Ticker Sense

Equalweighted S&P 500 Outperforming

2012-01-27T14:35:44-05:00

Entering 2012 we read much about how 2012 would be the year of the large / mega cap stocks, how they are at the lowest valuation in many years and in many instances they pay significant dividends. While many mega...

How Do We Do It?... Stock Picking

2012-01-26T12:48:26-05:00

We have just published our February newsletter and are happy to report that all three portfolios are up on the year with the Growth portfolio up over 7%. We are often asked how we do it. The answer is simple:...

Apple: How Good Was It?

2012-01-25T12:55:51-05:00

Apple reported a record $13.1 billion in net income in their first quarter earnings report. That gives AAPL the 2nd most profitable quarter of any S&P 500 member since 2000. Only Exxon Mobil (XOM) has earned more (in their 3rd...

The Street's Reaction to Apple's Blowout Quarter

2012-01-25T08:52:41-05:00

Sometimes it is difficult to find a negtive comment from analysts covering AAPL. There are 57 sell-side analysts covering the stock (as tracked by Bloomberg). 51 "buys," 5 "holds" and 1 "sell". After Apple reported very positve earnings, sales and...

Read Laszlo Birinyi's Column in the Financial Times

2012-01-23T13:03:20-05:00

Read Laszlo's column to be pubished in tomorrow's paper: ETFs Can Lead to Lazy Stockpicking.

January 23rd Blogger Sentiment Poll

2012-01-23T09:18:05-05:00

Blogger Sentiment Poll Participants: 24/7 Wall St (-) The Aleph Blog (+) Biiwii (-) Bruce Krasting BullBear Trading Carl Futia (+) Dash of Insight (+) Dividend Growth Investor Elliot Wave Lives On (+) Expected Returns Fallond Stock Picks (+) Global...

Google Earnings After the Close Today

2012-01-19T15:36:26-05:00

GOOG is scheduled to report earnings after the close today. Historically they have reported between 4:00 and 4:15. The current analyst consensus for Google's 4Q EPS is $10.50 which equates to 34% growth from one year ago. GOOG has beaten...

Health Care and Materials are at "Extreme Overbought" Levels

2012-01-19T08:57:44-05:00

The S&P 500 is 2.2% above the upper bound of its trading envelope and "overbought." Except for staples and utilities, all other sectors are also "overbought." Health care and materials are within 2% of their most extended level over the...

January 17th Blogger Sentiment Poll

2012-01-17T08:36:20-05:00

Blogger Sentiment Poll Participants: 24/7 Wall St (N) The Aleph Blog Biiwii Bruce Krasting BullBear Trading Carl Futia (+) Dash of Insight (+) Dividend Growth Investor (+) Elliot Wave Lives On (N) Expected Returns (-) Fallond Stock Picks (-) Global...

Health Care, Industrials and Materials are Overbought

2012-01-13T08:58:28-05:00

Our daily sector indicators are showing that the heath care, industrials and materials sectors have reach the upper end of their trading ranges and are overbought.

Watch Laszlo Birinyi's Interview on Bloomberg TV

2012-01-13T08:52:02-05:00

Click below to view Laszlo's interview from yesterday.

January 9th Blogger Sentiment Poll

2012-01-09T08:56:56-05:00

Blogger Sentiment Poll Participants: 24/7 Wall St (+) The Aleph Blog (+) Biiwii (-) Bruce Krasting BullBear Trading Carl Futia (+) Dash of Insight (+) Dividend Growth Investor (+) Elliot Wave Lives On (N) Expected Returns Fallond Stock Picks (+)...