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Equity Investing: From Style Box to Global Unconstrained (Pyne) by Andrew Pyne, PIMCO
16 May 2012 at 9:49am
  Equity Investing: From Style Box to Global Unconstrained by Andrew Pyne, PIMCO ​ PIMCO sees greater potential benefit to global portfolios in strategies that are unconstrained by a benchmark, and...

Technical Take: Market Internals Have Broken Down by Guy Lerner, Technical Take
16 May 2012 at 9:41am
  by Guy Lerner, The Technical Take Figure 1 shows a weekly chart of the S&P Depository Receipts (symbol: SPY).  The indicator in the lower panel is constructed from the 9 SP500 sector ETF’s (data ...

Credit Markets – Transformers vs Decepticons (Tchir) by Peter Tchir, TF Market Advisors
16 May 2012 at 9:37am
  by Peter Tchir, TF Market Advisors In the movies there are these great battles fought out between the transformers and decepticons. As cool as the battles are, there must be some innocent bystand...

India's Temple of Gold by Nic Colas, ConvergEx Group
16 May 2012 at 9:12am
  Via Nic Colas of ConvergEx, Summary: India is known for its historically high per capita demand for gold, particularly before festivals and the wedding season, which peaks in the months of Octobe...

Europe's Plan B, Greek Bank Runs, and Why We Need New Sunglasses (Grant) by Mark Grant, Out of the Box
16 May 2012 at 9:10am
Via Mark J. Grant, Author of Out of the Box, “I'm not upset that you lied to me, I'm upset that from now on I can't believe you.”                                           –Friedrich Nietzsche The ...

Month of May: Sell and Go Away, or Hang in There? (Sonders) by Liz Ann Sonders, Charles Schwab
15 May 2012 at 8:17pm
  May 14, 2012 by Liz Ann Sonders, Senior Vice President, Chief Investment Strategist, Charles Schwab & Co., Inc. Key Points We believe the stock market's correction is likely to be less severe thi...

The Hidden Rally in Canadian Equities (Lee) by Alfred Lee, BMO ETFs
15 May 2012 at 4:07pm
  The Hidden Rally in Canadian Equities Using a Low Beta Strategy to Increase Portfolio Efficiency Alfred Lee, CFA, CMT, DMS, Vice President & Investment Strategist BMO ETFs & Global Structured Inv...

Key ETF Performance QTD and YTD by Bespoke Investment Group
15 May 2012 at 10:16am
  by Bespoke Investment Group The second quarter of 2012 has so far been a complete reversal of the first quarter.  As of earlier this morning, just one stock-related ETF in our matrix below was up...

Jim Rogers: "Volume Is Not Going To Come Back. We've Had A Great 30 Years. Th... by ZeroHedge.com
15 May 2012 at 10:04am
  Jim Rogers is hedging his gold (and silver) positions reflecting that this is normal, following such a tremendous run, and that this is good for the precious metal in the long-run. In his discuss...

Last Month a Disaster for Commodities by Mark Hanna, Market Montage
15 May 2012 at 9:58am
I went to circle back today to look at what has been among the weakest areas of the market, and chart after chart came up in the commodity space.   Here is a chart of the performance of the futures...

What Now? And is There Anything New to Talk About? (Tchir) by Peter Tchir, TF Market Advisors
15 May 2012 at 9:48am
  by Peter Tchir, TF Market Advisors So now what? Greece. Will they pay the bond due today or not? Will they form a new government or not? Does anyone care? That is becoming the question. The marke...

Berkshire 2012: The Times They Are A-Changing and Other Observations (Matthews) by Jeff Matthews
15 May 2012 at 9:41am
  Berkshire 2012: The Times They Are A-Changing and Other Observations< by Jeff Matthews Editor’s Note— This year we’re utilizing a shorter, snappier way to summarize the Berkshire Hathaway annual ...

Balance, Grasshopper (Saut) by Jeffrey Saut, Raymond James
15 May 2012 at 9:37am
  by Jeffrey Saut, Chief Investment Strategist, Raymond James May 15, 2012 I received so many requests to put last Tuesday’s verbal strategy comments into written form, and that’s exactly what I ha...

Bernie Horn and John Dorfman: Finding Value Globally and in the U.S. by Consuelo Mack, WealthTrack
15 May 2012 at 9:34am
Two value investors with exceptional long-term track records discuss the unusual opportunities they are finding in the global markets. Bernard Horn, finalist for Morningstar’s International Stock F...

The Flaws of Finance (James Montier) by James Montier, GMO
15 May 2012 at 9:31am
  by James Montier, GMO This paper is based on a speech delivered at the 65th Annual CFA Institute Conference in Chicago on May 6, 2012. As a child, watching my parents write postcards whilst we we...

  

 

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Globe&Mail Columnists

Market Blog

Stocks to Watch: Limited Brands reveals soft outlook by Darcy Keith
16 May 2012 at 6:17pm
Shares sag in post market

The close: Dow, TSX slip for fourth straight day 16 May 2012 at 4:40pm
Commodities also heading nowhere but down

Fed minutes: Chances of QE3 on the rise by DAVID BERMAN
16 May 2012 at 3:12pm
Fed sounds more open to the use of policy stimulus

Facebook about to meet the ugly truth about IPOs by DAVID BERMAN
16 May 2012 at 2:48pm
The average IPO underperforms the broader index

Facebook insiders opt to sell more by Simon Avery
16 May 2012 at 2:16pm
Rich IPO price entices early investors to boost sales of their stakes

At midday: TSX rebounds after Greece-related oversell by MALCOLM MORRISON
16 May 2012 at 1:13pm
Market moves up after hitting lowest levels since October

Crude oil decline: More than just fear and uncertainty by DAVID BERMAN
16 May 2012 at 11:47am
In the U.S, inventories are piling up

Manufacturers help drive GDP growth by SIMON AVERY
16 May 2012 at 11:36am
Data support Canadian first-quarter growth of 1.8 per cent, says RBC

At the open: Economic data help stocks by SIMON AVERY
16 May 2012 at 10:03am
Strong U.S. industrial production suprises investors

Premarket: Gridlock in Greece by SIMON AVERY
16 May 2012 at 8:19am
Overseas stocks hit by further uncertainty in Europe

Globe&Mail Columnists

Jeff Rubin's Smaller World

What will a Greek default mean for you? by JEFF RUBIN
16 May 2012 at 5:26am
Your neighbourhood bank may not be as safe as it seems

Without growth, there's only one ending to euro debt crisis by JEFF RUBIN
9 May 2012 at 5:21am
Recognition now coming that unremitting fiscal austerity measures are the wrong prescription for what ails the European economy

What happens when oil becomes unaffordable? by Jeff Rubin
2 May 2012 at 5:28am
A glance at the latest GDP numbers is already telling us the answer

Chilly reception awaits U.S. energy companies in Canada by Jeff Rubin
25 Jan 2012 at 6:15am
In the wake of the Obama kibosh on pipeline project, the goal posts have moved

What do triple-digit oil prices mean for growth? by Jeff Rubin
4 Jan 2012 at 5:17am
No matter how many rabbits the oil industry can pull out of its hat, supply just can’t seem to keep pace

No way to hold euro zone together by Jeff Rubin
8 Dec 2011 at 10:03am
Stakes get ever higher as endgame approaches for European debt crisis

U.S. Treasuries no sanctuary from Europe's debt problems by Jeff Rubin
24 Nov 2011 at 5:14am
The U.S. federal debt-to-GDP ratio has almost doubled to 74 per cent over the past couple of years

Oil price spread costing Canadian producers big bucks by JEFF RUBIN
10 Nov 2011 at 5:33am
The difference between WTI and Brent crude is costing about $1-billion in lost petro dollars

Will an oil-driven misery index defeat a U.S. president? by JEFF RUBIN
26 Oct 2011 at 5:26am
History suggests the economy’s performance is ultimately what the U.S. electorate cares about the most

Peak oil is about price, not supply 19 Oct 2011 at 5:16am
The concept now seems rooted more in economics than geology

Globe&Mail Columnists

Investment Ideas - Rob Carrick

Beyond fear and greed: Contrarian stock plays by JODY WHITE
16 May 2012 at 7:39pm
Contrarian screen isolates stocks that are trading at less than half their 52-week high - then digs deeper

How investors can scour for potential takeover targets by BRYAN BORZYKOWSKI
16 May 2012 at 4:31pm
Buying a company purely for the M&A play is a risky strategy. Experts say investors should look for resilient firms that are undervalued

Day traders expose algorithm's flaws by Michael Stothard
16 May 2012 at 2:23pm
Some traders are making a profit by outsmarting these systems

Economy will test Russel's dividend mettle by JOHN HEINZL
15 May 2012 at 7:45pm
Steel industry has its ups and downs according to the economy, but company learned its lesson during the last slump

Pain in Spain awakens contrarians by MARTIN MITTELSTAEDT
15 May 2012 at 6:42pm
Stocks have fallen so much they’re roughly back to the same levels as March, 2009, during the most gloomy point in the financial crisis

Amid macro turmoil, Canadian firms with highest risk of default by JODY WHITE
15 May 2012 at 5:10pm
Screen isolates largest TSX-listed companies with the highest risk of default

Investor frenzy for Facebook grows by Omar El Akkad
15 May 2012 at 12:26pm
Massive interest for IPO results in higher price range, several banks have stopped taking orders on the stock

Canadian stocks with strong earnings and price momentum by IAN McGUGAN
14 May 2012 at 7:15pm
Dollarama heads CPMS portfolio of companies that have powered ahead recently

Buy bullion, not gold stocks: top hedge fund manager by MARTIN MITTELSTAEDT
14 May 2012 at 6:23pm
The sterling reputation of Albert Friedberg's funds means his market predictions receive an attentive audience

Talisman Energy too weak to chase by LOU SCHIZAS
14 May 2012 at 2:31pm
Until there is a trend reversal I would let this one go, says Lou Schizas

 

Globe&Mail Columnists

Streetwise - Andrew Willis

Sun Life to sell its U.K. business: reports by TARA PERKINS
16 May 2012 at 3:56pm
Morgan Stanley reportedly hired to assist in sale

Thirst for yield is back with a vengeance by TIM KILADZE
16 May 2012 at 1:35pm
Preferred shares are hot commodities again

Morning meeting: Revenge of the trusts 16 May 2012 at 11:11am
What we’re reading ‘round the Web

Hedge funds like Nasdaq, long-dated treasuries by TIM KILADZE
16 May 2012 at 10:13am
But clearly their overall optimism is fading

Greenlight's Einhorn reconsiders RIM position by BOYD ERMAN
16 May 2012 at 9:27am
Halves stake just a quarter after buying in

Hudson's Element expects to keep growing by Boyd Erman
15 May 2012 at 4:30pm
Financier buys TLS Fleet Management from Bank of Nova Scotia

Quadra FNX's CEO steps down after takeover by TIM KILADZE
15 May 2012 at 3:27pm
Paul Blythe to hand over the reins of KGHM International

Is this what happened to JPMorgan? by BOYD ERMAN
15 May 2012 at 2:16pm
Theories hone in on “hedging the hedge”

Griffiths Energy stays mum on bribery allegations by CARRIE TAIT
15 May 2012 at 1:09pm
Vague press release unlikely to instill confidence for IPO

Morning meeting: JPMorgan's infamous trade, explained 15 May 2012 at 9:42am
What we’re reading ‘round the Web

 

 

FT.com

WSJ.com - DealJournal

HSBC Updates Investors on Strategy by WSJ Staff
17 May 2012 at 2:01am
HSBC Holdings PLC said Thursday it has achieved US$2 billion in cost savings on an annualised basis since it started to scale back its size and boost its profitability, and it expects to hit the to...

New Form of Japanese Activism Takes Shape by Kana Inagaki
17 May 2012 at 1:47am
A new form of Japanese activism is emerging in what could signal a reshaping of the role of Japanese institutional investors who have long been considered passive and compliant. pa href="http://fee...

Nomura Hires China Research Head From RBS by Isabella Steger
16 May 2012 at 11:31pm
Nomura Holdings Inc. has nabbed Royal Bank of Scotland’s PLC’s head of China research and China strategist Wendy Liu. pa href="http://feedads.g.doubleclick.net/~at/8S7EekYklCeSLvdkxap8g9C6Se4/0/da"...

HKEx May Win LME With China Card by Nisha Gopalan
16 May 2012 at 10:46pm
A new owner for the London Metal Exchange could be announced soon, and Hong Kong's stocks-focused bourse, one of the three remaining bidders, sees it as the quick entry it is seeking into the commo...

All in a Name for Rio Tinto by Robb M. Stewart
16 May 2012 at 9:59pm
Ivanhoe Mines’ quarterly results Wednesday included a little reminder that Rio Tinto has indeed extended its control, and a suggestion perhaps of its true ambition. pa href="http://feedads.g.double...

BofA Adds Three Bankers From Credit Suisse by WSJ Staff
16 May 2012 at 8:32pm
Bank of America is adding three new bankers to its energy and power group. pa href="http://feedads.g.doubleclick.net/~at/S7vHDt8PXNQpURSGHhDhUY2A2LY/0/da"img src="http://feedads.g.doubleclick.net/~...

Ira Sohn: Ackman — Give J.C. Penney’s New CEO a Chance by Stephen Grocer
16 May 2012 at 7:04pm
Activist investor Bill Ackman, a major J.C. Penney shareholder who helped place Apple alum Ron Johnson at the company’s helm, took advantage of his stage time at Wednesday’s Ira Sohn conference to ...

Ira Sohn Conference: John Paulson Bets on Caesars, AngloGold Ashanti by David Benoit
16 May 2012 at 6:30pm
Famed hedge-fund investor John Paulson was bullish on Caesars Entertainment Corp, gold-mining company AngloGold Ashanti and CVR Energy. pa href="http://feedads.g.doubleclick.net/~at/7ybhjPy-rZDci5z...

Ira Sohn: Philippe Laffont Is Bullish on Equinix, Virgin Media by Stephen Grocer
16 May 2012 at 5:19pm
Philippe Laffont, founder of stock-focused Coatue Management, is bullish on Equinix and Virgin Media, saying both companies cater toward increasing user demand for faster Internet access. pa href="...

Ira Sohn Conference: Live Blogging The David Einhorn Show by David Benoit
16 May 2012 at 3:16pm
David Einhorn, head of Greenlight Capital, has been on a roll recently. Deal Journal and colleagues are covering the conference and will be live blogging Einhorn’s presentation. pa href="http://fee...

Hulbert Financial Digest

 

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Barron's Stocks to Watch Today

 

Calculated Risk