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Market Update 01-25-10

 
Short-Term Key: Negative
Long-Term Key -90 (Negative to Neutral)
 
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Inside this week's update...
 
***** 4 high-potential Chinese stocks.
***** Real estate bubble or joint venture financing?
***** Top funds geared to China's growth.
***** Move over Wal-Mart, make room for Wumart.
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Speculation continues to run high on the issue of whether China is experiencing a bubble that threatens investors. Chinese real estate looks hugely overpriced and manufacturing capacity (according to some) has run far in excess of potential demand.
On the political front, an argument has erupted between the Chinese government and Google. Google claims China hacked the email accounts of some of its customers, who coincidentally were human rights crusaders.
Read more...

Mid-Week Update 10-07-09

With the market’s attention focused on the minute details of economic readings, the recovery of the fragile banking sector, and gold hitting all-time highs, some of the most stable companies have been left out of the headlines. However, that recently changed in regards to two Income Portfolio members over the last couple days, as both AT&T (T) and Verizon (VZ) made announcements that could shake-up the mobile phone industry.
 
In a policy reversal, AT&T announced that it would now allow internet phone service providers to use its 3G data network. This means that companies like Skype could use a smartphone’s data connection to provide phone service, essentially bypassing AT&T’s own mobile phone service. This marks a shift from only being able to use wifi (wireless) internet connections with these applications. While the move gives more freedom to subscribers to use their phone and data connections as they wish, it does raise a few questions.
 
The first question is how much the move will cannibalize AT&T’s own mobile phone plans, i.e. whether its customers will downgrade to the cheapest plan and simply use their unlimited data packages in conjunction with their internet phone service? The second, and possibly more important, question is what effect the move will have on AT&T’s data network.
Read more...

Market Update 08-17-07

August 17, 2007

IPO Market Update

Last month’s decline in equities is now a full-fledged correction. Underlying it was the excess liquidity of the past years that has just suddenly dried up. The crisis in liquidity has spread through the world’s markets, fueling fears of economic slowdown. It has also caused the big corrections we saw in currencies and commodities, most notably in oil and gold. Small capitalization stocks, including many recent IPOs, were also swept by the mighty flow of fear that gripped Wall Street and the markets.

Read more...

Market Update 03-16-07

Leeb's IPO Insight

 - Weekly Update -

 March 16, 2007

 The performance of the overall equity markets over the past several weeks has had somewhat of a dampening affect on IPOs, but we view this as a good thing as several IPOs have been opening with less of a premium. And, in our opinion, the recent correction may have run its course. Although the financial media continues to talk about how a recession could occur later this year, we see little evidence of an impending recession. 

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Market Update 02-14-07

Left to right, Eric E.

Image via Wikipedia

Volume 4, Number 7 

February 14, 2007 

We're in a sweetheart of a market these days. While stocks are a bit overbought, share prices have room for at least one more leg up before a correction of any real size sets in.

Our enthusiasm stems from the fact that small stocks are leading the way, with the larger issues following.

Read more...

Market Update 03-01-06

Volume 3, Number 9 

King Abdullah Economic City, Saudi Arabia

Image by uniquebuildings via Flickr

 

March 1, 2006 

This is easily the most frustrating market we've encountered in our long careers. And we understand if you're more than a little disheartened with our recent performance. But while this market may give us more grey hairs than we'd like, all we can do is stick with the tried-and-true market and stock analysis that has served us so well over the years.

Overall, the equities market appears neither likely to rise or fall significantly in the near-term. Meanwhile, pockets of strength and weakness exist, but not necessarily where we'd expect them. All seems well today, for instance, but yesterday Google, the Internet search engine company, sneezed and the rest of the market caught a cold.

Read more...

Weekly Update 01-23-06

Thomas Friedman, American journalist, columnis...

Image via Wikipedia

 

On Friday, the S&P 500 fell hard – 26.12 points in fact – enough to pierce a little way through the uptrend that has been in place since October. But within all the downside action there were a few rays of light.

For one thing, small stocks dramatically outperformed the big caps. We haven’t seen that kind of relative performance in quite a while, and it suggests the downside potential of the market is relatively limited.

Another positive is the level of specialist shorting, which remains consistently low. Low specialist shorting has been a hallmark of the market for many months now. And while it doesn’t foretell of big gains necessarily, it does suggest big losses are unlikely.Read more...

Weekly Update 12-12-05

Wells Fargo Center

Image via Wikipedia

HAVE GOLD, OIL, AND DEBT BROUGHT STOCKS TO A STANDSTILL? 

As you know, I’ve been in the business of predicting market trends for many years. During my tenure, I’ve had times when I’ve been very right, and times when I’ve been wrong. But right or wrong, I have always had a strong opinion, based on detailed analysis, as to where stocks were headed.

Today, I am forced to admit that for the first time I don’t have a strong opinion. In all honesty, I really cannot say for certain what will happen next. There are arguments and unknowns on both sides.

Nor am I helped these days by my ever-in-the-past-reliable Master Key indicators. Lately, our short-term Master Key has been stuck in neutral, refusing – like me – to come down on the bull or bear side. Today it sits at 0.31 – remaining firmly on the fence for the third week in a row.Read more...

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