Style
New Leaders Emerging (& It’s Not the Old Ones Again)
We haven’t talked about it in a while, mainly because there was no need to. Things are changing now though, at the onset of what we hope/think will be the next leg (and less aggressive span) of the bull market. With this new wave though, it looks like we’ll see some new leaders.
Not that all [...]
Wake Up and Smell the Leaders - Style, Sector Biases Remain Unchanged
You can slice it however you want to - it’s not going to change the fact that small caps have been, and continue to be, the market’s best thing going. That’s not to say they’re bulletproof from another pullback, because they’re not. They have been the first and best to recover from the May implosion [...]
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 [...]
‘Made in China’ Refers to Money
If Chinese Premier Wen Jiabao is only half right, his country will still foster GDP growth of 4%. What a great problem to have.
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), [...]
Large Caps Now Dominating, Small and Mid Caps a Distant Second
Perhaps we should take it at face value when we see large caps well up for the last two weeks, while small and mid caps are well in the red. A little disparity is bound to happen, but this is more than a little. Large cap growth is up 1.2% for the last two weeks, [...]
