With our long term horizon, we're staying overweight industrials in our Growth Portfolio.
July, 2012 Archive
Don't fight the Fed on gold, Henwood says
Don't fight the Fed in the gold market and especially not now, argues Chris Henwood of The Henwood Edge and a former trading VP at Goldman's J. Aron.
Healthcare and biotech are hot sectors in a cool market
Healthcare and biotech stocks have been on a tear in the last couple weeks.
The optimistic case for Europe. And how to play it
In Europe, I most certainly do expect a market rally, and I expect it to be substantial.
Three sectors we like heading into the second half of 2012
We diversified into three new sectors: consumer staples, consumer discretionary, and telecommunications services.
Making the case for a chip stock rally
J.C. Parents, CMT is watching chip stocks as a leading indicator for other markets and perhaps the tech economy. And he likes what he sees.
Stocks are competing for inclusion in my model
There is a backup list of screened stocks ready to be subbed into the Sustained Momentum model should any of the current investments start to falter.
Covestor managers buy retail stocks despite scary headlines
Covestor managers are still scooping up select retail stocks -- doubling down in some instances-- despite a new landslide of worrying data for the group.
Support for QE3 appears to be rising
A trio of Fed officials voiced the need for the Fed to do more to stimulate the economy following the weak Friday jobs report.
A successful professional who's a lousy investor
Clearly there would be some inconsistencies to correct in this gentleman’s mindset.