Commentary provided by Rui Wang, CLS Investment Research Analyst The 2012 market rally has continued into 2013, and high dividend stocks continue to generate decent gains. As the chart below shows, two major high dividend ETFs have outperformed the iShares Core S&P ETF (Ticker: IVV) so far this year. Alpha. Investopedia.com: Often considered to represent the… Continue reading High Dividend Stocks Continue to Outperform
Author: CLS Investments
Sequestration Day: Does Anyone Care?
Commentary Provided by J.J. Schenkelberg, CLS Sr. Portfolio Manager Today is March 1, 2013. In case you haven’t heard today is the day sequestration occurs and major budget cuts are to be set in motion. The market seemed to care for maybe a milli-second. Beyond that, could investors and the U.S. public be coming immune… Continue reading Sequestration Day: Does Anyone Care?
It’s Quiet…Too Quiet?
As the VIX, a measure of the implied volatility of the S&P 500, continues to decline, I can’t help but wonder if the market hasn’t become too complacent. Perhaps, as the movies teach us, the unnatural quiet portends the doom of our beloved hero, the S&P 500. Or, does it? Bloomberg did a little digging… Continue reading It’s Quiet…Too Quiet?
Why I am a Portfolio Manager
Content Provided by Paula Wieck, CLS Investment Research Manager There is no shortage of reasons why I chose investment management for my profession. These motivating factors began during my childhood, when my desire to help people become financially secure began to take shape. Now, as a portfolio manager, every decision I make, I not only… Continue reading Why I am a Portfolio Manager
Interesting Thoughts on Capitalism
Content provided by Steve Donahoe, CLS Senior Portfolio Manager A colleague recently mentioned a book to me that I thought had an interesting title: The Morality of Capitalism: What Your Professors Won’t Tell You. The book is edited by Tom G. Palmer. I consider myself a capitalist to the bone because, if for no other… Continue reading Interesting Thoughts on Capitalism
A Look from the Periphery: Attempting to Separate What You See and What You Think
Content Provided by Matt Santini, CLS Portfolio Manager For those of us who have spent any amount of meaningful time with a mask on, we know how important peripheral vision can be. If you are a skin diver, so much can be happening in your periphery, it can be at times unsettling. You might let… Continue reading A Look from the Periphery: Attempting to Separate What You See and What You Think
Poker Skills Come in Handy
Content Provided by Marc Pfeffer, CLS Senior Portfolio Manager As someone who has played poker for a long time, one of the most important attributes to winning is to read or “tell” your opponents. A “tell” can be a comment, gesture, or facial expression. Something that alerts you to how strong the opponent’s hand is,… Continue reading Poker Skills Come in Handy
Why I Like Domestic Energy
Content Provided by Paula Wieck, CLS Investment Research Manager Outside the U.S., oil and natural gas prices have stayed high, particularly in Europe and Japan, where resources are limited. In the meantime, the U.S. is experiencing a boom in oil and natural gas production! America’s dependency on foreign imports of oil and natural gas has… Continue reading Why I Like Domestic Energy
Winning with People
Content Provided by Rusty Vanneman, CLS Chief Investment Officer Last week my wife and I attended a new office space grand opening for a thriving business in our local community. The owners are friends of ours, so we wanted to check out their new space. In short, it was fantastic, and there are several reasons… Continue reading Winning with People
新年快乐 (Happy New Year)!
Content Provided by Rui Wang, CLS Research Analyst Last Sunday was New Year’s Day according to the Chinese calendar. Millions of Chinese enjoyed extravagant celebrations and extended vacations. So far, both the Chinese economy and equity markets have had a great start, making the national holiday even more enjoyable. It seems like a great time… Continue reading 新年快乐 (Happy New Year)!