Tag

Morningstar
This is an excellent article by Bill Ngyren where he discusses the absurdity of bonds being considered as “low risk” at current prices, and high current dividend paying stocks inflated valuations.  I think that the points he makes really provide sound insight that should be thoroughly assessed when making asset allocation decisions in the current...
Read More
This was an excellent interview with Howard Marks.  I totally agree with him and his assessment of reduced expectations allow for better opportunities despite the obvious headwinds.  There are a lot of great points so I’ll just let you enjoy: http://www.morningstar.com/Cover/videoCenter.aspx?id=557470 INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.
Read More
The data pertaining to the housing market continues to be strong.  Morningstar offers some nice commentary in regards to this.  Inventories are declining rapidly particularly for new homes.  This should bode very well for the financials and the mortgage market in general. http://www.morningstar.com/Cover/videoCenter.aspx?id=555138 INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR...
Read More
This was a great article outlining the improving conditions in the U.S. auto sales market.  Of the three stock mentioned we at T&T Capital Management believe that GM offers the most compelling opportunity.  Europe has been a huge problem for the company, but if U.S. sales perk up over the next several years GM has...
Read More
I totally agree with the premise of this video in that Warren Buffett has hedged his bets, by investing a great deal in high quality capital intensive businesses.  While this doesn’t mean he doesn’t have confidence in his successor, it would be foolish to believe that any investor could emulate Buffett’s track record, particularly with...
Read More
This is a helpful little article to put things in perspective in Spain.  They have a much better chance of succeeding the Greece did, but the core economy will be the key determinant. http://news.morningstar.com/articlenet/article.aspx?id=547798 INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.
Read More
While ETF’s have become one of the most popular investment vehicles for investors, their utility as a proxy for certain markets is limited by some structural flaws.  One example is the natural gas market where it is not realistic to store natural gas in the same way that gold or silver can be stored.  This...
Read More
Every investor should know the process in the rare event that their brokerage goes bust.  For securities firms SIPC insurance provides tremendous stability and eases the mind of many investors.  It would be nice if the CFTC adopted the same form of insurance after the MF Global disgrace. http://news.morningstar.com/articlenet/article.aspx?id=542065 INVESTING IN THE FINANCIAL MARKETS INVOLVES...
Read More
Just some things to consider in determining the best type of IRA for you.  Don’t make the mistake of not fully funding your IRA and 401-K.  It’s easy to find reasons not to do it, but if you are serious about having the type of retirement that you want, you really need to do everything...
Read More
This was a great interview on the housing market.  Inventories are down to about 6.4 months supply which is very manageable.  I certainly believe that there is still a shadow inventory hanging around there as well but as long as supply doesn’t grow faster than demand the market should continue to recover.  Most of the...
Read More
1 2

Recent Comments

    Archives

    [vc_separator type=’transparent’ position=’center’ color=” thickness=” up=’6′ down=’6′]

    7242 East Cortez Rd
    Scottsdale, AZ 85260
    Phone: 805-886-8140
    Fax : 949-335-9784

    [vc_separator type=’transparent’ position=’center’ color=” thickness=” up=’6′ down=’6′]