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Efficient Alpha provides written content & investment research solutions for small and medium-sized advisor firms. Our core products include: financial newsletters, blogging, presentation preparation, investment research and ghost writing. Our normal clientele are small to medium-sized firms... More
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  • Market Update, Week Of Nov 4th

    The government shutdown hasn't seemed to affect the economy with non-farm payrolls way above estimates at 204,000 jobs added last month. Combined with a strong Q3 GDP number, some in the market are wondering if the Fed may begin tapering sooner than the March expectation. Interest rates jumped in response.

    Though the GDP number was artificially high on a big inventory build-up, it was still stronger than expected. Removing the upside on inventories, the economy would have increased by 2% in the quarter.

    Nothing seems to want to keep this market down, which may be a signal that investors need to be careful over the next couple of years. I wrote an article a couple of weeks ago describing the #1 reason investors lose money. After five years of strong gains, is it time to revisit your return needs for your financial goals?

    The ECB surprised the markets with an interest rate cut this week. The eurozone broke six straight quarters of falling growth in the last quarter and is set to release Q3 GDP on Wednesday of next week. A strong number could mean a big jump in commodities, especially oil which has been weak recently. Oil and Gas production is ramping up in offshore and deep water areas but the rig supply for most drillers is more than 20 years old. I wrote an article last week that presents the best investment in the sector, not an explorer but a company that will sell the 'picks and shovels' for the next commodities boom.

    Next week is pretty light as far as econ data with US industrial production on Friday and the Eurozone GDP on Wednesday. Japan also reports GDP on Wednesday and may support markets if easy money policies can keep the economy going. Earnings reports are starting to slow next week as well with Walmart reporting on Thursday.

    Check out these other recent articles if you missed them.

    Joe Hogue, CFA

    As always, I appreciate your suggestions and feedback. Please share the articles with anyone that cares about their financial future.

    (EMC) (V) (WMT) (SDRL) (GOOG)

    Nov 08 7:40 PM | Link | Comment!
  • To Those That Were Awaiting My Series On "The Intelligent Investor"

    I just received feedback (below) on the first article in my series covering the book, The Intelligent Investor. It seems that Seeking Alpha is much more concerned with short-term investment pitches and schemes than actually educating investors.

    Sorry to those that were looking forward to the discussion but I will not be able to post the rest of the series.

    I appreciate the emails you have sent and your enthusiasm for the series. I hope you will continue to follow my analysis on the site.

    Thank you,
    Joseph Hogue, CFA

    (From Seeking Alpha editors)

    We appreciate the effort, but will pass on this one. The post comes across as too much "how-to" investing, or possibly rather basic for our savvy, investment-minded audience. Please note, our readers are rather sophisticated, and know most of the points you cover. You can use as an instablog post, referring to it in future articles. Or you can offer less on the basic tenets from the book and your strategy and more on actionable implications for investors.

    Nov 04 3:27 PM | Link | 8 Comments
  • Don't Miss The Discussion Series On "The Intelligent Investor"

    "I read the first edition of the book in 1950. I thought then that it was by far the best book about investing ever written. I still think it is." Warren Buffett on the book, The Intelligent Investor

    I would like to invite you to join me starting November 4th as I work through what has been called the definitive book on value investing.

    Starting the first week of November, I will cover two chapters of The Intelligent Investor each week in articles posted on the financial website Seeking Alpha. In each article, I will apply the concepts from the book to a stock traded in the markets and show you how to find other stocks that meet the book's criteria.

    For each chapter, readers will have the opportunity to ask questions and discuss the concepts through the comments section.

    As always, the analysis I post on Seeking Alpha is yours without obligation. I get compensated through the website by the number of people that see each article. I only ask that you share this email with anyone that cares about their financial future. Invite them to join through my Facebook page or email them one of the articles.

    Three ways to follow the series:

    1) Follow me on Seeking Alpha. Just click the 'follow' button on the top-left side of the screen and make sure your "Author Alerts" box is checked in the "Alerts" section.

    2) Follow Efficient Alpha Investments on Facebook. I will post all my articles there when they are published.

    3) Send your email address to and I will add you to the distribution list.

    I appreciate your time and promise to continue to provide quality and rational investment advice that will help you meet your financial goals. If you have any questions, please do not hesitate to contact me.

    Joseph Hogue, CFA

    Efficient Alpha

    Nov 01 8:07 AM | Link | Comment!
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