Thursday, March 31st, 2011
Investing in “new” technology stocks could be especially rewarding as we shift from “up-market” to “bull market.” My previous article described why. The challenge of investing in new technology companies is that they often are not well known plus they look overpriced. Moreover, risk is high. We have seen competition or failure to implement... »
Tags: Equities, Growth stocks, Market outlook, Outlook, Stock market outlook, Stock screening, Stocks, Technology stocks
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Wednesday, March 30th, 2011
When you hear “technology,” what companies do you think of? Chances are they include the Dow Jones Industrial Average’s (DJIA’s) five tech names: Cisco (CSCO), Hewlett-Packard (HPQ), IBM, Intel (INTC) and Microsoft (MSFT). These are the cautious investor’s friends. They don’t make us have to decide between income, value and growth – we get... »
Tags: Equities, Growth stocks, Market outlook, Stock market outlook, Technology stocks
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Tuesday, March 29th, 2011
Caterpillar’s stock is hitting new highs. That fact, by itself, is not worrisome. But what about its valuation? Is that getting too high? Certainly this comparison makes it look so: Price/estimated earnings ratios: 2011 – Caterpillar = 17.8x; DJIA = 12.6x 2012 – Caterpillar = 13.7x; DJIA = 11.3x So, should we avoid Caterpillar... »
Tags: All-time-high stocks, Business cycle, Cyclical growth, Equities, P/E ratio, Price/earnings ratio, Stocks
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Tuesday, March 29th, 2011
Caterpillar’s good fortunes have increased its stock’s popularity and price. Does this mean the stock is near its top? I believe there are three reasons (besides fundamentals) not to worry. Today’s “high” price could look low tomorrow. This article is on SeekingAlpha.com »
Tags: All-time-high stocks, Cyclical growth, Equities, Stocks
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Friday, March 25th, 2011
There is a lot of commentary about AT&T buying T-Mobile to become the biggest cell phone company. But how about best? Today, that honor was bestowed on Verizon. (more) This article is on SeekingAlpha.com »
Tags: Cell phone industry, Cell phones, Merger, Wireless, Wireless industry
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Tuesday, March 22nd, 2011
On Consumer Reports’ January 2011 cover: “Best & Worst Providers (Sorry, AT&T).” An article, “Consumer Reports cell-service Ratings: AT&T is the worst carrier,” leads off with: “AT&T is the lowest-scoring cell-phone carrier in the U.S., according to a satisfaction survey of 58,000 ConsumerReports.org readers. Of all the carriers rated, AT&T was the only one... »
Tags: Cell phone industry, Merger, Mobile phone, Telecommunications, Wireless, Wireless industry
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Friday, March 18th, 2011
Gold’s price is up, but what about its value? We know gold is supposed to protect us from inflation, but where does that protection begin and end? Gold’s claim to fame: Store of value The investable quantity of gold remains relatively static. In addition, gold doesn’t age and it has a history of trade... »
Tags: Forecast, Gold, Gold investing, Gold outlook, Inflation, Outlook, Precious metals
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Monday, March 14th, 2011
It’s official. Bill Gross is divorced from the U.S. Treasury. The PIMCO Total Return Fund, the largest U.S. mutual fund at about one-quarter trillion dollars, now holds no U.S. Government securities. What’s up? Is the U.S. about to be downgraded? Is it bankrupt? Or is this a political thing? None of the above, according... »
Tags: Bernanke, Bond market outlook, Bonds, Federal Reserve, Forecast, Interest Rates, Outlook
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Monday, March 7th, 2011
Libya? Oil prices? U.S Dollar? Employment? Inflation? Forget about those risks. There is a new U.S. stock market risk warning that has just been revealed on Wall Street. (more) This article is on SeekingAlpha.com »
Tags: Beat Wall Street, Bull market, Equities, Forecast, Growth, Growth stocks, Outlook, Stock market, Stock market outlook, Stocks, Trend change, Upside risk, Wall Street
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Monday, March 7th, 2011
This year investors’ interest in stocks is charged up. The question being debated is “Why?” Here are four drivers of investors’ stock buying. (more) This article is on SeekingAlpha.com »
Tags: Equities, Mutual fund flows, Stock market, Stock market outlook, Stocks
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Wednesday, March 2nd, 2011
We’re getting a flood of warnings that it may be time to sell. Why? Because, individual investors are buying stocks again! The argument is that when investors panicked after the market dropped in early 2009, it was a good time to buy. Therefore, after two years and a 100% stock market rise, investor buying... »
Tags: Bull market, Equities, Stock market, Stock market outlook, Stocks
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