Monthly Archives: January 2015

Spot When Bill Gross Quit

If Bill Gross needed any vindication of how PIMCO investors feel toward him vs. the institution of PIMCO, he got it moments ago when PIMCO’s flagship Total Return Fund reported that it had experienced a whopping $19.4 billion in outflows in December. This follows a combined $60.5 billion in outflows since Gross’ departure in September, including…

Tekla Healthcare Opportunities Fund Pays Distribution

BOSTON–(BUSINESS WIRE)–On December 31, 2014, Tekla Healthcare Opportunities Fund paid a monthly stock distribution of $0.1125 per share. It is currently estimated that this distribution is derived from short-term capital gains. The composition of this and subsequent distributions may vary from month to month because it may be materially impacted by future realized gains and…

Investment Risk And Litigation

For anyone involved in compliance, 2015 may be the year that gives “so much to do, so little time” new meaning. In his December 10, 2014 “Remarks to the ICI 2014 Securities Law Developments Conference,” Norm Champ describes points to keep in mind. Notable is his mention of risk monitoring as a key area for his…

How Low Will Oil Go – And What Can You Do?

By Matt Insley, Daily Reckoning Last week, the price of oil broke below $60 per barrel, representing a $40+ discount since June. The oil market has been under siege for six months. It’s been a bloodbath. And the blood is running in the streets more than ever today. From service providers to producers this downturn has been painful….

EC Why The Sto

On August 4th, the Wall Street Journal carried a breathless tale of how a handful of obscure oilfield suppliers were striking immense riches in the sand dunes of Wisconsin. Owing to the “shale revolution”, the stock price of an outfit that had originated in the  stagnating business of supplying sand traps to golf courses, and which had…

China’s ‘Illusion Of Prosperity’ Exposed: Forge

Having exposed the 20+1 charts of China’s demise previously, we move to Exhibit (a) in the “illusion of prosperity” that keeps the dream (looking) alive to the outside (mostly Western get-rich-quick fast-money) world — China’s Zombie Factories… “There are large numbers of companies across China that should go bankrupt but haven’t done so,” says Han Chuanhua, a…

January Stock Considerations

A new year and a new month are upon us, which is the perfect time to lay out potential stock investments for my dividend income portfolio. This month I am faced with the question of finally dipping my toe into the energy sector, as many dividend growth bloggers have been doing, or perhaps stick with…