Volatility Spikes Are Normal

Below is a synopsis of this investment report: Volatility has increased lately although we believe that this phenomenon is healthy and can create opportunities for long term investors. Spikes in volatility often cause investors to panic and sell, even though the cause for the volatili
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Using Value Gaps to Prevent Value Traps

Below is a synopsis of this investment report: Studies have shown that value stocks, or stocks with low price-to-earnings multiples, outperform growth stocks, or stocks with high price-to-earnings multiple, over the very long run. Despite value’s outperformance, growth certainly
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Focus on Total Return

Below is a synopsis of this investment report: Total return for a stock consists of two components: income paid (dividends) and capital appreciation (stock price increase). Studies show that dividends have comprised over 50% of the total return of the stock market over the past 70+ ye
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Can Current Market Valuations Be Justified – Mergers & Acquisitions

Below is a synopsis of this investment report: Merger & Acquisition (M&A) activity affects stock market prices; the more the merrier. Our investment process includes an element of “think like a Private Equity (PE) firm” in that we look for companies possessing the
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Tilt to Asia

Below is a synopsis of this investment report: The future direction of global equity markets will depend on the prospects for global economic growth. China, the world’s second largest economy, was recently thought to be experiencing a “hard landing” – a dramati
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