Six Cyclical Stocks: When to Hold ‘Em, When to Fold ‘Em

For any investor considering investing in cyclical stocks, the admonition from Kenny Rogers’ famous song “The Gambler” should be heeded: “You got to know when to hold ’em / Know when to fold ’em / Know when to walk away / And know when to run.“ As the recent great recession has so emphatically reminded Read more about Six Cyclical Stocks: When to Hold ‘Em, When to Fold ‘Em[…]

Why Our S&P 500-at-1254-Before-2011 Forecast Still Stands

On September 5, 2010 we published an article on Seeking Alpha that suggested that the S&P 500 would reach 1245 by year end. This forecast was based on the S&P 500 trading at its 80 year historical normal PE ratio of 15 and a consensus earnings forecast for calendar year 2010 of $82.98. Below is Read more about Why Our S&P 500-at-1254-Before-2011 Forecast Still Stands[…]

Why Buy and Hold Will Always Be a Sound Investing Strategy

It seems like the debate regarding the merits of the “buy-and-hold” investing strategy is alive and well. We always find these discussions amusing, because we believe that it is such a pointless discussion. There is no general argument or case that can be made to support the buy-and-hold strategy or to negate it. The only Read more about Why Buy and Hold Will Always Be a Sound Investing Strategy[…]

Fishing for The Six Best U.S. Dividend Stocks

There is a running argument regarding whether or not dividend paying stocks are interchangeable for bonds. The pro-bond side argues in favor of the stability of bond prices and the predictability of bond interest. The pro-dividend paying stocks side argues in favor of the potential for increasing dividend income coupled with possible capital appreciation. In Read more about Fishing for The Six Best U.S. Dividend Stocks[…]