The MarketGrader Indexes turned in another solid showing in 2011, particularly considering the market’s continued uncertainty and resulting volatility. Among all indexes the year’s best performer was the MarketGrader Health Care Index, which was up 17.18% in 2011, comparing very favorably to its benchmark, the Dow Jones US Health Care Index, up 9.44%. Since 2002 [...]
Barron’s popular Electronic Investor column published last month a brief article on MarketGrader.com’s sentiment indicator and how we aggregate all companies’ scores of the same into our MarketGrader Sentiment Index. For those who missed it, we first introduced our Sentiment Index, which we’ve dubbed MGSI, in early October when the stock market hit its 2011 [...]
Being a successful contrarian investor takes skill and preparation; yet many talented and hard working contrarians are often proven wrong for too long before eventually being proved right in the long run, their portfolios paying a steep price in the process and often jeopardizing hard-earned gains–John Paulson comes to mind here. In a market as [...]
We have written somewhat extensively in the past about our Sentiment score as a measure of, well, general investor sentiment surrounding a stock, irrespective of the company’s fundamentals. In some cases we have found it to be a decent leading indicator indicative of short-term price performance, especially in cases in which the qualitative story outweighs [...]
Our popular ‘Stock Ideas’ section, one of our web site’s most popular features with our subscribers, is, we suspect, about to become even more popular. After hearing back from many of our subscribers who have requested an expansion of this section to include more pre-filtered lists of stocks based on myriad search criteria, we have [...]
Those of you who subscribe to our web research service may have noticed this morning a few new and expanded sections of the web site. For those who have not seen them we encourage you to have a look and send us your feedback. The first new page, or, actually, enhanced page, is the ‘Company Profile.’ [...]
While company valuations seem to have taken a back seat to global macroeconomic concerns in Septmeber, investors would be well served by identifying buying opportunities among stocks that in addition to having strong fundamentals are also showing resilience to the market’s recent turmoil as measured by investor sentiment toward their stocks. In this vein we [...]
Last week, a prospective client called and asked me if MarketGrader ever analyzed stocks in such a way as to forecast future returns or even future share prices. I explained that there were many analysts who would be happy to forego the here and now and tilt towards toward the future but that we felt [...]
Major bank stocks in the U.S. and Europe fell on Wednesday following Moody’s downgrade of Citigroup, Wells Fargo and Bank of America and the FOMC’s announcement of further monetary stimulus measures in the face of a worsening economic outlook. Financials in general fell again yesterday in sync with a global equity sell-off. Investors rightfully fear [...]
With almost three quarters of the year already in the books, the stock market sits three to five percent below where it ended 2010, depending on the benchmark you use. With correlations between all sectors of the economy, as represented by S&P’s sectors, near 1% and with stock markets in Emerging and Developed economies moving [...]
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