Buy, Sell or Hold: Hold On to the TSW/Claymore Tax-Advantaged Balanced Fund and Look for More Buying Opportunities
Source: http://feedproxy.google.com/~r/USMoneyMorning/~3/5mK_aUYb6Ps/Posted on Monday, November 2nd, 2009 | In Investing Lessons
Contributed by: Horatio Marquez (http://moneymorning.com) -
By Horacio Marquez
Contributing Editor
Money Morning
On June 29, I recommended buying the TS&W/Claymore Tax-Advantaged Balanced Fund (NYSE: TYW). The fund is up about 15% since that…
Money Morning is here to help investors profit handsomely on this seismic shift in the global economy. Money moves markets. But Money Morning lets you move first.
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![]() About Horatio Marquez (http://moneymorning.com)
Horacio R. Marquez is Emerging Market Specialist and Editor of the Money Map Report, and the Money Map VIP Trader. A native of Argentina, Marquez has more than 20 years’ experience as an investment banker, and is a recognized expert on both banking and investing strategies, as well as on the emerging markets of Latin America. He is also recognized as one of the investment industry’s most-talented research analysts. In fact, it was two stunning and well-publicized predictions he made in 1994 – while serving as a vice president of the Merrill Lynch Emerging Markets Fixed Income Group – that cemented Marquez’s reputation as one of Wall Street’s foremost experts on emerging-markets finance. In the fall of 1994, at a time when Argentina was viewed as a highly favorable investment, Marquez correctly reasoned that a recent change in the country’s tax policy made a debt default inevitable. After making that controversial prediction public, Marquez reasoned that Mexico was on a similar path, and predicted the same outcome for that market. Both countries had major currency crises by the end of that year. During his 25-year career, Marquez has held positions in such well-known financial firms as Touche Ross & Co., Barclay’s Bank, Swiss Bank, First National Bank of Boston and ADP Capital Management. He has also worked as a consultant, and as an institutional investment manager. These experiences have allowed Marquez to develop and then refine a financial-analysis approach that has enabled him to repeatedly predict major market reversals, while also identifying top investment opportunities in both stocks and bonds. Marquez earned his undergraduate degree in Business Administration, and a Master’s Degree in Industrial Administration from Pittsburgh’s prestigious Carnegie-Mellon University. He currently lives in Princeton. |



