SP’s China credit downgrade could be boon for asset Rates

Samp;P Global Ratings might have done China’s investors a favour. With the charge assessor cutting the nation’s rating under a month before the beginning of a twice-per-decade Communist Party congress, Chinese officials have even more motivation to maintain financial markets buoyant. The ability of the nation’s hand was seen after an equivalent downgrade by Moody’s […]

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Eye on Shorts: What bearish investors are betting against

Largest short positions, Sep. 15, 2017 Business Name Symbol 15-Sep-17 31-Aug-17 Net Change iShares Samp;P/TSX 60 Index ETF Units 52,166,250 47,512,831 4,653,419 Toronto-Dominion Bank 50,914,410 52,449,054 -1,534,644 BCE Inc.. 34,230,857 35,003,684 -772,827 Enbridge Inc.. 33,704,097 36,965,519 -3,261,422 Bombardier Inc.. Cl ‘B’ Sv 30,613,315 103,199,298 -72,585,983 Pengrowth Energy Corp.. 29,289,480 27,915,648 1,373,832 Great-West Lifeco Inc.. 25,860,949 […]

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Emerging-markets surge emboldens valuation critics

Among the world’s finest trades this season, going long on emerging-market equities, is bothering the bulls after handing investors double the yield from developed-country stocks. The MSCI Emerging Market index’s nearly 30-per-cent spike in 2017 has abandoned valuations in the most expensive level since the beginning of 2010, a sign to JPMorgan Chase amp; Co. […]

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Oil heads for best week since July as demand Predictions improve

Oil has posted its biggest weekly gain since late July as Texas refineries recovering from Hurricane Harvey processed more crude and worldwide demand forecasts brightened. Futures for October delivery closed at $49.89 (U.S.) a barrel on the New York Mercantile Exchange for a 5.1-per-cent advance on the week. Total volume traded was approximately 20 percent […]

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Oil heads for best week since July as demand Predictions improve

Oil has posted its biggest weekly gain since late July as Texas refineries recovering from Hurricane Harvey processed more crude and worldwide demand forecasts brightened. Futures for October delivery closed at $49.89 (U.S.) a barrel on the New York Mercantile Exchange for a 5.1-per-cent advance on the week. Total volume traded was approximately 20 percent […]

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A better way of identifying stocks that could be takeover candidates

Within a investment career spanning 40 years, I always had a great fascination with stocks trading under the net-net working capital worth popularized by investment legend Ben Graham. These are companies where the value of their current assets (mostly cash, accounts receivable and inventory) minus all liabilities is greater than the market capitalization for the […]

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Why investors should Think about a ‘do nothing’ strategy, a REIT to watch, and bond ETFs for diversification

The vast majority of asset classes — government bonds, corporate bonds, developed world stocks — are at exceptionally expensive levels relative to background, indicating low prospective returns. At exactly the exact same time, we are also aware that trying to select market peaks in any extensive sector is a fool’s game that nobody has been […]

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Seven stocks to watch Throughout the iPhone launch

When Apple Inc unveils new iPhones on Tuesday at its Apple Park “spaceship” campus, there may be important clues for the watchers of seven semiconductor stocks. Apple exerts a sun-like gravitational pull on the global electronics supply chain, affecting the pricing of commodities like flash memory chips – it consumes 18 percent of global supply. […]

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