Wednesday, December 9th, 2009
As I mentioned on Monday, I believe we are at an important turning point. Not all the data is in, but we don’t need it. Applying what we do know, the economic trend looks to be changing. But, if we wait for “the dust to settle,” prices will have adjusted and we will miss... »
Tags: Contrarian, Contrarian invest
Posted in Contrarian Investing, Investment Insights | No Comments »
Tuesday, December 8th, 2009
Last week, Ben Bernanke, Chairman of the Federal Reserve, testified before congress. The purpose was to report on Fed activities, indicate future plans and provide rationale for his being confirmed for a new term. There is one statement he made that I would like to highlight because it was a policy that exacerbated our... »
Tags: Bernanke, Federal Reserve
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Monday, December 7th, 2009
Typically I write about one subject to give you an insight into a timely topic, key information that is being overlooked or an objective evaluation of a subject producing misleading emotions. Today, though, it’s time to rise above the details and look at the big picture because a major shift is in the works.... »
Tags: Asset allocation, Bonds, Economy, Employment, Financial industry, Forecast, Government finances, Inflation, Interest Rates, Outlook, Stocks, US Dollar
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Friday, December 4th, 2009
Leading companies necessarily need to look out many years into the future. Planning and implementing research & development projects, capital investments and corporate strategies cannot be done quickly. So, when a new trend begins, we need to take notice. A broad-based corporate activity now is vertical integration – the expansion of firms down (e.g.,... »
Tags: Bonds, Company strategy, Earnings growth, Inflation, Stocks, Vertical integration
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Thursday, December 3rd, 2009
Last month I wrote about common stock dividends being a way to increase yield in “Another Way To Harvest Yields: Common Stock Dividends.” Today I would like to add dividends into the recent growth discussions. They provide two benefits to common stock investors: income independent from a company’s stock price growth and the potential... »
Tags: Dividend, Dividend growth, Dividend yield, DJIA, Dow Jones Industrial Average, Payout ratio
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Wednesday, December 2nd, 2009
Here it comes: the unemployment number. Last reported at 10.2%, The Wall Street Journal says we must “brace” for the coming Friday morning report. So, let’s prepare by looking at the leading indicators of employment to get a proper perspective… »
Tags: Employment, indicator, Leading indicator, Unemployment
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Tuesday, December 1st, 2009
Yesterday we looked at recent improvements in 2010 earnings projections for the Dow Jones Industrial Average’s (DJIA’s) 30 companies. Today, we will examine long-term growth forecasts along with the pricing for each stock. »
Tags: DJIA, Dow Jones Industrial Average, Earnings growth, EPS growth, Forecast, P/E ratio, PEG ratio, Price/earnings ratio, Stocks
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