Salient to Investors: Jim Rogers said: Bullish on airlines worldwide for many reasons. Invest where you find a disaster with change coming, like SAS, which has been a huge disaster over the past several years. Owns SAS and many airlines. Read the full article at http://jimrogersonthemarkets.blogspot.com/2014/01/bullish-on-airlines-worldwide.html Click here to receive free
READ MORE... →Salient to Investors: Nine of every 10 stocks in the S&P 500 are set to end the year in positive territory. Only 2 in 5 US bond funds have broken even for investors. Almost anything associated with gold has lost money. The best performing US large-cap stock is Fannie Mae,
READ MORE... →Salient to Investors: The National Bureau of Economic Research found: A robot could replicate Warren Buffett’s stock-picking performance. The ingredients of that robot are 1.6x leverage, which is what Buffett runs at Berkshire Hathaway, and a statistical factor-weighting investment approach that overweights growing, high-payout, profitable companies with low betas. Read
READ MORE... →Salient to Investors: Amanda Schneider at Goldman Sachs said that more than half of the 50 favorite short positions of the major hedge funds have outperformed the S&P 500 year so far this year, and 5 have returned over 100%. The top 25 stocks on the Goldman list based on
READ MORE... →Salient to Investors: Markit reports US hedge funds were short 2.4 per cent of shares, close to an all-time low. Only 6 companies reporting earnings this week have more than 3 per cent of their stock sold short. In Europe’s Stoxx 50 index of top companies, it is only 2. HFR
READ MORE... →Salient to Investors: Greg Jackson at Jackson Park Capital looks for any size stocks of companies with: A shareholder-oriented management team, with CEOs owning stock in their companies. Strong insider buying and buying in the open market with cash that’s at least six figures in value, not acquiring shares through
READ MORE... →Salient to Investors: John Maynard Keynes wrote in 1934: “As time goes on, I get more and more convinced that the right method in investment is to put fairly large sums into enterprises which one thinks one knows something about and in the management of which one thoroughly believes.” And:
READ MORE... →Salient to Investors: Fareed Zakaria said: Both the American left and right are concerned about the declining mobility of the American dream. Countries that invest more heavily in children’s health care, nutrition, and education, well-being more generally end up with a much stronger ladder of opportunity and access than America.
READ MORE... →Salient to Investors: Warren Buffett shares of Wells Fargo for the 9th straight quarter, to Berkshire’s largest holding in a portfolio that includes Coca-Cola, American Express, and IBM. Buffett has not added to American Express and Coca-Cola since the 1990s. Buffett favors making concentrated bets on companies he’s studied for years. Jeff Matthews, author of books
READ MORE... →Salient to Investors: Top investing myths: Buy and hold forever. Better to buy and protect as companies and economies change. Have an exit plan to guard against catastrophic loss. Only performance matters. Let you investment objectives guide your investment selection and diversity. Charts are for traders. Charts are important tools
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