Investiv Daily

Commodities: Stick To The Fundamentals, Beware Of Speculation

Oil prices are increasing the number of rigs, putting pressure on prices. Soros sold his gold, should you? Iron ore is hot, but waiting until winter might provide better purchasing opportunities. Introduction Yesterday we discussed how Treasury Inflation-Protection Securities (or TIPS) are a great protection during times of inflation. Today we are going to take a deeper… Read More »Commodities: Stick To The Fundamentals, Beware Of Speculation

Are Safe Havens Really That Safe?

Economic laws can’t be muted forever, and in the end always get their due, therefore it is good to look at other options to de-risk your portfolio. Gold is too volatile to be considered a safe haven. Diversification should be the best option to avoid losing everything in a market downturn. Introduction Economics is pretty… Read More »Are Safe Havens Really That Safe?

Emerging Markets Are Hot – Here Is Where You Should Put Your Money

Emerging markets are up 10% since our last article on the subject, but the FED’s rate action might quickly erase the gains. Valuations are starting to diverge, but don’t fight the trend. Keep an eye on China as it is relatively undervalued and still boosts economic growth of 6.7%. Introduction In May we discussed how… Read More »Emerging Markets Are Hot – Here Is Where You Should Put Your Money

Small Cap Value Stocks Have The Best Returns, But Can You Stomach The Catch?

Historically, small cap value stocks are the best performers. They don’t trade in sync with the market and often are waiting to be discovered. The “waiting to be discovered” period can last for a few years. Introduction Almost a month ago we discussed how, from a risk-reward perspective given current valuations and historic performance, it… Read More »Small Cap Value Stocks Have The Best Returns, But Can You Stomach The Catch?

Minimize Risk Without Sacrificing Returns? Sven Tells You How

By dissecting the S&P 500 per valuation quintiles we see that only parts of the market are overvalued. Historically, buying the lowest PE quintile stocks has increased annual returns by 360 basis points. High PE stocks have large market capitalizations which force you to own more of them through index funds, increasing your risks and… Read More »Minimize Risk Without Sacrificing Returns? Sven Tells You How

Mergers & Acquisitions – Better To Be Invested On The Target’s Side

M&A activity has slowed down in 2016 but may increase as BREXIT, China worries cool off and central banks print money. Price to EBITDA premiums have surpassed 2007 levels. The average premium for targets is 37%, which is a pretty good additional return on your investments. Introduction A beautiful situation in investing is when a… Read More »Mergers & Acquisitions – Better To Be Invested On The Target’s Side

Making The Case: Why Investing In Healthcare Is A Good Move Now

Healthcare spending is expected to grow at 5.8% per annum, or around 4% in recession time. The healthcare index is as equally valued as the S&P 500; global healthcare is cheaper. Government involvement and budget limits are the risks, but the risk reward ratio is one of the best in the market. Introduction Yesterday we… Read More »Making The Case: Why Investing In Healthcare Is A Good Move Now

Signs of Fragility in the Economy Point to an Impending Bear Market. What To Do Now To Protect Yourself.

The last jobs report was good news but it also indicates higher costs and full employment. An “easy to hire, easy to fire” mentality is in the air. Healthcare, cash or short term trades should be the best options in this situation. Introduction Last week the Nasdaq and S&P 500 reached yet another record high.… Read More »Signs of Fragility in the Economy Point to an Impending Bear Market. What To Do Now To Protect Yourself.