Investment Strategy
Asset allocation refers to the investment strategy of balancing risk and reward by determining what percentage of your portfolio or net worth to put into various asset classes. For most investors, a smart approach to asset allocation is a lot more important than individual stock selection. It's a key thing to get right, and an area where a lot … [Read more...]
I recently wrote an article on Seeking Alpha analyzing the Canadian midstream company, Enbridge Inc (ENB). The company has a 6.4% dividend yield, 23 years of consecutive annual dividend growth, with expected 10% annual dividend growth through 2020. They've significantly de-leveraged their balance sheet over the past three years, expanded into … [Read more...]
The world now has $250 trillion in global debt and growing. More importantly, relative debt has also increased. Global debt as a percentage of GDP climbed from just over 280% to nearly 320% over the past decade: Chart Source: Bloomberg The next time we have a global economic slowdown, or a recession in certain key regions, debt as a … [Read more...]
The short-term interest rate set by the central bank is one of the most important numbers in any country’s economy. Interest rates dramatically affect economic growth, inflation, the housing market, equity valuations, bond valuations, and even gold prices. In addition, the interest rate yield curve is important for an economy. The yield curve … [Read more...]
Hundreds of thousands of people search for terms like "stocks to buy today" or "best stocks to buy" or "top stocks for 2019" every single month. The appeal is understandable, but most of the articles that pop up are ones quickly written by freelancers that often don't even invest in the stocks they pitch. They're just writing for one-time clicks … [Read more...]