1. Money magazine interviewed Bill Nygren of Oakmark Funds, a well-regarded value mutual fund in the United States. In it Mr. Nygren scoffed at the idea that equities are expensive saying buying stocks today should be like “shooting fish in a barrel”.

2. Conventional wisdom has it that investors should diversify their investments among stocks, bonds and cash. But with bond yields so low these days, The Wall Street Journal says that some investors are moving to an all-stock allocation and offers some considerations for investors contemplating such a move.

3. Also, if an investor decided that now is the time to increase the allocation to stocks, she has to take steps to avoid selling out of fear when things turn sour, says The New York Times Bucks blog.

4. The Wall Street Journal asked a panel of experts on the No. 1 thing that investors shouldn’t be worried about but are and got some interesting responses.

5. Don’t look now but interest rates on bonds have started to creep up in recent days. Ironically, interest rates are rising when it looks like inflation is slowing down everywhere. This blog post in The Economist magazine takes a stab at explaining why.

6. Loblaws has filed for an IPO of its properties into Choice Properties REIT. The REIT is reported to target an yield of 6 to 6.5 percent and will be valued at $3.6 to $3.9 billion.

7. The Financial Post kicked off a series of columns called TFSA Bragging Rights by profiling an investor who held penny stocks in the account. Of course, it goes without saying that penny stocks are a high risk proposition.

8. Canadian Money Forum members shared how their TFSA is doing early in the New Year.

This article has 2 comments

  1. That lawyer in the WSJ article about 100% stock portfolios sounds like a heroic investor. I love the last 3 paragraphs of the article too.

    • Canadian Capitalist

      @Value Indexer: I don’t know about making wholesale changes to a portfolio but allocating more to stocks than the strategic allocation calls for may be a good idea. That said, though stocks appear to offer much better value that’s only in comparison to bonds. On its own, stock valuations appear to be about average these days; stocks are not the screaming buys they were a few years back.