Archive for April, 2010

Three Reading Tips for Gaining Investing Insight

Friday, April 30th, 2010
Three Reading Tips for Gaining Investing Insight

The overwhelming growth of information has not been matched by our ability to assimilate it. So, how do we allocate our limited reading time? Here are three tips to optimize the value gained from reading. »

Tags:
Posted in Investment Insights, Investment Mojo | No Comments »

The Wall Street Journal Gets House Price Trend Wrong – Interprets Case-Shiller Data Incorrectly

Thursday, April 29th, 2010
The Wall Street Journal Gets House Price Trend Wrong – Interprets Case-Shiller Data Incorrectly

It happens. Reporters, because they cannot be financial experts in all fields, take a press release and misinterpret the data. However, the problem this time is serious because: House prices are an important, sensitive indicator to investors The data misuse gives an exact opposite conclusion to what is actually happening There is no excuse... »

Tags: , , , ,
Posted in Housing & Homebuilding, Investment Insights | No Comments »

Banks to Congress: “Don’t Fence Us In” – $20 Billion Derivative Revenue at Stake, but Not Future of the Business

Wednesday, April 28th, 2010
Banks to Congress: “Don’t Fence Us In” – $20 Billion Derivative Revenue at Stake, but Not Future of the Business

Congress’ derivative legislation work is stumbling about as the “big banks” press to avoid constraints on their money machine. $20 billion annual revenues is certainly worth fighting for, but it raises an important question: What are they doing with derivatives that is worth $20 billion? »

Tags: , ,
Posted in Investment Insights | No Comments »

Five Articles Describe Why Investors Can Now Focus on Growth, Not Risk

Tuesday, April 27th, 2010
Five Articles Describe Why Investors Can Now Focus on Growth, Not Risk

The economy is humming? It certainly looks like it. And that activity is spreading elsewhere. Here are five recent articles with selected quotes that underline what is happening and show that the US stock market hasn’t run ahead of the fundamentals. »

Tags: , , , , , , ,
Posted in Investment Insights, Investment Mojo | No Comments »

Housing Data and Builders’ Optimism Improving – Signs of Good Post-Stimulus Market?

Sunday, April 25th, 2010
Housing Data and Builders’ Optimism Improving – Signs of Good Post-Stimulus Market?

Last Friday, I commented about the turn up in homebuilders’ land purchases amid home price stability and improvement (“Homebuilders Buying Land Again – House Price Patterns Support the New Activity”).  The current government stimulus program is scheduled to end on April 30. Will the indicators turn down again, or will we see a good... »

Tags: , , , ,
Posted in Housing & Homebuilding, Investment Insights | No Comments »

Homebuilders Buying Land Again – House Price Patterns Support the New Activity

Friday, April 23rd, 2010
Homebuilders Buying Land Again – House Price Patterns Support the New Activity

In The Wall Street Journal, there was a surprise article describing homebuilders beginning to compete for property: “Land Prices Jump as Home Builders Move In” (By Dawn Wotapka, April 21, page A-5). We have been seeing improvements in many areas of the housing markets (I have covered these indicators in Housing and Homebuilding articles). ... »

Tags: , , , ,
Posted in Housing & Homebuilding, Investment Insights | No Comments »

McKinsey & Company Goes to Corporate ‘Insiders’ for View of Future

Thursday, April 22nd, 2010
McKinsey & Company Goes to Corporate ‘Insiders’ for View of Future

Many investors question whether forecast earnings are a worthwhile measure of stock market valuation. Doubts surrounding anticipated earnings include ignored economic problems and Wall Street analyst optimism. McKinsey & Company has just provided another approach to getting a measure of where the economy and corporations are headed – a survey of ‘insider’ information. »

Tags: , , , ,
Posted in Investment Insights | No Comments »

Closed-End Funds Selling at Discounts Offer Bonus Returns

Wednesday, April 21st, 2010
Closed-End Funds Selling at Discounts Offer Bonus Returns

Last month, I wrote, “Closed-End Funds – Structure and Price Discount Add to Potential Returns” (March 12), in which I described the benefit of the closed-end structure for portfolio managers and investors. Today, I want to explain why funds selling at a discount represent more than an opportunity to make an added gain if... »

Tags:
Posted in Beat Wall Street, Contrarian Investing, Investment Insights, Investment Mojo | No Comments »

Goldman Sachs’ Public Relations Strategy Raises Questions

Tuesday, April 20th, 2010
Goldman Sachs’ Public Relations Strategy Raises Questions

Following the SEC fraud charge, Goldman Sachs (GS) put out a rebuttal press release. Here is an  item that raises questions instead of providing answers . »

Tags:
Posted in Investment Insights | 1 Comment »

Goldman Sachs Could Win Its Case but Lose Its Clients

Monday, April 19th, 2010
Goldman Sachs Could Win Its Case but Lose Its Clients

Goldman Sachs (GS) is attempting to overcome the SEC’s fraud charge, claiming it acted legally. Well, it may have. But what about ethically? That is the measure that most people apply when deciding whether someone has acted correctly – especially with regards to money. So, Goldman may prevail in court, yet lose its clients’... »

Tags: , , , ,
Posted in Investment Insights | No Comments »

More Advisors Say US Stocks’ Direction Is Up – A Warning Signal? No!

Friday, April 16th, 2010
More Advisors Say US Stocks’ Direction Is Up – A Warning Signal? No!

The bears’ endeavors to predict the end of this rising market keep getting squelched. They want to believe there is some wrong-headed reason for stocks going up. Unfortunately, for them, the cause of this stock market’s gains is improving fundamentals: The economy (economists now are changing their tune and upping growth forecasts) and corporate... »

Tags: , , , , ,
Posted in Investment Insights | No Comments »

Beating Wall Street at Its Own Game (Part 4) – Products

Thursday, April 15th, 2010
Beating Wall Street at Its Own Game (Part 4) – Products

Be wary of Wall Street’s new products. They could be geared more to the emotions in your head than the opportunities in the markets. Wall Street is great at producing new products that many investors want. However, there are potential problems with buying whatever Wall Street is selling. »

Tags: , , , , , , ,
Posted in Beat Wall Street, Investment Insights | No Comments »

Beating Wall Street at Its Own Game (Part 3) – Advisory Services

Wednesday, April 14th, 2010
Beating Wall Street at Its Own Game (Part 3) – Advisory Services

Riding through a small town last weekend, I spotted a ramshackle trailer with a sign reading, “Income Tax Services.” Seems as though everyone wants to be a financial expert. And nowhere is this growth as visible as in today’s investment advisory business. This is the age-old approach of having an investment expert provide guidance... »

Tags: , ,
Posted in Beat Wall Street, Investment Insights | No Comments »

Beating Wall Street at Its Own Game (Part 2) – Defensive Moves Needed

Tuesday, April 13th, 2010
Beating Wall Street at Its Own Game (Part 2) – Defensive Moves Needed

To play and win at the Wall Street game requires strong defensive moves. Wall Street firms are adept at selling (both advice and products), and we must avoid being drawn into inappropriate investments. »

Tags: , ,
Posted in Beat Wall Street, Investment Insights | No Comments »

Beating Wall Street at Its Own Game (Part 1)

Monday, April 12th, 2010
Beating Wall Street at Its Own Game (Part 1)

Here comes the flood – of books roasting Wall Street, that is. Roger Lowenstein’s new book title, The End of Wall Street, is tame compared to those being released later this year. Wall Street – Those words can conjure up negative visions for many investors. They feel Wall Street’s guiding principle is anything goes,... »

Tags: , ,
Posted in Beat Wall Street, Investment Insights | No Comments »

Search

John Tobey on Seeking Alpha

Seeking Alpha Certified

April 2010
S M T W T F S
« Mar   May »
 123
45678910
11121314151617
18192021222324
252627282930