"US Stocks - Wall St. Tumbles as ISM Data Signals Recession"
On a day when the Dow Industrial Average fell more than 300 points after negative ISM data on the services sector, John Schloegel was asked his thoughts and responded,
"ISM is causing everyone to move back into a freak-out stage that we're smack in the middle of a recession. It's an easy, convenient excuse to sell into the two-week rally that we've had."
From Reuters.com, Jenniger Coogan, February 5, 2008
"What Could Cage the Bear"
When talking on the topic of the Fed Model and the earnings yield of the S&P 500, John Schloegel is quoted, "Even if you slash profit estimates, what the market is yielding in earnings is drastically superior."
From Business Week, The Street Column, January 24, 2008
"Investors Should Stick to Their Plans"
John Schloegel was quoted, regarding what investors should do as the market is down dramatically in the past few weeks. "We wouldn't recommend anyone do anything today. Besides, if you've already lost 10%, it's too late to sell. You're better off letting things play out. This is especially true because the next couple of days and weeks the market could retest recent lows. The ride could get even bumpier,
at least for a little while... The volatility's not going to end. The cycles happen over and over, and the panic dump isn't a good way to go. Be calm, cool, and collected. You have a discipline, you have a plan, stick to it... It really looks like a monster correction to me. The panic is actually a good sign, because history tells us it usually means a turnaround is near."
From Investors Business Daily, Joanne VonAlroth, January 22, 2008
"Wealth - All Abroad!"
John Schloegel is featured and notes that investors who need exposure to Emerging Markets might consider purchasing EEM, the iShares MSCI Emerging Market ETF. "This is one pure play where you instantaneously get the opportunity to capture emerging market returns in one individual security."
From Palm Springs Life, Ellen Paris, January 2008
"Sound Off"
Ron Rowland is featured with commentary regarding the conditions of Central Texas business and commercial real estate markets, especially in light of the credit and liquidity problems affecting real estate across the U.S.
From Austin Business Journal, Sept 7-13, 2007
"Fed Rate Cut Buoys Abused Sectors"
John Schloegel was quoted, seeking his views on the impact of the Federal Reserve's surprising half point cut in both the Fed Funds and Discount rates. "Figuring the rate cut could keep the economy, and industrial output, humming, investors jumped back into materials and energy stocks...Metals and mining also got a lift from a gold-price jump fanned by the idea that lower rates could weaken the dollar."
From USA Today, Matt Krantz, September 19, 2007
"The All-ETF Portfolio: Pros reveal the Ins and Outs"
A portolio comprised of only ETFs is now a common reality with the S&P SPDR and iShares MSCI EAFE often as core holdings. CCAM's John Schloegel was quoted as "constantly honing his lineup with more aggressive offerings." He has juiced his clients' portfolios with ETFs from regional sectors from all over the globe.
From Wall Street Journal, Rob Wherry, August 6, 2007
CLS Investment Firm Selects Capital Cities Asset Management for Tactical Research Contract
Capital Cities Asset Management (CCAM) announced today that CLS Investment Firm, LLC (CLS) has chosen CCAM to provide strategic research for CLS clients in select management strategies. The arrangement allows CLS to strengthen its portfolio line-up as they add expert analysis and opinion regarding sector, style, and international rotation strategies.
Click Here to See the Full Press Release , February 14, 2007
"Use What You Know When Braving the Health Care Sector"
Although physicians have more knowledge of the health care sector than other sectors, focusing on it for investing carries its own pitfalls. CCAM Vice President John Schloegel points out that "health care is what analysts call a defensive sector, meaning it is less cyclical than other things like retail or real estate."
From Physicians Money Digest, Ed Rabinowitz, January, 2007
"The Market Can Be a Wild Ride – Turn the Ups and Downs to Your Advantage"
Investors are once again choosing prudent and sound investment strategies. CCAM's John Schloegel reminds investors they need a roadmap, where "Understanding your goals and objectives will then help you develop a plan to meet or exceed those objectives...Then, stick to the plan, stay the course, and follow the prescribed map in order to meet your goals."
From Physicians Money Digest, Ed Rabinowitz, January, 2007
"Bon Voyage?"
With ETFs gaining in popularity, the iShares EAFE Index Fund (EFA) swelled to over $31 billion in assets as investors poured money into international funds. SmartMoney sought comments from John Schloegel regarding the number of ETFs on the scene.
From SmartMoney.com, Robert Wherry, November 2, 2006
"FPL Aims to Cut Customer Bills by 5%"
Florida Power & Light will tell state regulators today it wants to lower customer bills because of falling natural gas prices. CCAM's Patrick Watson was quoted, "There's been a slowing economy in various parts of the country, and that's entered into less electricity demand in some places. The other thing is rising inventory levels."
From Palm Beach Post, Kristi Swartz, October 24, 2006
"Techweek: Backdating's Back Seat"
The Street.com queries John Schloegel of CCAM, asking if it is too late to buy big cap technology stocks. Schloegel's response: "We think there is a rotation taking place where large-caps are out performing small-caps, and we think the trend can continue...There is plenty of room for these stocks to run higher, especially since the sector has been out of favor for so long."
From TheStreet.com, Bill Snyder, September 30, 2006
"Bloomberg on the Money"
John Schloegel joined hosts Howard Liberman and Charlie Stein on their morning show. He discussed current market events and CCAM views, why cash should still be a large portion of one's portfolio, the awakening of large cap stocks relative to small cap names, and preparing yourself for opportunities that were dead ahead.
Bloomberg Radio, August 9, 2006
"Forbes on Radio"
John Schloegel joined the Forbes staff in New York to discuss how large cap stocks have begun to outperform small cap names and offered suggestions as to how to play this emerging trend.
August 9, 2006
"Pipeline Shutdown May Inch Up or Zoom Gas Prices."
British Petroleum's Prudhoe Bay pipeline was shut down, causing oil prices to spike over $77/bbl. CCAM's Patrick Watson was quoted, "The main problem is we don't have an answer to how long the shutdown will last. This leads to an information vacuum, and traders can drum up their worst fears.”
From Palm Beach Post, Kristi Swartz, August 8, 2006
"Optional Financing"
Southwest Airlines Spirit Magazine focuses on new investment trends and themes being spawned on Wall Street, and seeks CCAM's thoughts about Exchange-Traded Funds (ETFs). John Schloegel is quoted regarding low-cost and well diversified ways to play narrow segments of the market: "If you want to buy energy service companies, there are ETFs that allow you to buy just a basket of energy service stocks. There is a lot of activity in semiconductor, internet infrastructure, and telecom funds..."
From Southwest Airlines Spirit, July 2006
"Carrying the Weight - Fund Managers Look to Blue-Chips for Shelter From Global Market Storm"
With the easy money gone from emerging markets, money managers say it's time to think big, especially if you have to be invested. John Schloegel is quoted taking an even more extreme stance. "We're just concerned that there is some more downside ahead. If you have to be invested, where you want to be invested is in the quality names. Our feeling, however, is that you're still going to lose money."
From CNNMoney.com & Dow Jones Newswires, June 13, 2006
"Too Much of a Good Thing?""
SmartMoney magazine does an in-depth article about Exchange-Traded Funds (ETFs) and CCAM's John Schloegel is quoted regarding sector specific ETFs and the energy market in particular. "The best way to get exposure is the Energy Select Sector SPDR and a more aggressive option is the PowerShares Dynamic Oil & Gas Services Portfolio. This fund owns just the drillers, rig operators, and others who help get the oil out of the ground. These companies will benefit as the big conglomerates spend some of their huge cash reserves."
From SmartMoney, Rob Wherry, May 2006
"Investors are Mad about Jim Cramer"
Love him or hate him, his show on CNBC is hot, and the author seeks opinions as to what other professional investors think about the show. John Schloegel is quoted as saying "He is anti-establishment and against the status quo of Wall Street."
From Crain's New York Business, Miriam Kreinin Souccar, March 6, 2006
"Marketwatch Weekend Investor / Beyond Japan"
After Japan's big gains in 2005, some money managers are cashing out. John Schloegel is quoted as saying: "It's very much a case of taking some chips off the table."
From Wall Street Journal Print Edition, Barbara Kollmeyer, February 18, 2006
"Bulls and Bears of Japan: Strong market run has some money managers backing off"
It may be a case of too much of a good thing where Japanese stocks are concerned, with some money managers now urging investors to cash out of big gains seen in the last several months. John Schloegel quoted: "It's more of a shorter-term trading valuation call than a longer-term forecast on Japan."
From CBSMarketwatch.com, Barbara Kollmeyer, February 14, 2006
"Benchmarking Can be an Essential Tool: Many Investors Don't Do it, However"
There are many ways to measure your portfolio's performance, but almost a third of Americans are ignoring common tools for checking performance. "Having a benchmark gives an investor a roadmap for navigating the stock market," says John Schloegel. "It gives clues to the investor that can be used to their advantage."
From Better Investing, Katie Fitzgerald, December 2005 Issue
"Relief, Recovery & Repercussions"
After Hurricane Katrina, the trucking industy assisted greatly in relief and rescue efforts. It now faces new challenges in fuel costs but also sees opportunities. Patrick Watson is quoted in the article, "We have plenty of oil available because we're tapping the Strategic Petroleum Reserves. But trucks don't burn crude oil. It doesn't matter if you can't turn it into something useful."
From eTrucker.com, CCJ Staff, October 2005
"Investors Wonder Whether it's Time to Go Global"
In an article discussing investing in international markets, John Schloegel is quoted, "Another basic tactic for diversifying your portfolio is to have investments in companies in both developed and less-developed countries."
From BetterInvesting.org, Kate Fitzgerald, October 2005
"Gasoline Prices Inch Up Yet Again"
Another article discussing the high price of fuel after the hurricanes passed through the gulf identifies Patrick Watson as saying "The sky's the limit. It's [gasoline prices] not going to get any better. I would urge people to start thinking about what steps they can take to minimize their consumption."
From PalmBeachPost.com, Susan Salisbury, October 1, 2005
"Economically, Florida Should Survive Storm's Fury"
A sunshine state outlook on the aftermath of Katrina and how it might impact the state's economy. Patrick Watson was quoted, "You almost could not have asked for a more perfect scenario to really screw things up."
From Tampa Tribune, Dave Simanoff, September 3, 2005
"Fear of Gas Shortage Sets Off Buying Frenzy"
Patrick Watson was quoted saying "Katrina struck the heart of the nation's refining industry at a time when those facilities were already operating at peak capacity..."
From Gwinnett Daily Post, Douglas Sams, September 1, 2005
"Your Money"
Mutual Funds With Momentum - "John Schloegel of Capital Cities Asset Management manages assets this way. His investment strategy is based on Isaac Newton's first law of motion: 'A body in motion tends to remain in motion...' He moves in and out of whole sectors of stocks every few months, riding the waves of upward momentum."
From Consumer's Digest, Stacie Zoe Bert, August 2005 Issue
"A Google Love Fest as Share Price Soars"
Excerpt from the article: "Markets tend to respond immediately to the unexpected. Share prices soar -- or sour -- in an Internet minute...'It's only a surprise that moves stock,' said John Schloegel, director of Capital Cities Asset Management in Austin, which does not own shares of Google. 'It can be a positive or negative event. If something is well-known and digested by investors, it doesn't have a big impact.'"
From San Jose Mercury News, John Boudreau, February 03, 2005
"Making Money by the Ton"
Ron Rowland was quoted in an article about commodity investments and discussed a way to play commodities through open end mutual funds and exchange traded funds rather than buying individual commodities or futures contracts.
From San Antonio Express, Analisa Nazareno, January 15, 2005
SEC Rules to Address Mutual Fund Management
Ron Rowland discusses the implications and fallout from the Eliot Spitzer crusade to clean up the mutual fund industry and shares his ideas about pending SEC legislation.
From Austin Business Journal March 26, 2004
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