After our Financial Market Review on May 3, 2012, we had an opportunity to take questions from attendees and address a range of topics. There were a variety of questions brought up: below are three that caught our attention.
Dividends are not typically the subject of poetry, but given how the current stock market is waxing eloquent about yield, we would not be surprised to see dividends surface in modern prose.
Following major market mania conditions, stocks historically capitulate then move sideways in an incredibly volatile manner for at least 15 years. Kim Shannon, chief investment officer at Sionna Investment Managers, believes we are in year 12 of just such a market.
The energy infrastructure sector enjoyed a banner year in 2011 and significantly outperformed the broader market. These “boring” infrastructure businesses, which includes utilities, pipelines, and energy storage and processing, posted total returns of 20 to 40 per cent for the year.
The natural question is: why do investors believe that their risk tolerance is higher than it is? We believe that this inconsistency is related to something that we have long argued at Sionna, which is that the markets reflects human nature as much as underlying fundamentals.
As our client, we want to share with you our concerns about aspects of market activity that suggest that exposure to securities lending may be imprudent for the next several months.
Quand ça joue dur à la Bourse, il vaut mieux miser sur une stratégie défensive, sur des sociétés robustes qui versent des dividendes élevés. Quels titres repêcher ? Trois gestionnaires nous présentent les joueurs étoiles au Canada, aux États-Unis et en Europe.
After a lost decade of stock market returns, investors may wonder whether the “buy and hold” approach to investing is dead. Of course, it is not uncommon for the investment community to question the merits of long-term investing during periods of high volatility.
When the stock market heats up, wise investors adopt a defensive strategy and focus on solid companies that pay big dividends. But how do you find these companies? Three investment managers have selected stars for us in Canada, the United States, and Europe. (Translation of "La revanche des titres à dividende").
This one's for all the investors who are thinking about getting out of the stock market. Don't do it.
Stocks have hurt many people in the past few years, but they're still an essential portfolio component if you can wait at least five or 10 years and you can stand more ups and downs. It's not just me saying so.