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InvestoBullSG

InvestoBullSG
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  • If we keep moving up like this, stocks could go "parabolic," says Art Cashin. The stocks that have the heaviest short positions have already raced ahead of the indices, and they are going to crumble if we keep going. (Video). [View news story]
    Euphoria is already around the corner. Great to accumulate quality defensive and higer yield dividend stocks now.
    May 19, 2013. 08:01 AM | 1 Like Like |Link to Comment
  • Of the €208.2B in non-performing loans Spanish banks have refinanced (in order to avoid recognizing them as NPLs), nearly half are treated as though they are not distressed, dubiously eliminating the need to take provisions against them, FT says. These banks have until September to reclassify restructured loans under tougher guidelines, a mandate that will likely necessitate fresh provisioning at some institutions. Between them, Santander (SAN), BBVA, and Caixabank (CAIXY.PK) had €76B in refinanced debt on their books at the end of last year. [View news story]
    The PIIGS are still flying in first half of Year 2013.
    May 18, 2013. 07:13 AM | Likes Like |Link to Comment
  • S&P 500 P/E Ratio [View article]
    Unhealthy economical growth with the help of QEs from the central bankers. Younger generation Americans and citizens from other countries will need to pay for hyperinflation and new taxes related to the aftermath of QEs.
    May 17, 2013. 11:34 AM | 1 Like Like |Link to Comment
  • Deflation: What Can You Do About It? [View article]
    Taxpayers will be paying more for the expense of the inflated assets.
    May 15, 2013. 10:29 AM | Likes Like |Link to Comment
  • Deflation: What Can You Do About It? [View article]
    Buying up assets at cheaper price for another round of inflation.
    May 15, 2013. 10:25 AM | Likes Like |Link to Comment
  • Julian Robertson's Tiger Management unloaded the 42K Apple (AAPL) shares the firm still had going into Q1. Tiger, which has owned Apple for years, had pared its stake from 101K in Q4. On the other hand, Tiger initiated positions in Dunkin' Brands (DNKN - 546K shares), Monsanto (MON - 192K), McGraw Hill (MHP - 408K), and H&R Block (HRB - 849K). AAPL -1.1%. (13F) (Q4 hedge fund sales[View news story]
    Growth stock with the help of the QEs together with monetary easing policies from other central banks.
    May 15, 2013. 10:19 AM | Likes Like |Link to Comment
  • Julian Robertson's Tiger Management unloaded the 42K Apple (AAPL) shares the firm still had going into Q1. Tiger, which has owned Apple for years, had pared its stake from 101K in Q4. On the other hand, Tiger initiated positions in Dunkin' Brands (DNKN - 546K shares), Monsanto (MON - 192K), McGraw Hill (MHP - 408K), and H&R Block (HRB - 849K). AAPL -1.1%. (13F) (Q4 hedge fund sales[View news story]
    I believe AAPL is not a defensive stock during bear or uncertain market.
    May 15, 2013. 10:15 AM | 2 Likes Like |Link to Comment
  • France slid into recession during Q1 as the French economy contracts 0.2% Q/Q after shrinking by the same amount in Q4. With unemployment at record levels and President François Hollande's popularity at all-time lows, the country faces an uphill battle to right the ship as it struggles to bring its deficit in line with the EU-mandated 3%, while simultaneously restoring growth. Economists see the French economy contracting by 0.2% for the full year and a survey of French citizens shows just 11% believe Hollande can bring down the jobless rate by year's end. The CAC 40 (EWQ) is little changed. [View news story]
    Not a big deal when the Central bankers and other big players continue to long the financial markets.
    May 15, 2013. 09:03 AM | Likes Like |Link to Comment
  • Banco Santander Chile's Recent Sell Down Represents A Buying Opportunity For Investors [View article]
    SAN is the best high dividend yield blue-chip stock in the PIIGS.
    May 15, 2013. 08:59 AM | Likes Like |Link to Comment
  • A Tired Bull Market [View article]
    I believe the US, UK and Europe big banks all conclude the future financial sector will shrink. One by one are starting to restructure their businesses. With the withdrawal of QE fund and new taxes to be implemented, I believe the stocks markets are now fair or being overvalued.
    May 13, 2013. 07:32 PM | Likes Like |Link to Comment
  • More Bernanke: "Many households remain more financially fragile than might be inferred from the aggregate statistics alone," he says, touting new, even more detailed data the Fed is monitoring. The Fed never saw the greatest macro event in generations coming (even when it was on top of us), and Bernanke lays some of the blame on a lack of intricate numbers coming across the desks of central bank economists. [View news story]
    I believe that there will be another Lehman Brothers Part II involving wrongly managed investment banks if the current subprime-mortgage bubble trend continues.
    May 11, 2013. 04:18 AM | Likes Like |Link to Comment
  • The Good News, The Bad News And What's Very Ugly [View article]
    Let's all of us treasure the great bubbles period.
    May 10, 2013. 11:18 PM | 2 Likes Like |Link to Comment
  • The Risk Of Recession Is Low And Declining [View article]
    How about the falling AUD? Australian QE for the year/s?
    May 8, 2013. 08:07 PM | Likes Like |Link to Comment
  • The Singapore Story: No Longer A Sure Thing For Investors? [View article]
    Property development and investment should be the author's main highlights in this article.
    May 8, 2013. 09:56 AM | Likes Like |Link to Comment
  • What Happens When Liquidity Disappears? [View article]
    I feel it should be globalised stagflation with those QEs.
    May 8, 2013. 09:43 AM | Likes Like |Link to Comment
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