2015 Market Outlook – Recognize & Control Risk
If we define market risk as the uncertainty of future outcomes, we can also agree that risk can be defined as the possibility of loss, perhaps permanent loss. Recognizing risk begins with an understanding of value and knowing when an... Read More →
Reduce Risk – Mid-Year Market Outlook
As we approach the mid-year point in 2014, valuation concerns from two of the finest market observers have gone largely ignored. Indeed, economist Robert Shiller of Yale University and institutional money manager, Jeremy Grantham of GMO Inc. (two professionals with... Read More →
California Top 5 Stocks – 2014
Last year at this time I was very constructive on the market, and this year, somewhat the opposite. Stocks have run up enormously in the past five years or so, and, 2013 was another banner year. Most indices last year... Read More →
2013 Mid-Year Investment Outlook
The first half of 2013 has treated stock investors well, particularly those who have kept their money at home in domestic holdings. Indeed, U.S. stocks returned approximately 13 percent during the first half of the year while the rest of... Read More →
California Top 5 Stocks – 2013
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Date01 Jan 2013
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/CategoriesBonds, California Top 5, Dividends, Investing, Peninsula People Articles, Real Estate, Stock Picks
Last year at this time I was constructive on the market, despite many headwinds and the ongoing turmoil in Europe. Valuations and dividends were fairly attractive and they still are. Despite the volatility, the market ended 2012, having posted yet... Read More →
Desperately Seeking Investment Income
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Date01 Apr 2012
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/CategoriesBonds, Cash Flow, Dividends, Investing, Peninsula People Articles, Stock Picks, Volatility
With no help from the Federal Reserve conservative investors are forced to look elsewhere for income – bonds and CDs can’t get the job done. It seems like an eternity since I last recommended bond purchases for my clients. Actually... Read More →
Buy-and-Hold and Other Bad Ideas
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Date01 Oct 2011
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/CategoriesBear Market, Bonds, Dividends, Investing, Peninsula People Articles, Real Estate, Stock Picks, Volatility
The biggest mistake an investors can make today is without a doubt, selling stocks and buying bonds In 2005, I wrote an article for TheStreet.com titled “Protection Against a Housing Collapse.” I was a real estate bear probably for two... Read More →
Dividend Investors, Get Diversified
The recent stock market correction has taken its toll on many stocks. With the average stock getting hit by about 15%, you may have experienced the “agony of defeat” watching some of your own holdings decline in value. The major... Read More →
Mapping Out the Exit Signs
I don’t think enough is written about the proper time to sell stocks. We’re all interested in learning what to buy, but protecting gains and/or limiting losses is equally important. Selling a stock correctly can be just as fulfilling as... Read More →
The Appeal of Utilities Stocks
When building a portfolio of dividend-paying blue-chips, there’s no better place to start than the utility sector. The group has historically paid the highest dividends, and that high cash flow appeals to more conservative investors and/or retirees who need income... Read More →