david trainerThe Euro crisis is an excellent demonstration of how long insolvent organizations can perpetuate the poor capital allocation and spending decisions that created their insolvency. Predicting exactly when the euro finally breaks down is a challenge, to say the least.

dtrainer / Tag: BFOCX, BOGSX, PXQ, RCKSX, VWM / 0 Comments

Market Roars Ahead, So What Should We Worry About?

By David Brown, Chief Market Strategist, Sabrient Systems

david / Tag: CHE, CSTR, PTEN / 0 Comments
28
Nov
2011

Turkey Week

ilene / Tag: / 0 Comments

With a Month to Go, Can Wall Street End the Year in the Black?

“If a man loves the labor of his trade, apart from any question of success or fame, the gods have called him.” -- Robert Louis Stevenson

If Wall Street has any chance of finishing 2011 in the black, it had better make a major move this coming week.

daniel / Tag: DJIA, ETF, EU, NASDAQ, SPX / 0 Comments

david trainerFor U.S. equities, ETFs offer a higher percentage (10%) of attractive investment options than mutual funds (1%) at a lower cost. The radically higher number of US equity mutual funds (4,700+) versus ETFs (380+) is not indicative of better stock selection from active management. On the contrary, the vast majority of actively-managed funds do not justify the higher fees they charge.

dtrainer / Tag: AIG, ALV, AVB, BAC, C, CME, COF, COP, CPB, CVX, DELL, DISH, Do, DVN, EP, EQR, FCX, FRX, GE, GILD, GIS, GPS, INTC, JPM, LLY, LRCX, MSFT, NEM, NLY, PXD, T, TXN, UNH, VNO, WFC, WMT, XOM / 0 Comments

Back into the Abyss. Now What?

By David Brown, Chief Market Strategist, Sabrient Systems

The last several weeks have brought a steady flow of small but important improvements in the domestic economy (see summary below), but investors have shunned risk, keeping the markets spiraling downward.

david / Tag: ARLP, BRLI, CAP, JBL, VXX / 0 Comments

PIIGS Flu Grows More Contagious

“The Edge... there is no honest way to explain it because the only people who really know where it is are the ones who have gone over.” -- Hunter S. Thompson

So maybe this is what EU contagion looks like up close and personal: a little bit more like a cold spreading randomly and widely, and not so much like a row of dominos falling in quick, rather neat succession.

daniel / Tag: COMP, DJIA, ECB, ETF, EU, NASDAQ, PIIGS, SPX / 0 Comments

U.S. stocks are raring to rally. Earnings reports have been quite good. Consumers are spending despite stubbornly high unemployment. Interest rates are at rock bottom, which is good for borrowing and also makes stock yields relatively attractive. So what’s the problem? Oh, just the usual—fear of a European debt meltdown triggering a global recession.

smartindale / Tag: CTCT, ETF, GMCR, IBM, IDU, ISRG, IYC, IYE, IYH, IYI, IYJ, IYK, IYM, iyw, IYZ, linkedin, long/short, NFLX, sector-rotation, sectors, SPPI, SWI / 0 Comments

david trainerAs one financial scandal follows another, it seems the good guys are having a tougher time catching the bad guys. Recent revelations about MF Global’s ponzi scheme are another reminder of how our regulatory and oversight systems seem to let whales pass through their nets.

dtrainer / Tag: AIG, AVB, BAC, C, CME, COF, COP, CVX, DVN, EP, EQR, GE, JPM, NLY, PXD, T, VNO, WFC, XOM / 0 Comments

A Slightly Better Outlook

By David Brown, Chief Market Strategist, Sabrient Systems

david / Tag: CACI, CAT, CYH, GPI, VXX / 0 Comments

Confidence Gain or Confidence Game?

“I never blame myself when I'm not hitting. I just blame the bat and if it keeps up, I change bats. After all, if I know it isn't my fault that I'm not hitting, how can I get mad at myself?”--  Yogi Berra

Wall Street’s nihilistic love affair with its current schizophrenic nature continues with yet another week of up-and-down moves of 1 - 2% on a regular basis.

daniel / Tag: COMP, ETF, EU, NASDAQ, PIIGS DJIA, SPX / 0 Comments
11
Nov
2011

Fixed Again?

ilene / Tag: / 0 Comments
dtrainer / Tag: CVX, Do, EXXI, SPN, XOM / 0 Comments

Who's on First?

By David Brown, Chief Market Strategist, Sabrient Systems

david / Tag: CELG, FCE, KMT, NTGR, VXX / 0 Comments

Wall Street Gets Manip-EU-lated

“Man is the most intelligent of the animals - and the most silly.”  --Diogenes

Wall Street has become addicted to the daily drama that seems to emanate out of the euro-zone on a daily basis. So how much longer will this act continue to play out on the Street?

daniel / Tag: EFSF, ETF, NASDAQ, PIIGS DJIA, SPX, VIX, VXX / 0 Comments

smartindale / Tag: CTCT, ETF, HUM, IDU, ISRG, IYC, IYE, IYF, IYH, IYJ, IYK, IYM, iyw, IYZ, linkedin, long/short, sector-rotation, sectors, SPRD / 0 Comments

david trainerHigh dividend yields are not enough to warrant investing in the utilities sector.

Too many investors put their hard-earned money in utility stocks with the assumption that relatively high-yielding dividends from stable business make a good investment.

The real question that investors in any equity security must ask is: does my expected return from a stock justify the risk of investing in it?

dtrainer / Tag: DPL, FUI, FXU, IDU, PEG, PSCU, PUI, RYU, UPW, VPU, XLU / 0 Comments