Archive for October, 2016

Ketterer: International Value

October 21, 2016

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

KETTERER: ELECTION INVESTMENT IMPACT?

October 21, 2016

ELECTION INVESTMENT IMPACT?

In the lead up to the U.S. presidential elections we have been asking all of our guests for their perspectives on the potential investment impact. Highly regarded global value investor Sarah Ketterer is focusing more on overseas elections than what is happening in America.

Watch the related WEALTHTRACK episode.

CONSIDER SOME PREFERRED STOCKS FOR YOUR PORTFOLIO

October 21, 2016

CONSIDER SOME PREFERRED STOCKS FOR YOUR PORTFOLIO

PREFERRED STOCKS:

  • A kind of hybrid security, sits between bonds and stocks in company’s capitalization structure
  • Junior to bonds, but senior to common stocks in claims on assets
  • Currently yield more than investment grade bond equivalents
  • Bond interest is taxed at regular personal income tax rate
  • Most preferred stock dividends taxed at lower long-term capital gains rate

Burt Malkiel’s: “The ‘Preferred’ Path to Higher Returns

Watch the related WEALTHTRACK episode.

KETTERER: INTERNATIONAL VALUE

October 21, 2016

Highly-rated global investor, Sarah Ketterer, Portfolio Manager of Causeway International Value Fund explains why there is still plenty of value to be found in overseas markets. Continue Reading »

PREMIUM: KETTERER

October 20, 2016

INTERNATIONAL VALUE

Highly-rated global investor, Sarah Ketterer, Portfolio Manager of Causeway International Value Fund explains why there is still plenty of value to be found in overseas markets.

Back to Top