|
|
|
|
|
Welcome to Vestopia's Market Blog. Here, we collect all the recent public entries
written by our Investment Directors on all topics, including their thoughts on the
markets, industries and sectors, individual stocks, investment strategies and more.
Please feel free to post your comments here too. Make sure to check out their personal
investment decisions and portfolio holdings within their private blogs... where
you really get to look over their shoulders
|
|
|
|

Loading...
|
|
|
Agnico-Eagle (AEM) is an international gold producer, headquartered in Toronto, Ontario of Canada, with advanced-stage projects and opportunities in Canada, Mexico and Finland. Their CEO, Mr. Sean Boyd, was in New York City last Friday (Aug 29) to talk about their strategy and growth potential at the Yale Club. There are six major 100% owned gold mines in AEM's portfolio, all in low geopolitical
Read More...
|
|
Posted on Sep 5, 08 14:04 |
Tags:
AEM
,
GLD
|
I have been interested in adding some energy exposure to the portfolio for some time, but prices had increased so much that I was uncomfortable with all sectors of energy.
In the last month though, prices have moderated with the drop in oil prices and concerns about expiration of government incentives for clean energy alternatives. I am taking this opportunity to add exposure to the clean
Read More...
|
|
Posted on Sep 1, 08 22:12 |
Tags:
solar
,
PWND
,
PBW
,
clean energy
,
wind energy
,
biomass
|
Markets were generally higher during the month of August with the broad Russell 3000 Index climbing by 1.5%. Much like July we saw a reversal of what we saw in the first half of the year with sectors that were generally strong in the first half of the year underperforming. Below, is a look at the performance by sector for the month:
August Performance (Russell 3000 by GICS sector)-
Read More...
|
|
Posted on Sep 1, 08 18:37 |
Tags:
sector
,
utilities
,
vestopia
,
performance
,
technology
,
financials
,
energy
,
consumer discretionary
,
consumer staples
,
health care
,
industrials
,
materials
,
telecom
,
month
|
|
So now the 2008 election is fully joined and both campaigns are fully committed to entitlement policies that will either consume the Federal budget or require a wholesale denial of benefits in my adult lifetime. I've tried to find position papers from both campaigns that weren't blatantly self-serving but by definition that's impossible. I have found a <a
Read More...
|
|
Posted on Aug 30, 08 14:06 |
Tags:
|
|
It was a great pleasure to meet Mr. Jim Rakievich, CEO and Ms. Milica Stolic, CFO of McCoy Corporation (MCB.TO) at New York City last Thursday (8/21). McCoy is a Canadian-based energy services provider headquartered in Edmonton, Alberta with operations in three major business segments: energy products & services (EP&S), trailer manufacturing (TLM), and truck & trailer products &
Read More...
|
|
Posted on Aug 29, 08 12:56 |
Tags:
MCB.TO
|
|
|
|
|
|