Friday, November 18th, 2011
I recently wrote about U.S. stocks recovering their valuations after this year’s sell-off. However, that doesn’t mean the market’s rise is over. There is another source of gains that is potentially very large. However, to view it, we need to take a contrarian stance. This article is posted on SeekingAlpha.com »
Tags: Contrarian, Contrarian invest, Equities, Forecast, Market outlook, Outlook, Stock market outlook, Stocks
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Thursday, November 17th, 2011
Last month I described a 3-stock Wall Street portfolio that I believed offered a good – and diversified – approach to investing in Wall Street’s activities. However, I’ve had a change of heart and have cut two of the positions. The three holdings were Goldman Sachs (GS), JPMorgan Chase (JPM) and KKR (KKR). Now,... »
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Wednesday, November 16th, 2011
The 3rd quarter earnings report season is about over, allowing analysts and investors to incorporate both the company results and outlooks into their thinking. On Monday we examined the Dow Jones Industrial Average (DJIA) overall. Today we will see how individual firms have fared. This article is posted on SeekingAlpha.com »
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Monday, November 14th, 2011
The stock market has fully recovered its lost ground from this year’s sell-off. Analysts and investors have now incorporated lower economic growth forecasts, information from company earnings reports/outlooks, and mega-trend fears. Evaluating the earnings adjustments and the stock market’s valuation show a stock market that has recovered from its oversold position. Moreover, future growth... »
Tags: DJIA, Dow Jones Industrial Average, Earnings, Earnings growth, Earnings yield, Equities, Forecast, Market outlook, Outlook, P/E ratio, Price/earnings ratio, Stock market outlook, Stocks
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Wednesday, November 2nd, 2011
For two years following the March 2009 bottom, Caterpillar (CAT) led the stock market ever higher. It even gave Apple (AAPL) a run for its money. Then it ran into two downdrafts this year. The first, April-June, was a valuation adjustment in line with the stock market. The second, July-September, was a recession fear... »
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