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- 3 Pharma ETFs for a Sickly Market [view article]
- Expect a Half-Decade of Weak Growth - Barron's Interview [view article]
- ETF Update: Pharma ETFs, Commodity ETFs, Carry Trade [view article]
- A Healthcare ETF Strategy To Outpace the Market [view article]
- Companies With Recent, Innovative Product Approvals vs. Healthcare ETFs [view article]
- 3 Investment Ideas for the Rest of 2008 and 2009 [view article]
- Just What the Doctor Ordered: Comparing the Pharma ETFs [view article]
- ETF Update: Healthcare, Africa's Impact on Water ETFs, Energy ETFs [view article]
- Johnson & Johnson a Compelling Investment [view article]
- Wednesday Options Update: XLE, XLF, WFC, GE, CSCO, ABK, EWT, PPH [view article]
- Biotech is Healthy - Fast Money Recap (7/8/08) [view article]
- Don't Bank on Financials - Fast Money Recap (6/27/08) [view article]
loading ...Recent PPH Articles
- 3 Pharma ETFs for a Sickly Market
- ETF Update: Pharma ETFs, Commodity ETFs, Carry Trade
- Expect a Half-Decade of Weak Growth - Barron's Interview
- Companies With Recent, Innovative Product Approvals vs. Healthcare ETFs
- A Healthcare ETF Strategy To Outpace the Market
- 3 Investment Ideas for the Rest of 2008 and 2009
- Just What the Doctor Ordered: Comparing the Pharma ETFs
- ETF Update: Healthcare, Africa's Impact on Water ETFs, Energy ETFs
- Johnson & Johnson a Compelling Investment
- Wednesday Options Update: XLE, XLF, WFC, GE, CSCO, ABK, EWT, PPH
- Full List of Articles »
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Expect a Half-Decade of Weak Growth - Barron's Interview [view article]
WEBISKING: Blah Blah Blah. Aren't you wonderful? ReplyExpect a Half-Decade of Weak Growth - Barron's Interview [view article]
Blah Blah Blah. My personal portfolio keeps growing every year because I continue to choose stocks that are undervalued and are going WITH the trend and not against it. Many value investors continue to buy financials and hosuing related stocks whose timetable is uncertain and they do not CONTROL THEIR OWN DESTINY.Consumer goods companies and railroads and multi nationals like JNJ have done fine WHEN PURCHASED RIGHT Replyborenstein
Expect a Half-Decade of Weak Growth - Barron's Interview [view article]
You can not discuss U.S and the European economies in the same breath .To put it simply U.S and European economies are about to diverge cyclically .The U.S economy is in the process of consolidation while still addressing and "digesting" some problems.Europe is about to face them .After the current "turmoil",th... U.S economy very well may become the most competitive meam ,lean economic machine in the world.The lessons and adjustments will provide the new dynamics to the U.S economy.
Once the "financial " paranoia is understood within the context of record short open interest,the logic will prevail,the financial sector will lead a major stock market rally ,lead by the shares of the agencies such as FNMA and FRE(established by the act of Congress and guaranteed implicitly by the U.S government).Broad based rally will follow shortly after that .Based on the past history and the current market reality ,3% GDP growth would be quite acceptable. By the first qtr of 2009 ,the U.S economy should be expanding at 5% or faster (GDP).
Europe will be the cyclical laggard and it may be heading for a statistical recession .
This economic outcome of the economic implosion in Europe will accelerate the global "flight" to the dollar assets fuelling unprecedented stock market rally and creating demand in the housing sector(the most undervalued dollar asset).
Where was the investment universe two years ago or even a year
ago,when I have issued serious economic warnings?(as late as September of 2007)......The universe was long the stocks -that was the difference.
With all of the fiscal and the monetary measures in in place ,dynamic recovery is a reality in the period ahead .
In the meantime the market volatility will continue. Reply
Expect a Half-Decade of Weak Growth - Barron's Interview [view article]
You said... "The market low on July 15 was significant; it may be tested, but won't be severely penetrated."I think you are wrong.
Your analysis fails to consider that the SIV's, CDO's are a thing of the past. Investment banks will no longer be able to create money out of thin air at a 40:1 ratio to capital.
The treasury has taken in 1 TRILLION OF BAD DEBT TO HELP THE BANKS!
World equity markets have already lost 12 TRILLION DOLLARS OF EQUITY CAPITAL!
The Treasury is about to bail out Fannie and Freddie, a $12 trillion obligation... and
Nothing has been said about the huge losses in COMMERCIAL REAL ESTATE THAT ARE COMING AS UNEMPLOYMENT INCREASES!
WHERE IS THE FUNDING COMING FROM TO REBUILD THE WORLDS CAPITAL MARKETS?
The above facts have not been considered by the Bull on the Street, so how can July 15 hold as a bottom? Simply not reasonable in my opinion.
Reply
ETF Update: Pharma ETFs, Commodity ETFs, Carry Trade [view article]
Greetings,You have repeated Hougan's error. DBV is leveraged 2:1. The prospectus probably should be read by "professionals.&q...
Cheers from Osaka,
John Reply
ETF Update: Pharma ETFs, Commodity ETFs, Carry Trade [view article]
Good to know the different tax rates applied to various ETFs. Suggest you do one exclusively on this topic. Also, the phrase "earning 28% capital gain rate" is misleading. ReplyETF Update: Pharma ETFs, Commodity ETFs, Carry Trade [view article]
I wouldn't bank on long term growth here. ReplyA Healthcare ETF Strategy To Outpace the Market [view article]
Failing Economy Predicts Worse Health:"...each percentage-point rise in unemployment would result in an additional 1.1 million people losing health insurance"
www.time.com/time/busi... Reply
A Healthcare ETF Strategy To Outpace the Market [view article]
On a related topic, "medical tourism", this addresses the gross inefficiency of the US medical system. It might remind you of a few other industries.www.economist.com/disp... Reply
A Healthcare ETF Strategy To Outpace the Market [view article]
This is just an incredibly irrational market. Financials down 20%, up 30%. Oil up 60%, down 30%. Money rushes into this sector, then that sector. So right now, tech and health are the hot sectors. Anything fundamental going on here? Sure, just like oil went to $147 and back to $115 on "supply and demand". Follow the trend while it lasts, but don't tell me it is anything more than the latest fad, destined to follow the no-longer-latest fads.Healthcare is bloated almost as much as government. They've been the last sectors still increasing employment. Consumers are having an increasingly difficult time paying insurance and medical bills. The sector is horribly inefficient and financially irrational. What do you think is going to happen as more workers lose their jobs, and therefore medical insurance? I just had a not-too-major surgery that was about $3000 after insurance (interestingly, nearly $30,000 before my PPO discount). Many families would find that a serious if not disastrous problem. One of the leading causes of bankruptcy is unexpected medical expense.
The healthcare sector is going to get beaten to death over the new few years between high costs and decreasing ability of consumers to pay for it. A lot of health care is discretionary. Even if you need it, many medical expenses can and will be put off. And speaking of bloated, government at all levels (the #1 addition to employment in the last few years) is going to get crunched big-time by falling revenues. Borrowing only works so long; then you have to actually cut spending. What's that going to do to the healthcare industry?
The hot money will flee tech and healthcare in due time, leaving all the later-coming trend followers holding the bag. Those of you who bought commodities late know the feeling. Reply
Companies With Recent, Innovative Product Approvals vs. Healthcare ETFs [view article]
but this is hindsightand investment is foresight Reply
A Healthcare ETF Strategy To Outpace the Market [view article]
This sector as well as small caps seem to be the new sectors of choice for this latest rotation. Reply3 Investment Ideas for the Rest of 2008 and 2009 [view article]
The dollar won`t rally no matter where rates are going.Sell US Bonds, buy agriculture. Fine investment ideas in a JIM ROGERS blog at jimrogers-investments....
The alternative energy stocks seems a good idea thought. Reply
3 Investment Ideas for the Rest of 2008 and 2009 [view article]
Good article. US dollar will appreciate other currencies in the next 18 monhts. Fed will increase interest rate sooner than later to contol inflation. Commodity prices will come down rapidly and drastically.As a resluts of this inflation will come down. There will be demand for product and services. Investmet will improve and there will be more job opportunities. Many sectors will recover.Finally we will see recovery in the financil sector and credit market. Reply
3 Investment Ideas for the Rest of 2008 and 2009 [view article]
dear russell,don't take any of these comments personally. anyone can be a critic. they should have commended you for welcoming suggestions, for opening a topic to discussion and making some general predictions. instead, they used you for a punching bag.
let me remind the readers that anyone can offer up thoughts and you are all welcome to do so. if you disagree with the author, just stick to constructive criticism and lead the discussion in what you perceive to be the correct direction. don't get personal. it detracts from the subject and says more about you than it does about the author.
sincerely,
curious (mr manners) cat Reply