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Monday, February 26, 2007
On The Hunt

- Go with the flow until she blows is a common mindset these days
- Does the market really need a correction after last summer's selloff?
- "It is too soon to be sure that US investors are back. But, US stock prices could melt up in a hurry if investors start buying while companies remove $3bn-plus daily worth of shares from this market." - Charles Biderman
- Buy now, pay later
- "Portfolio managers fear a market decline, but they also don't want to spend money to buy passive hedges that will slow down the performance of their portfolios. Instead, most managers wait until stock prices actually start falling, and then pay a premium to buy the index puts." - Steven M. Sears
- The most bullish thing the stock market can do is go up. But sometimes you have to wonder
- Greenspan warns of possible recession
- The new NABE outlook essentially is predicting a goldilocks economy
- International outperformance is likely to accelerate as dollar decline resumes
- Sector correlations!
- The big midcap comeback is of little surprise
- Another gold rush?
- Subprime mortgage derivatives index plunges
- REITs are currently testing resistance of a long-term trend channel
- REIT investors get mixed signals in office sector
- The largest leveraged buyout of all time
- Boom times!
- Fortune's private equity power list
- The new PowerShares Listed Private Equity Portfolio (PSP) gives investors exposure to mid- and small-cap listed private-equity companies
- Multibillion-dollar mergers are not the only way to bring stock exchanges together
- Wall Street firms are weighing the pros and cons of migrating off their mainframes
- If you want stock markets to keep rallying, then root for higher oil prices
- Cleantech is the latest buzzword in investing
- In the next several months, Congress is likely to pass a bill requiring greater use of renewable power
- A battle over the costs of global warming
- Islanders tap geothermal energy
- Chevron's CEO offers some interesting food for thought
- Whey: it's not just for Little Miss Muffet anymore
- Don't overlook the Q&A with Whitney Tilson
- Universities graduate to alternative investments
- Are you looking for some exotic beta?
- Do you have any exposure to Sudan?
- Warren Buffett's Berkshire Hathaway rejects calls to sell shares of PetroChina (PTR) whose parent operates in Sudan
- Tom Brown is still bullish on First Marblehead (FMD)
- Jon Markman's StockScouter Top 10 strategy
- Many of Dorfman's value plus momentum group are up nicely
- Trade like Seth Klarman
- Have you run the cornerstone growth screen recently?
- Screening for episodic pivots
- Citigroup's top volatility chip picks are IRF, SLAB, TXN, XLNX, ISIL, AMD, NVLS, NSM
- Stocks added to the IBD 100 this week are HURN, UCTT, MT, TSRA, PNSN, HLTH, HOLX, EVEP, BWLD, TZOO, IFSIA, HUBG, TIN, and PCAR
- Standard & Poor's scorching growth plays
- Morningstar's newest 5-star stocks includes Novastar (NFI)
- Low-priced NYSE stocks
- Under-$10 stocks predicted to significantly outperform the market with low risk and price appreciation of at least 50% over the next 6 months
- Top 50 stocks most likely to go up this week
- 25 startups to watch
- Steenbarger's 5 guiding principles of short-term trading
- The Zurich Axioms
- How not to run a trading operation according to Victor Niederhoffer
- The long-lasting momentum in weekly returns
- The improved R2 Strategy
- Some helpful thoughts on P&L management
- Companies that depart from the conventional wisdom in defining their markets may deliver strong returns
- Companies with the happiest customers tend to see their stocks rise (see BW's customer service champs)
- Markets systematically ignore some of the information in the unrounded number
- "You will get more total return from a lower-yielding stock with a strong business outlook." - Richard Helm
- Trading options in pennies is not only here to stay, but will eventually expand to the majority of listings
- Stock screening based on insider activity is an effective strategy
- Being more creative is a skill that will serve you well as a trader and investor
- USA Today's 2007 Mutual Fund All-Stars
- Morgan Stanley's model ETF portfolios
- Mark Hulbert's finds that newsletters' model ETF portfolios tend to produce disappointing results
- ETFs as a tool
- "ETFs are flying off the shelves of financial-services firms like snowblowers after a blizzard." - John F. Wasik
- Six New WisdomTree ETFs
- ProShares offers new leveraged ETFs based on style
- ETFs for those who like to bet on and against the dollar
- The PowerShares DWA Technical Leaders Portfolio (PDP) will use a point and figure charting methodology created by Dorsey Wright that identifies "technical leaders" within the market
- According to Robert Colby, the top 10 ETFs ranked by relative strength last week were: EWM, EWS, EWW, PGJ, SLV, FXI, ICF, ILF, EWP, and ADRE
- Always useful - the high-low breadth ETF rankings
- Watch out for ETF misinformation!
- America's richest embrace a cautious, diversified approach to investing
- Goldman bonuses were hefty
- Wall Streeters are spending their bonuses as fast as they get'em
- The world's most expensive homes
- Compute your net worth
- Some financial advice for those of us in our 30s
- Think your social security number is safe? Think again!
- Fast and easy: instacalc
- A very nice online dictionary and thesaurus
- Top web tools for college students
- New things to do with your favorite RSS feeds
- For my trading desk, I use Anthrocart's console unit which I really like. But, it is nice to see that at least another company is coming up with competitive options for trading desks
- There isn't a day that goes by that I'm not grateful for my career choice. Life is too short to dislike your job
- Too tired to talk after work? You're not alone
- How to leave work at work
- 52 proven stress reducers
- "The secret of staying young is to live honestly, eat slowly, and lie about your age." - Lucille Ball
Posted by Kirk at 3:03 PM in Research | Bookmark | Feeds | Link |
