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  • Equities: Can You Afford Not To Be Invested? [View article]
    That is the issue, bond yields are not improving, in the meantime it is becoming harder to match liabilities.
    May 11, 2013. 06:42 AM | Likes Like |Link to Comment
  • Minimum Volatility ETFs: A Stepping Stone For Cautious Investors [View article]
    There are four ETFs available. However I believe the MSCI Europe Minimum Volatility ETF is not available in the US (I may be mistaken), the ticker is MVEU though. Sorry for the confusion.
    May 9, 2013. 12:09 PM | Likes Like |Link to Comment
  • A Growth Powerhouse Ideal For Long-Term Investors [View article]
    Yea, Amazon has had an excellent track record of growth. Personally I think Ebay offer greater upside potential over the long term, and Emerging Markets will be key to these large companies suceeding.
    May 8, 2013. 12:05 PM | Likes Like |Link to Comment
  • Managing Portfolio Risk: The Key To Long-Term Investing Success [View article]
    The two month time frame for correlations was merely an example of how correlation can be used to diversify risk.

    " I would recommend looking at returns over a longer period (1 year), as it will provide a more true representation of correlation over the long term."

    A 5 year time period would in my opinion be too a long a period as you said, "Correlations and correlation asymmetries change over time". Monthly data, misses out more specific security movements and as such can be misleading.
    May 5, 2013. 04:51 PM | Likes Like |Link to Comment
  • Microsoft Vs Sony: Game On! [View article]
    My mistake, it is meant to be fruition. I agree, it is a bit annoying paying $35 a year, however from a business stand point it is a cleaver way of generating revenue (as long as you do not push this figure too high) without offering anything different to your competitors.

    From a gaming point of view, it is a must have, as most games are now geared towards online gameplay.
    May 2, 2013. 04:57 PM | Likes Like |Link to Comment
  • Sell In May: Not Today [View article]
    May 2, 2013. 03:48 PM | Likes Like |Link to Comment
  • Microsoft Vs Sony: Game On! [View article]
    I doubt this will come to fluition, they would have to implement a drastic change in infrastructure for the xbox and I cannot imagine changing it would add value for Microsoft.
    May 2, 2013. 12:03 PM | Likes Like |Link to Comment
  • Microsoft Vs Sony: Game On! [View article]
    You are right, the Xbox is evolving into an entertainment product, offering gaming, computing and tv functionality. It is estimated that the specs for the PS4 will be slightly more towards gaming than the Xbox, reflecting this stance.

    It is certain this will be a massive revenue stream for Microsoft and looks to steal market share from other entertainment offerings.
    May 2, 2013. 08:01 AM | Likes Like |Link to Comment
  • Monsanto: Seeds Planted For Successful Growth [View article]
    exactly - effectively more mouthes to feed and limited amount of land to provide food. Therefore we need ways to maximise production and Monsanto is one company looking to do this. Without these advancements in seed/fertilizer technology famine and soaring food prices could become a problem down the line...
    Apr 30, 2013. 12:17 PM | Likes Like |Link to Comment
  • A Golden Stock With A Golden Income [View article]
    This investment is not without its risks, however it is not to say it is not a good recommendation for income investors. This is inherently dependant on the price of gold, however if you are bullish, this stock will offer great upside on the share price and at this level a great yield.

    Income investors are not always out there for low risk investments, if bought in proportion this share can make up a great part of a portfolio.
    Apr 30, 2013. 04:00 AM | Likes Like |Link to Comment
  • A Golden Stock With A Golden Income [View article]
    It would be difficult for ABX to implement gold hedging again after making a big decision to remove all hedging contracts back in 2009. Many shareholders wanted the company to be a purely leveraged play on the price of gold (and this in my opinion is what it offers the best prospect for). Whilst there are risks involved (falling gold price) with gold stocks, this is common in all of them. The debt levels are a slight concern, however, for those with a bullish view on the price of gold, ABX is the perfect stock. It has the largest reserves of the major miners and is both cheap and has a strong dividend yield, which can be used to buffer capital returns.
    Apr 29, 2013. 06:37 PM | Likes Like |Link to Comment
  • A Golden Stock With A Golden Income [View article]
    You are correct, they will likely turn to the debt market to raise further funds utilising the very low rates available. It really comes down to the strategy going forward and how it is implemented. They are clearly trying to bring costs down, and I expect they will come down further. However, this needs to be balanced with production growth, and with gold prices below $1,500 an ounce they will undoubtedly require more debt before this forward step is made.
    Apr 29, 2013. 01:29 PM | Likes Like |Link to Comment
  • These Obesity Stock Plays Could Offer 'Blockbuster' Drug Potential [View article]
    This ties in nicely with Astrazeneca's results today, as drug patents impact earnings.
    Apr 25, 2013. 08:36 AM | Likes Like |Link to Comment
  • Will The Big Pharmaceuticals Fall Off A Patent Cliff? [View article]
    Thanks Steffen. You're right that Teva fits into this patent cliff debate perfectly with Copaxone's patent expiring in 2015. This company, like AZN seems to have under taken cost-cutting which may help maintain margins. The key will be whether they can grow their market share in emerging markets and just how much market share generics take.
    Apr 24, 2013. 04:03 PM | Likes Like |Link to Comment
  • Cash Flow Is King When It Comes To Dividend Investing [View article]
    You are right, technology is a fast paced environment and unless you adapt you die. Their hardware is fantastic and that is how they have grown so big, however diversifying revenue streams would allow them to become more successful over the long term. Look at Samsung for example, products range from TVs, Washing Machines to Mobile Phones. Google is also a great example of a company diversifying as well.
    Apr 24, 2013. 02:26 PM | Likes Like |Link to Comment