The U.S. Is Not the Only Game in Town – BNN Interview
http://youtu.be/IlkxOjoWkXY David talks about the earnings on deck, the FOMC decision and the massive breakout in the DAX.
The Twelfth Round – Alpha Select November Update
Alpha Select – November 2014 Update *Alpha Select – November +3.00% YTD +14.51% **S&P 500 – November +2.45% YTD +13.49% * Net of Fees ** Includes Dividends By David Nelson, CFA Nothing short of a December knock out is going to save the Bears this year. With only 3 down months in 2014, the ref’s scorecard has it 8-3 […]
Amazon or Apple?
[vimeo 110184960 w=500 h=281] David discusses both Amazon and Apple with Fox Business anchor Stuart Varney.
Aljazeera America – Jobs – Apple vs. Samsung
http://youtu.be/uorYwtGDuPI David talks to Aljazeera host Morgan Kelly Radford on a range of issues including Jobs and the low labor participation rate. Morgan turns the tables and moves on to the battle between Apple & Samsung. David says this is Steve Job’s Holy War against Google.
The Magnificent Seven of Old Tech
By David Nelson, CFA In the last few days we’ve seen a massive rotation from the market’s biggest winners to what investors refer to as Old Tech. For those of you not in the markets long enough to remember the Magnificent Seven, there was a time when (AAPL), (INTC), (MSFT), (IBM), (ORCL), (CSCO), & (EMC) […]
Avoid the S&P Big 20!
https://www.youtube.com/watch?v=atdv-v5umjI David talks to CNBC hosts Brian & Mandy about today’s selloff. Then David & Brian duke it out over indexing vs. active management.
Active vs. Passive Investing – Time for Some Payback!
By David Nelson, CFA Since the dawn of index funds investors have grappled with the decision to place their hard earned money with portfolio managers or just buy the index. As money management styles fall in and out of favor, investors rushed from one fund to the next chasing the Holy Grail. Since most indexes […]