Archive for September, 2009
Technology Stocks Are Turning The Corner
Though their performance could only be described as mediocre (at best) since the market’s recovery in March, consumer and corporate spending on technology may finally be strong enough to spur tech stocks higher again.
Not As Bad As Thought: Not entirely surprisingly, revenues and earnings were down last quarter compared to [...]
Utilities Set to Pale in Comparison
Though utilities stocks are far from being in dire straits, their relative underperformance is likely to continue as long as the bigger-picture economic recovery continues to take root. In simplest terms, even the very best utilities providers have less upside potential than the weakest of the market’s opportunities in other [...]
Consumers Still Focused on ‘Needs’ More Than ‘Wants’
Though it’s safe to say grocery stores and gas stations have survived the recession - now that we’re coming out of it - it may be a little soon to expect a crowd clamoring for the newest big-screen TVs down at the local electronics store. As such, consumer discretionary stocks aren’t [...]
Oil, Energy Stocks Back in Their Sweet Spot
After a record-breaking rally between 2003 and 2007, followed by a disastrous 2008, crude oil prices appear to have finally settled down in a comfortable middle ground around $70 per barrel. That’s good news for oil companies. Why? Though they can generate income with oil at any price, their stocks tend [...]
2010’s Projected Earnings…. Seriously?
Don’t look now, but the market’s overvalued. That’s probably not earth-shattering to anyone - what else would an investor expect here in the shadow of the worst recession in decades? On the other hand, one would expect those investors to learn some important lessons about valuations.
Perhaps it’s simply a lack of information that’s allowing euphoria [...]
Market Update: The Damage Has Been Done
Stocks are back in the black today after a very tough start to the week, but is the rally too little, too late? We believe it is, though we don’t necessarily feel it’s the end of the world for investors.
We’ll detail the idea below, but we first want to let you know where the [...]
