Archive for December, 2008
Hotel Stocks Poised to Outperform in 2009
Just wanted to let everyone know my latest round of ’stock picks’ has been posted live at Investopedia.com’s Community site. None of these picks are going in the actual portfolio - they’re all bigger-picture, thematic ideas, based on the premise that hotel stocks (some, though not all) are likely to be pleasant surprises in 2009.
I [...]
Short Term Trading System Still Not Bullish
We’ve always used a short-term trading system to time our long-term (bullish) positions. After all, there’s no reason to get into a long-term trade at a short-term high, and no reason to make an exit at a short-term low. However, with a new data source we’ve updated the systems’ parameters to include more historical data. [...]
Q1-2009 Small Cap Industry Outlook - Paper and Packaging
This look at the small cap paper/packaging group is another piece of our overall small cap forecast for the first quarter of 2009. If you’d like to review our entire small cap forecast, be sure to see the links below.
After a wave of consolidations, and pain created by sky-rocketing materials costs, paper and packaging stocks [...]
Not Seeing the Secular Forest for the Cyclical Trees?
There’s an old saying used to describe the inability to see the bigger-picture simply because there are too many other nearby distractions….”You can’t see the forest for the trees.” I have to wonder if the recent obsession with determining fundamental values, finding the bottom, and dealing with economic Armageddon has let us lose sight of [...]
Q1-2009 Small Cap Industry Outlook - Telecom
Though not quote as exciting as our chemical stock picks, the telecom stocks from the small cap segment also look interesting right now. (Read below for access to the other three, plus our thoughts on some small cap groups to avoid). As for small cap telecom…
The large cap brethren in this group have actually led [...]
Q1-2009 Small Cap Industry Outlook - Chemicals
There are only four small cap groups we’re particularly excited about as we enter into the first quarter of 2009, and chemicals is one of them. (Read below for access to the other three, plus our thoughts on some small cal groups to avoid). As for small cap chemicals…
The primary concern regarding the recent strength [...]
Dollar Stores Have NOT Outperformed During the Recession
I’m not sure if all of you saw my Motley Fool post about dollar stores or not, but if you didn’t, the link is below. My message was/is that these companies have had tremendous stock run-ups; investors assumed a recession would mean the average consumer would become very value-conscious. As such, the likes of Wal-Mart (WMT), [...]
Late Day Dip Dooms the Day, But Still Not a Problem
The bulls wish the day had ended about 3:45 PM EST. If it had, the market would have taken only small (negligible) losses. Instead, a late-day selloff in the last 15 minutes led stocks to fairly dramatic lower closes.
Still, it’s a relative victory. All the indices (and index ETFs) managed to once again close above [...]
A Letter of Sympathy to Big Tobacco
Sorry about your luck Altria (MO), Reynolds American (RAI), Philip Morris (PM) and British American (BTI)… our litigious society plans on taking you back to court for another beating.
Apparently, the way you described “light” wasn’t adequate. You should have known that smokers who smoke light cigarettes offset that lightness by smoking them differently than they [...]
And Las Vegas Sands is Supposed to be Recession Proof?
I’ll give Goldman Sachs’ analysts this much … they’re persistent, even in the face of defeat. We heard this morning the Wall Street monolith reiterated their ‘buy’ rating of Las Vegas Sands Corp. (LVS). It was a gutsy move, considering the casino company had to double the number of outstanding shares last month to raise [...]
