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Common Cents Monthly - Febuary |
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• What's New With DGA
Traveling the Globe
One of our research associates recently made a major swing through Asia, on which he met with many companies in our Basic Needs and Basic Services portfolios. Several of our research associates and portfolio managers themselves will travel again in coming weeks, visiting companies in our Agriculture Portfolio, Canadian Energy Trust UIT and more.
We will soon write brief commentaries on some of the most interesting companies visited, but it is by investing with us that one can take full advantage of our firsthand knowledge of these international stocks. We have long travelled to visit our portfolio holdings, but 2008 promises to be our busiest year yet. Learn more:
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• Delta In The Press
Representatives of the firm were cited in numerous media
articles in recent weeks. Here are a few
samples:
Rate-cut doubts sink Wall St; Nasdaq goes bearish
Source: Reuters
TV Interview: Chip Hablon on CNBC
Source: CNBC
Bulls hope selloff mayhem in US is history
Source: Reuters
Copper May Post 1st Drop Since 2001 on U.S., China
Source: Bloomberg
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Featured Commentary
The Rally No One Noticed
By Bruce Zaro
Despite today’s scary economic news, the Dow has quietly rallied nearly 1000 points from its January low. Surprised? Most investors probably would be.
Although it was written three weeks ago, here is an article from Bruce Zaro which outlined why a rally was coming soon. In fact, it is precisely because it was published one day after the Dow made its January low that we highlight it.
You can learn about the domestic and international ETF portfolios Bruce manages by visiting our website. Or, click here to enjoy his article, “Evidence the Bounce is Nearby.”
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• Did You know?
Canadian Energy Trusts
DGA is already recognized for its experience in the Canadian energy trust sector, both because of its high-profile commentaries on the subject and due to the UIT on which it serves as portfolio advisor.
However, we also provide an actively-managed solution in this sector; contact us to learn how we can craft a portfolio in this sector tailored specifically to your needs.
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• Other Sites We Recommend
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