SubscribeHow we pick ‘em for the MSN Strategy Lab
August 18, 2008
QuantaFundaTechna is the short name I found best to describe the process we use to uncover the stocks that will eventually qualify for portfolios. Just as is described, the first step is to find stocks that meet certain requirements based on several screening, or quantitative criteria. For the core portfolio, initial candidates will be selected from an active screen filtered for size, sector, earnings growth, rating, corporate structure and price momentum.
Several key fundamental overlays are then added to further refine the list. Read more
Are you sick of these anal-ysts?
August 18, 2008
I am sooooo tired of the anal-ysts that are always on the bandwagon looking to hop aboard the late-train of easy predictions.
- Strategist Moron Moran Sees Stronger Dollar in Second Half
Aug. 12 (Bloomberg) — Mike Moran, a senior currency strategist at Standard Chartered Bank, talks with Bloomberg’s Catherine Yang from New York about the outlook for the yen, euro, pound, U.S., Australian and New Zealand dollars, and Moran’s currency trading strategy. (Source: Bloomberg)
- Credit Suisse’s Weissenstein Says Oil Decline `Overdue’
Aug. 11 (Bloomberg) — Robert Weissenstein, chief investment officer at Credit Suisse Private Bank, talks with Bloomberg’s Monica Bertran from New York about the outlook for U.S. stocks, the financial and housing markets and his investment strategy. (Source: Bloomberg)
I really do not have much to say other than…GET SOME FRESH IDEAS BOYS!!!!!! You are late, riding the here-and-now train and just plain pathetic.
Note that these are just two of the dozens I have come across in just the past few days that ave a similar tone. When are they going to give us something that we can use? Seriously!
Am I alone here? What do you think?
The Week Ahead: 3 Retail Stocks Poised to Move
August 16, 2008
My weekly installment of “The Week Ahead” on MSN Money TopStocks:
Is this rally for real? An 8% rise since mid-July has the S&P 500 resting on both the first step of a Fibonacci retracement and its 50-day moving average. Oil has been plummeting and the dollar has been strengthening while financials have seen a nice bounce. Still, the underlying fundamentals for the markets haven’t changed in a way that gives me confidence that we’re out of the woods.
Next week’s earnings will give us a further glimpse into just how bad things are for the consumer. Here is an inside look at some of the more significant positions, along with 3 stocks you may want to research.
Monday, August 18
There is an awful lot of confusion facing investors in the commodity markets. Whether it is corn or wheat or even oil or copper, the extraordinary price movements have been reflected well by the share price of BHP Billiton, which has seen its shares rise to a high of $95.61 and now down to a six-month low of $65.
Read the entire article HERE
New York’s Mutli-Billion Dollar Problem
August 13, 2008
Strategy Lab Journal Update
Adding a few short positions and one long. Also, exploring the upcoming problems for New York…it could be ugly.
For some time I have been writing about the games being played by many of the public companies within the financial sector. Their problems are causing the destruction of wealth on a global scale, amplified by years of the unrestrained use of credit.
I suppose that it is no wonder then that the top selling financial books these days are by authors Dave Ramsey, Suze Orman and Larry Winget. All have one thing in common: They are preaching/teaching hopeful fixes for a lifestyle gone-wild that left in its wake a long trail of self-made credit nightmares. Read more
Corporate BS elevated to new artform
August 12, 2008
Every once and a while, I read something really interesting. I usually clip it and re-read it a few days or weeks later to take it in from a different reference point. A couple of weeks ago, I clipped a great commentary by Steven Sears and recently re-read it again.
I got to tell you, the second time around I found myself just as aggravated. Just to be clear, I agree with what he wrote. It is the situation he discussed that perturbs me.
It is beyond comprehension how publicly traded companies are allowed to say what they want, no matter how thick the *&%$# it is.
Remember the “Lehman Letter?” Then there were the recent Merrill misrepresentations. Of course, let’s not forget about the Herbalife omissions. Then there are the “Friends of Angelo” and of course Read more
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