One of his more intriguing pieces recently suggested that troubled European countries issue bonds backed by their gold holdings, an idea that is being explored by the people in charge of such matters. Coxe is adviser to the Coxe Commodity Strategy Fund and the Coxe Global Agribusiness Income Fund. "Stocks – in particular the beaten down commodity stocks – are now far better bets than bonds." Assuming the United States avoids a double dip recession, "equity prices should soon be considerably higher – while interest rates will stay stuck near zero."Īs well as advising BMO, Mr. While North American stock markets may well soften near term, prices "no longer reek of 1990s greed and delusion," he writes. He does not make specific stock recommendations. Coxe has a few kind words for the stock market but leaves his asset allocation unchanged. Long as it is, Basic Points is a pleasure to read. Coxe brings an impressive grasp of history and remarkable foresight. It's been said that the best things in life are free, and that may well be true for investment letters published for clients of brokerage firms, chief among them Basic Points, written by renowned portfolio strategist Don Coxe for clients of BMO Financial Group. Tsinetwork.ca also publishes the popular Canadian Wealth Advisor for income-seeking investors, as well as the Stock Picker's Digest and the Wall Street Stock Forecaster. He also recommends CP's rival, Canadian National Railway Co. Mind you, CP has been in the news lately, but the negative views of the company's lacklustre past performance have drawn attention away from its underlying value and hidden assets, Mr. TSI's July issue includes an update on the newsletter's No. Notably, each daily email comes designed in a compact, minimalistic format and is written using a distinct witty tone. The newsletter includes buy and sell recommendations on a list of stocks the publication follows, updated regularly, and is an excellent tool for building a portfolio of individual stocks. The Daily Upside is a newsletter founded by Patrick Trousdale, a former investment banker, that has quickly amassed a large following, and it’s easy to understand why. McKeough's strategy is to invest in stocks (rather than bonds) of well-established companies across the five main industry sectors and to avoid shares of companies in the limelight. This is the flagship for a family of newsletters published by Pat McKeough at tsinetwork.ca.
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