Monthly Archives: September 2011
71 posts
The core forces that were at work for the last 12 months haven't changed and should reassert themselves once these big hedge funds have been blown out of this market.
My favorite scenario is a panic sell-off, because a reaction trade on the long side would offers what I consider a compelling risk-reward situation.
While Wells Fargo is extremely popular among mutual fund managers, it doesn't even make it to our top 20 list.
We have been able to identify companies with undiminished and even enhanced long term prospects that have sold off along with less promising ones. Here are three.
While painful at first, as a longer-term investors I’d welcome this as a buying event - just another small mark on the overall, historical market uptrend.
Not only do these stocks gain in appeal when the market drops, but I can sleep at night knowing that weakness is an advantage for the typical stock in the model, characterized by very strong income and liquidity.