Monthly Archives: May 2007

Screening For Growth

Growth Investing
Investing for growth is one of the mainstay styles for longterm investors. It is mainly geared toward people who have financial goals that are at least five years away. This investment style involves looking for companies whose sales and earnings are growing faster than the market, with the goal of finding the rising stars. [...]

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Is China’s Manic Market Headed for a Mood Swing?

About 18 months ago, Liu Junling, an upwardly mobile single Chinese woman, had a conversation with her boss, the CEO of a large, politically connected real estate developer in Shanghai. For the previous five years, people in China’s largest city had lived and breathed the property market—buying apartments, if they could [...]

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Buy American!

Over the course of this year, China’s government will find itself with more than $300 billion in new foreign-currency reserves, mostly dollars, that it will have to park somewhere. That’s in addition to more than $1 trillion already in the bank. The oil-exporting countries of the world are in a similar predicament, [...]

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Are You a BULL or a BEAR?

Bull Case

Wall Street Journal had an interesting front page article today titled “Why Market Optimists Say This Bull Has Legs”. The primary reason given is the strength of the global economy today over the past when bull markets were shorter. Indeed it is true that investors have access to global markets today, whether it [...]

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Dave’s Daily Market Comment 05/25/05

LOOKING FOR EMERGING MARKETS

Yesterday, Greg Newton and I had the privilege of conducting our third podcast interview with the Emerging Markets Monitor [London]. The link to the podcast is HERE. [Be prepared for a nearly 40 minute discussion which makes sense given the enormity of the topic [...]

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