September 2008

The Advantages To Canadian Investment Firms

September 29, 2008

In 1952 a number of open-end funds that specialized in Canadian securities were organized for distribution to investors in the United States. What are the various tax advantages that these firms can offer? 1. Since no dividends are paid, so long as a United States citizen retains his shares no United States tax liability is […]

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Using Investment Firms As A Service

September 26, 2008

Investment firms must cater to their shareholders if they wish to be successful. Of course, the primary goals of investment firms are the investment objectives stated in their charters: capital gains, income, capital stability, or any one of various combinations thereof. Among the services and conveniences extended by investment firms in addition to accumulation plans […]

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In Electronics, Size Does Matter

September 24, 2008

In Electronics, Size Does Matter The eletronics market has been a popular investment area for decades. With its constantly changing marketplace and the continual advance of products, it’s not one for the weak of heart. Take a read through this historical article from the 1960s and gain some perspective on this continually ‘shrinking’ industry.

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The Beginning And Tacit Control Of U.S. Investment Firms

September 22, 2008

A few investment firms were organized in the United States before World War I. The amount of new capital raised by investment firms in 1929 was about $1.5 billion. 3. Investment firms issued securities containing inequitable or discriminatory provisions or failed to protect the rights of security holders. 4. Control of investment firms was unduly […]

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Finding Your Diamond In The Rough

September 21, 2008

Finding Your Diamond In The Rough Over-the-counter stocks first came into favor in the latter part of the last century. This article from the the 70s has some interesting information that is still timely today.

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Who Are The Mutual Fund Regulars?

September 19, 2008

According to the National Association of Investment Companies, at the end of 1960 there were approximately 2.9 million shareholders in investment companies. A significant part of the study covers the investment firm features which investors preferred. Half of the investors who replied to the questionnaire cited diversification as the primary advantage of owning investment firm […]

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MetaStock Software Training Videos

September 19, 2008

MetaStock Software Training Videos With 7+ years experience coaching clients on how to get the most out of the Metastock software you’d imagine Stuart McPhee has a few things he might be able to show you on how to use Metastock. Watch Stuart’s free MetaStock software training videos here.

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Taxation And Regulated Investment Firms

September 17, 2008

Up to that time all investment firms other than open-end firms were subject to normal income taxes and surtaxes. Net realized profits also were taxable. First, the investment company paid taxes on 15 percent of its dividend income, 85 percent of dividend income being exempt as in the case of all other corporations.

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Getting Into Solid Investment Values

September 16, 2008

Getting Into Solid Investment Values Over a long period of time, solid investment values remain the most durable criteria in the selection of equities. This article from the 1960s offers an historical look back at the market.

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Investment And Investor Demographics

September 15, 2008

One difference between investment firms and other forms of savings is noteworthy. Common stock holdings predominate in the case of investment firms. Accordingly, changes in the dollar value of their assets do not necessarily correspond to changes in new funds contributed by shareholders.

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