Archive for March, 2012

Word o’ the Week – moribund

Monday, March 26th, 2012

Tower Private Advisors

I’ve been seeing this one a lot, especially in relation to various national economies. This is how The Economist magazine used it in last week’s issue in an article titled, Unmired at last:

But it has also been due to the hangover of the recession: consumers have been shedding debt, lenders have been reluctant, housing markets have been moribund, and state and local governments like Mr. Fesler’s have been cutting budgets in the face of prohibitions on deficits.

‘Thought you ought to know what it means.

Graig Stettner, CFA, CMT
Chief Investment Officer
Tower Private Advisors

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Weekly Recap & Outlook – 03.23.12

Friday, March 23rd, 2012

Tower Private Advisors

Below

  • Heavy stocks
  • Apple
  • What housing rebound?

(more…)

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Weekly Recap & Outlook – 03.16.12

Friday, March 16th, 2012

Tower Private Advisors

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  • The VIX is too low . . . really?
  • Goldman Sachs
  • Bank stress tests
  • Portugal next?

We recently hosted seminars in Fort Wayne and Warsaw, presented by First Trust Portfolios. You can click here and here to see the slide packs. Here’s a quick list of bullet-point takeaways from the first presenter, First Trust’s Chief Investment Officer, Bob Carey.

  • Stocks are quite undervalued – among other things, earnings yields (inverse of P/E) are very high.
  • Investors should favor the cyclicals sectors, like Industrials and Materials companies.
  • Discounted Cash Flow valuation methodologies suggest most undervalued sectors are Technology, Industrials, Consumer Discretionary, and Financials
  • 2012 will be the year that marks the rise of Treasury yields.

(more…)

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Weekly Recap & Outlook – 03.09.12

Friday, March 9th, 2012

Tower Private Advisors

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  • new iPad
  • screws and toast
  • payrolls

(more…)

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Weekly Recap & Outlook – 03.2.12

Friday, March 2nd, 2012

Capital Markets Recap

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