Archive for March, 2014

Investors’ Next Disappointment Will Come From Risk Mismanagement

Sunday, March 30th, 2014
Investors’ Next Disappointment Will Come From Risk Mismanagement

Risk mismanagement is everywhere. Many investors (individual and professional), investment advisors and even Wall Street are guilty of overstating, underweighting or misunderstanding risk. As a result, portfolios are being designed to disappoint. Worse, we have finally reached the best of times for investing, only to have investors’ prospects mucked up by bad investment decisions.... »

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Biotech Drop: Neither A Bubble-Burst Nor A Growth-Warning

Wednesday, March 26th, 2014
Biotech Drop: Neither A Bubble-Burst Nor A Growth-Warning

As biotechnology stocks have fallen, visions of a bubble bursting have risen. After all, as The Wall Street Journal reminds us, “What goes up must come down….” Then there are those sky-high valuations and all those IPOs. Clearly, a disaster was waiting to happen, and now investors (again, per the WSJ) are “…learning the... »

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Goldman’s Misunderstood Growth Message – It’s Bullish, Not Cautionary

Tuesday, March 18th, 2014
Goldman’s Misunderstood Growth Message – It’s Bullish, Not Cautionary

Goldman Sachs’ “US Weekly Kickstart” (March 7) produced warnings that Goldman is now concerned about growth stock valuations (e.g., in the WSJ: “High-Flying Growth Stocks Could See Rough Landing, Goldman Says”). However, the information cited is actually bullish for growth stocks, as evidenced by Goldman’s advising stocks over bonds and, within stocks, growth stocks... »

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Keurig Green Mountain: Time To Double Up

Tuesday, March 11th, 2014
Keurig Green Mountain: Time To Double Up

The Keurig Green Mountain (nee, Green Mountain Coffee Roasters) + Coca-Cola fanfare has died down, last week’s annual meeting is past, and the next quarterly report is two months away. As a result, traders and other short-termers have moved on, letting the stock price drift down. Such cool-off periods can be beneficial, both for... »

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The Risk Behind Buffett’s Advice

Saturday, March 8th, 2014
The Risk Behind Buffett’s Advice

Warren Buffett’s investment advice echoes the long-term stock investors’ refrain: “Buy and hold.” Further, adopting academics’ (and Jack Bogle’s) beliefs, he advises holding an inexpensive S&P 500 index fund. That sounds easy. And, coming from the master, undoubtedly profitable. We only need to look at a long-term stock index chart to prove the wisdom... »

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Crazy But True: Being Contrarian Means Being Bullish

Thursday, March 6th, 2014
Crazy But True: Being Contrarian Means Being Bullish

What does it take to convert stock market trepidation to enthusiasm? Clearly, a half-decade upmarket doesn’t do the trick. This market’s theme song should be, “Sixteen Tons,” paraphrased: You load a hundred percent and what do you get? Five years older and still no respect The evidence is in the “celebratory” headlines… This article... »

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