Money Manager Research
Federated Investors is out with their latest commentary for the Strategic Value Dividend (Equity Income) portfolio. A discussion of the markets and the portfolio's composition and dividend return are discussed. "The Strategic Value Dividend portfolio, which is focused on investing in companies that demonstrate both the ability and the inclination to pay and increase their dividends to shareholders, experienced a successful month of February. At month end, the yield (gross dividend) of the portfolio continues to remain high at 4.9%, higher than the 4.0% yield of the Dow Jones Select Dividend Index and the 2.1% yield of the S&P 500 Index, which respectively represent the domestic dividend paying universe and the broad market."
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Louis Navellier's mid-March commentary examines the Fed's interest rate policy for the next few years and its affect on inflation. Reasons for the latest market rally are also explored. "It was a "breakthrough" week, with the Dow breaking 13000, NASDAQ breaking 3000, and the S&P 500 breaking 1400. The S&P is now up 11.65% for the year. The biggest gain came on Tuesday, when 15 of 19 major banks passed the Fed's "stress test." J.P. Morgan* led the financial stock rebound by announcing a 20% dividend increase and a massive $15 billion stock buyback program. Bank of America* also passed the Fed's stress test, but Citigroup and three others were told to resubmit their capital plans."
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Janus' Analyst Viewpoints offer their thoughts on natural gas pricing, implications for energy and industrial companies and growth opportunities for well-positioned firms. "At some point, the gas price is likely to fall below the operational cost of production, which will cause a lot of production to be shut down. We're also likely to see an increase in demand from industrial users or other sectors. Longer term, we think new markets will open up. Some will be in the industrial sector, others will be electric utilities, and we’ll probably see exports to global markets in the form of liquefied natural gas (LNG)."
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Wells Fargo's Chief Macro Strategist Gary Thayer examines the divergence between gold prices and the stock market as an indicator of investor anxiety. "Recent market action indicates that investor sentiment has increased from last summer's lows. In particular, the U.S. stock market has recovered from its 2011 lows while the gold market has declined from its 2011 highs. This market action is consistent with our view that investor sentiment is likely to improve this year."
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Posted by Thomas Wilson on 3/13/12 12:21 pm
Louis Navellier reviews the reasons for the latest drop in the market and what's likely ahead in the coming weeks. "Last Tuesday marked the Dow’s first 200-point drop since last November and its first 100-point drop of the year. Once again, the market mood was spooked by fears over a new Greek debt-swap deal and news of slower growth in the world’s healthiest economies. Soon, however, the Greek crisis was resolved (yet again), and central banks targeted growth. The market also responded favorably to three great new jobs reports. Bottom line, the market rallied for three days and closed with another weekly gain."
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Lord Abbett's weekly commentary analyzes the situation in the Middle East and it's potential impact on the US economic recovery. "Right now the situation in the Persian Gulf presents the greatest threat to America's economic recovery and to further market gains. Absent this danger of higher crude and gasoline prices, investors can reasonably anticipate a durable, if plodding, economic recovery and modest relief from European sovereign debt fears now that the European Central Bank has adopted an easier monetary policy. It is, then, the potential economic fallout from higher oil prices - not to mention the shock of a military confrontation - that threatens most."
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Posted by Thomas Wilson on 3/12/12 1:36 pm
Gary Thayer, Wells Fargo's Chief Macro Strategist, looks back at the three year bull market run in stocks and why he believes buying on the dips is a good idea. "The U.S. stock market remains in an upward trend that began three years ago during the depths of the 2008-2009 recession and financial crisis. The good news is the fundamentals are still positive and market valuations are favorable. Therefore, the current bull market probably has further to run. We continue to favor buying stocks on pullbacks."
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Louis Navellier focuses his weekly commentary on China's dollar selling and Ron Paul’s exchange with Federal Reserve Chairman Ben Bernanke. "Not only is the U.S. dollar growing weaker against the Chinese Yuan, it is now at a three-month low vs. the euro and many other currencies, mostly due to the Fed's 0% interest rate policy. Currencies in many emerging markets, especially the Brazilian real, offer high interest rates, so they have become the world's top cash havens. Last week, in an attempt to fight short-term currency speculation, Brazil's government extended the existing 6% financial transaction tax on overseas loans maturing within three years."
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Federated's Chief Investment Officer for Taxable Money Markets, Deborah Cunningham, explains the continued decline of bank credit rates and why it is a positive sign of the continued US economy recovery. "Clearly, investors and businesses are growing more comfortable with the course of events, not just in the United States but in Europe. The domestic economy appears to be proceeding on a recovery path with a little more velocity than was anticipated just a few months ago. January's unemployment rate hit a three-year low, a 243,000 jump in non-farm payrolls more than doubled the consensus forecast, consumer spending and confidence continued to rise, and even a moribund housing market exhibited signs of life."
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Wells Fargo's Chief Macro Strategist Gary Thayer explains their thoughts on the stock market, economy, fixed income and more. "The U.S. stock market has had its best two months of the year since 1991, and as a result, the market has recovered from last year's weakness and has moved slightly above its 2011 highs. This report will highlight our views, which are mostly unchanged from our 2012 economic and market outlook report titled "Preparing for Better Days." In addition, it will discuss what conditions might prompt us to change our views."
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