Global Media Coverage
Lancz Live from London - July 12, 2010
Alan B. Lancz is asked to spend an hour on Worldwide Exchange with CNBC's Guy Johnson covering latest insights on BP, the World Cup, and European Bank Stress Tests.
The Wall Street Journal - July 14, 2010
Toledo, Ohio based Alan B. Lancz & Associates is featured in regards to the firm's specialty niche in working with some of the top athletes in the world. The Wall Street Journal focuses on the firm's long-term success within the ultra high net worth hockey segment.
Finding Select Opportunities - June 14, 2010
Brian Sullivan of Fox Business interviews Alan B. Lancz about the latest investment strategies for retirement. After recommending raising cash in April, Alan B. Lancz and Associates, Inc. is selectively buying into weakness.
Lancz Comments on Record Market Volatility - May 7, 2010
CNBC asked Alan B. Lancz to join Squawk on the Street's Mark Haines live from the New York Stock Exchange for this interview the morning after the "Flash Crash". Watch video
Two Steps Back - May 3, 2010
The old adage about selling in May and going away was all but forgotten back in May 2007 as the global equity markets were coming off five consecutive summers of gains.
Click here to see all ABL media coverage
Local Media Coverage
WTVG features Alan B. Lancz's comments on local economy (3/16/10)
WTVG's Lisa Guyton interviews Alan B. Lancz regarding the state of the local economy and long-term road to recovery.
Alan B. Lancz Talks Government Bailout (10/5/08)
Alan B. Lancz speaks with WTVG's Lee Conklin along with Bill Hormann about recent market volatility and the government bailout plan. Watch video
WTOL interviews Alan B. Lancz (1/24/08)
Headline local news WTOL of Toledo interviews Alan B. Lancz to give general advice to local investors worried about recent market volatility.
|
ABL Inc. Garners Further National Attention
Smart Money July 2010
"Investors don't have to be in every asset class especially when certain classes are at bubble valuations."
"At times diversification can actually hurt you particularly when you are in an asset class you shouldn't have been in the first place."
Read more of the Smart Money article
Money Management Update - 2nd Quarter 2010
We went into the second quarter with a more defensive approach as investors jumped on the "V" shaped economic bandwagon. As valuations continued to rise through April, it was more difficult to adhere to the valuation disciplines learned from the late Sir John Templeton. Read the full Money Management Update
The Wall Street Transcript Interview Proactive Research & Investment Strategies (2/2/09)
Alan B. Lancz is President of Alan B. Lancz & Associates, Inc. and Director of Research at LanczGlobal.com. He started his own investment advisory firm shortly after graduating from The University of Toledo nearly 30 years ago. He has established a national reputation for his client-oriented advice and proactive research and investment strategy. For over two decades, he has been featured and quoted in a variety of well respected media including The Wall Street Journal, Barron's, CNBC, The New York Times and Bloomberg among others. Alan B. Lancz & Associates, Inc., offers a full array of fee-based wealth management services as an independent adviser working directly with each client or institution. Clients range from ultra high net worth family accounts to corporations, non-profit organizations and a variety of cash management and retirement plans... Read the full Wall Street Transcript Interview
Protecting Your Nest Egg in a Recession
OUR THOUGHTS AT THE MARKET PEAK - OCTOBER 2007...
Alan Lancz is president of Alan B. Lancz & Associates Inc., a professional money management
firm in Toledo, Ohio. Lancz says one of the key factors in a successful portfolio in any type of economy is managing risk. He also has taken the unusual
step of fully disclosing to his clients, on a real-time basis, the holdings in his personal and retirement portfolios, and his company's corporate holdings.
It's important to be strategically in the right areas or sectors of the market. In May 2007, we recommended selling the real estate investment trusts (REITs), utilities and financials.
The financials comprise more than 20 percent of the S&P 500. If you look back at 2000, technology was over 20 percent, and whenever you get a sector that comprises so much of the
market it's usually a concern, a red flag should go up to investors.
They've gone down quite a bit, so it's not as worrisome, but in our estimation there's too much uncertainty. We don't know if another shoe will drop as far as subprime. Usually when there's
fallout that will take longer -- just like with technology, it took more than a year for the sell-off to correct all the excesses in technology -- and we kind of see that with the financials,
so it's an area that we would still avoid.
Be proactive, not reactive
It's more a matter of being in the right companies. Even in technology we're overweight, but our overweight is from a year ago. We plan on selling, and that's my second point: being proactive rather than reactive.
What I mean in that regard is we recommended selling the financials and REITs and the utilities in May -- we're going to be selling into the technologies because all of a sudden technology has become a safe haven because it doesn't have the subprime and credit concerns.
Read the full Yahoo Finance article
Reprinted from Yahoo Finance (11/7/07)
|