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Infinium

 
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  • Stock Market Sentiment Still Flashing Caution: Not Prudent to Initiate Long Positions Yet [View article]
    Our firm also uses sentiment as an input to our model which helps us lever risk up or down in portfolios. I concur with your analysis, however, the unanimity of financial professionals advising to fade any rally off of this panic bottom makes me believe the upside has the potential to leave many short and under-invested in risk assets through the end of the year.

    Mark Starosciak, Financial Advisor
    InfiniumAdvisors.com
    Aug 17 02:14 AM | Likes Like |Link to Comment
  • Just One Stock: Overseas Growth, Strong Margins and Dividends Boost McDonald's [View article]
    News Flash - European President Steve Easterbrook to leave post in Sept. and be replaced by Doug Goare, a 33-year MCD veteran.

    www.forbes.com/feeds/a...
    Aug 16 02:29 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    The US economy has momentum and is like a big cruise ship; hard to turn it in the opposite direction on short notice. Hopefully we see a gentle slowing vs. a Crazy Ivan.

    Mark Starosciak, Financial Advisor
    InfiniumAdvisors.com
    Aug 16 11:44 AM | 1 Like Like |Link to Comment
  • The Big Gold Signal No One Talked About [View article]
    GLD looks toppy from a "reversion to the mean" perspective, no? Trading well above the 50 day MA.

    Mark Starosciak, Financial Advisor
    InfiniumAdvisors.com
    Aug 16 11:28 AM | Likes Like |Link to Comment
  • Just One Stock: Overseas Growth, Strong Margins and Dividends Boost McDonald's [View article]
    Nice work! What isn't there to like, right? MCD is one of those stocks that is a true wealth builder. Hopefully management will continue excellence in execution after losing their way several years ago when the stock really hit the skids.
    Aug 12 09:12 AM | Likes Like |Link to Comment
  • Just One Stock: Overseas Growth, Strong Margins and Dividends Boost McDonald's [View article]
    We believe investors could easily view this MCD as a core holding (as long as the thesis stays in place) and therefore dollar-cost averaging into a position over the course of a few months could be one approach, if it matches your individual objectives.
    Aug 11 06:19 PM | Likes Like |Link to Comment
  • Why You Should Sell Bank of America [View article]
    At this point, given so many uncertainties surrounding BAC, the technicals should be dynamic to watch in order to find the right entry point. Forget about the fundamentals, just too many unknowns to try and derive a true value for the stock. Chart looks like it's trying to put in a bottom since last week on 6/8; keep your stops tight.

    Mark S.
    InfiniumAdvisors.com
    Jun 14 12:49 AM | 1 Like Like |Link to Comment
  • 7-ETF Portfolio With Low Correlating Assets Beats the S&P 500 [View article]
    This is how it reads tonight, 6/12/2011:

    7-ETF Portfolio Crushes the S&P

    Outperformance With Less Volatility by Gary Gordon
    Jun 12 09:31 PM | 2 Likes Like |Link to Comment
  • 7-ETF Portfolio With Low Correlating Assets Beats the S&P 500 [View article]
    First thought: if you pick the areas/sectors of the market that have just performed well, I guess you would do better than the market with less risk with a back-test. Unfortunately, when those very same ETFs revert to the mean, I imagine you will under-perform with more risk. Given correlations can swing wildly, might this also lull one into a false sense of security by looking in the rear-view mirror? At the end of the day, an investor still needs to look out on the horizon a bit in order to have a chance at a good risk/rewards outcome. Flying purely by formulas can nose dive you into the ground pretty quickly.

    Mark S.
    www.InfiniumAdvisors.com
    Jun 10 03:59 PM | 2 Likes Like |Link to Comment
  • The Challenges of Using Beta to Measure Risk [View article]
    Jim, thanks for the well-written piece. Moral of the story - look deeper, beyond the surface when using beta as a component of the investment decision process, or any statistical measure for that matter. Sound advice.

    Mark S.
    InfiniumAdvisors.com
    May 23 09:56 PM | Likes Like |Link to Comment
  • Jeremy Grantham Turns Bearish on Equities [View article]
    It seems like the speculators are getting their rear-ends handed to them right now, and this downturn in commodities is the perfect opportunity for a perma-bear like Grantham to sound the alarm bells. This doesn't take away from the fundamental reasons that commodities and the markets have advanced higher. If we can keep the speculators at bay, and avoid major technical breakdowns in the equity indexes, then it's reasonable to think that the trend to 1,400 in the S&P 500 is still a possibility. Once the fast money is sufficiently beaten up in the commodities, however, I would be surprised to see them back in full force to make new highs there.

    Mark S. Starosciak
    InfiniumAdvisors.com
    May 11 08:28 PM | 1 Like Like |Link to Comment
  • A Dearth of Bulls [View article]
    Our firm has analyzed sentiment for both Individuals and Advisors to help us understand market direction. In our review of the data, the readings on Individuals are much more spastic and tend to be a coincident indicator rather than a leading indicator. In other words, they get spooked out of the market quickly on sell-offs and get overly bullish during rallies. Our work also reveals that the Advisors sentiment survey results are a better predictor (contrarian indicator) of future market movements.

    Mark S. Starosciak
    www.InfiniumAdvisors.com
    Apr 28 11:27 PM | 1 Like Like |Link to Comment
  • Why We See Gold Going Lower Long-Term [View article]
    The charts say the value of the U$D has fallen about -36% over the past ten years or so, and gold in U$D terms has risen about +700%, give or take, during the same period. Thoughts?

    Mark S. Starosciak
    InfiniumAdvisors.com
    Apr 24 04:08 PM | 1 Like Like |Link to Comment
  • Silver ETF Rally Continues, But for How Long? [View article]
    Is anyone concerned that the bull scenario is a little too clear and the Silver bears are a little too scarce at this time? I'm not arguing against the bullish case, it's just at some point, the fundamentals stop driving the price, and the speculators take over. That's when the bulls who only believe the fundamental case will give back all the gains when the specs leave the dance.

    Mark S. Starosciak
    InfiniumAdvisors.com
    Apr 23 12:57 PM | Likes Like |Link to Comment
  • Why We See Gold Going Lower Long-Term [View article]
    Good point. Question becomes, how much has the value of the dollar fallen over the past 10 years? Note the author does specify 10 years. Approx. -36% (since the mid-1980s - early 1985 to be exact - the dollar is off about -50%.) So, yes a falling US dollar has an impact; # 1 on the list - no.

    www.fxstreet.com/rates.../

    Mark S. Starosciak
    www.InfiniumAdvisors.com
    Apr 23 12:23 PM | 1 Like Like |Link to Comment
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