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All posts tagged "sector picks"

David Herro on Which European Stocks Will Shine
Morningstar's international fund manager of the decade, Oakmark's David Herro, provided his latest views and stock picks on CNBC's Halftime Report.
- Posted October 1, 2013
- 0
Adam Parker Targets 1,840 on the S&P, Shares Sector Picks
Speaking with Trish Regan and Adam Johnson on Bloomberg Television's "Street Smart" Morgan Stanley's Adam Parker said there were reasons for the stock market to continue showing strength.
- Posted September 29, 2013
- 1

Delphi Technologies Removed from the SMA Portfolio
London based auto equipment manufacturer Delphi Technologies (DLPH) was sold...
- Posted December 6, 2019
- 0
Global X MLP ETF Allocation Increased
A trade war related sell-off today created an opportunity to...
- Posted December 3, 2019
- 0
Jeff Saut: Market Can Continue to Rise in December
Capital Wealth Planning chief investment strategist Jeff Saut was on...
- Posted December 2, 2019
- 0
Gerdau S. A. Removed from the SMA Portfolio
Long-time holding brazilian steelmaker Gerdau S. A. (GGB) was sold...
- Posted December 2, 2019
- 0
Plains GP Holdings, L.P. Added to the SMA Portfolio
Plains GP Holdings LP (PAGP) was added to the SMA...
- Posted November 26, 2019
- 0
Position in Pfizer Reduced
When individual stock positions reach an allocation of 3.5% of...
- Posted November 25, 2019
- 0
Global X MLP ETF Allocation Increased
Continued weakness in energy MLPs has created an opportunity to...
- Posted November 19, 2019
- 0

Delphi Technologies Removed from the SMA Portfolio
London based auto equipment manufacturer Delphi Technologies (DLPH) was...
- December 6, 2019
- 0
Global X MLP ETF Allocation Increased
A trade war related sell-off today created an opportunity...
- December 3, 2019
- 0
Jeff Saut: Market Can Continue to Rise in December
Capital Wealth Planning chief investment strategist Jeff Saut was...
- December 2, 2019
- 0

Is the Retirement Crisis Really a Crisis?
PBS Frontline recently presented a documentary called “The Retirement...
- April 25, 2013
- 12
Alarming Chart of the Stock Markets of 1987 and 2012-2013
Several days ago I posted a chart showing the...
- May 22, 2013
- 8
Gary Shilling’s Favorite Investment: 30 Year Treasuries
Larry Kudlow interviewed Gary Shilling last week. Shilling continues...
- June 23, 2011
- 7

Based on a scale of 1 (major complacency) to 10 (extreme fear): Current and Selected Past Readings:

Date	Index	SMA Comment
11/8/2019	2.7	Lowest level of fear since February suggesting caution is warranted
12/21/2018	6.7	Raised fears likely setting up a buying opportunity
1/11/2018	1.8	Unusually low fear could mean we're near the top in valuations
1/13/16	6.3	Terrible start to 2016 raised fears
10/3/11	8.5	A good tradable bottom (S&P 500 @ 1,085) based on lots of nonsense
3/9/09	7.0	Market bottom (S&P 500 @ 666); end of the world was nigh
10/27/08	8.8	Market had dropped 28% in 5 weeks, Paulson pulled out all stops to save Wall Street bankers
10/12/07	3.2	Market top (S&P 500 @ 1,562); worldwide housing bubble pricked