Investments

Licking the wounds

Investors are waking up to headlines that shout more market turmoil, so it’s no surprise they’re begging for answers. While this discussion doesn’t provide that, it will briefly explain what happened and remind investors of rational investing basics that have worked in the past. NO MORE ALPHABET SOUP The global scavenger hunt for yield made […]

By Philip Lee |October 1, 2008

4 min read

Getting your head around the equity collar

While in attendance of a presentation on a new issue that implemented a reverse dispersion equity collar on an energy stock portfolio, it struck me that this type of product can fit nicely into sophisticated client portfolios, but the mechanics of the collar are a bit beyond the basic option trading strategy. In order to […]

By Preet Banerjee |October 1, 2008

5 min read

Analyst Report: Chou associates

Moving to the sidelines during frothy markets and capitalizing on downturns has paid off in the past for Francis Chou. While his deep-value approach is far from safe, we expect him to take calculated risks and we expect he’ll be able to navigate through this current crisis adroitly, which is why this fund is one […]

By Philip Lee |October 1, 2008

4 min read

A veteran’s investment philosophy

Having experienced numerous cycles in his 43-year career, Richard Driehaus believes that the U.S. market is going through a painful consolidation phase that may be nearing an end. “We could be in the process of making a bottom,” says Driehaus, co-manager of the $335.9-million AGF Aggressive U.S. Growth and founder and chief investment officer of […]

By Michael Ryval |October 1, 2008

3 min read