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Archives for February 2016
THINK LIKE A CONTRARIAN FOR A PORTION OF YOUR PORTFOLIO
THINK LIKE A CONTRARIAN FOR A PORTION OF YOUR PORTFOLIO Look at most beaten-up markets, industries and stocks Find highest quality companies or funds in them Battered areas to consider nibbling in: Commodities: metals and mining Emerging markets such as China High-yield bonds: especially energy firms Watch the related WEALTHTRACK episode.
Kleinschmidt: Exclusive Strategy
ELECTION BONUS? In this week’s exclusive interview with Tocqueville Fund’s veteran value investor, Robert Kleinschmidt he once again takes a contrarian view, this time on the investment impact of the presidential election. Watch the related WEALTHTRACK episode.
KLEINSCHMIDT: EXCLUSIVE STRATEGY
An exclusive interview with Tocqueville Fund’s long-time portfolio manager Robert Kleinschmidt. The contrarian value investor explains why commodities are key to the market and what they are telling him now.