July 2013 – Page 2 – Smarter Investing

Consider pairing a high-yield, well-managed bond allocation with a high-yield, short-target-maturity bond allocation.

An income portfolio that doesn’t stink

We haven't yet seen a huge exodus out of bonds and into stocks.

Australia’s plain-packaging law could have big implications for Big Tobacco.

Why wouldn’t a manager invest in the portfolio they are managing? And if they won’t, why should you?

Why we like Audience, Himax Technologies and Tetra Tech.

Our investment picks for the third quarter.

The US and European auto industries are on divergent paths.

The stock market is crushing it again. Is irrational exuberance back?

This interest rate impacts trillions of dollars worth of loans.

USG's stock took a hit, but housing market fundamentals are sound.

I believe that my small cap strategy has upside potential.

The bond market overreacted to Bernanke’s comments and did so by a wide margin.