Scott MartindaleWith all the recent central bank actions (e.g., the Fed’s unlimited QE3, the ECB’s Outright Monetary Transactions, and the Bank of Japan’s ongoing initiatives), the expectation of infinite liquidity is now baked into stock prices. So, further movement will have to come from new catalysts, like good old-fashioned earnings growth.

smartindale / Tag: ETF, sectors, iShares, SPY, AAPL, GOOG, MA, ANAT, CTSH, CERN, IYF, iyw, IYH, IYK, IYJ, IYE, IYC, IYM, IYZ, IDU, VIX / 0 Comments

By: Meena Krishnamsetty, Insider Monkey

Apple Inc (NASDAQ:AAPL) is the most popular stock among hedge funds and billionaires, and it is performing spectacularly. Despite Apple Inc (NASDAQ:AAPL)’s successful performance hedge funds are underperforming the market third year in a row. The reason is simple. Equity hedge funds usually hedge around 50% of their long exposure. It just doesn’t make sense to compare them to the S&P 500 index which is 100% long. So we came up with a better way of illustrating hedge funds’ true stock picking ability and constructed an index that is 100% long.

walter / Tag: AAPL, GOOG, MSFT, MWSA, QCOM / 0 Comments

Scott MartindaleWith about six weeks to go until the U.S. Presidential election, we enter the critical month of October in which Romney will be using all means necessary to move the swing states like Ohio, Florida, and Colorado from blue to red. The latest polls show Obama leading in these states, but everyone—especially investors—knows that it can all change during this final stretch of debates, campaigning, interviews, and commercials.

smartindale / Tag: ETF, sectors, iShares, VIX, SPY, iyw, IYF, IYH, IYK, IYE, IYJ, IYM, IYC, IYZ, IDU, GS, RNR, GOOG, RAX / 0 Comments

Scott MartindalePortfolio managers returning from their summer holidays have apparently liked what they’ve heard from the central banks. Although total volume remains modest, U.S. stock indexes have hit new highs. The S&P 500 finally busted out of its 3-month-long bullish rising channel.

smartindale / Tag: ETF, sectors, iShares, VIX, SPY, iyw, IYH, IYF, IYE, IYK, IYC, IYJ, IYM, IYZ, IDU, AAPL, GOOG, WPI, REGN / 0 Comments

By Meena Krishnamsetty (Insider Monkey Editor)

walter / Tag: AIG. ZNGA, EQIX, GOOG, ILMN, MSFT, RF / 0 Comments

Despite last week’s little rally, April showers have dampened market. While it didn’t build into a torrential downpour, it steadily showered investors with worse-than-expected economic data, including last week’s dreadful Durable Goods Report (-4.2% compared to last month’s +1.9%), continued but minor increases in initial jobless claims throughout April, and a disappointing initial Q1 estimate of GDP (+2.2% compared the previous quarter’s +3.0%).

david / Tag: AAPL, AGCO, EWP, GOOG, GS, GTE, IEV, ORCL, PAAS, STX, VGK / 0 Comments

Apple. Need I say more?

smartindale / Tag: AAPL, AH, COL, ETF, GOOG, HBAN, ICON, IDU, iShares, IYC, IYE, IYH, IYI, IYJ, IYK, IYM, iyw, IYZ, linkedin, MAT, NFLX, OCN, sectors, SLAB, SPY, STX, VIX / 0 Comments

Here we are again wondering what the market wants.  Today, it clearly wasn’t Technology stocks, as various issues dragged both Apple (AAPL) and Google (GOOG) lower.

david / Tag: AAPL, CHMT, DAL, DFS, EWP, financials, GOOG, HFC, IEV, JPM, S&P 500, STX, technology, VGK, WFC / 0 Comments

Market Rally Continues But Not Sure Why...

By David Brown, Chief Market Strategist, Sabrient Systems

david / Tag: AA, AAPL, CVI, GOOG, JPM, RS, sectors, UTHR / 0 Comments

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