Hedge fund heavyweight William Ackman just unleashed a very detailed slide show presentation on REIT investments this week at the Value Investing Congress.
The third quarter of 2012 saw unprecedented monetary stimulus from the world’s three most powerful central banks.
Hedge fund manager Whitney Tilson at T2 Partners warned this week that stocks might not have a big upward catalyst from here. Still, he sees long-term value.
Bill DeShurko, manager of the Dividend and Income Plus model, shares the screen he uses to help him find quality dividend stocks.
If we see evidence of some major sectors turning to the upside, we will consider pressing more long trades in our model.
September was a particularly strong month for the portfolio, as volatility continued to decline and our portfolio was well positioned to benefit from a more tranquil period.
Economic worries have ebbed since August, but have yet to improve to the best levels of 2012 based on the all-important platinum/gold ratio.
