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Some Real Turkeys
The Bloodhound System enables users to search for, or define their own long-term investment strategy based on defined investment characteristics, test that strategy for risk and return over a 25-year...
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Fido’s Message Speaks to the Choir
As a Fidelity customer, I received their November 2012 Viewpoints newsletter today. Viewpoints is a collection of articles designed for the individual investor. The article that caught my eye first was...
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November Recap
The S&P 500 produced a “V” chart in the month of November, finishing closely to where it began. It was a wild month with the aftermath of Storm Sandy, a U.S. Presidential election, and confidence...
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Dividend Binging
The ex-dividend date for Costco Wholesale (COST) is tomorrow, December 6, 2012. Consequently, those shareholders as of market close today will be eligible for a dividend of $7 per share. Costco’s Board...
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Diversification or Deworsification
It’s easier to invest $100,000 than it is $100 million. As hedge funds grow, the inherent hurdle they most often encounter is capacity. The larger the fund, the more difficult it becomes to capture the...
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Model Portfolios in May
Not to belabor the point, but we take ONE more look at the Sell in May concept. On Monday, we reviewed the cliche using market indicies. Yesterday, we reviewed month-by-month performance to evaluate...
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Jumps in Volatility as a Predictor
Volatility of an investment is defined as the standard deviation of its returns over a certain period of time, and as such is widely considered a primary measure of risk of an investment. Realized and...
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1994 Revisited
“I worry now — I look out of the corner of my eye to the ‘94 period,’’ Goldman Sachs’ Lloyd Blankfein noted at a conference in Washington sponsored by the Investment Company Institute. The Federal...
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What Worked Well in ‘32, was Long-Ago Arb’d Away
In Ben Graham’s seminal The Intelligent Investor published in 1949, the iconic value investor lays out his baseline for cheapness that he had used for over 20 years in his investment operation. The Net...
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Mo
Momentum is the tendency of investments to exhibit persistence in their relative performance. It’s a derivative of Newton’s first law of motion: an object at rest will remain at rest, an object in...
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