Articles Written by:    GEOFFREY LORDI     

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Industrials and Large Cap and Value, Oh My!

It's doubtless that you've heard as many times as I have over the last few weeks various financial advisors touting large caps, generally, and large cap industrials as the place to be at this point in the economic cycle. More recently, I've also taken ...

From GEOFFREY LORDI, ETF Investor,  6 Feb 2008
Related Topics: iShares,  Morningstar, Inc.

February 2008 Investing Strategy Update

With respect to other ideas we were considering, I said we'd be… Exchanging our Chinese equities holdings for iShares' Chinese etf, FXI, with a 60% short position in ProShares' double-leveraged short Chinese etf, FXP. Hedging some of our ...

From GEOFFREY LORDI, ETF Investor,  5 Feb 2008
Related Topics: iShares,  Unilever PLC,  NASDAQ,  McDonald's,  Berkshire Hathaway

Drastic Times Don't Necessarily Call for Drastic Portfolio Measures

Over the last few days, I've fielded a number of questions – as, likely, uncounted other money managers have – that demand an answer to "What do I do now?" My response is – "What's your chief concern?" Because what most bothers investors who don't eat ...

From GEOFFREY LORDI, ETF Investor,  18 Jan 2008

Market Outlook: My Take on 2008

McDonald's (MCD) continues to be a long term bet on an efficient growth company which continuously refines its product offerings with market-beating sales growth at home, strong international positions – especially in Asia, and the knowledge ...

From GEOFFREY LORDI, ETF Investor,  30 Dec 2007
Related Topics: Warren Buffett,  iShares,  Unilever PLC

Claymore's New ETF: The TAO of Investing in Chinese Real Estate

On December 18, Claymore Securities made good on its promise to increase its ETF offerings by adding a vehicle for folks to diversify into the historically low R^2 world of real estate investment. The ETF is international in nature, with a 100% Chinese ...

From GEOFFREY LORDI, ETF Investor,  19 Dec 2007
Related Topics: NYSE,  iShares

Unilever: 'Small & Mighty' - and Recession Proof

With the constant back-and-forth regarding whether or not the US enters a recession, it makes sense to at least consider hedging options other than cash and bonds. I'm inclined to consider large conglomerates with respectable earnings growth, broad ...

From GEOFFREY LORDI, ETF Investor,  29 Nov 2007
Related Topics: Unilever PLC

General Steel Holdings: Building an Impenetrable Future

Considering how the emerging markets were treated in November, it's not a surprise that I received several emails asking if I still regarded General Steel Holdings (GSI) as a long term investment since my support of it on November 6, 2007. My response ...

From GEOFFREY LORDI, The China Stock Blog,  29 Nov 2007

Hedge Your Portfolio With Claymore's New Global Timber Index ETF

There are three primary diversification characteristics embodied by Claymore's new ETF, the Claymore/Clear Global Timber Index ETF (AMEX: CUT): capitalization; international diversification; and, correlation. Potential investors must realize that the ...

From GEOFFREY LORDI, ETF Investor,  12 Nov 2007
Related Topics: NYSE

ProShares Launches Double-Leveraged Asia Shorts

Perhaps it's apropos that my wife and I just finished a conversation regarding our Chinese investments, which along with Vanguard's (VWO) and Claymore's (EEB) ETFs, decorate our emerging markets cake. Our holdings in China Life (LFC) and Sinopec (SNP) ...

From GEOFFREY LORDI, ETF Investor,  8 Nov 2007

General Steel Holdings: Acquiring Its Way to Industry Monopolization

With Monday's market swoon, I saw an opportunity to add to our holdings of General Steel Holdings (AMEX: GSI). Essentially a portfolio of steel companies, GSI holds controlling interest in Shaanxi Longmen Steel, Tianjian Daqiuzhuang Metal Sheet Co., ...

From GEOFFREY LORDI, ETF Investor,  6 Nov 2007
Related Topics: Kevin Brennan

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