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Portfolio Strategy for May 1
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 were rebalanced at the open on Monday, April 28; no further action is required for these two portolios at this time.
InVivo Conservative Retirement Portfolio
This model portfolio is rebalanced monthly, at the open on the first trading day of each month. Performance characteristics since [...]
The Podcast for Monday
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 indicators (available as a bonus to Portfolio Strategy subscribers) to the daily chart along with the widely-watched 50- and 200-day moving averages. The pink/cyan dots provide potential entry/exit signals while the price bars are colored red/yellow/green to identify relative performance.
Railroad Stocks, Year to [...]
A Conversation with Charles Kirk
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 skills an investor can have is knowing what information, research, analysis, and indicators to overlook. Do you have any suggestions or words of wisdom in this regard?
Teresa Lo: Yes, nothing I have ever come across was satisfactory for what I wanted to do. [...]
A Conversation with Charles Kirk
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 seem to have the section on behavioural finance like the current version), please DOWNLOAD IT HERE (18MB file).
Q&A With Teresa Lo, by Charles Kirk
No matter how long I’ve been trading and how much I think I already know, there are always new things to [...]
Portfolio Strategy for April 28
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 several weeks is likely to be “rotation”.
Action for This Week
The Strategic Performance and Ex-U.S. model portfolios should be rebalanced at the open tomorrow (Monday) according to percentages indicated on their respective pie charts. The Conservative Retirement portfolio should be rebalanced at the open on [...]
Agricultural Stocks Go To Harvest
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 fewer understand them. The mass media dumbs the story down into manageable soundbites of sensational stuff, resulting in the phenomenon where investors are stumped when prices diverge sharply from the perceived fundamentals.
Dramatic spike in cost of flour will drive food prices [...]
Stocks and Sentiment for Friday
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 The Winners Are…
The stock scan conducted after the close on Thursday found 90 winners and 29 losers.
The winners are listed in alphabetical order below. Click on the column headers to sort the list. Our scan criteria incorporates price movement, range and liquidity [...]
Mad Money Stocks for Friday
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.
The Silent Bell Has Rung
First, there were the Beardstown Ladies, then came Matt Seto, and now, Kirill Evseev:
20-Year-Old Preps Global Macro/Stat. Arb Hedge Fund
You’re probably familiar with Tim Sykes, the 26-year-old hedge fund manager named as one of the industry’s most promising young stars by Trader Monthly two years ago, or maybe even Evan Vaughan, who at the ripe old age of 24 launched his first hedge fund last January.
But 20-year-old Kirill Evseev aims to beat both: The rookie hedge fund manager is launching a global macro and statistical arbitrage fund next month dubbed Bank Street Global Advisors, and is in current talks [...]
Stocks and Sentiment for Thursday
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 73 on buy and 27 on sell while the NASDAQ 100 index had 72 on buy and 28 on sell.
And The Winners Are…
The stock scan conducted after the close on Wednesday found 71 winners and 31 losers.
The winners are listed in alphabetical order below. Click on the column headers to sort the list. Our scan criteria incorporates price movement, range and liquidity [...]
Mad Money Stocks for Thursday
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.
Stocks and Sentiment for Wednesday
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 71 on buy and 29 on sell while the NASDAQ 100 index had 70 on buy and 30 on sell.
And The Winners Are…
The stock scan conducted after the close on Tuesday found 24 winners and 48 losers.
The winners are listed in alphabetical order below. Click on the column headers to sort the list. Our scan criteria incorporates price movement, range and liquidity [...]
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