Short Term Pain For Long Term Gain

Below is a synopsis of this investment report: The recent market volatility has presented an attractive opportunity to put our large cash position in the DIAS Conservative Income (CI) portfolio to work. In doing so, we also dispel three common myths in the market that are critical to
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Diversification – More Than Meets The Eye

Below is a synopsis of this investment report: Diversification is the “Golden Rule” of investing, and proper implementation is absolutely mandatory in a well-constructed portfolio. Despite popular belief, diversification is not achieved by simply buying several high qualit
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Leadership Changes

Below is a synopsis of this investment report: Defensive sectors such as telecom, utilities, and consumer staples led the stock market rally up until the beginning of April. At that time, we felt that these sectors were peaking in valuation and began to prepare for a shift out of defe
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Prices Have No Memory

Below is a synopsis of this investment report: Fundamental investing for the long term should be focused on where a stock is going and not where it’s been. Prices have no memory.  A stock that has doubled can still go higher and a stock that has been cut in half can certainly go
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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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