Positive NPV's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/89638/comments http://seekingalpha.com/article/64581-i-just-don-t-get-these-new-claymore-etfs?source=feed#comment-116283 116283
If one believes in some form of the efficient market hypothesis, then one rational approach would be to construct a portfolio with exposure to all asset classes that exist in the world. And, depending on how strong one believes in the EMH, one might desire a capitalization-weighte... exposure to the asset classes.

The Claymore product, if constructed appropriately, could be the proxy for the capital markets assets. (I don't know if they've constructed it to represent the world, just the US, the US and EU, etc.) That could be the end of the job for some people.

However, if you want true exposure to all the assets in the world, then that would leave a portfolio builder the the job of filling in the holes with securities that provide exposure to all the remaining asset classes (commodities, RE, collectibles, currency, capital markets that may not be in the Claymore ETFs such as certain emerging markets, etc.).]]> Thu, 14 Feb 2008 11:29:39 -0500
If one believes in some form of the efficient market hypothesis, then one rational approach would be to construct a portfolio with exposure to all asset classes that exist in the world. And, depending on how strong one believes in the EMH, one might desire a capitalization-weighte... exposure to the asset classes.

The Claymore product, if constructed appropriately, could be the proxy for the capital markets assets. (I don't know if they've constructed it to represent the world, just the US, the US and EU, etc.) That could be the end of the job for some people.

However, if you want true exposure to all the assets in the world, then that would leave a portfolio builder the the job of filling in the holes with securities that provide exposure to all the remaining asset classes (commodities, RE, collectibles, currency, capital markets that may not be in the Claymore ETFs such as certain emerging markets, etc.).]]> http://seekingalpha.com/article/49837-ben-stein-global-etfs-and-the-dollar?source=feed#comment-98679 98679 Mon, 15 Oct 2007 11:27:27 -0400 http://seekingalpha.com/article/49451-mispriced-securities-if-hedge-funds-then-investment-banks?source=feed#comment-98384 98384
Just a little positive to go along with the negative.]]> Thu, 11 Oct 2007 12:36:54 -0400
Just a little positive to go along with the negative.]]> http://seekingalpha.com/article/48913-communications-systems-one-cheap-stock?source=feed#comment-97793 97793
For there to be upside on this one, growth in FCF will need to happen. If in your digging you see strong evidence of growth prospects, I'd like to hear about it. It could be a great play with lots of current safety.]]> Fri, 05 Oct 2007 14:05:16 -0400
For there to be upside on this one, growth in FCF will need to happen. If in your digging you see strong evidence of growth prospects, I'd like to hear about it. It could be a great play with lots of current safety.]]> http://seekingalpha.com/article/48689-a-paradigm-shift-for-hedge-funds?source=feed#comment-97463 97463 Tue, 02 Oct 2007 17:00:23 -0400 http://seekingalpha.com/article/48456-the-sky-s-the-limit-for-allegiant-travel?source=feed#comment-97188 97188 Sat, 29 Sep 2007 22:14:29 -0400 http://seekingalpha.com/article/37217-jones-soda-the-long-case-and-a-threat-to-coke-and-pepsi?source=feed#comment-89239 89239
Disclosure: I hold the July 12.5 puts with a partial long stock hedge.]]> Wed, 20 Jun 2007 18:07:25 -0400
Disclosure: I hold the July 12.5 puts with a partial long stock hedge.]]>