Archive for the 'Mutual Funds' Category
SEC looks to simplify mutual fund disclosures
The Securities & Exchange Commission is looking for investor input on its new ideas for improving mutual fund disclosures.
According to the SEC, the purpose of the new proposals is to supply investors “with concise data about mutual funds that is easier to use than the mutual fund prospec…
Consolidation in ETF industry?
With the explosion in the exchange traded fund market, it was inevitable that we would get news that some ETFs were closing down. Following a recommendation and approval from their board of directors, Claymore filed with the SEC on Friday to shut 11 of their 37 ETFs. See Zac Bissonnette’s analys…
Barron’s says growth funds are back
In today’s Barron’s, investors will find the annual Lipper/Barron’s Fund Families Survey. that survey, a pretty comprehensive look at performance of mutual fund families across different asset classes and investment strategies.
This year take-aways:
Growth worked: Those funds that performed be…
Claymore shuts down a third of its ETFs: An industry shakeout?
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Claymore Securities Inc. has announced plans to shut down 11 of its 37 exchange-traded funds. According to the Wall Street Journal (subscription required), “The board of directors for the Claymore funds voted on the move that week following a recommendation from the firm’s ETF commerce group ami…
Looking for outsized returns? Follow the Tiger Cubs
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It’s been a rigid slog for professionals and individual investors during 2007 and the start of 2008. Those who did well either
took a big swing on commodities,
owned and sold tech into the 4th quarter,
prayed tough and were answered, or
were so-called Tiger Cubs.
Bloomberg reports o…
Looking for yield amongst the rubble: A preferred stocks ETF
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Many investors by the past couple of months, sensing volatility in the market, have been rebalancing their portfolios absent from stocks and toward fixed income. final week, we saw humans stepping up and buying preferred stocks as well.
Interesting decent, finding a good list, database, or ge…
Best Stocks for 2008: A ‘hot’ choice with FUNDX Aggressive (HOTFX)
For 25 years, Steven Halpern, editor of TheStockAdvisors.com, has surveyed the main financial newsletter advisors asking for their favorite stocks for the coming year. that essay is one of 100+ ideas in the Best Stocks for 2008 report.
“My favorite conservative pick for 2008 is the FUNDX Aggr…
Best Stocks for 2008: Top performer goes for StreetTracks Gold (GLD)
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For 25 years, Steven Halpern, editor of TheStockAdvisors.com, has surveyed the main financial newsletter advisors asking for their favorite stocks for the coming year. that composition is one of 100+ ideas in the Best Stocks for 2008 report.
“Fear or war or nuclear conflagration is not the ma…
ETFs handing investors big capital gains — to pay taxes on
Only a few humans really care, but there’s a mutual fund battle raging: Are exchange-traded funds superior to traditional mutual funds, or should investors stick with the classics?
According (subscription required) to the Wall Street Journal, a lot of ETFs will be distributing large amounts o…
Best Stocks for 2008: Established growth from Fidelity Large Cap (FLCSX)
For 25 years, Steven Halpern, editor of TheStockAdvisors.com, has surveyed the main financial newsletter advisors asking for their favorite stocks for the coming year. that write-up is one of 100+ ideas in the Best Stocks for 2008 report.
“My top conservative pick for 2008 is Fidelity Large C…
Best Stocks for 2008: All Star goes global with iShares EAFE Growth (EFG)
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For 25 years, Steven Halpern, editor of TheStockAdvisors.com, has surveyed the main financial newsletter advisors asking for their favorite stocks for the coming year. that scoop is one of 100+ ideas in the Best Stocks for 2008 report.
“My favorite more speculative fund for 2008 is the iS…
Best Stocks for 2008: Asian diversity via Fidelity China Region (FHKCX)
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For 25 years, Steven Halpern, editor of TheStockAdvisors.com, has surveyed the main financial newsletter advisors asking for their favorite stocks for the coming year. that essay is one of 100+ ideas in the Best Stocks for 2008 report.
“Fidelity China Region (NASDAQ: FHKCX) is my top spec…
Best Stocks for 2008: Bet on commodity bull with DB Commodity ETF (DBC)
For 25 years, Steven Halpern, editor of TheStockAdvisors.com, has surveyed the main financial newsletter advisors asking for their favorite stocks for the coming year. that write-up is one of 100+ ideas in the Best Stocks for 2008 report.
“The commodity bull market has a lengthy way to run, p…
Best Stocks for 2008: Top timer goes for StreetTracks Gold Trust (GLD)
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For 25 years, Steven Halpern, editor of TheStockAdvisors.com, has surveyed the main financial newsletter advisors asking for their favorite stocks for the coming year. that essay is one of 100+ ideas in the Best Stocks for 2008 report.
“My top conservative play for 2008 is a repeat of my top …











