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Biggest Declines Among S&P

Tue, 11 Aug 2009 21:05:02 GMT

The following is a list of the S&P 500 firms where the analysts have been cutting their expectations for the current fiscal year the most over the last month. Most likely these firms reported disappointing earnings or gave negative guidance on their conference calls. Historically, you have not wanted to be invested in companies where the analysts who follow them most closely see the earnings prospects diminishing. Also, estimates in motion tend to remain in motion. The first bit of bad news is rarely the last (the cockroach theory). This means that the current expectations, even though down from last month, are probably still to high for these firms. To weed out anomalies, only those firms that are currently expected to earn more than $0.50 in 2009 are included and only those firms where there are a minimum of three estimates in the system. If you have these stocks in your portfolio, you might want to reconsider[More...]

Quick Technical Look at NASDAQ and S&P 500

Wed, 22 Jul 2009 21:17:38 GMT

Since the NASDAQ has been decreed to never go down again (let me throw my hand up and say I was wrong to say technology is like commodities and a crowded trade destined to falter - 11 days in a row up would qualify as "incorrect"!) we should begin looking at that index too. But first our S&P 500 - we've been showing both the simple and exponential moving averages, but for now there is no need - the simple moving average chart is bullish as can be... I use exponential so let's see what it is saying. First, that head and shoulders formation never completed - the neckline was never truly broken... very close at S&P 870 but we needed 1 more down day with conviction to "break". Instead we got Meredith Whitney and Goldman Sachs and we have not looked back (for even a day) since. The last stand for bears appeared to be the intraday[More...]

Bill Miller And Meredith Whitney: The Bull And The Bear

Thu, 14 May 2009 14:28:26 GMT

The Bear here is Meredith Whitney, who says that bank stocks will return to negative earnings in the second quarter. That’s a big and very specific call that is very much out of line with the consensus. In an interview with Maria Bartiromo, Whitney says she did foresee the recent rally in financials, but that it has been overdone and is not supported by fundamentals. On the other side of the coin, you have Bill Miller who believes that financials will be a good place to be over the next decade. You may remember that Miller had a disastrous 2008[More...]

S&P 500 Stocks

Sun, 05 Apr 2009 01:35:00 GMT

The S&P 500 comprises of 500 large cap common stocks actively traded in the United States. The largees public companies that are traded on the New York Stock Exchange (NYSE) and NASDAQ are included in the S&P 500 index. The S&P 500 index was lunched in 1957 and is a value weighted index which is based on the 500 American stocks with the largest market capitalizations. The S&P 500 is the most widely followed index After the Dow Jones Industrial Average index and it is considered a barometer for the American economy. The S&P 500 index is included in the Index of Leading Indicators. There are the number of trading vehicle that are designed to follow the S&P 500 index. Hundreds of billions of US dollars have been invested in this index. The SPY (Exchange Traded Fund) is one of the most actively trading stock over the world. The Rydex,[More...]

Credit Where It’s Due

Sun, 29 Mar 2009 18:43:00 GMT

Despite all of the problems surrounding consumer credit, the credit card industry is in a position to benefit over the long run, as the public continues to make the transition from paper to plastic. Additionally, consumer spending, although it has hit a speed bump, will rise over time. Indeed, late payments on credit cards hit a record high in January and defaults are likely to worsen until the economy makes a turn around. Although the commercial banks, such as J.P Morgan (JPM: 27.40, -1.70 (-5.84%)) and Bank of America (BAC: 7.34, -0.24 [More...]

Geithner To Shortsellers: Take Your Profits And Go Home

Mon, 02 Mar 2009 21:05:00 GMT

Oppenheimer has a research note out today that calls Tim Geithner an “evil genius. (hat tip Scott)” The genius moniker comes from the steady creep up the capital structure, giving Geithner access to huge pools of money as the Treasury dials for dollars. The evil part has everything to do with the pain this strategy is going to mete out to preferred shareholders and, eventually, bondholders. The end of Oppenheimer’s piece is worthy of a quote as it demonstrates great analysis from a team that just lost start analyst Meredith Whitney. Geithner’s Message to the Capital Markets In his actions if not his[More...]

The TARP Debate

Thu, 15 Jan 2009 04:29:00 GMT

We plan to cover this more extensively, since it is at the forefront of market concerns. To get started, here is a summary of the situation. Monday's Bernanke speech at the London School of Economics raised the key point-- the need to address troubled assets at banks, the original TARP concept. We are all getting an object lesson in what happens when valuation of financial assets becomes nearly impossible. Despite evidence to the contrary, including the initial Bear Stearns assets, media coverage labels anything related to mortgage holdings as toxic waste and nearly worthless. There is[More...]

S&P Set for 50%+ Gains? Not So Fast, UBS

Thu, 04 Dec 2008 05:27:00 GMT

The headline is fairly self-explanatory, but it’s true: UBS strategist David Bianco has a 2009 target on the S&P 500 of 1,300 – more than 50% above where it sits now. Talk about a V-shaped recovery. As far-fetched as that might seem, I find these kinds of calls to be thought-provoking because it forces some comparative judgments between where the “market gurus” are, and where I’m at. The last time I did this was in mid-September in the days of S&P 1,250, and it made me realize just how bad the macro environment was becoming, and how little was being priced in to equities. Looking at past history, it seems to me[More...]

December Begins With A Stock Market “Reality Check”

Tue, 02 Dec 2008 16:13:00 GMT

An overabundance of negative economic news and three market moving speakers created an avalanche that drove the stock market’s rapid retreat down the mountain, with the major indices erasing most of last week’s gains. Describing the market’s action in terms of a mountain avalanche is befitting since the Moon, Venus, and Jupiter were aligned in Capricorn yesterday. Capricorn’s symbol is the mountain goat who seeks to ascend to the top of the mountain (representing the top of one’s profession and social[More...]

American Express: Worth The Risk?

Thu, 13 Nov 2008 13:34:00 GMT

One of the major developing stories this week is the conversion of American Express (AXP) to a bank holding company in order to receive funds from the government’s Troubled Asset Relief Program (TARP). This situation is similar to the Fed’s decision to allow the immediate conversion of Goldman Sachs (GS) and Morgan Stanley (MS) into bank holding companies a few weeks ago. We now know that American Express will seek $3.5 billion in order to relieve the strain on the company being applied by tight credit markets. This move will also allow AmEx greater access to the Fed’s discount window for its short term lending needs. However, as a bank[More...]

The Right Stuff

Mon, 01 Sep 2008 07:47:00 GMT

People skills, organizational excellence common among big-bank CEOs What does it take to run a billion-dollar institution?
Scale, ownership structure, organizational complexity and a workforce spread across multiple locations are all factors that a manager in a smaller bank might want to consider as he or she strives for a leadership post at a larger institution.
After showing his class a video interview of former General Electric CEO Jack Welch, Funk said he leads a discussion on the "importance of addressing non-performers."

: iStockAnalyst.com Symbols Feed

Biggest Declines Among S&P

Quick Technical Look at NASDAQ and S&P 500

Bill Miller And Meredith Whitney: The Bull And The Bear

S&P 500 Stocks

Credit Where It’s Due

Geithner To Shortsellers: Take Your Profits And Go Home

The TARP Debate

S&P Set for 50%+ Gains? Not So Fast, UBS

December Begins With A Stock Market “Reality Check”

American Express: Worth The Risk?

The Right Stuff

Retail Shopping Communities Attract Shoppers, Influence Purchasing, and Retain Consumers ; New Research: 83 Percent of Online Shoppers Express Interest in Sharing Information About Their Purchases With People They Know

Retail Shopping Communities Attract Shoppers, Influence Purchasing, and Retain Consumers

Ripple6 OnDemand Launches, Provides New Social Marketing Monetization Tool For Publishers

Meredith Corporation Board Declares Dividend

Meredith Unveils Updated Market Positioning and Logo

MicroStrategy Announces Second Quarter 2009 Financial Results

Meredith Reports Fiscal 2009 and Fourth Quarter Results

OMVC to Showcase Mobile DTV Services and Consumer Devices at Capitol Hill Event

Meredith and ServiceMagic.com Form Strategic Partnership

Meredith Corporation Boosts Mobile Platform Presence With Strategic Stake in Industry Leader The Hyperfactory

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