Content provided by Grant Engelbart, CLS Investment Research Analyst Spoiler alert…. Our upcoming equity sector commentary for October will reveal that our funds are largely underweight the Consumer Discretionary sector. Naturally, you must be asking yourself, “well why is that?!” There are a variety of reasons that we have been avoiding discretionary stocks as a… Continue reading Discretionary Discretion
Author: CLS Investments
Spooked by New Highs?
Content provided by J.J. Schenkelberg, CLS Senior Investment Portfolio Manager It seems there has been some concern among retail investors about the fact that the markets have reached new highs. And if we are at new highs it has to go down, right? My dental assistant said her 18 year old son started an IRA… Continue reading Spooked by New Highs?
Ignore Short-Term Noise
Content provided by Kostya Etus, CLS Research Analyst At CLS, we tend to focus more on long term trends and ignore much of the short-term noise that can cloud investment decisions. In general, markets go up more than they go down, and over the long term, there is a positive risk premium for investments. A… Continue reading Ignore Short-Term Noise
A Figure Appeared in the Night…
Content provided by Paula Wieck, CLS Manager of INvestment Research The other night I was sound asleep…finally, after hours of tossing and turning. I woke abruptly to the faint sound of breathing in my ear and a figure by the side of my bed. Perhaps I’ve watched too many horror movies this past month, but… Continue reading A Figure Appeared in the Night…
Halloween on the Cheap
Content provided by Hande Koop, CLS Trading Manager Every year October 31 is a night of fun, candy, and costumes. Although Americans spend billions in preparation for the Halloween season each year, this year it seems that American households will likely be spending less than in previous years. According to National Retail Federation’s Halloween Spending… Continue reading Halloween on the Cheap
Q&A with CLS Portfolio Managers
What do you expect in February, 2014, when the debt ceiling comes up again? Paula Wieck I think we will continue to see the can kicked down the road, and with each kick there will likely be slight progress. I don’t see how a “grand bargain” will emerge without passing a bill to eliminate the… Continue reading Q&A with CLS Portfolio Managers
ETF Prime Time
Content provided by Case Eichenberger, CLS Internal Wholesaler I recently spent a relaxing Sunday watching my favorite football teams battle each other for superiority and fantasy football points. I began to notice a commercial that kept popping up during the breaks. You have seen them on your TV at one time or another, garnering for… Continue reading ETF Prime Time
Statistics About ETF’s Show Exploding Growth
Content provided by Josh Jenkins, CLS Investment Research Analyst The universe of exchange traded products has experienced explosive growth over the last decade, and its continuing to grow. As of the end of September there are now 1,509 exchange-traded products (ETP): 1,302 ETF’s and 207 ETN’s. During the month there were six new ETPs that… Continue reading Statistics About ETF’s Show Exploding Growth
Some Thoughts About China
Content provided by Rui Wang, CLS Research Analyst The recent strong rebound of the Chinese equity market has caught the eye of many investors. In fact, though the Chinese equity market performance has underperformed the U.S market for a year, it is still one of the best-performing emerging equity markets. Although recently there was good… Continue reading Some Thoughts About China
The Regulators are Watching
Content provided by Michael Forker, CLS Compliance Officer Be careful what you post online, even on Facebook or message boards, because the regulators are watching. In a recently announced FINRA action, an agent of a broker/dealer agreed to a settlement with FINRA regarding comments he had posted to his Facebook page and on a financial… Continue reading The Regulators are Watching