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Sell in May and Go Away (until St. Leger's Day)
Eric Linser, CFA | May 10, 2010
Or as I remember it some years ago, Sell in May and Go Away; Come November, Here to Stay. No matter how it's phrased, the adage seems to be ringing true this year. Could a simple calendar event be just that easy? (FYI - St. Leger's Day is a horse race held in England in mid-September)
It's based on the notion that the more ...
Eric Linser, CFA | April 12, 2010
(an article on the US stock market and technology shares)
Will April showers bring May flowers? Or, for investors, will first quarter earnings reports be enough to justify the market's positive strides made in March, and in the first quarter? We will soon find out, beginning in earnest this week.
Spring is upon us and April is typically a month of market bloomers that lays the groundwork for the spring more ...
Eric Linser, CFA | March 3, 2010
(an article on the US stock market and technology shares)
February Marks Markets' Best Month Since November
The Dow Jones Industrial Average ended up 2.6% for February, the Nasdaq added 4.2% for the month and the S&P 500 gained 2.9%. The S&P 500 gain for February put a dent in its 3.7% January decline. Eight of the ten sectors were up for the month, with Consumer Discretionary leading the group more ...
Eric Linser, CFA | Feb. 4, 2010
(an article on the US stock market and technology shares)
It was not the kind of start to the New Year for which investors were hoping. In January, a winter chill settled over the markets and we had our first major sell-off since the "reflective" rebound in stocks in March 2009. The major indexes and many asset classes ended the month lower.
Despite the Federal Reserve's confidence in the recovery, more ...
Thematic Investing for 2010 and Beyond
Eric Linser, CFA | Jan. 25, 2010
If the crippling financial events of 2008 and 2009 proved one thing, it's that investors need to rethink the entire philosophy of "portfolio management."
Today, some of the best-performing managers around the world manage their portfolios more ...
Eric Linser, CFA | Jan. 12, 2010
(an article on the US stock market and technology shares)
Welcome to the New Year (two thousand ten, or twenty-ten?). As we quickly look back on last month and last year and look ahead to January, we believe the main focus of the market for the month will be 4th quarter earnings reports (starting this week) and corporate guidance given for the year ahead. Quite often the market softens in the weeks preceding the more ...
Eric Linser, CFA | Dec. 2, 2009
November was another good month for the markets (since the bottom in March), continuing a series of positive months, save one -- October -- which was a slightly down month. Despite the recent drop Thanksgiving week, the stock market ended the month of November with big gains. Major stock indexes were up more than 5%, the best monthly performance since July. The S&P 500 increased 5.7% and the Nasdaq more ...
Eric Linser, CFA | Nov. 2, 2009
Overall Market Sentiment
The month of October, and in particular the last week of the month, was the pause in the seven month rally in the S&P 500 that most investors have been expecting for some time. The increased level of investor skepticism after the best run in stocks since the 1930's is understandable given that a widely-expected improvement in 3rd quarter earnings did not propel stocks forward more ...
Eric Linser, CFA | Oct. 1, 2009
The improving Street sentiment, including seven straight monthly advances in the S&P 500, is still being driven by the improving economy. The read-through from the economic data released in September and the results from some bellwether stocks that reported during the month (FedEx, Oracle) was that "the worst is behind us" and that overall demand is beginning to lift. The weight of the recovery evidence is increasingly more ...
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