Portfolio Management
When a Fad Becomes Permanent – Pet Spending Investments for 2010
When pet-mania became an epidemic coming out of the 2001/2002 recession, it didn’t take long for investors to recognize the opportunity. Since 2001, annual pet spending has nearly doubled, reaching $45.5 billion in 2009. But how long can the fad last? Longer than it has, if 2010’s conservative forecasts [...]
Five Stocks You Can’t Turn Your Back on Yet
The economy may well be in recovery mode, but it isn’t taking all stocks along for the ride. Earnings results are going to remain erratic simply because we’re still shaking of a recession. For a few companies though, the problems may be bigger than mere lingering economic weakness.
U.S. Steel Corp. (X) [...]
The (Almost) Perfect Hedge?
With the overall market being less than impressive the last couple of months, a lot of readers have been asking about ways to defend against broad market weakness. Well, we could write a book on how to play defense with your portfolio (although it wouldn’t be the first book on the topic). Some of the [...]
A Practical Use of Beta
It was only a few years ago when the term ‘beta’ meant little to nothing for investors. As long as you were buying low and selling high, you didn’t need to get bogged down by the minutiae that the fund managers seemed to be preoccupied with. But as with all things, complication and investor emotions [...]
