Jul 30, 2013 | Uncategorized
Coach (COH) is one of those cyclical retail that investors love for two reasons. Firstly, it’s one barometer of economic conditions; with many fashion products costing over$200, the company’s revenue is tied to consumer confidence, so the company’s...
Jul 26, 2013 | Uncategorized
“Sell in May and go away” was a pretty profitable investing strategy in the past few years, even if there was no real econometric or financial methodology to recommend it. But for 2013, at least so far, that strategy is proving to be less reliable than in...
Jul 26, 2013 | Uncategorized
Consider this chart of four unrelated bond funds (click on image to zoom): These are different types of bond funds; some use leverage aggressively, some are higher risk, some are actively-managed. They all share one thing in common: they’re down. But by...
Jul 18, 2013 | Uncategorized
On Thursday, the S&P 500 hit a new all-time intraday high, and eased off a bit but well in the green in the early afternoon. The market is being bolstered by some good macroeconomic news, like jobless claims dropping to lower-than-expected levels. It seems less...
Jul 15, 2013 | Uncategorized
One of the student stock picks that I immediately warmed to was Boeing (BA), so I didn’t hesitate to allocate a fair amount of the portfolio to this dividend-yielding stock. Then this happened. The controversial and previously error-prone 787 Dreamliner had...
