Author Archives: admin

Met Coal Stocks and Railroads Get Slammed on Lower Coal Shipments

Warnings of lower coal shipments from both Walter Energy and Alpha Natural Resources have investors dumping all coal producers and coal shippers. A close analysis reveals that the problem is not industry-wide, but limited only to met coal producers. Buying … Continue reading

Shareholder Yield: A Strong Indicator of Future Stock Returns

Dividend yield is nice but shareholder yield (dividend yield plus stock buybacks) is even better.

Down Under Digest: Look South to Build Wealth

In another Special Edition of Maple Leaf Memo, we take a bigger-picture look at what’s happening in Australia, emphasize a couple areas where investors can lock in high, sustainable dividends, and set the table for coming attractions.

AT&T Merger with T-Mobile Blocked: Will Justice Department Compromise?

AT&T is battling the U.S. government over its plan to acquire competing wireless carrier T-Mobile USA. Hasn’t anybody told AT&T that the government always wins?

Three Stories About One Thing: Buy Canada

Is Canada “risk off” or “risk on”? Is there such thing as a “good” dividend cut? And what about that pipeline?

The Benefits of Neutrality

Market-neutral funds were all the rage until the financial crisis struck. But a new lineup of ETFs breathes life into a maligned investment strategy.

Prem Watsa of Fairfax Financial is Betting on Deflation and the Bank of Ireland

Prem Watsa is Canada’s Warren Buffett. He is currently both bearish on the U.S. stock market and bullish on a nearly-nationalized Irish Bank, as well as troubled smartphone company Research in Motion. Go figure.

Global Cooperation

Though one can take issue with individual decisions, investors should be cheered that policymakers are making an orchestrated effort to put Europe’s fiscal house in order.

Alternative Investments Are Important Hedges During a Bear Market

Investors tend to chase performance, buying when prices are high and selling when prices are low. Consistency is the key to avoiding the pitfalls of investing.

Dividend Investing in the Land Down Under

Building wealth by buying and holding high-quality, dividend-paying businesses is a strategy unconstrained by borders. And Australia is among the most attractive destinations for dividend investors in the world.