Archive for September, 2015

DREIFUS: ON WORRYING

September 18, 2015
Great Investor Charlie Dreifus is constantly analyzing what could go wrong with the companies he chooses for his Royce Special Equity and Royce Special Equity Multi-Cap Funds. We asked him why worrying was his self-described “natural state.”

Dreifus is a big believer in the power of compound dividends, which he has put to work in a major way in his Royce Special Equity Multi-Cap Fund.  Of the 26 names in that portfolio as of June 30, 2015, 10 of them, or approximately 38% of the portfolio have increased their dividends for more than 25 years in a row.  Here’s the portfolio’s dividend profile.
Download the list here. [.pdf]

Watch the related WEALTHTRACK episode.

PREMIUM: DREIFUS

September 17, 2015

Confident Investor

In an exclusive interview, veteran contrarian investor Charlie Dreifus explains why he is not worried about recent stock market turbulence and where he is still finding high quality bargains.

GRANT: MARKET DANGER

September 11, 2015

This page is here for technical reasons. Please click here for the episode page.

CONSIDER OWNING A SMALL POSITION IN GOLD

September 11, 2015

CONSIDER OWNING A SMALL POSITION IN GOLD

  • One of worst investments in recent bull market
  • Appreciates in times of trouble
  • SPDR Gold Shares (GLD)

GLD Chart

GLD data by YCharts

WATCH NOW…

GRANT: POLITICAL NERVE

September 11, 2015

POLITICAL NERVE

Financial thought leader and historian James Grant believes there are economic reasons behind the unexpected appeal of presidential candidates Donald Trump  and Bernie Sanders. He explains why they have touched a popular nerve.

Grant also shares an insightful article he wrote about Trump in 1990 when Trump’s real estate business was under serious financial pressure.

WATCH NOW…

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