Category: Investing 2010
The analysis published under this category are as follows.Tuesday, December 22, 2009
ETFs Yielding More than 3% With Liquidity and Size / Companies / Investing 2010
We are in a yield hungry world. Here is a list of the 66 of 861 ETFs that yield over 3% and also trade over $1 million per day and have at least $100 million in market-cap as of December 14, 2009.
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Tuesday, December 22, 2009
Four Ways to Profit From the World’s Shrewdest Government / Companies / Investing 2010
Martin Hutchinson writes: Three powerful investment trends will separate the winners from the losers in the new year.
- Global commodities prices will continue to move higher.
- Emerging economies will outgrow their richer, more-mature counterparts.
- And the countries that were stingy with their monetary and fiscal bailout plans will now reap the benefits; they will outpace the countries that slashed their interest rates to zero and allowed their deficits to soar.
Monday, December 21, 2009
U.S. Economic Recovery Presents New Investment Profit Opportunities For 2010 / Companies / Investing 2010
Jon D. Markman writes: Do you hear a rumbling, a honking, the smell of new carpet in the air? If so, it's all a result of the biggest surprise of the past month: the rise of U.S. vehicle sales, which was supposed to have ended with the "Cash for Clunkers" deal over the summer.
And it's a very positive surprise.
Sunday, December 20, 2009
Stock Market, Commodities and Economic Forecasts 2010 / Stock-Markets / Investing 2010
I think 2010 will be dominated by many of the same themes that shaped 2009, but new forces will come into play as well: Forces including …
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Thursday, December 17, 2009
Mega-Cap Stocks ETF's For the Bluest of Blue Chip Investing 2010 / Companies / Investing 2010
People often associate “big” with “safe.” They think big ships are safer than small boats. Big banks are safer than small banks. Big stocks are safer than small stocks.
Of course, it doesn’t always work out that way … the gigantic Titanic turned out to be quite a bit more dangerous than the Skipper’s S.S. Minnow. And on average, you are much safer aboard a small plane than you are in your supersize SUV.
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Wednesday, December 16, 2009
Stock Market S&P 500 Price Earnings Forecast 2010 to 2011 / Stock-Markets / Investing 2010
The S&P 500 PE ratio is the primary measure used by many investors to value the stock market and assess S&P 500 trend. Historically, the S&P 500 PE ratio has a median of 15.7. As of September 30, 2009, the S&P PE ratio was 86 based on a closing price of 1057 and trailing annual earnings of the S&P 500 of $46.36. All numbers are from the Standard & Poor’s S&P 500 index reporting. Part of the reason the PE ratio is so high is the negative affect of earnings in the December 2008 and March 2009 quarters. After the recent market rally, what should investors expect for 2010?
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Wednesday, December 16, 2009
Rules for Making Stock Market Profits in the Next Decade / Stock-Markets / Investing 2010
Your town probably has a Chamber of Commerce. Even my little town of Bigfork, Montana (population 6,000) has a Chamber of Commerce.
The Chamber of Commerce isn’t restricted to only the U.S. either. One of the largest chambers is located in Shanghai, China.
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Tuesday, December 15, 2009
Historic Bull Run in Bonds Points to Higher Prices for U.S. Stocks in 2010 / Stock-Markets / Investing 2010
Jon D. Markman writes: A sluggish month in the stock market has equity investors worrying about what's next.
But those equity investors would feel so much better if they'd just spend a little time studying the credit markets. And with good reason: The bull market in credit that continues to rage in the face of this stock-market lethargy leads us to one simple conclusion.
Tuesday, December 15, 2009
Investor Long-Term U.S. Stock Bond Portfolio Allocation Results / Portfolio / Investing 2010
As you think about your asset allocation and return expectations, you should take multiple historical periods into consideration, as well as current and forward conditions. The basic bonds to stocks mix in a portfolio is one of the primary drivers of overall portfolio return.
Short-term data is easy to access. Long-term data is somewhat more difficult for many investors to find. We’ll leave the current and forward conditions to you in this article, but this data may be helpful with respect to history.
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Monday, December 14, 2009
The Cult of Stock Market Investor Non-participation / Stock-Markets / Investing 2010
Over the last few years we’ve made reference to the “cult” of non-participation. By this I mean the relative lack of retail investor interest in the stock market compared to the former decade. In tonight’s report we’ll look at why this trend of non-participation may be soon coming to an end.Read full article... Read full article...
Thursday, December 10, 2009
The Hottest Places to Invest in 2010 / Stock-Markets / Investing 2010
Martin Hutchinson writes: For global investors, 2010 is shaping up to be a year with two very distinct economic outlooks.
In the first "half," which is actually likely to end in early September, investors can expect a continued escalation in commodity prices, generally bullish stock markets and an ongoing focus on powerful monetary and fiscal "stimulus" initiatives. In the second "half," reality will reassert itself, and investors will find the going tough in many markets.
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Wednesday, December 09, 2009
Stock Market Investing Too Late to Buy, Too Early to Sell / Stock-Markets / Investing 2010
It can be a frustrating time for investors. Stocks have had a great run, but the rally is cooling. The run in real assets – gold, oil, and other commodities – is taking a much anticipated breather.
Corporate and government bonds are, at best, fully valued. At worst, they’re significantly overvalued.
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Wednesday, December 09, 2009
Hedge Fund Titan John Paulson Bullish on Bonds and Equities, Inflation Concerns Remain / Stock-Markets / Investing 2010
John Paulson... super bull? Goodness. To some degree I find "whale watching" a bit overrated, but after being the most obvious winner of the mortgage meltdown, and then piling into gold ahead of a huge run ... Paulson's moves are watched by the investment world very closely.
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Tuesday, December 08, 2009
What “Intrinsic Value” Really Means in Inflation Proof Investing / Stock-Markets / Investing 2010
Analysts, financial planners and so called “experts” tout a variety of anti-inflation investments, ranging from commodities like oil and coal to sophisticated instruments like inflation-protected treasuries and annuities. Although all these products may seem to be inflation-proof on paper, none have the intrinsic value of gold, silver or any other precious metals.
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Tuesday, December 08, 2009
Hedge Against Hyperinflation, Hard Assets Should Continue to Appreciate During 2010 / Commodities / Investing 2010
The devil will be in the details of the balance sheet when hyperinflation hits. And while lots of companies have been using leverage to drive their ROE (and their stock prices), the structure of their debt may spell the difference between prospering and perishing. Those with low-interest debt that's locked in for a long spell actually will be poised to retire their obligations with cheaper dollars. But woe betide those stuck with floating rates. That's how Sprott Asset Management senior portfolio managers Charles Oliver and Jamie Horvat see what's brewing beyond the horizon, when time comes to pay the price for running the money-printing presses too hot and too long. As Charles and Jamie suggest in this exclusive Gold Report interview, investors who base decisions on the strength and structure of the balance sheet may not do too badly. In fact, they explain how the stock market itself may serve as a hedge against hyperinflation.
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Friday, December 04, 2009
Investment Profit Vehicles for the Intensifying Financial and Economic Storm / Stock-Markets / Investing 2010
“A Great Collapse. The U.S. economic and systemic solvency crises of the last two years are just precursors to a Great Collapse: a hyperinflationary great depression. Such will reflect a complete collapse in the purchasing power of the U.S. dollar, a collapse in the normal stream of U.S. commercial and economic activity, a collapse in the U.S. financial system as we know it, and a likely realignment of the U.S. political environment. The current U.S. financial markets, financial system and economy remain highly unstable and vulnerable to unexpected shocks. The Federal Reserve is dedicated to preventing…debasing the U.S. dollar…
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Thursday, December 03, 2009
How Should You Invest in 2010? / Stock-Markets / Investing 2010
2010 is fast approaching. I have had conversations with colleagues..and the issue that was brought up so many times was 2007-2009 just a fluke or the beginning of something more serious. As usual… I told them to their discern I do not know the future. However in all reality… if we ran our personal households how the central banks and banks ran their portfolios we would be living on the street and I feel there will be a price to pay.
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