Investment Strategies

May 22, 2012

Morgan Stanley refutes 'regulatory concerns' over Facebook IPO

By Bloomberg

Morgan Stanley (MS) defended its role in Facebook Inc. (FB)’s initial public offering after a Massachusetts regulator subpoenaed the bank over talks between an analyst and investors about the social media company’s revenue outlook.

May 22, 2012

Andy Friedman: Dividend stocks headed for trouble

By Lavonne Kuykendall

Pundit warns that tax increase could lead companies to buy back shares rather than boost payments to shareholders

May 20, 2012

A generational shift in portfolio design

By Don Robinson

Given the challenging economic environment and the hard lessons of the past several years, investment professionals need to rethink risk/return opportunities and portfolio construction. Post-2008, markets are filled with complexities and risks that yesterday's investor couldn't have ...

May 16, 2012

Advisers eighty-sixing 60/40 portfolio allocation: Survey

By Liz Skinner

Traditional investment strategy seen as old school; value of buy-and-hold also questioned

May 15, 2012

Rethinking Finance: A Manifesto for Change

By James Montier

The following is excerpted from a white paper by James Montier, a member of the asset allocation team for GMO. To read the full paper, click ...

May 13, 2012

Credit liquidity down, bond ETFs up

The regulatory response to the 2008 financial crisis continues to shape the markets in unexpected ways. We're now seeing one unintended effect in the corporate-credit market, which has become significantly less liquid over the past year as primary dealers have reduced credit...

May 4, 2012

Birinyi: Do not sell in May and go away

Despite massive mutual fund outflows -- and conventional wisdom about the markets in the summer -- famed stock picker Lazlo Birinyi says investors are making a mistake if they sell in May and go away.

May 3, 2012

Has the Oracle lost the Midas touch?

Warren Buffett's Berkshire Hathaway has lagged far behind the S&P 500 for the past three years. And his political stances have alienated some former fans. This raises the almost unthinkable question: Has the Oracle lost the Midas touch?

May 1, 2012

The secret to picking dividend stocks? A certain ratio

By Darla Mercado

North Star's Farrell offers formula for finding best bets among dividend-paying shares

April 29, 2012

Opportunities in higher-yielding bonds

By Steven Huber

During the volatile third quarter of 2011, markets were rattled by the debt crisis in Europe and the contentious debt ceiling debate in the United States. Since then, higher-yielding credit sectors globally have rallied as the U.S. labor market has healed and recent long-term refinancing...