Pages

Showing posts with label Mutual Funds. Show all posts
Showing posts with label Mutual Funds. Show all posts

Monday, January 24

Week In Review: Is it possible to overcome DNA?

Recap
Is it possible to overcome the small investors' D.N.A.?
Review
By far the single biggest concern for the small investor is overcoming the feeling, the notion, the idea, the thought, the paranoia if you will of yet another massive market correction.
What To Do
Buy mutual funds (or ETFs) with large positions in your "favorite" overpriced stock (think Apple, Google, Amazon, Priceline....) = another way for the small investor to get back into this market. So, you think the aforementioned stocks are too pricey? They have gone up and you missed the boat? You may be right, but chances are Facebook will go public, and a lot of small investors will be saying the same thing about it 5 years from now. Consider this! Owning a mutual fund (I know I wrote a few months back about the end of mutual fund investing, but sometimes you have no choice (think 401k, EIRA, pensions, etc.) that has one or two of your favorite overpriced stocks as one of the largest positions. For example, Janus has long been a large holder of Apple. So, if you have been one or our clients over the past 3,5,10 years, then you have participated in Apple's unbelievable stock price appreciation - yes I am allowed to plug Clark Bros here it is my newsletter! Anyhow, this is yet another reason we have not been quick to dump Janus fund shares even though we have removed several of their funds from our lineup. If you are frozen in small investor land, then this may be one way to slowly get back into this market.
Quote of the Week
"To listen is an effort, and just to hear is no merit. A duck hears also." Igor Stravinsky

Stay Positive! Think Positive! Act Positive! Be Positive!

Clark Bros. is hiring Independent Registered Investment Advisor Representatives – full time, part time, anytime, anywhere. Please visit our web site at www.clarkbrothersinvestments.com for more information.

Jason R. Clark
T:  720 255 5711
jason@clarkbrothersinvestments.com
Network with me @ Facebook, Linkedin, TwitterNewsletter, YouTube, ustream

Clark Brothers Investments
Registered Investment Advisors
18810 E. Whitaker Circle
Aurora, CO 80015
www.clarkbrothersinvestments.com

Monday, November 22

The Week in Review: November 22, 2010

Recap: Get used to it, this market is here to stay!

Review: The era of mutual fund investing is over. The mutual fund industry has grown to be too big, powerful, and overreaching for any competitive advantage to be gained by using mutual funds as a primary investment vehicle.

What to do: At Clark Bros we believe we are entering an era where solid US large cap multi-national dividend paying stocks are back. Think Verizon, GE, Merck, and Intel to name a few. Others can be found on our web site under Recommendations - Stable Growth & Value dividend paying stocks. This thesis is in line with our belief that investors are also in for a long frustrating market that will be dominated by good stock pickers. Adhering to the traditional long followed value v. growth, small v. mid v. large v. international asset classes, will no longer yield returns that attract investors. Therefore, investors must look to certain companies that offer a distinct identifiable competitive advantage. For example, a new product, a better CEO, stronger cash flow or balance sheet, more accretive acquisitions, etc. Specific examples of these out performing stock picks can be found on our web site under Recommendations - Aggressive & Speculative Growth stocks.

HAPPY THANKSGIVING! GOD Bless AMERICA!!!!

Quote of the Week: "We are what we repeatedly do. Excellence, therefore, is not an act but a habit." - Aristotle

Stay Positive! Think Positive! Act Positive! Be Positive!

Clark Bros. is hiring Independent Registered Investment Advisor Representatives – full time, part time, anytime, anywhere. Please visit our web site at www.clarkbrothersinvestments.com for more information.

Jason R. Clark
T:  720 255 5711
jason@clarkbrothersinvestments.com
Network with me @ Facebook, Linkedin, Twitter