Questions from General Investment

Q: How may mutual funds, closed-end investment companies, and

How may mutual funds, closed-end investment companies, and ETFs be used to take positions in foreign securities?

Q: Why are hedge funds and private equity funds of little interest to

Why are hedge funds and private equity funds of little interest to most investors?

Q: Why may investing in an ETF such as the various iShares be

Why may investing in an ETF such as the various iShares be preferable to acquiring shares in a mutual fund that makes foreign investments?

Q: Several closed-end investment companies and iShares invest in the same

Several closed-end investment companies and iShares invest in the same country, such as the Japan Equity Fund (JEQ) and the iShares Japan Index Series (EWJ). Compare their monthly percentage changes (...

Q: The efficient market hypothesis suggests that it is difficult to outperform the

The efficient market hypothesis suggests that it is difficult to outperform the market on a consistent basis. Are there possible exceptions to the hypothesis that concern the valuation of common stock...

Q: What is the difference between the expected return and the required return

What is the difference between the expected return and the required return? When should the two returns be equal?

Q: What changes produce a sell signal in the Dow Theory and Barron’s

What changes produce a sell signal in the Dow Theory and Barron’s confidence index?

Q: What is the difference between the value of a stock and its

What is the difference between the value of a stock and its price? When should they be equal?

Q: What variables affect the value of a stock according to the dividend

What variables affect the value of a stock according to the dividend-growth model? What role do earnings play in this model?

Q: How do interest rates and risk affect a stock’s price in the

How do interest rates and risk affect a stock’s price in the Capital Asset Pricing Model?