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Seven positive articles to email clients
Date: 2009-03-30
Tags: Client communication
Macleans
To view "The case for optimism", March 24 - go to www.macleans.ca
Globe and Mail Report on Business
"Bear rally or not, there will be a recovery" - March 24, Rob Carrick When the market does come back, it's going to look a lot like it has in the past couple of weeks
<http://www.theglobeandmail.com/servlet/story/RTGAM.20090323.wcarrick0324/EmailBNStory/SpecialEvents2/>
Taking (Buffett's) measure of the market" - March 12, Derek DeCloet
Where is the bottom? Even Warren Buffett doesn't want to guess
<http://www.theglobeandmail.com/servlet/story/RTGAM.20090311.wdecloet0312/EmailBNStory/robColumnsBlogs/>
The art of ignoring the pendulum's swing - March 13, Dan Richards
http://www.theglobeandmail.com/partners/free/globeinvestor/investment/feb09/online/pendulum.html
The preferred approach" - March 27, Rob Carrick
Banks have lately issued hundreds of millions of dollars in preferred shares, and investors have been ready buyers
<http://www.theglobeandmail.com/servlet/story/RTGAM.20090327.wstmain0328/EmailBNStory/SpecialEvents2/>
"New faith in energy stocks" - March 23, Rob Carrick
Suncor's bid for Petrocan might be a signal it is time to dip back into the oil patch
<http://www.theglobeandmail.com/servlet/story/RTGAM.20090323.wpetrocanCarrick0323/EmailBNStory/SpecialEvents2/>
National Post
Market has changed stripes
Levi Folk, March 26
We now have a market that wants to rally, and that is a very different beast from prior months. U. S. stock markets clawed their way back to gains late in the day yesterday, extending the best monthly result for the S&P 500 in nearly two decades. The catalyst is a string of data suggesting that a massive inventory rebound will take the U. S. economy back from the brink, aided by a flood of cheap financing.
Toronto Star
Fairfax Contrarian Cashes in Mightily - March 28, James Dawe http://www.thestar.com/article/609732
Below are some older articles that appeared between December and March
Barrons - Mon, Dec 22
Barrons Online - How to Play a 'Take-No-Prisoners' Market*
Forbes - Ten Reasons For Some Economic Optimism - November 26
http://www.forbes.com/2008/11/26/economy-recession-housing-biz-beltway-cx_jz_1126optimism.html?partner=email
Fortune
If you have the fortitude, consider investing - carefully - Dec. 10, 2008*
Globe and Mail Report on Business
Eyeing equities? Look for pricing power
Derek DeCloet
Sat, Feb 28
There are no more customers in Robert Krembil's world, no phalanx of personal assistants, no salespeople, no day-long investment meetings. He's just a guy with an office and a telephone, which he answers himself. But still it does ring. And lately, as the U.S. stock market dropped to levels not seen since Diana and Dodi were filling the tabloids with fresh material, the people on the other end of the line are sounding ever more worried, or depressed, or something.
"It is the risk takers who will benefit from the turmoil"
Wednesday, Feb 25
With negative news hitting daily, and more yet to come, it's difficult to get optimistic about the stock market and the future of investing. Over time, however, the economic situation and companies' profits will improve. While it's not clear how fast and how strong the rebound will be, it is clear that this downturn will end - just as it was clear that the previous upturn was also bound to come to an end.
http://www.theglobeandmail.com/servlet/story/LAC.20090225.ATANASSAKOS25/EmailTPStory/
"Worst numbers already behind us'"
Friday, Feb 27
The Canadian economy is still in decline, but the rate of slippage appears to be moderating and a recovery will likely take hold by the end of this year, Bank of Montreal economist Douglas Porter said in a report yesterday.
http://www.theglobeandmail.com/servlet/story/LAC.20090227.RECONOMY27/EmailTPStory/
"Belief in market gloom can be self-fulfilling prophecy"
Saturday, Feb 28
Recency effect' causes people to look to recent past to guide future actions http://www.theglobeandmail.com/servlet/story/RTGAM.20092227.wtakingstock0228/EmailBNStory/SepcialEvents2/
"The Second Great Depression? It's too soon to judge"
Roy Macgregor
Monday, March 2
We will leave it to history to pinpoint precisely when Chicken Little became an optimist - but for me, the moment happened on a cold, wet morning last week.There will be blood, screamed the Globe and Mail headline. The worst is yet to come, predicted a talking head on Canada AM.
http://www.theglobeandmail.com/servlet/story/LAC.20090302.MACGREGOR02/EmailTPStory/
"Divas of doom find their fame in peddling the direst of fortunes to pessimistic masses"
Saturday, Feb 28
Bleak is chic as demand grows for dark oracles of blood-filled streets and 'zombie banks'
http://www.theglobeandmail.com/servlet/story/RTGAM.20090227.wbloodpointerhome/EmailBNStory/crashandrecovery/
"Canada's banks sink to astonishing' value" - Jan 26
While global banks crash and burn, valuations here at home appear tempting
<http://www.theglobeandmail.com/servlet/story/RTGAM.20090126.wheinzl0127/EmailBNStory/SpecialEvents2/>
"Down, but certainly not out" - Jan 24
Like most, noted Wharton professor Jeremy Siegel didn't see the 2008 meltdown coming. Unlike many, however, he sees a turnaround in the offing later this year.
<http://www.theglobeandmail.com/servlet/story/RTGAM.20090130.wrsiegel30/EmailBNStory/SpecialEvents2/>
"Good time to accentuate the positive" - Jan 10
Some reasons for hope, amid the flying pink slips
<http://www.theglobeandmail.com/servlet/story/RTGAM.20090109.wdecloet0110/EmailBNStory/SpecialEvents2/>
New York Times
MAGAZINE | January 04, 2009
Risk Mismanagement
By JOE NOCERA
Were the measures used to evaluate Wall Street trades flawed? Or was the mistake ignoring them?
OPINION | November 28, 2008
Op-Ed Contributor: Dying of Consumption By STEPHEN S. ROACH
There is a deeper, potentially positive, meaning to the decline in consumer spending: Americans are now moving back to more prudent income-based lifestyles.
Morgan Stanley
November 20 - Neither the Great Depression nor Japan
http://www.morganstanley.com/views/gef/archive/2008/20081120-Thu.html
National Post:
Lessons from the Great Depression
December 11: Over a three-year period beginning on Oct. 28, 1929, the U.S. stock market declined 89%. Why did it happen? And how can we prevent a similar cataclysm in our own era? Niall Ferguson,
| Portfolio The End Michael Lewis, Nov 11 2008 The era that defined Wall Street is finally, officially over. Michael Lewis, who chronicled its excess in Liar's Poker, returns to his old haunt to figure out what went wrong. Read More Wall Street Journal
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Barron's Magazine (3 articles)
Barrons Online - How to Play a 'Take-No-Prisoners' Market* - Dec 22
Barrons Online - A Sunnier Season* - November 3
Barrons Online - A "Perma-Bear" Warms to Stocks* - November 3
Forbes (1 article)
Ten Reasons For Some Economic Optimism - November 26
Yes, it's bad. But it's not all bad.
http://www.forbes.com/2008/11/26/economy-recession-housing-biz-beltway-cx_jz_1126optimism.html?partner=email
Fortune Magazine (4 articles)
If you have the fortitude, consider investing - carefully - Dec. 10, 2008*
Bernanke & Co. have plenty of options left - Oct. 13, 2008*
Why it pays to hang tough in a take-no-prisoners market - Oct. 28, 2008*
Why it's time to buy stocks now - Nov. 3, 2008*
New York Times (4 articles)
MAGAZINE | January 04, 2009
Risk Mismanagement
By JOE NOCERA
Were the measures used to evaluate Wall Street trades flawed? Or was the mistake ignoring them?
OPINION | November 28, 2008
Op-Ed Contributor: Dying of Consumption
By STEPHEN S. ROACH
There is a deeper, potentially positive, meaning to the decline in consumer spending: Americans are now moving back to more prudent income-based lifestyles.
OPINION | October 16, 2008
Op-Ed Contributor: Buy American. I Am.
By WARREN E. BUFFETT
I've been buying American stocks. Why? A simple rule: Be fearful when others are greedy, and be greedy when others are fearful.
BUSINESS | October 27, 2008
Forecasters Race to Call the Bottom to the Market
By MICHAEL M. GRYNBAUM
Just as financial analysts competed for attention on the way up, the pundit class seems compelled to out-gloom the next guy.
Portfolio (1 article)
The End
Michael Lewis
Nov 11 2008
The era that defined Wall Street is finally, officially over. Michael Lewis, who chronicled its excess in Liar's Poker, returns to his old haunt to figure out what went wrong. Read More
Wall Street Journal (3 articles)
WSJ.com - Opinion: The Economic News Isn't All Bleak* - Dec 11
WSJ.com - What History Tells Us About the Market - October 11
WSJ.com - Opinion: Keep Your Money in the Market - October 15
Morgan Stanley (1 article)
November 20 - Neither the Great Depression nor Japan
http://www.morganstanley.com/views/gef/archive/2008/20081120-Thu.html
Financial Times (2 articles)
November 24 - We are in for the mother of all bear market rallies
http://www.ft.com/cms/s/0/1ef9847e-ba41-11dd-92c9-0000779fd18c,_i_email=y.html
October 15 - Liquidity and lending rates are crucial to confidence
By Jeremy Siegel
http://www.ft.com/cms/s/0/0fdec058-9a52-11dd-bfe2-000077b07658,_i_email=y.html
Globe and Mail Report on Business (11 articles)
Jan 26 - "Canada's banks sink to astonishing' value"
While global banks crash and burn, valuations here at home appear tempting
<http://www.theglobeandmail.com/servlet/story/RTGAM.20090126.wheinzl0127/EmailBNStory/SpecialEvents2/>
Jan 24 - "Down, but certainly not out"
Like most, noted Wharton professor Jeremy Siegel didn't see the 2008 meltdown coming. Unlike many, however, he sees a turnaround in the offing later this year.
<http://www.theglobeandmail.com/servlet/story/RTGAM.20090130.wrsiegel30/EmailBNStory/SpecialEvents2/>
Jan 19 - "Good time to accentuate the positive"
Some reasons for hope, amid the flying pink slips
<http://www.theglobeandmail.com/servlet/story/RTGAM.20090109.wdecloet0110/EmailBNStory/SpecialEvents2/>
December 9 - The stock market: Taking your money to Vegas? (Dan Richards)
http://www.theglobeandmail.com/partners/free/globeinvestor/stock/nov08/online/vegas.html
November 28 - 10 good news items in the gloom (Dan Richards) http://www.theglobeandmail.com/partners/free/globeinvestor/investment/nov08/online/goodnews.html
November 25 - Dispelling the myths of market underperformance (Dan Richards) http://www.theglobeandmail.com/partners/free/globeinvestor/investment/nov08/online/justfacts.html
November 22 - "Moving past denial on your portfolio"
Financial yardsticks can measure objectively how badly you've done amid the market turmoil
http://www.theglobeandmail.com/servlet/story/RTGAM.20081121.wstmain1122/EmailBNStory/SpecialEvents2/home
November 15 - "The numbers suggest buy, but our fears respond why"
Most any pilot will tell you that one of the hardest skills to learn is flying in the clouds, when you are forced to trust the numbers on the gauges in front of you and ignore what your senses are telling you about the outside world.
http://www.theglobeandmail.com/servlet/story/LAC.20081115.RTAKINGSTOCK15/EmailTPStory/
October 25 - "Heed the advice of The Smartest Man"
http://www.theglobeandmail.com/servlet/story/LAC.20081025.RDECLOET25/EmailTPStory/
October 23 - "It is the best of times, it is the worst of times"
http://www.theglobeandmail.com/servlet/story/LAC.20081023.RDECLOET23/EmailTPStory/
October 17 - Why today's panic will not turn into the Great Depression
http://www.theglobeandmail.com/partners/free/globeinvestor/international/sept08/online/depression.html .
National Post (2 articles)
Lessons from the Great Depression
December 11: Over a three-year period beginning on Oct. 28, 1929, the U.S. stock market declined 89%. Why did it happen? And how can we prevent a similar cataclysm in our own era? Niall Ferguson
Tax system can help ease losses
November 13 - This autumn's stock market crash has produced little but bad news for most advisors and their clients. But as the end of the calendar year approaches, there may be an opportunity to salvage something through tax-loss selling