January 2013

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Thumbnail image for Analyst Will Power Does an About Face on Apple
By January 31, 2013

Wall Street analysts are typically not an investor’s best friend. They usually place favorable ratings on stocks after they’ve had a bullish run and the easy money has been made. This sets impressionable investors up for the inevitable fall when earnings growth slows, or goes negative, and the stocks collapse. ...

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Thumbnail image for Doug Kass: Market Could Be Making High for the Year Currently
By January 30, 2013

Doug Kass, of Seabreeze Partners, provided a sanguine view of the stock market’s prospects on CNBC’s Futures Now program this week. Based on his view that traders are ignoring “conspicuous headwinds,” Kass sees the possibility the market is making its high for the year. One of the most important negatives, ...

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Frontier Markets Hold Deep-Value Treasures According to Caglar Somek
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Investors are finding it increasingly difficult to find bargains in financial assets as markets rise in tandem. One area which has underperformed since 2009 is frontier markets, according to Caravel Management Global Portfolio Manager Caglar Somek. In an interview on Bloomberg Television’s “Money Moves,” Somek provides the bullish case for ...

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Laszlo Birinyi on the Stock Market’s Future Trajectory
By January 27, 2013

Long-time market observer and tactician of of his own firm Birinyi Associates, Laszlo Birinyi, was on CNBC with Scott Wapner providing his updated view of where the stock market is heading as it approaches its all-time highs. Birinyi said we’re entering the end phase of this protracted bull market where ...

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Thumbnail image for Bill Ackman and Carl Icahn in Major Mudslinging Contest
By January 25, 2013

CNBC’s Scott Wapner hosted an entertaining and contentious debate between hedge fund managers Bill Ackman and Carl Icahn this afternoon. Early on referring to “this Ackman guy,” Icahn proceeded to describe his nemesis as “like the cry-baby in the schoolyard.” “I went to a tough school in Queens…they used to ...

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Thumbnail image for Hedge Fund Manager David Tepper on Investing in 2013
By January 23, 2013

Appaloosa Management CEO and Co-Founder David Tepper was on Bloomberg Television’s “Market Makers” discussing investing and his 2013 outlook for the markets and economy. Tepper corrected host Stephanie Rhuhle who said his fund was up 24% last year (2012). That number was through October and the actual gain was 30%, ...

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Top Stock Picks Conclusion
By January 22, 2013

A monthly look at attractively valued stocks, or “Three Top Stock Picks,” commenced in August 2012. It was intended to be a regular feature of this blog, however, due to the market’s overall strength it is becoming more difficult to identify suitable investments. As of January 18th, the 15 stocks ...

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Thumbnail image for Larry Swedroe Pities the Poor Souls Who Invest in Hedge Funds
By January 19, 2013

Larry Swedroe, financial author and and director of research for the BAM Alliance, has penned a devastating review of hedge fund performance over the past decade. Swedroe notes the HFRX Global Hedge Fund Index returned just 3.5% in 2012, severely underperforming stock indexes which typically achieved returns well north of ...

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Thumbnail image for Louise Yamada: One Sector Could Outperform U. S. in 2013
By January 18, 2013

Jeff Macke of Yahoo Breakout interviewed renowned technical analyst Louise Yamada yesterday. Back in August, Yamada said the bull market was becoming “long in the tooth” [link]. Yesterday Yamada noted that U. S. indexes were doing well, but there was one sector of the world markets which had recently outperformed ...

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Thumbnail image for Dennis Gartman is a Believer in the Great Rotation
By January 16, 2013

Frequent CNBC guest Dennis Gartman, editor of The Gartman Letter, was interviewed by Melissa Lee yesterday. Gartman indicated he believed a rotation from bonds to stocks was taking place. “People are finally beginning to understand that fading the Federal Reserve Bank is going to be a very bad decision,” Gartman ...

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