If we see evidence of some major sectors turning to the upside, we will consider pressing more long trades in our model.
Strategies
3464 posts
September was a particularly strong month for the portfolio, as volatility continued to decline and our portfolio was well positioned to benefit from a more tranquil period.
Economic worries have ebbed since August, but have yet to improve to the best levels of 2012 based on the all-important platinum/gold ratio.
In one chart, here is why stocks may not be overvalued even after more than doubling off the 2009 lows and may still offer better value than bonds:
Trulia shares are up more than 20% from the company's IPO last week, but it's really not a special company, says investment manager Barry Randall.
Let winning stocks ride? Investment manager Scott Rothbort says it's time to bank some profits and to be careful not to chase stocks in the fourth quarter.
Buffett likes to have an economic moat that deters competition for his holdings--and I would like to do the same.