Archive for April, 2011
Dividends and ETFs: Understand The Concept, Then Embrace IT
I'll admit it. When it comes to investing and trading, I'm definitely addicted to two themes: Dividends and ETFs. The investor in me loves getting my monthly statements from Shareowner Online that shows my reinvested dividends multiplying away. The trade in me loves Read the rest of this entry »
Bubble Trouble? Here’s a Golden Alternative
It's hard to keep track of the dueling opinions this month. One day we find the media filled with stories about the endless growth potential of gold. The next day there are dire warnings that gold has entered bubble territory and a sharp correction is due sometime soon. Read the rest of this entry »
China Gets Semi-Enthusiastic. Watch Where the Money Goes
I have been waiting patiently for China to drop the other shoe. Finally a few days ago it happened. Beijing has at last revealed where its big money will be going to (and coming from) in the next nine years.
You may remember that phrase "pillar industries." This is a uniquely Chinese phrase that cropped up late last year during the creation of the country's next Five-Year Plan. Titles like that may sound Read the rest of this entry »
Know What Your Getting With Specialty ETFs
For better worse, the rapid growth of the exchange traded products business has delivered to investors some, shall we say, interesting concepts. Sure, plenty of new ETFs and ETNs that have come to market over the past few years have kept up with the tradition of tracking a particular stock or bond index, commodity or country.
Generally speaking, these are the ETFs and ETNs that a pretty easy for investors to understand. Buy the SPDR S&P 500 Read the rest of this entry »
Too Much Money? “Cross-Eyed” Investors Approve!
“Red Hot” That’s how China’s official news agency described the nation’s economic performance in the first quarter of the year. And, in case you hadn’t heard, the Chinese economy beat all expectations, growing by a world-beating 9.7 percent compared to the same quarter a year ago.
Western investors will have to get used to seeing double. While Europe and the U.S. struggle with stagnant growth, high Read the rest of this entry »
Washington Fiddles While Dollar Burns. Protect Yourself Now
Why would anybody trust the mainstream financial media? Did they warn you before the dotcom collapse a decade ago? Did they sound the alarm before the U.S. housing implosion that almost wrecked the global financial system? With a few rare exceptions the answer is absolutely not.
Investors are on their own when it comes to mega trends. A few tell-tale events may Read the rest of this entry »
The Tax Benefits Of Investing In Royalty Trusts
We've talked a lot about the advantages of investing in royalty trusts, especially for income investors. Royalty trusts are typically involved in the extraction and exploration of commodities such as minerals, crude oil and natural gas and can be solid options for conservative investors seeking exposure to energy and commodities. Royalty trusts are most frequently found in the U.S. and Canada and the biggest source of their allure to income investors is the robust dividend yields they offer. Read the rest of this entry »
This Emerging Market Is Set To Rocket Higher
The good news for ETF investors is that one of their favored asset classes, emerging markets, has come roaring back in recent weeks.
Alright, so the performance to start this week hasn't been awe-inspiring, but take a look at the charts some of the charts of the 2010 heroes among emerging markets ETFs and it appears this group has been getting its act together. Perhaps these ETFs are setting up Read the rest of this entry »
China’s Newest Surprise. Illusion or Money-Making Trend?
We haven't seen this for seven years: a surprise quarterly trade deficit from China! Is China's massive trade surplus with America and the world at an end? And, will China's $3 trillion stockpile of foreign reserves begin to dwindle?
The short answer is no, not now. But the long term trend is a different story.
China's relentless growth story is driving Read the rest of this entry »
China’s Coming Bull Market. Who Will the Winners Be?
Frustrated? As a dedicated China stock-watcher how could I not be?
Over the past year China’s economy has dramatically outperformed the U.S. And, Chinese corporations have raked in record profits. But Chinese stock markets have remained annoyingly stagnant.
At the same time, U.S. companies that sell into Read the rest of this entry »









