It has been an unusual week to say the least. The market has declined a tad on the indecisive Italian election and the still uncertain outcome of the sequestration issues despite a robustly positive series of economic news and a very positive testimony from Chairman Bernanke who emphasized that the stimulus would continue as previously projected until employment and economic growth has improved.   Read more about What the Market Wants: Sequestration Update, Hedge with VIX

david / Tag: VIX VXX / 0 Comments

Scott MartindaleFor most of 2013 thus far, the market has been on a steady rise without volatility within a narrow channel. Bulls have been looking to recruit reinforcements for their assault on the all-time highs on the S&P 500 large caps and Dow Jones blue chips, after already taking out the all-time highs on the Russell 2000 small caps and S&P 400 mid caps. Read more about Sector Detector: Market provides a welcome entry point

smartindale / Tag: sectors, ETF, iShares, SPY, VIX, iyw, IYF, IYH, IYK, IYJ, IYE, IYC, IYM, IDU, IYZ, SWI, BRKB, PCLN, BAC, KRE / 0 Comments

From the Fed, from Congress and President, and from Europe for starters. Chairman Bernanke may give us the former as he testifies on Tuesday and Wednesday this week.  Congress must act by Friday over the sequestration issues.  And Italy could’ve helped a bit today if its election resulted in a more stable government, although that does appear to be happening. Read more about What the Market Wants: The Market Wants Clarity Now!

david / Tag: DAL, AAPL, ABBV, TYN, VIX, VXX / 0 Comments

If you want to conquer fear, don't sit home and think about it. Go out and get busy.” -- Dale Carnegie

Wall Street has been locked into a sideways trend for the last month or so, see-sawing between January’s predominately bullish momentum and a newfound wave of investor indecisiveness, something that was mostly absent the first four weeks of the year to date.

Is Ben Bernanke about to change all that? And if so, which side of the fulcrum will he tilt the market towards? Read more about ETF Periscope: The Fed Rudely Reinserts Itself Back into the Conversation

daniel / Tag: DJIA, SPX, SOXX, FDN, SMH, FXL, IGV, QTEC, IGN, Technology sector, BERNANKE, FED, FOMC, Eurozone, Federal Reserve Bank / 0 Comments

Scott MartindaleLast week, the Dow and S&P 500 large caps hit five-year highs, the Russell 2000 small caps and the S&P 400 mid-caps made all-time highs, and the Nasdaq recorded a 12-year closing high. But some investors are evidently showing concern that it has all come too far too fast. Read more about Sector Detector: Bulls seek new blood to boost conviction

smartindale / Tag: sectors, iShares, ETF, SPY, VIX, ESRX, AAPL, TECD, RE, V, iyw, IYF, IYH, IYJ, IYE, IYK, IYC, IYZ, IDU, IYM, KSS, LEAP, CHK, MPC, AL, MTW, NXPI / 0 Comments

After a long weekend, the market got a decent start to the new week from favorable European economic reports this morning and our own political “calm before the storm.” Last week was frankly more upbeat than many expected as the market continued its advance to new highs, albeit slowly. And it was a quiet one ahead of the President’s Day weekend with a less partisan State of The Union speech from the President. Read more about What the Market Wants: Equities are the Best Game in Town

david / Tag: BX, APO, KKR, CLMT / 0 Comments

On December 31, 2012, we announced 4 bonus stocks for Baker’s Dozen, stocks that didn’t qualify for the Baker’s Dozen UIT because they were partnerships, rather than corporations. These four stocks have gained an average of +18.22% for the first 6 weeks of 2013 (as of 2/15/13 market close)!  These figures, by the way, do not include dividends, and all four stocks have healthy dividend yields.

The Blackstone Group LP (BX), +20.46% 

Apollo Global Management LLC (APO), +24.93%

Kohlberg Kravis Roberts & Co. (KKR), +14.77%  Read more about 4 Bonus Stocks up +18.22% YTD

walter / Tag: BX, APO, KKR, CLMT / 0 Comments

Do the difficult things while they are easy and do the great things while they are small. A journey of a thousand miles must begin with a single step.”  -- Lao Tzu

Wall Street has been traveling in a tight line this past week, a classic tightrope walk between greed and fear. Investors seem unwilling to take profits off the table resulting from the year’s uptrend, not wishing to miss any of current Bull Run, but also appear reluctant to allocate more cash towards equities, at least for the moment. Read more about ETF Periscope: Is the Eurozone Waving a Red Flag at the Bull Rally?

daniel / Tag: DJIA, SPX, PSP, KBE, KRE, IYG, XLF, Finance Sector, Eurozone, Europe, Sequester, CBO / 0 Comments

Happy Valentine’s Day!

I hope all of you have a Valentine and already know what love is on a personal level.  At 48, I am still searching but “can’t stop now, I’ve traveled so far, to change this lonely life.” And that is all the mush allowed in this article about stocks.

There is a good lesson to be shared here about investment. No good comes from expressing love when it comes to successful investing because, if you do, there will only be “heartache and pain.”  Investors have to analyze and reanalyze the reason to be in or out of a position almost daily, and yet, never fall in love with the company.  “This mountain I must climb” of not falling in love with any stock should be one of your top investing rules.  The best advice I can give any investor is “gotta read between the lines” and leave love for your personal life. Read more about Dark Horse Trader's Hedge: I Wanna Know What Love Is

sbrown / Tag: CTB, STX, CAR / 0 Comments

Scott MartindaleStocks are inching ever forward, but investors are showing plenty of indecisiveness along the way. They might be suffering from acrophobia—fear of heights. Their trepidation is reflected not only in the ongoing price consolidation as the major market averages struggle at long-term highs, but also in the extremely low trading volume. Read more about Sector Detector: Investors suffering from acrophobia

smartindale / Tag: iShares, sectors, ETF, VIX, SPY, iyw, IYF, IYH, IYJ, IYE, IYK, IYC, IYM, IYZ, IDU, CVLT, DDD, JLL, PRAA / 0 Comments

Regardless of what I say, the market clearly wants a plan from the President and Congress so that sequestration can be avoided on March 1, 18 days from now.

Our forward-looking SectorCast predicts things won’t go well—for the first time in the history of the model, the top three sectors, Consumer Cyclicals, Non-Cyclicals, and Technology, are all flight-to-safety. Last week, the market eked out a slight gain. While all style/caps were positive, only two sectors were positive on a cap-weighted basis: Consumer Cyclicals and Technology. The rest were mostly marginally negative. Read more about What the Market Wants: New Twist on Flight to Safety

david / Tag: AAPL, CF, Dk, MPC / 0 Comments

 

Hesitation increases in relation to risk in equal proportion to age.” -- Ernest Hemingway

Wall Street is on a nice little run at the moment, precisely the sort that is almost too seductive to avoid. So does that in fact make it the time to avoid it?

Maybe, maybe not. Yet bandwagons should be, at the very least, soundly considered prior to hopping aboard one. Read more about ETF Periscope: Is an Overheated Market About to Let Off Some Steam?

daniel / Tag: DJIA, SPX, COMP, NASDAQ, SOXX, FDN, SMH, FXL, IGN, QTEC, IGV, MTK, IGM, technology, Eurozone, Europe, Sequester / 0 Comments

Well, Scott MartindalePunxsutawney Phil didn’t see his shadow on Saturday, so the weather forecast is positive. However, investors having their own version of Groundhog Day at Dow 14,000 and S&P500 1500 are still trying to decide whether to retreat to safety in anticipation of a severe market pullback. Weakness on Tuesday seemed like the start of a correction, but alas the bulls would have none of that. Read more about Sector Detector: Another resistance level turning into a launch pad

smartindale / Tag: FFIV, MD, DDD, HUM, SPY, VIX, iyw, IYH, IYF, IYJ, IYK, IYC, IYM, IYE, IYZ, IDU, sectors, iShares, ETF / 0 Comments

January was a good month for the market as the S&P 500 reached a new 5-year high at 1498, up about 5% for the month.  February has started strong, up yet another 1%. Mid-caps dominated the month along with Small-caps, but no style/cap did poorly.  For the month, the leading sectors were Healthcare, up a whopping 9%, as our forward looking SectorCast had predicted, along with Industrials, up about 8.5%, followed by Financials and Energy, up about 8%. Read more about What the Market Wants: Market Valuation just Above Average

david / Tag: VIX, VXX, SWHC, UTHR, WNR, TCBI / 0 Comments

The market is most decidedly on a nice little roll so far this year. Out of the twenty-two sessions that have taken place to date, both the Dow Jones Industrial Average (DJIA) and the S&P 500 Index (SPX) have been in the black nearly two-thirds of the time.

So is all this a collective post-fiscal cliff sigh of relief from investors? Sure, that plays a part in the recent bull run now underway, as do the domestic economic numbers, particularly gains in employment numbers and positive growth in manufacturing numbers, as indicated in the rise of the ISM Index. But do these factors really justify the SPX coming within 60 points of hitting its all-time high? Read more about ETF Periscope: Wall Street High on Main Street Money Influx

daniel / Tag: : FDN, SMH, QTEC, IGV, MTK, DJIA, SPX, COMP, NASDAQ Technology, ISM, Eurozone, BLACK SWAN / 0 Comments