Dividend Stocks Could Be Dangerous in 2015, Ketterer Says – Bloomberg 12-31-15

Salient to Investors: Sarah Ketterer at at Causeway Capital Mgmt said: Buying energy stocks very incrementally as oil prices eventually reach a floor and rise again but no idea when. Looks for companies with tremendous financial strength that can continue to pay dividends. Smart companies will use  their balance sheet strength to buy

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Ken Fisher Warns: RIA World Gone in 10 Years – ThinkAdvisor 11-21-13

Salient to Investors: Ken Fisher at Fisher Investments said: Ending QE would be the most bullish thing we can do because it is not a stimulus – it flattens the yield curve and slows things down. We are doing well despite QE, not because of it. Historically, a steeper yield

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European Stocks Little Changed as Sulzer Lowers Forecast – Bloomberg 10-17-13

Salient to Investors: Claire Chaves D’Oliveira at Groupama Asset Mgmt sees a risk of a mismatch between investor optimism and company earnings, and says companies have surprised today on the downside on very well-known macro situations, like an emerging-market slowdown, but analysts have not kept up. Dagong Global Credit Rating

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Europe Gaining Confidence Among Investors in Global Poll – Bloomberg 09-11-13

Salient to Investors: A Bloomberg poll of investors, analysts and traders showed: 40% see the euro-area economy as improving, more than 4 times the number in May 40% see the world economy as strengthening, the most since January 2011. 52% expect stocks to produce the best return over the next

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