• 11 Aug
    Minimize Risk Without Sacrificing Returns? Sven Tells You How

    Minimize Risk Without Sacrificing Returns? Sven Tells You How

    • By dissecting the S&P 500 per valuation quintiles we see that only parts of the market are overvalued.
    • Historically, buying the lowest PE quintile stocks has increased annual returns by 360 basis points.
    • High PE stocks have large market capitalizations which force you to own more of them through index funds, increasing your risks and lowering your returns.

    Introduction 

    Beyond the top news stories about central banks increasing stimulus to fight the BREXIT or sluggish economic data with high hopes for the future, there is one recurrent theme that still flies under the radar. The recurring theme is that financial markets are overvalued. More →

  • 10 Aug
    Mergers & Acquisitions – Better To Be Invested On The Target’s Side

    Mergers & Acquisitions – Better To Be Invested On The Target’s Side

    • M&A activity has slowed down in 2016 but may increase as BREXIT, China worries cool off and central banks print money.
    • Price to EBITDA premiums have surpassed 2007 levels.
    • The average premium for targets is 37%, which is a pretty good additional return on your investments.

    Introduction

    A beautiful situation in investing is when a company you own is being taken over at a lofty premium. In this article we are going to discuss the current M&A market, what it means for the market in general, and take a look into the sectors that offer the best consolidation opportunities. More →

    By Sven Carlin Investiv Daily M&A
  • 09 Aug
    Making The Case: Why Investing In Healthcare Is A Good Move Now

    Making The Case: Why Investing In Healthcare Is A Good Move Now

    • Healthcare spending is expected to grow at 5.8% per annum, or around 4% in recession time.
    • The healthcare index is as equally valued as the S&P 500; global healthcare is cheaper.
    • Government involvement and budget limits are the risks, but the risk reward ratio is one of the best in the market.

    Introduction

    Yesterday we talked about how the market and the economy are sending mixed signals and look fragile which results in increased risks for low expected returns. One way to be defensive but still grasp the upside is to invest in healthcare stocks. In this article we are going to elaborate on the rationale for investing in healthcare and discuss diversified investing possibilities and risks. More →

  • 08 Aug
    Signs of Fragility in the Economy Point to an Impending Bear Market. What To Do Now To Protect Yourself.

    Signs of Fragility in the Economy Point to an Impending Bear Market. What To Do Now To Protect Yourself.

    • The last jobs report was good news but it also indicates higher costs and full employment.
    • An “easy to hire, easy to fire” mentality is in the air.
    • Healthcare, cash or short term trades should be the best options in this situation.

    Introduction

    Last week the Nasdaq and S&P 500 reached yet another record high. Aggressive central bank stimulation pushes investors to disregard risks and look for any kind of yield or growth. Not looking at risk is the worst thing an investor can do, but they also shouldn’t fight the trend. More →

  • 07 Aug
    Sunday Edition: Setting Reasonable Investing Expectations

    Sunday Edition: Setting Reasonable Investing Expectations

    The story of the tortoise and the hare teaches us that the prize doesn’t always go to the swift, who are sometimes easily distracted, but often ends up in the hands of the one who perseveres regardless of speed.

    This apologue is even more true when applied to investing. Many investors are too easily lured by “get rich quick” investing schemes and strategies, rather than safe and consistent compounding month after month, using what some might consider a boring strategy. More →

  • 05 Aug
    Where The Risks Are: It’s Not Where You Might Think…

    Where The Risks Are: It’s Not Where You Might Think…

    • Car sales are in a downtrend and PMI is falling, which ties the FED’s hands.
    • Japan has just entered into direct economic stimulus with $273 billion.
    • The Bank of England behaves like the economy is in a depression, cutting rates and printing money.

    Introduction

    Yesterday we discussed how China isn’t as big of a risk as many would like to make it out to be. Today, we are going to go through the latest data from the U.S., Japan and Europe in order to assess their riskiness. More →

  • 04 Aug
    Forget The News: If You’re Not Exposed to China, You Should Be. Find Out Why.

    Forget The News: If You’re Not Exposed to China, You Should Be. Find Out Why.

    • Don’t be scared by the news, China is growing strong and has incredible future prospects.
    • Temporary bumps are and will continue to be normal.
    • Portfolio diversification with China is essential for increased returns in the future.

    Introduction 

    Exactly a year ago fears around slower economic growth in China, the Yuan devaluation, and oil prices below $40 were the main catalyst for a market correction. The S&P 500 fell from 2102 points on August 17, 2015 to 1867 points on August 25, 2015. More →

  • 03 Aug
    Investing In REITs Is Great, But Not Right Now

    Investing In REITs Is Great, But Not Right Now

    • On one hand, REITs offer higher dividend yields, inflation protection, real estate diversification.
    • On the other, REITs are highly leveraged and consequently have more downside when economic circumstances turn.
    • Don’t get tempted by the higher dividend yields of the general REIT market now, security selection is the only option for profitable longer term REIT investments.

    Introduction

    As we promised in our farmland article, today we are going to talk about Real Estate Investment Trusts (REITs). We are going to discuss what REITs are, what benefits they offer, what risks there are with them and what the current market perception for them is, whether overvalued or undervalued. More →

    By Sven Carlin Investiv Daily REITs
  • 02 Aug
    Euphoria & Denial Point to the Last Days of the Bull Market

    Euphoria & Denial Point to the Last Days of the Bull Market

    • Risks are cumulating and getting bigger.
    • U.S. GDP growth is slower than expected, earnings and oil prices continue to decline.
    • Japan is unable to grow while BREXIT risks are still unfolding.

    Introduction

    It is difficult to find good news lately. The last really good news was the June jobs report when 287,000 jobs were added. Since then, most of the news seems dismal, however, it has yet to have a negative impact on financial markets. It’s as though investors are just hoping for something good to happen in the future. As hopes are an immaterial human feeling, they should not be the base for investment decisions. More →

  • 01 Aug
    Should You Invest in Boring Farmland?

    Should You Invest in Boring Farmland?

    • Global demand for food is going to increase by 50% in 2050, while farmland supply is pretty much fixed.
    • Historically farmland returns are an inflation hedge and have low volatility.
    • REITs give retail investment options.

    Introduction

    With low general yields and high stock valuations, you might want to look at other types of assets to improve your diversification and returns. An interesting asset to own is farmland. More →

    By Sven Carlin Farmland Investiv Daily
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