Posts Tagged ‘Greece’

Weekly Recap & Outlook – 11.02.12

Friday, November 2nd, 2012

Tower Private Advisors

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  • Slew of headlines
  • Payrolls report
  • Comics

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Addition: Weekly Recap & Outlook – 06.15.12

Monday, June 18th, 2012

Tower Private Advisors

I forgot to include this Friday…

This is a great cover story. Remember, cover stories can be useful as contrary indicators. Companies that show up on covers as company of the year tend to see their stocks perform pretty poorly afterward. The Death of Equities almost rang the bell near thebeginning of the ’80s bull market.

The thought process behind the cover-story-as-contrary-indicator is that once the publication’s editor approves the issue for a cover story, the story has pretty much run its course. Think about it: is it news to you that the European economy’s in trouble? This cover story would have been helpful were it published one or two years ago.

Finally, I heard this quote today regarding the Greek elections:

“Greece survives to fail another day.”

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

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Weekly Recap & Outlook – 06.15.12

Friday, June 15th, 2012

Tower Private Advisors

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  • Markets expecting some Federal Reserve help?
  • Important Greek elections coming up

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Weekly Recap & Outlook – 05.25.12

Friday, May 25th, 2012

Tower Private Advisors

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  • Learn how to spell d r a c h m a
  • Cool, if frightening, website

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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.

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