Use The Bounce To Clean Up Your Portfolio
Stock markets have experienced a nice bounce so far this week but it’s just a relief rally. Nothing has changed; the bear market is by no means over. So what you want to do IMO is use the higher prices…
Top Gun FP Client Note: Picking Up Nickels and Dimes In Front Of A Bulldozer
NOTE: Every week I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive the Client Note. You can sign up at the top right hand corner of the website. …
Doug Kass: I Was Wrong
I am fully aware that my mistakes over the past few months have been numerous and far-reaching. Above all, I have been steadfastly skeptical regarding the sustainability of the domestic economic recovery and in the view that the foundation for…
Top Gun FP Client Note: Two Stocks For A Range Bound Market
In range bound markets, 90% of the return comes from dividends. – Vitaly Katsenelson, author of Active Value Investing: Making Money In Range Bound Markets (Wiley, 2007), on CNBC’s Closing Bell, Tuesday February 16 In last week’s Client Note,…
CNBC: Vitaly Katsenelson On Investing In Range Bound Markets
Investing In Range Bound Markets – according to Vitaly Katsenelson: (1) Trade More Actively (2) Increase Your Margin Of Safety (3) Hold More Cash (4) Buy Dividend Paying Stocks – 90% of the returns in range bound markets come from…
New Article On Investing In The Bear At SmartManDaily.com
An article I wrote, “How to Prosper in a Bear Market”, is available at SmartManDaily.com.
The Capital Spectator: You Buy When You Want To Sell And Sell When You Want To Buy
“History teaches that the greatest buying opportunities often arrive at moments of extreme stress in the financial system. Positioning one’s mind, and one’s portfolio, to exploit such moments is vital for generating something other than mediocre performance for the long term. …
WSJ MarketBeat: Revenge of the Big Caps
David Gaffen over at the WSJ’s MarketBeat blog has a nice little post on the case for big caps right now. He gave five reasons why Big Caps might outperform Small Caps going forward: (1) Sluggish Growth – small caps are…
The Wrong Question and the Right Question About Today’s Market – And How Today Proves It
The Wrong Question is: Is the market going up or down? I’ve seen a million different dudes on CNBC in the last week arguing for why the market is going to go up or down, as the case may be. The guys…
Raise A Little Cash, Get Defensive
I tend to agree with Graham Summer’s Growth Stock Wire missive this morning, “The Correction is Here”: It’s quiet …… too quiet. I don’t mean to rain on everyone’s parade but September has been much too tame so far. There…