in the stock market and economy are packaged and updated in his just-released book, Bull's Eye Investing: Targeting Real Returns in a Smoke-and-Mirrors Market. |
The Motley Fool April 9, 2010 Matt Koppenheffer |
A Threat to This Rally If interest rates creep higher, it would put pressure on stock prices. |
The Motley Fool October 22, 2004 Whitney Tilson |
Focus Investing Just as important as the stocks you own is how you manage them. |
The Motley Fool September 7, 2004 Salim Haji |
How Many Stocks Should You Own? Diversification into stocks you don't fully understand could increase risk within your portfolio. |
Financial Planning February 1, 2005 |
Mutual Fund Monitor Assessing Assets: Domestic equities... Growth stocks... Small caps... Investment-grade bonds... etc. |
The Motley Fool April 29, 2005 Chris Mallon |
Market Contractions: Ouch! Accelerating inflation and rising interest rates are prepared to wreak havoc on growth stocks. |
The Motley Fool April 26, 2005 J. Graham |
Hunting for a Bear When the market tumbles, don't run and hide. Opportunity knocks. Bear markets can often offer good companies at great prices. |
The Motley Fool January 23, 2004 Whitney Tilson |
Buffettesque Superinvestors The author talks about 12 up-and-coming, mostly unknown investment managers whom he believes will substantially outperform the market over time. They manage money in very different ways, but all are from the intellectual village of Graham-and-Doddsville. |
BusinessWeek May 2, 2005 Mara Der Hovanesian |
On the Sunny Side of the Street Is the economy overheating or heading for a nasty fall? Both fears have many investors heading for the exits. But many investment pros are sticking with stocks. |
Financial Planning December 1, 2005 |
Are Equities Undervalued? Given the risks that exist, analysts aren't planning to overweight equities at this time. But a decline in prices could make a compelling opportunity for a tactical overweight in stocks. |
BusinessWeek March 1, 2004 Vickers, Henry & Miller |
Is The Bull Ready To Catch Its Breath? Valuations aren't really out of whack -- and a correction may be a buying opportunity. Stocks have been on a tear since they bottomed out last March. |
BusinessWeek September 12, 2005 Lewis Braham |
Building A Focused Fund Of Your Own Portfolios of under 50 stocks have outrun the market with less risk. Here's how they do it. |
Investment Advisor January 2006 Robert F. Keane |
Mostly Sunny or Partly Cloudy The economic climate for 2006 looks fair and mild, but a few forecasters see storm clouds on the horizon. |
Registered Rep. August 1, 2006 David Prokupek |
Shelter From the Storm Today's market -- with rising interest rates, significant volatility, few sectors providing positive performance and solid global economic expansion -- bears striking resemblance to the 1970s. So, what are an advisors and investors to do? |
BusinessWeek July 21, 2003 Susan Scherreik |
Stocks: Take the Breadth Test Charting how many issues are involved in market moves can help you flag trends (P.S. This rally looks strong). |
BusinessWeek February 7, 2005 Robert Barker |
Still Sweet On Dividend Stocks Still under 3%, the yields on five-year, AAA-rated municipal bonds won't be funding many ocean cruises this winter. That's why I've been keeping my eye on an alternative: dividend-paying stocks. |
Financial Advisor May 2006 Raymond Fazzi |
The Value Run Continues While investors may be waiting for some exciting developments in the growth arena, it hasn't happened yet. And as equities continue down their boring single-digit-return path, value managers continue to largely outperform their growth counterparts. |
Financial Planning October 1, 2005 Joseph H. Ellis |
Choppy Markets Ahead? A look at interest rates, consumer spending and the stock market and how charting them is a significant aid in understanding major stock-market trends for investors and financial advisers alike. |
The Motley Fool November 16, 2005 Tom Taulli |
Soros Doubles Down on Tech Even at 75, legendary hedge fund manager George Soros shows no signs of getting conservative with his finances. The old-fashioned principles of diversification and asset allocation are still smart moves for individual investors. Keep that in mind as you build and maintain your portfolio. |
BusinessWeek June 19, 2006 Mara Der Hovanesian |
Why The Markets Are So Mercurial Inflation is still a worry. But now traders fret that the Federal Reserve will push rates too far. |
InternetNews June 15, 2005 Paul Shread |
Philips Warns Shares of Philips fell... U.S. stocks posted small gains... Google declined once again... etc. |
Financial Planning July 28, 2005 |
Mutual Fund Monitor No one can know with certainty what interest rates are going to do. But understanding how various broad environments are likely to impact the investment landscape helps us make well-reasoned portfolio allocation decisions that don't depend on getting rates exactly right. |
Registered Rep. January 1, 2003 David A. Geracioti |
Jeremy Siegel Is Still A Believer in Stocks for the Long Term Siegel's most important message? That there must be a new approach to calculating the "right" price-to-earnings multiple for large stocks. |
BusinessWeek December 22, 2003 Rich Miller |
The Incredible Falling Dollar The buck keeps sliding, even as the U.S. economy revs up. That's a plus for business -- but there are risks ahead. |
The Motley Fool March 3, 2009 Ivan Martchev |
Freaky February: Both Stocks and Treasuries Fall What to make of February's asset class performance. |
Real Estate Portfolio Mar/Apr 2004 Christopher M. Wright |
Q&A with Jeremy Grantham Real Estate Portfolio recently asked celebrated investment manager and noted bear Jeremy Grantham, chairman of Grantham, Mayo, Van Otterloo & Co. LLC, to share his thoughts on the capital markets and REIT stocks. |
The Motley Fool August 27, 2004 Whitney Tilson |
The 80-Cent Dollar Dilemma Stocks trading at a 20% discount to intrinsic value will generally follow the market if it takes a tumble. But selling good companies trading at such a discount isn't an acceptable option either. What's an investor to do? |
HBS Working Knowledge August 23, 2004 Ann Cullen |
New Challenges for Long-Term Investors Risk-reward. Rising interest rates. Stocks or bonds. There's lots to ponder when setting asset allocation strategy. And the answers might not come with "conventional wisdom." |
Financial Advisor December 2004 Marla Brill |
Living To Fight Another Day When it comes to investing, scoring big gains often takes a back seat to avoiding losses at the Fairholme Fund. |
Financial Advisor December 2004 Raymond Fazzi |
Are Low Returns Here To Stay? With the economy on course for more than 3% growth this year, there is reason to hope for sustained growth in 2005. Some market watchers say that as investors come to grips with low returns, there may be a movement of investment dollars from passive to active management vehicles. |
The Motley Fool June 9, 2004 Rex Moore |
Battling the Bears It's been one year since a "bear scare." What have we learned? Last year, a stock rally drove some bears out of hibernation, literally "distressing" at least one of them. But equities continued their steady pace upward, and the market timers once again came up short. |
The Motley Fool December 29, 2005 Rick Aristotle Munarriz |
Dueling Fools: 2006 Bull There are plenty of reasons for investors to get pumped about the market's direction in 2006. |
The Motley Fool January 11, 2005 Nathan Parmelee |
A Bear Market Protection Plan Here are a few suggestions for keeping your portfolio intact. |
BusinessWeek February 6, 2006 James C. Cooper |
U.S.: Bernanke May Have His Work Cut Out For Him If the economy doesn't cool down, interest rates could go higher than investors expect. |
Registered Rep. March 1, 2005 Stan Luxenberg |
Looks Like a Hedge Fund, Smells Like For clients who cannot --- or will not --- try hedge funds, there is a compelling alternative: mutual funds that follow hedge-like strategies. Here are some options. |
The Motley Fool March 17, 2005 Robert Brokamp |
Stocks for the Really Long Term Yes, stocks are the long-term investment of choice. But at any price? |
The Motley Fool November 5, 2004 Philip Durell |
Beat the Street With Value Do you want better returns? Here's how to get them: be a value investor. |
Financial Advisor April 2006 Blank & Psoras |
When Sin Is Superior Eliminating vice stocks from portfolios may mean lower returns. |
National Real Estate Investor December 1, 2005 Anthony Downs |
Awash In Capital, But For How Long? It is time both to enjoy the success of real estate while it lasts, and also to prepare for a not-so-distant moment when its attraction compared to stocks and bonds grows considerably weaker. |
Registered Rep. July 1, 2004 Robin Penfold |
Challenging Assumptions It's possible that, for the first time in any living person's career, U.S. stocks will not perform as well as bonds in the next couple of decades. |