Category: Investing 2009
The analysis published under this category are as follows.Tuesday, April 21, 2009
Exclusive Interview with One of the “Most Sought-After Fund Managers” / Stock-Markets / Investing 2009
To say it’s not often we get an opportunity like this is an understatement. Today we’re sitting down for an exclusive one-on-one with the man the New York Times calls “one of the most sought-after fund managers in the country…”In his ongoing quest to uncover hidden opportunities, get past the mainstream headlines to find safe investments, Andrew Mickey, Q1 Publishing’s Chief Investment Strategist, had the opportunity to speak to John P. Calamos, Sr.
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Monday, April 20, 2009
Rising ETFs and Stocks > 200-day Av / Companies / Investing 2009
In prior ETF and stock screens, we did computerized quantitative filtering of the 183 largest ETFs and the 8000+ largest US listed stocks to find those with attractive price patterns using the close, the 20-day average and the 50-day average. Now that so many stocks have passed their 200-day average, we have added one more criterion (close > 200-day average) to the original criteria that searched for short-term upward slant to price patterns.Read full article... Read full article...
Saturday, April 18, 2009
Bernanke's Conundrum and the Investment Opportunities It Creates / Stock-Markets / Investing 2009
Good morning!As I head to China, I'm struck by the irony of Bernanke's continued assurances this week that he'll head off inflation by selling assets and shrinking the monetary supply when the time comes. Not because I don't believe that he'll try - he will - but because I don't think he can.
Saturday, April 18, 2009
Bank Real Profits By Bucking Wall Street Trends / Stock-Markets / Investing 2009
Martin Hutchinson writes: Investors who trade actively and are closely in touch with the ebb and flow of opinion on Wall Street have one enormous barrier to good investment performance: They will often be seduced by what’s fashionable – whether it be in terms of sectors, countries or individual stocks.Read full article... Read full article...
Friday, April 17, 2009
Investors Profiting From the One Thing Which Has Not Changed / Companies / Investing 2009
For better or worse, we’re living in a world of change. It’s no secret. There’s going to be a lot of changes in the next few years. Regulations, accounting rules, taxes, money supply, healthcare tech, and on and on – it’s all changing. And it’s changing faster than ever.Change, while creating opportunity for prudent long-term thinkers, has created a lot of uncertainty in the short term. The markets have reacted the same way they always do to increased uncertainty - negatively.
Thursday, April 16, 2009
Performance of Key Asset Types Over Several Time Frames / Stock-Markets / Investing 2009
Someone on Bloomberg TV today said we have moved from an apocalyptically bearish to a reluctantly bullish market. That is probably a fair statement for the the moment. Someone else a couple of weeks ago said we have gone from a death spiral in the economy to a period of slow rate of economic decline. Then someone else said, the economy is not going up, but it is going down at sufficiently slower rate that it almost feels like up.
Wednesday, April 15, 2009
Stock Market Corrections Are Beautiful and Necessary / Stock-Markets / Investing 2009
Every correction is the same, a normal downturn in one or more of the markets where we invest. There has never been a correction that has not proven to be an investment opportunity. You can be confident that governments around the world are not going to allow another Great Depression "on their watch".Read full article... Read full article...
Tuesday, April 14, 2009
Consumer Spending Shifts to Discretionaries. A Sign of a Healing Economy / Stock-Markets / Investing 2009
As the consumer represents the largest single component of the economy, their spending habits and shifts in purchasing asset groups, which represent attitudes of either safety or optimism, is of prime importance to investors and to the decisions regarding which sectors and securities should be overweighted or underweighted in their portfolios.
Tuesday, April 07, 2009
Learning to Profit: K12 Inc. (NYSE:LRN) Flagged For Breakout / Companies / Investing 2009
K12 Inc. (LRN) is one of those companies you salivate over. It's a beaten down stock with fundamental attributes that just make sense. Even the technical crowd would like a piece of the action. But before we get into the nitty gritty details, it would probably serve you well to tell you a bit about the company itself in case you've never heard of it before.Read full article... Read full article...
Thursday, April 02, 2009
Speculators Return to Stocks, Commodities and Resource Currencies / Stock-Markets / Investing 2009
There are times when it pays to be a contrarian, to think outside-the-box, to bet against the conventional wisdom of the crowd, and ignore the chatter of the media. Usually at key turning points, and the beginning of important new market trends, the fundamentals do not explain the behavior of the market. It is at these critical junctures, where sudden shifts in price trends can occur, - big percentage gains or losses are registered.Read full article... Read full article...
Monday, March 30, 2009
Better than Gold, My Favorite Way to Protect Against Inflation / Stock-Markets / Investing 2009
The U.S. Treasury Secretary said something very disturbing this weekend. It wasn't about the bank bailout though. It wasn't about how the administration decided to draw a line between bank and automaker CEOs. It wasn't about how a concrete deal for ongoing free trade (or anything else tangible or enforceable) will be reached at the G20 meeting.Read full article... Read full article...
Monday, March 30, 2009
Stocks Bull Market 2009? / Stock-Markets / Investing 2009
William Patalon III writes: Is it “Bull Market 2009?”
The answer to that question depends on whether you believe the three-week surge we've just been through is the start of a prolonged advance for U.S. stocks, or was just the kind of “ dead-cat bounce ” fake-out move that temporarily interrupts a protracted bear-market decline.
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Friday, March 27, 2009
BP, Stock Market Trends and Quantitive Easing / Stock-Markets / Investing 2009
For those wondering why the stock market has exploded they might be interested in studying the chart below. This sets out clearly the proposition that the market has a long term correlation to currency in circulation (CinC). With the "Quantative Easing" policy now firmly in place it is quite possible that the "old heads" about the market know of this relationship. Thus regardless of fundamental issues they may sense the groundwork being laid for a technical recovery based on finance alone. Time will tell.Read full article... Read full article...
Friday, March 27, 2009
Stock Market Rally Signals Economic Recovery / Stock-Markets / Investing 2009
Shah Gilani writes: The recent stock market rally may not be a bear-market trap or a “dead cat bounce,” but may in fact be the first signs of dust from an oncoming and unexpected bull stampede.
In the face of gloom-and-doom predictions, rapidly rising unemployment, and an imploding economy, the market's strong rally clearly anticipates a recovery in late 2009.
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Thursday, March 26, 2009
Stock Market Rally, Was That the Bottom? / Stock-Markets / Investing 2009
An old friend of mine stopped by the office a few weeks ago and he unwittingly reinforced my complete confidence that you can still do very well in the markets. This is saying quite a bit given the frustrating state of the markets where government decree drives nearly all of daily trading activity.
Now, he wasn't overly bullish or bearish. He wasn't betting big on a rally with banks. And he didn't just make a huge score on some triple-leverage ETF or anything like that. He's simply running his business and, in the midst of the worst economic downturn decades, it's doing exceptionally well.
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Wednesday, March 18, 2009
Main Street vs. Wall Street: And the Winner Is… / Stock-Markets / Investing 2009
Last Sunday, Fed Chairman Ben Bernanke jumped into the Public Relations Politics foray when he appeared on 60 Minutes .
The political marketers were out in full force on this one. They did everything from the visit of Bernanke's childhood home (which is now in foreclosure) to the close up of “Main Street” sign to the conversation on the street side bench in rural South Carolina. It was the perfect image of “I'm like you” kind of PR the government decision-makers are looking for right now.
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Tuesday, March 17, 2009
The Huge Chain Reaction Driving Share Prices Higher / Stock-Markets / Investing 2009
Fundamentals have led a lot of investors into “value traps”. These are stocks that look cheap (i.e. with low price to earnings ratios) but more importantly have miserable prospects going forward. However, there's one indicator that continues to reveal winners despite the credit crunch…It's time to look into the world of currencies.
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Tuesday, March 17, 2009
Energy Powers Commodity DBC ETF Higher / Commodities / Investing 2009
The PowerShares DB Commodity Index ETF (DBC) has gapped up this morning, mostly because the energy complex is up significantly, but so are the grains, too, which has propelled the index above key near-term resistance at 19.50 – on the way to test a “flattening” 50 DMA (now at 19.85).Read full article... Read full article...
Wednesday, March 11, 2009
Investing Lessons from Warren Buffett's Latest Letter / Stock-Markets / Investing 2009
Nilus Mattive writes: “By yearend, investors of all stripes were bloodied and confused, much as if they were small birds that had strayed into a badminton game.”
That's how Warren Buffett describes the recent market carnage in his recent 2008 annual letter to Berkshire Hathaway shareholders.
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Wednesday, March 11, 2009
Baron's Top 10 Stock Picks- A Lesson on Sheepherding / Companies / Investing 2009
The following piece is a response to SA Editor, Racheal Granby's wrap-up of a recent Barron's article titled "Ten Stocks to Hold Long-Term."
Granby writes, "With the Dow off more than 50% from its October 2007 peak, there's rarely been a better time for long-term investors to pick up stocks on the cheap. Barron's puts together a list of ten great stocks to hold for five years or longer."
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