Strategies

Despite all the concern about macro-economic weakness, companies continue to accelerate.

How we're positioning for high yield plus market-like returns for the remainder of 2011.

Here's why I recently liquidated half of these high yielding positions in my portfolio.

Too often, investors are spooked by a market drop and make the mistake of selling weak shares.

Earnings season has started quite strong and the recent developments in Europe should keep bears in check.

Equity valuations, while still attractive, are no longer the bargain they were back in August and September.

Whether precious metals rise or fall, investors could perhaps profit from the gold/platinum ratio returning to something a little closer to normal.

The healthcare giant is one of our largest individual company positions, because it has the best combination of factors we can find for the future we envision.

While long-term I am bullish about the company's prospects, short-term I am less optimistic and shall be looking to exit my position.