Archive for November, 2011

Time To Be Contrarian About U.S. Stock Holdings

Friday, November 18th, 2011
Time To Be Contrarian About U.S. Stock Holdings

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 »

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Waving Goodbye To 2 Of My 3 Wall Street Stocks

Thursday, November 17th, 2011
Waving Goodbye To 2 Of My 3 Wall Street Stocks

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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7 Attractively Valued Dow Stocks

Wednesday, November 16th, 2011
7 Attractively Valued Dow Stocks

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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Stock Market’s Health: Recovered, But Not Yet Normal

Monday, November 14th, 2011
Stock Market’s Health: Recovered, But Not Yet Normal

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... »

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Caterpillar – Up 30% With More To Go

Wednesday, November 2nd, 2011
Caterpillar – Up 30% With More To Go

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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