Swan Asset Management

Anemic growth in the time of massive debt

As it was two years ago, U.S. economic growth is still slow and the recovery has yet to show signs of self-sustaining progress.

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Manager Commentary Steve Smith on 22 Apr 2012
Christian moral principle investing - with strong returns

Steve Smith of SWAN Asset Management discusses his approach to the market on this recent radio appearance.

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Manager Spotlight Steve Smith on 15 Nov 2011
By Ben Graham's valuation method, this market is richly priced

That's why our portfolios are all hedged to their maximum allocation.

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Manager Commentary Steve Smith on 22 Sep 2011
We've added these defensive stocks in the healthcare sector - Swan Asset Management (BAX, NVS, JNJ)

Author: Swan Asset Management Covestor model: Hedged Equity, Christian Agape Hedged Equity and International Hedged Equity Disclosures: Long BAX, NVS, JNJ, SPXU The jobs report for June showed no improvement in employment conditions.This report follows a similarly lackluster report for May. Dormant job growth has also been confirmed by withholding taxes, which leveled off along with new ... read more

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Manager Commentary Frank on 19 Jul 2011
Nokia scrambling for lost market share in smartphone era (NOK)

Nokia (NYSE: NOK) has been losing market share for several years, so as the Financial Times reports Stephen Elop, Nokia’s chief executive, is considering radical changes to the company’s strategy as its fourth-quarter results showed it rapidly losing ground to Apple and smartphone makers using Google’s Android operating system... Nokia’s shares fell almost 9 per ... read more

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Positions Frank on 7 Jul 2011
Microsoft to enter China as Baidu partner; holding of these Covestor models (MSFT, GOOG)

In early 2010, Google (NASDAQ: GOOG) pulled out of mainland China. Fast forward to this week, and it has been reported by The New York Times that Microsoft (NASDAQ: MSFT) - the current #2 in online search with its Bing search engine - has reached an agreement with Baidu.com, China's largest incumbent search engine, to ... read more

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Positions Frank on 6 Jul 2011
Nestlé SA expected to buy Chinese confectioner (NSRGY)

The Globe and Mail reported that Nestlé SA (PINK: NSRGY), the world’s largest food company, is in talks to buy Hsy Fu Chi International, a Chinese candy maker. Analysts said it would make sense for Nestle to buy a company in an emerging market due to sluggish sales at home. However, acquisition deals in China ... read more

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Positions Frank on 6 Jul 2011
Brilliant interactive marketing from Magnum, a Unilever brand (UN)

As internet users increasingly ignore static banner ads, marketers are producing more interactive creative units that encourage users to get involved with the product. Here's a brilliant one incorporating game mechanics that's the talk of the marketing crowd today. It's from premium ice cream maker Magnum, a Unilever (NYSE: UN) brand. You'll notice other Unilever ... read more

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Best of the Web Mick Weinstein on 6 Jul 2011
Hedging volatility to sleep well at night - Swan Asset Management (SPXU, VXX, VXZ)

Steven Smith's Swan Asset Management aims to give investors some peace of mind during uncertain times. Swan is actually an acronym that stands for "Sleep Well At Night," and through three Covestor models that focus on hedging volatility, this is exactly what Steve Smith's firm hopes to achieve. Swan looks at equity investments from a ... read more

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Manager Spotlight Frank on 30 Jun 2011
Wal-Mart scrutinized on labor standards... but is the stock cheap? (WMT)

There's mounting pressure for large multinationals to report to their shareholders on the working standards at their international suppliers. On 5/30, the New York Times noted that Wal-Mart (NYSE: WMT) is the latest to face these questions: At its annual shareholder meeting on Friday, the New York City pension funds, which own a small percentage of ... read more

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Positions Frank on 31 May 2011