WMA Cara Report for week ending May 18, 2018
  • May 18, 2018 03:39 pm
  • by Bill Cara & Owen Williams
Value Investing Is Dead. Long Live Value Investing.   During the Financial Crisis, an innovative website created the hedge fund “implode-o-meter” to track the number of funds that went “tits up” in the extreme market conditions. The collapse of the housing sector and credit crunch t…
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WMA Cara Report for week ending May 11, 2018
  • May 11, 2018 02:42 pm
  • by Bill Cara & Owen Williams
Data-Driven Stock Selection   There is no such thing as an undisciplined stock picker, at least not one who is a successful portfolio manager. Finding something good to buy in capital markets requires looking for it and that requires orientation. Some call it style; we call it discipline. …
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WMA Cara Report for week ending May 4, 2018
  • May 04, 2018 12:47 pm
  • by Bill Cara & Owen Williams
Making Head or Tails of the Currency Market   We have not discussed the currency market for a while. However tracking movements in currencies is crucial in trying to decipher what is happening in other financial markets. And regardless whether or not you trade or hold foreign currencies in …
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Natural Resources April 2018
  • May 01, 2018 04:59 pm
  • by Bill Cara & Owen Williams
The WMA Cara Natural Resources Portfolio Strategy offers exposure to precious and industrial metals, energy and other basic materials required by a growing world economy. Using rigorous investment analysis, we invest in a portfolio of 12 to 20 fundamentally attractive companies with market entry and…
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US Top Picks April 2018
  • May 01, 2018 04:58 pm
  • by Bill Cara & Owen Williams
The WMA Top-Picks Portfolio seeks to relatively out-perform the broad U.S. equity market, as measured by the Russell 3000 Index.  The selection relies on the WMA Total Market Techno-Fundamental Allocation Model, which screens a comprehensive list of companies of all market capitalizations. Based on…
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Ultra Yield April 2018
  • May 01, 2018 04:57 pm
  • by Bill Cara & Owen Williams
The WMA Ultra-Yield Portfolio seeks to relatively out-perform the S&P High Dividend Yield Index.  The selection relies on the WMA Total Market Techno-Fundamental Allocation Model, which screens a comprehensive list of companies of all market capitalizations. The selection of securities for the …
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DGR April 2018
  • May 01, 2018 04:56 pm
  • by Bill Cara & Owen Williams
The Dynamic Global Rotation Strategy description can be found here. The latest monthly report is shown below (click on PDF link below if image does not appear). Use the pop-out tool ↗ and zoom (+) to better view. (more…)
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WMA Cara Report for week ending April 27, 2018
  • April 27, 2018 04:35 pm
  • by Bill Cara & Owen Williams
Hold Dividend Payers To Weather Market Volatility   So far in 2018, equities have swung wildly, leaving market participants with whiplash. Consider that the S&P 500 rose +7.5% in January, fell -11.5% in early February, jumped back +10.5% in March, fell back -8.2% at the end of March, ra…
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WMA Cara Report for week ending April 20, 2018
  • April 20, 2018 06:48 pm
  • by Bill Cara & Owen Williams
Yields Will Signal The End Of The Bull Market   Over the past two years, numerous exogenous events have been cited as potential threats to the bull market. Brexit, the election of Trump, all of Trump’s political “crises”, North Korea, a trade war with China – all caused epidemic rea…
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WMA Cara Report for week ending April 13, 2018
  • April 13, 2018 11:07 pm
  • by Bill Cara & Owen Williams
The Oil Trade May Be Coming Alive   In all asset classes, following a major bear market, prices tend to stumble along at depressed levels – sometimes for years. Negative sentiment permeates across all types of investors, from the short-term traders to long-term retail investors. Once ever…
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