Now is the time investment advisories address tax strategies. This year, an unusual confluence of factors is producing a rare, single-decision strategy that applies to most investors: Hold. As happened in 1991, this widespread action could diminish supply, leading to a year-end run-up – possibly large. What makes this year special are these five... »
The ongoing challenge with timing stock investments is that clear signs rarely precede a price move. Speculation rests on divining probable futures, typically about six months in advance. However, for Caterpillar (CAT), I think we have the advantage of some leading indicators: namely, copper, coal and Canadian stocks. Here’s how it fits into our... »
Search for good Caterpillar (CAT) news and we come up empty. Each quarter’s earnings report has been a downbeat event, significantly missing analysts’ reduced estimates and leading to the snowball effect of reduced future projections. Small wonder CAT’s stock price pattern looks miserable. Its -6% decline this year puts it in the 30th spot... »
Best Buy (BBY), a leader in 2013’s market, captures the hopes and fears currently in this stock market. On the one hand, it is a shining example of potential company success (and stock gains) possible in a slow growth economy. On the other hand, the stock’s almost 3-fold rise in ten months serves as... »
Yes, the market’s up, but that’s not the important news. Rather, it’s how the move is constructed. Instead of this year’s leaders, there’s been a shift to the laggards. Here’s why this one-day’s market move is noteworthy… This article is published on Forbes.com »
It looks like 2013’s happy stock market could take a tumble. The steady, upward drumbeat of the bulls fell on deaf ears this week, with “frothy” and “bubble” descriptions taking front and center. A good example is this weekend’s article in The Wall Street Journal: “Warning Signs Flash as Stock Market Soars to Record... »
In “Stocks At Mesmerizing Point, So Consider A Little Selling,” I described hearing the little voice whispering a cautionary counsel — that stock performance was affecting stock rationale. Then, doing this weekend’s reading, I see some big voices shouting ominous warnings of speculative fever and a frothy market. So, which voice should we listen... »
