Archive | April, 2008
Portfolio Strategy for May 1
By Teresa Lo · 2008.04.30 · 10:36 PM · Comments { 0 } · Recent Articles
This past month saw stocks strengthen and bonds weaken somewhat. As discussed in Portfolio Strategy for April 28, investors appear to be ready to rotate away from bonds back into stocks.
Action for Today
The Conservative Retirement portfolio should be rebalanced at the open on May 1, 2008. The Strategic Performance and Ex-U.S. model portfolios [...]
The Podcast for Monday
By Teresa Lo · 2008.04.28 · 8:00 PM · Comments { 0 } · Recent Articles
In today’s podcast [DOWNLOAD MP3 FILE] discussed whether U.S. stocks have really seen a bottom, the railroads, financial stocks, how quickly people forget bad times and other items found below.
Charts of the Day: Railroads, Dow Jones Media Sentiment, KBW Bank Index
The following charts were mentioned in today’s podcast. As usual, we applied InVivo.RMI [...]
A Conversation with Charles Kirk
By Teresa Lo · 2008.04.28 · 2:08 PM · Comments { 2 } · Recent Articles
Charles Kirk kindly invited me to be his guest for this month’s Q&A. This lengthy interview took us three days of solid work to complete. The complete transcript is at KirkReport.com.
In case you’re been listening to our podcasts, I provided the answer to the Warren Buffett riddle:
Kirk: Clearly, one of the most important [...]
A Conversation with Charles Kirk
By Teresa Lo · 2008.04.28 · 1:29 PM · Comments { 0 } · Recent Articles
Charles Kirk from KirkReport.com kindly invited me to be his guest for this month’s Q&A. This lengthy interview took us three days of solid work to complete. We hope you enjoy it.
I recommended a textbook by Bodie, Kane and Marcus. If you wish to read an older copy from 2003 (which doesn’t [...]
Portfolio Strategy for April 28
By Teresa Lo · 2008.04.27 · 5:07 PM · Comments { 9 } · Recent Articles
The past week saw a stronger U.S. dollar relative to many currencies and the weakening of some commodity prices. After months of poor performance, stocks appear to be firming up. Risk appetite may be returning, driving investors out of the so-called safe haven of bonds into equities. The theme for the next [...]
Agricultural Stocks Go To Harvest
By Teresa Lo · 2008.04.25 · 11:27 AM · Comments { 0 } · Recent Articles
With all the recent headlines, it’s no wonder investors have been hoarding ag stocks, but as discussed in last our April 16 podcast, the rise in global food prices has its roots in currency issues that need to be resolved.
Rough Rice, Daily Chart
Few people are qualified to explain the complex issues and even [...]
Stocks and Sentiment for Friday
By Teresa Lo · 2008.04.24 · 10:14 PM · Comments { 0 } · Recent Articles
The InVivo Objective Sentiment Survey tracks the number of buy and sell signals amongst the constituent stocks of the S&P 100 and NASDAQ 100 indexes.
At the close, the S&P 100 index had 72 on buy and 28 on sell while the NASDAQ 100 index had 72 on buy and 28 on sell.
And [...]
Mad Money Stocks for Friday
By Teresa Lo · 2008.04.24 · 10:11 PM · Comments { 0 } · Recent Articles
The Booyah list is comprised of featured and game plan stocks mentioned by Jim Cramer on Mad Money. The stocks are listed in alphabetical order below. Click on the headers to sort by column.