SPX – Page 11 – Smarter Investing

Behind my bullish outlook for BP in 2013

Asset sales should boost BP's operating profits next year.

Strategies

Behind my bullish outlook for BP in 2013

My decision to dump Apple was a wise one

Apple's stock is down after modest upgrades to its franchise products.

Strategies

My decision to dump Apple was a wise one

The S&P is sitting at key resistance. Getting above it may be very important for early 2013.

Outlook Strategies

The market faces a key test near year end

The company's software helps balance supply and demand in a power grid by adjusting power use during peak demand periods.

Strategies

EnerNOC: A smart green energy play

We sold Microsoft and picked up Hologic in the portfolio

The Sustained Momentum model is performing well vs. the S&P 500 Index.

Strategies

We sold Microsoft and picked up Hologic in the portfolio

Steering clear of big equity exposure until earnings improve

Earnings weakness and economic uncertainty have me cautious about stocks.

Strategies

Steering clear of big equity exposure until earnings improve

We like housing and energy plays in this recovering economy

As the economy mends housing stocks look attractive.

Strategies

We like housing and energy plays in this recovering economy

We like Japan, electronics and semiconductors

The recent market weakness will prove temporary.

Strategies

We like Japan, electronics and semiconductors

Gold and housing positions look enticing going forward

Pier 1 Imports and Royal Gold deserve serious looks in this market climate.

Strategies

Gold and housing positions look enticing going forward

Check out the Long Term GARP model’s supporting cast

Here's a performance breakdown of the model's major holdings.

Strategies

Check out the Long Term GARP model’s supporting cast

The stocks that delivered for the Concentrated GARP model

The holdings that drove the model's growth.

Strategies

The stocks that delivered for the Concentrated GARP model

And thus, into the fourth quarter. I am always surprised at this time of year how quickly time goes by. Didn’t summer just begin? Elections are weeks away and end of year is in 90 days? How does that happen? The photographs reinforce the memories and the memories become selective. […]

Strategies