July 2013 – Smarter Investing

Here's my forecast for stocks in the third quarter.

Forecast: Small-cap utilities, Canadian health sector and Japanese financials will …

Brutal, remorseless and playing no favorites, GC would thrive in the land of absolute returns.

But both companies are feeling the pressure of increased saturation in the high-end smartphone market.

Keep that cash position substantial as a buffer.

A super-sized financial sector may contribute to wage inequality and have other detrimental effects.

Is it too late to jump on the Abe Trade?

Since 2009, Apple's P/E ratio has fallen from 22 down to 11.

Conflict in the Middle East often pushes the price of internationally produced oil skyward.

Japan faces a Himalayan debt burden.

When enterprising people try to offer a bad thing dressed up as a good thing, capitalism can curdle.

We think we win regardless of how the Dell ownership struggle plays out.

Start here if you want to be a smarter investor.