Investing Principles

REASONS TO BUY OR SELL STOCKS

November 9, 2012
  • Personal financial objectives
  • Tolerance for risk
  • Investment time horizon
  • Level of stock prices

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AVOID THE UNDERPERFORMANCE TRAP!

October 12, 2012

Choose funds based on management, culture, long-term track records, and match their risk profile with your tolerance level…AND STICK WITH THEM!

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THINK LIKE A CONTRARIAN AND SELECTIVELY INVEST AGAINST THE CROWD

October 5, 2012

Wintergreen Fund (WGRNX)
First Eagle Global Fund (SGENX)

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MATCH YOUR INVESTMENT STRATEGY WITH YOUR OBLIGATIONS

July 20, 2012
  • Consider expenses to cover & consider time frame needed
  • Near term liabilities = stable, less risky investments
  • Long term obligations= allocation to more risky investments providing growth over longer time frame

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SEEK SAFETY AND INCOME AT A REASONABLE PRICE = S.I.R.P.

July 13, 2012

Rosenberg recommends for “reliable dividend growth and dividend yield”

  • Canadian and U.S. Preferred shares
  • Energy infrastructure
  • Utilities

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