ESP: How Global are the S&P series of Indices?
Frequently, I am asked about the advantages/disadvantage of investing outside of a person’s home or tax base market. My first question is always, “Do you own any index securities”? The answer is usually, yes. When index securities are used in a portfolio the investor is most likely already a global investor. The next decision is how much of an allocation do you wish to direct to outside markets?
Stock Consideration Change Report: U.S.
Rebound moves stocks back into Hold consideration, now at 64%. Graco moves to Buy Consideration while AK Steel moves to Sell Consideration.
Stock Fair Value Report: U.S.: Update
The following stocks have received a revised Fair Value Fv that represents 100 Fv for the company: Amazon, American Water Works, Cracker Barrel, Chemours, Concho Resources, Energen, Extra Space Storage, Faro Technologies, Henry Schein, Independence Realty Trust, Lam Research, Matson, MSA Safety, NVR, Public Storage, PS Business Parks, Gentherm, and Encore Wire.
Service Change: Market and Sectors Influence Factors Added to Stock Analysis Tables
Since Investment Strategy Network started in the mid-1980’s, research on the relationship that exists between individual stocks, markets, sectors and each other has been ongoing. As part of the expanding ISN service, we are now …
Bruce’s U.K. View
Almost all global equity markets rose reversing the previous week’s declines. India did decline but last week it also was the anomaly by rising. The large South Africa rise was Zuma related. Other big upward moves were RISK ON …