Som Seif
Member since: Jun '07
President and CEO at
Claymore Investments Inc.

Latest Top Picks

(A Top Pick Aug 19/08. Down 23%.)
(A Top Pick Aug 19/08. Down 4.4%.)
(A Top Pick Feb 13/08.) At the time he had a strong view of commodities. Good move from February but a decline from July. Still likes. 5-year trend has not changed.
(3 Top Picks theme is on thwarting inflation.) Focuses on global agricultural equity market. Great broad diversification. Expects inflation in food over the next 5-10 years.
(3 Top Picks theme is on thwarting inflation.) Current interest rates are 3%-4% and inflation rate is about the same or higher. This means that when you are buying a bond at 3%-4% you are actually getting 0 or negative returns. Real return bonds have a yield but also an adjustment price that allows an increase in capital based on inflation.