Our Market Forecast Results - Long and Short Equity Ideas

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 |  Includes: AMGN, BAC, CRM, CVS, DELL, GOOG, RTN, T, THC, TOL
by: Value Expectations

Money managers are always looking for an advantage to help them better understand the market and get an edge in their stock selection process. The Applied Finance Group's (AFG’s) Market Forecast Project (MFP) has served that purpose for over 300 investment professionals that participate, and it continues to grow. In our 5th issue of the MFP we have identified the favorite long and short equity ideas from participants, trends in the movements of investor sentiment over the last 4 surveys, as well as other key topics affecting the economy and the markets.

This month’s survey contains questions on topics such as:

• What is the single most important variable you consider when analyzing a stock for purchase in the current market?

• Should credit default swaps be exchange traded?

• Compared to last year, what do you think about retail sales of this holiday season?

• What will happen to the Iranian nuclear program in the next 6 months?

Question 1

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Question 2

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Question 3

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Question 4

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Question 5

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Question 6

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Question 7

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Question 8

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Question 9

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Question 10

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Question 11

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Question 12

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Question 13

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Question 14

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Question 15

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Question 16

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Question 17

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Question 18

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Question 19

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Question 20

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Trend 1

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Trend 2

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Trend 3

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Market Forecast Project #5 Long & Short Equity Ideas

The companies listed below are a few of the favorite long and short equity ideas provided by MFP participants for the 5th issue of the MFP. If you are a professional investor and would like to view the entire list of long and short ideas, register here.

Registered Users: Click here to view the entire list of long and short equity ideas. This month's long/short portfolio contains 108 long ideas and 50 short ideas.