Posted On: 01/01/2015 4:05:04 PM
Post# of 64135
SPDR DOW 30 ETF (DIA) 177.88 $DIA
Stocks Are Expensive, Offer Mediocre Risk/Reward
Thomas Doerflinger - Seeking Alpha - 6 mins ago
Using $124 S&P 500 EPS for 2015, the forward PE of the market is 16.6x, which seems reasonable compared to the 17.1x average PE since 1989. Unfortunately this comparison is misleading for two reasons The average since 1989 is i nflated by the...
SPY: 205.54 (-2.06), QQQ: 103.25 (-1.07), DIA: 177.88 (-1.58)
U.S. Market Valuation: Are U.S. Equities Overvalued?
Baijnath Ramraika, CFA - Seeking Alpha - Thu Jan 01, 3:21AM CST
Originally published on December 23, 2014 "Be fearful when others are greedy, and greedy when others are fearful." - Warren Buffett "…. valuing the market has nothing to do with where it's going to go next week or next...
SPY: 205.54 (-2.06), QQQ: 103.25 (-1.07), DIA: 177.88 (-1.58), IWM: 119.62 (-0.72)
Economic Sense: TARP Russian Style
Epoch Times - at Seeking Alpha - Thu Jan 01, 1:13AM CST
Politicians and banks alike never call a spade a spade or a bailout a bailout. In the United States in 2008, the $700 billion bank bailout was called "Troubled Asset Relief Program." In Russia in 2014, the $1.8 billion bailout for VTB Bank...
SPY: 205.54 (-2.06), QQQ: 103.25 (-1.07), DIA: 177.88 (-1.58)
Predictions For 2015
Calafia Beach Pundit - at Seeking Alpha - Thu Jan 01, 1:11AM CST
First, a look at how last year's predictions turned out. On balance, it was a good year. Here's what I got right and wrong: Right: I was generally optimistic. I thought the economy would continue to grow at a sub-par pace but would beat...
SPY: 205.54 (-2.06), QQQ: 103.25 (-1.07), DIA: 177.88 (-1.58)
2014 In Review: Hot Or Not?
Jeff Miller - at Seeking Alpha - Wed Dec 31, 7:11PM CST
We introduced the "Hot or Not" segment last year as a lighthearted way to break down important themes for individual investors. Rather than looking at page views or ratings, we want to review economic, market, and public policy themes...
SPY: 205.54 (-2.06), QQQ: 103.25 (-1.07), DIA: 177.88 (-1.58)
Investors Always Get Killed At Cycle Tops, Small Caps Look Like A Trap, And It's Way Too Early To Buy Energy Stocks
Mercenary Trader - Seeking Alpha - Wed Dec 31, 1:33PM CST
Investors always lose their shirts at the top of market cycles. This is a combination of greed, impatience, and FOMO, aka "fear of missing out." It is also the result of bad, self-serving advice that suggests a good investor stays in the...
SIR: 24.41 (-0.36), DIA: 177.88 (-1.58), IWM: 119.62 (-0.72), XLE: 79.16 (-0.60)
A Potential Selloff in January Won’t Derail Stocks in 2015
at The Street - Wed Dec 31, 1:28PM CST
The CNBC 'Fast Money Halftime' trading panel is looking toward 2015 and sees a solid year ahead, despite some potential bumps along the way.
AMZN: 310.35 (+0.05), WLL: 33.00 (-0.32), CLR: 38.36 (+0.27), VXX: 31.51 (+2.31), FB: 78.02 (-1.20), CLF: 7.14 (+0.24), XLU: 47.22 (-0.87), TLT: 125.92 (+0.24), SPY: 205.54 (-2.06), QQQ: 103.25 (-1.07), IBM: 160.44 (+0.39), DIA: 177.88 (-1.58), EOG: 92.07 (-0.63), IWM: 119.62 (-0.72), XLF: 24.73 (-0.28), TWTR: 35.87 (+0.01), XLE: 79.16 (-0.60)
Marking My 2014 Forecast To Market: I Plead The Polar Vortex
Hale Stewart - Seeking Alpha - Wed Dec 31, 12:50PM CST
By New Deal Democrat In my forecast for 2014 one year ago, I called for continued growth, but "A year of deceleration": In conclusion, unless we expect deflation (and right now I don't), there is every reason to view the long leading...
SPY: 205.54 (-2.06), QQQ: 103.25 (-1.07), DIA: 177.88 (-1.58), IWM: 119.62 (-0.72)
Economic Myth And Financial Reality
Kevin Flynn, CFA - at Seeking Alpha - Wed Dec 31, 11:41AM CST
SPY: 205.54 (-2.06), QQQ: 103.25 (-1.07), DIA: 177.88 (-1.58), IWM: 119.62 (-0.72)
May Your Portfolio Be Bountiful - Ahead of Wall Street
Mark Vickery - ZACKS - Wed Dec 31, 8:49AM CST
Initial jobless claims jumped a bit this morning, but basically people can't (and won't) stop talking about how far oil prices will go, and for how long.
SPY: 205.54 (-2.06), QQQ: 103.25 (-1.07), DIA: 177.88 (-1.58)
Investors Should Not Cheer Cheap Oil In 2015
Lawrence Fuller - at Seeking Alpha - Wed Dec 31, 8:19AM CST
SPY: 205.54 (-2.06), QQQ: 103.25 (-1.07), REZ: 58.91 (-0.88), DIA: 177.88 (-1.58), OIL: 12.54 (+0.04), IWM: 119.62 (-0.72), XRT: 96.01 (-0.28)
Stock Futures Look to Open Higher in Final Trading Day of 2014
at The Street - Wed Dec 31, 7:36AM CST
Stock futures look to end 2014 on a high note.
SPY: 205.54 (-2.06), QQQ: 103.25 (-1.07), FB: 78.02 (-1.20), DIA: 177.88 (-1.58), AAPL: 110.38 (-2.14), MIG: 8.46 (+1.33)
2 Strong Forces Propelling This Secular Bull Market
Gary Jakacky - at Seeking Alpha - Wed Dec 31, 6:10AM CST
SPY: 205.54 (-2.06), QQQ: 103.25 (-1.07), DIA: 177.88 (-1.58), IWM: 119.62 (-0.72), XLE: 79.16 (-0.60)
U.S. futures higher on last day of 2014
Seeking Alpha - at Seeking Alpha - Wed Dec 31, 4:08AM CST
SPUU: 140.18 (-2.96), SPLX: 31.67 (-0.01), TQQQ: 97.45 (-3.15), SDOW: 20.56 (+0.52), DOG: 23.28 (+0.19), SPXU: 38.04 (+1.14), UPRO: 132.61 (-4.12), SPY: 205.54 (-2.06), EPS: 71.98 (-0.82), DXD: 21.76 (+0.35), QQXT: 40.00 (-0.04), SQQQ: 29.84 (+0.90), DIA: 177.88 (-1.58), SPXL: 87.72 (-2.78), QID: 39.48 (+0.85), SFLA: 179.00 (unch), RWL: 40.77 (-0.41), RSP: 80.05 (-0.74), SH: 21.78 (+0.22), SSO: 128.31 (-2.63), QQEW: 42.83 (-0.36), IVV: 206.87 (-2.14), QQQE: 63.68 (-0.51), DDM: 134.63 (-2.52), BXUC: 299.86 (unch), QLD: 136.74 (-2.94), VOO: 188.40 (-1.98), QQQ: 103.25 (-1.07), SDS: 22.05 (+0.42), BXUB: 201.74 (unch), PSQ: 59.48 (+0.61), UDOW: 141.46 (-3.66)
My 6 Sweet Predictions For 2015
Bill Maurer - at Seeking Alpha - Tue Dec 30, 11:13PM CST
RAI: 64.27 (-0.77), V: 262.20 (-2.35), S: 4.15 (+0.03), LO: 62.94 (-0.48), DIA: 177.88 (-1.58), TRLA: 46.03 (+1.70), AAPL: 110.38 (-2.14), CSCO: 27.82 (-0.54), Z: 105.89 (+3.00)
Best Of 2014: Economics, Capital Flows And Innovation
CFA Institute Contributors - at Seeking Alpha - Tue Dec 30, 4:04PM CST
By Ron Rimkus, CFA Every year at this time, we reflect back on the events of the last 12 months and take inventory. This year (2014) will likely go down in history as a pivotal transition year. The status quo is shifting. We are leaving...
USO: 20.36 (+0.07), VGK: 52.41 (-0.39), SPY: 205.54 (-2.06), QQQ: 103.25 (-1.07), FXY: 81.21 (-0.20), OIL: 12.54 (+0.04), DIA: 177.88 (-1.58), RSX: 14.63 (-0.91), EWJ: 11.24 (-0.06)
New Year, New Finances: Finra Tips for Getting in Financial Shape
at The Street - Tue Dec 30, 3:29PM CST
The new year is a good time to give your financial situation a makeover, according to Susan Axelrod, executive vice president of regulatory operations at Finra.
SPY: 205.54 (-2.06), QQQ: 103.25 (-1.07), DIA: 177.88 (-1.58), TLT: 125.92 (+0.24)
Market Outlook 2015 - Robust Economy Could Offset Rate Hikes
Markos Kaminis - at Seeking Alpha - Tue Dec 30, 2:51PM CST
VTI: 106.00 (-1.06), SPY: 205.54 (-2.06), QQQ: 103.25 (-1.07), IEV: 42.53 (-0.31), DIA: 177.88 (-1.58), IWM: 119.62 (-0.72), FXI: 41.62 (+0.67)
Peak What? Christmastime In Hell? Part 4
The Nattering Naybob - at Seeking Alpha - Tue Dec 30, 1:57PM CST
HK: 1.78 (+0.05), EXXI: 3.26 (-0.02), SLB: 85.41 (-1.03), SPY: 205.54 (-2.06), LNCO: 10.37 (+0.13), SCTY: 53.48 (-0.41), FXE: 119.14 (-0.53), BKF: 35.03 (+0.05), PSX: 71.70 (-1.22), EXC: 37.08 (-1.02), IEF: 105.99 (+0.12), EOX: 1.20 (+0.04), TPLM: 4.78 (-0.19), HNR: 1.81 (-0.11), CLB: 120.34 (-0.10), CPE: 5.45 (+0.08), IWM: 119.62 (-0.72), PDCE: 41.27 (-0.14), OAS: 16.54 (+0.23),
76.90 (-1.40), KMI: 42.31 (-0.19), F: 15.50 (unch), BPZ: 0.29 (+0.01), UNG: 14.77 (-0.95), FCX: 23.36 (-0.22), JNK: 38.61 (-0.17), MXWL: 9.12 (+0.13), UNT: 34.10 (-0.43), ECA: 13.87 (+0.02), QEP: 20.22 (+0.52), TRP: 49.10 (-0.02), CHK: 19.57 (-0.07), REN: 1.32 (+0.28), FCG: 11.21 (-0.04), DIA: 177.88 (-1.58), APA: 62.67 (-0.30), EMB: 109.71 (-0.85), CRZO: 41.60 (+0.14), LINE: 10.13 (+0.04), SYRG: 12.54 (+0.09), PEIX: 10.33 (-0.38), UDNT: 12.09 (+0.02), BHI: 56.07 (-0.22), USO: 20.36 (+0.07), HYG: 89.60 (-0.24), FXY: 81.21 (-0.20), SN: 9.29 (-0.04), PVA: 6.68 (+0.32), MHR: 3.14 (-0.03), QQQ: 103.25 (-1.07), LQD: 119.41 (+0.08), CORP: 102.95 (+0.04), UDN: 23.76 (-0.07), SLCA: 25.69 (+0.74)
Stocks Are Expensive, Offer Mediocre Risk/Reward
Thomas Doerflinger - Seeking Alpha - 6 mins ago
Using $124 S&P 500 EPS for 2015, the forward PE of the market is 16.6x, which seems reasonable compared to the 17.1x average PE since 1989. Unfortunately this comparison is misleading for two reasons The average since 1989 is i nflated by the...
SPY: 205.54 (-2.06), QQQ: 103.25 (-1.07), DIA: 177.88 (-1.58)
U.S. Market Valuation: Are U.S. Equities Overvalued?
Baijnath Ramraika, CFA - Seeking Alpha - Thu Jan 01, 3:21AM CST
Originally published on December 23, 2014 "Be fearful when others are greedy, and greedy when others are fearful." - Warren Buffett "…. valuing the market has nothing to do with where it's going to go next week or next...
SPY: 205.54 (-2.06), QQQ: 103.25 (-1.07), DIA: 177.88 (-1.58), IWM: 119.62 (-0.72)
Economic Sense: TARP Russian Style
Epoch Times - at Seeking Alpha - Thu Jan 01, 1:13AM CST
Politicians and banks alike never call a spade a spade or a bailout a bailout. In the United States in 2008, the $700 billion bank bailout was called "Troubled Asset Relief Program." In Russia in 2014, the $1.8 billion bailout for VTB Bank...
SPY: 205.54 (-2.06), QQQ: 103.25 (-1.07), DIA: 177.88 (-1.58)
Predictions For 2015
Calafia Beach Pundit - at Seeking Alpha - Thu Jan 01, 1:11AM CST
First, a look at how last year's predictions turned out. On balance, it was a good year. Here's what I got right and wrong: Right: I was generally optimistic. I thought the economy would continue to grow at a sub-par pace but would beat...
SPY: 205.54 (-2.06), QQQ: 103.25 (-1.07), DIA: 177.88 (-1.58)
2014 In Review: Hot Or Not?
Jeff Miller - at Seeking Alpha - Wed Dec 31, 7:11PM CST
We introduced the "Hot or Not" segment last year as a lighthearted way to break down important themes for individual investors. Rather than looking at page views or ratings, we want to review economic, market, and public policy themes...
SPY: 205.54 (-2.06), QQQ: 103.25 (-1.07), DIA: 177.88 (-1.58)
Investors Always Get Killed At Cycle Tops, Small Caps Look Like A Trap, And It's Way Too Early To Buy Energy Stocks
Mercenary Trader - Seeking Alpha - Wed Dec 31, 1:33PM CST
Investors always lose their shirts at the top of market cycles. This is a combination of greed, impatience, and FOMO, aka "fear of missing out." It is also the result of bad, self-serving advice that suggests a good investor stays in the...
SIR: 24.41 (-0.36), DIA: 177.88 (-1.58), IWM: 119.62 (-0.72), XLE: 79.16 (-0.60)
A Potential Selloff in January Won’t Derail Stocks in 2015
at The Street - Wed Dec 31, 1:28PM CST
The CNBC 'Fast Money Halftime' trading panel is looking toward 2015 and sees a solid year ahead, despite some potential bumps along the way.
AMZN: 310.35 (+0.05), WLL: 33.00 (-0.32), CLR: 38.36 (+0.27), VXX: 31.51 (+2.31), FB: 78.02 (-1.20), CLF: 7.14 (+0.24), XLU: 47.22 (-0.87), TLT: 125.92 (+0.24), SPY: 205.54 (-2.06), QQQ: 103.25 (-1.07), IBM: 160.44 (+0.39), DIA: 177.88 (-1.58), EOG: 92.07 (-0.63), IWM: 119.62 (-0.72), XLF: 24.73 (-0.28), TWTR: 35.87 (+0.01), XLE: 79.16 (-0.60)
Marking My 2014 Forecast To Market: I Plead The Polar Vortex
Hale Stewart - Seeking Alpha - Wed Dec 31, 12:50PM CST
By New Deal Democrat In my forecast for 2014 one year ago, I called for continued growth, but "A year of deceleration": In conclusion, unless we expect deflation (and right now I don't), there is every reason to view the long leading...
SPY: 205.54 (-2.06), QQQ: 103.25 (-1.07), DIA: 177.88 (-1.58), IWM: 119.62 (-0.72)
Economic Myth And Financial Reality
Kevin Flynn, CFA - at Seeking Alpha - Wed Dec 31, 11:41AM CST
SPY: 205.54 (-2.06), QQQ: 103.25 (-1.07), DIA: 177.88 (-1.58), IWM: 119.62 (-0.72)
May Your Portfolio Be Bountiful - Ahead of Wall Street
Mark Vickery - ZACKS - Wed Dec 31, 8:49AM CST
Initial jobless claims jumped a bit this morning, but basically people can't (and won't) stop talking about how far oil prices will go, and for how long.
SPY: 205.54 (-2.06), QQQ: 103.25 (-1.07), DIA: 177.88 (-1.58)
Investors Should Not Cheer Cheap Oil In 2015
Lawrence Fuller - at Seeking Alpha - Wed Dec 31, 8:19AM CST
SPY: 205.54 (-2.06), QQQ: 103.25 (-1.07), REZ: 58.91 (-0.88), DIA: 177.88 (-1.58), OIL: 12.54 (+0.04), IWM: 119.62 (-0.72), XRT: 96.01 (-0.28)
Stock Futures Look to Open Higher in Final Trading Day of 2014
at The Street - Wed Dec 31, 7:36AM CST
Stock futures look to end 2014 on a high note.
SPY: 205.54 (-2.06), QQQ: 103.25 (-1.07), FB: 78.02 (-1.20), DIA: 177.88 (-1.58), AAPL: 110.38 (-2.14), MIG: 8.46 (+1.33)
2 Strong Forces Propelling This Secular Bull Market
Gary Jakacky - at Seeking Alpha - Wed Dec 31, 6:10AM CST
SPY: 205.54 (-2.06), QQQ: 103.25 (-1.07), DIA: 177.88 (-1.58), IWM: 119.62 (-0.72), XLE: 79.16 (-0.60)
U.S. futures higher on last day of 2014
Seeking Alpha - at Seeking Alpha - Wed Dec 31, 4:08AM CST
SPUU: 140.18 (-2.96), SPLX: 31.67 (-0.01), TQQQ: 97.45 (-3.15), SDOW: 20.56 (+0.52), DOG: 23.28 (+0.19), SPXU: 38.04 (+1.14), UPRO: 132.61 (-4.12), SPY: 205.54 (-2.06), EPS: 71.98 (-0.82), DXD: 21.76 (+0.35), QQXT: 40.00 (-0.04), SQQQ: 29.84 (+0.90), DIA: 177.88 (-1.58), SPXL: 87.72 (-2.78), QID: 39.48 (+0.85), SFLA: 179.00 (unch), RWL: 40.77 (-0.41), RSP: 80.05 (-0.74), SH: 21.78 (+0.22), SSO: 128.31 (-2.63), QQEW: 42.83 (-0.36), IVV: 206.87 (-2.14), QQQE: 63.68 (-0.51), DDM: 134.63 (-2.52), BXUC: 299.86 (unch), QLD: 136.74 (-2.94), VOO: 188.40 (-1.98), QQQ: 103.25 (-1.07), SDS: 22.05 (+0.42), BXUB: 201.74 (unch), PSQ: 59.48 (+0.61), UDOW: 141.46 (-3.66)
My 6 Sweet Predictions For 2015
Bill Maurer - at Seeking Alpha - Tue Dec 30, 11:13PM CST
RAI: 64.27 (-0.77), V: 262.20 (-2.35), S: 4.15 (+0.03), LO: 62.94 (-0.48), DIA: 177.88 (-1.58), TRLA: 46.03 (+1.70), AAPL: 110.38 (-2.14), CSCO: 27.82 (-0.54), Z: 105.89 (+3.00)
Best Of 2014: Economics, Capital Flows And Innovation
CFA Institute Contributors - at Seeking Alpha - Tue Dec 30, 4:04PM CST
By Ron Rimkus, CFA Every year at this time, we reflect back on the events of the last 12 months and take inventory. This year (2014) will likely go down in history as a pivotal transition year. The status quo is shifting. We are leaving...
USO: 20.36 (+0.07), VGK: 52.41 (-0.39), SPY: 205.54 (-2.06), QQQ: 103.25 (-1.07), FXY: 81.21 (-0.20), OIL: 12.54 (+0.04), DIA: 177.88 (-1.58), RSX: 14.63 (-0.91), EWJ: 11.24 (-0.06)
New Year, New Finances: Finra Tips for Getting in Financial Shape
at The Street - Tue Dec 30, 3:29PM CST
The new year is a good time to give your financial situation a makeover, according to Susan Axelrod, executive vice president of regulatory operations at Finra.
SPY: 205.54 (-2.06), QQQ: 103.25 (-1.07), DIA: 177.88 (-1.58), TLT: 125.92 (+0.24)
Market Outlook 2015 - Robust Economy Could Offset Rate Hikes
Markos Kaminis - at Seeking Alpha - Tue Dec 30, 2:51PM CST
VTI: 106.00 (-1.06), SPY: 205.54 (-2.06), QQQ: 103.25 (-1.07), IEV: 42.53 (-0.31), DIA: 177.88 (-1.58), IWM: 119.62 (-0.72), FXI: 41.62 (+0.67)
Peak What? Christmastime In Hell? Part 4
The Nattering Naybob - at Seeking Alpha - Tue Dec 30, 1:57PM CST
HK: 1.78 (+0.05), EXXI: 3.26 (-0.02), SLB: 85.41 (-1.03), SPY: 205.54 (-2.06), LNCO: 10.37 (+0.13), SCTY: 53.48 (-0.41), FXE: 119.14 (-0.53), BKF: 35.03 (+0.05), PSX: 71.70 (-1.22), EXC: 37.08 (-1.02), IEF: 105.99 (+0.12), EOX: 1.20 (+0.04), TPLM: 4.78 (-0.19), HNR: 1.81 (-0.11), CLB: 120.34 (-0.10), CPE: 5.45 (+0.08), IWM: 119.62 (-0.72), PDCE: 41.27 (-0.14), OAS: 16.54 (+0.23),
76.90 (-1.40), KMI: 42.31 (-0.19), F: 15.50 (unch), BPZ: 0.29 (+0.01), UNG: 14.77 (-0.95), FCX: 23.36 (-0.22), JNK: 38.61 (-0.17), MXWL: 9.12 (+0.13), UNT: 34.10 (-0.43), ECA: 13.87 (+0.02), QEP: 20.22 (+0.52), TRP: 49.10 (-0.02), CHK: 19.57 (-0.07), REN: 1.32 (+0.28), FCG: 11.21 (-0.04), DIA: 177.88 (-1.58), APA: 62.67 (-0.30), EMB: 109.71 (-0.85), CRZO: 41.60 (+0.14), LINE: 10.13 (+0.04), SYRG: 12.54 (+0.09), PEIX: 10.33 (-0.38), UDNT: 12.09 (+0.02), BHI: 56.07 (-0.22), USO: 20.36 (+0.07), HYG: 89.60 (-0.24), FXY: 81.21 (-0.20), SN: 9.29 (-0.04), PVA: 6.68 (+0.32), MHR: 3.14 (-0.03), QQQ: 103.25 (-1.07), LQD: 119.41 (+0.08), CORP: 102.95 (+0.04), UDN: 23.76 (-0.07), SLCA: 25.69 (+0.74)
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