Sperry8

Healthcare: A Winning Sector in the Next Bull Market

Is there any way to play Healthcare in Emerging Markets? Are any of the active EM funds significantly overweight in EM? Do any of the ETF companies have plans for an EM Healthcare ETF?

Is Google a Great Buy Now?

Here you go... almost 93% of employees repriced. Certainly no outside investors were given that option!

www.marketwatch.com/ne...={D262E863-5F4E-4F83-B...

Is Google a Great Buy Now?

Doesn't anyone find it funny that Google's price fell below $300 for the first time in a LONG time yesterday - and that yesterday's end of day price was also the strike price used to re-price options for Google employees who are willing to add 1 yr to their vesting? Amazing how the strike price on March 9 was the 2009 low... and today its up almost 6%. Magic eh? I think not.

Stock Market Investor Depression

A junior in college telling us "I honestly can’t remember the last time I saw any positive news reported, even on a local news channel."?! I mean seriously... in your whole life of 19 yrs, of which maybe the last 5 you watched news TV and you can't recall eh? Please.... give me some bloggers on Seeking Alpha who have been through a bear before and spare us a smart, yet quite new financial student's ravings.

Restaurant Spending, Then and Now

I'll take the over. People will spend less on food overall as well. But eating out is part of our culture now, and with increased use of the web is one of the main forms of entertainment for most people. It will continue to rise, albeit more slowly than in the past.

Growth vs. Value ETFs: The Debate Rages On

According to Ken Fisher... value outperforms when the yield curve starts to flatten and growth outperforms when it starts to become steep again. The yield curve is currently steep (300bps) so value should start to outperform. Although you say typically growth leads out of a recession, he feels its not the end of the recession that causes this, but rather the yield curve (us based in the us and global yield curve globally).

Why Now Is the Time to Own Things

Well written article! Easy to understand, short and to the point. Thanks.

Performance of the Rally by Market Cap

One other thing that was not discussed above. Value lead all the groups since 11/20 (not growth). Looks like Value is back in vogue... and may re-take a strong leadership position in 09.

Performance of the Rally by Market Cap

I think you meant to say smallest in the graph (not worst).

Are Equities Still a Better Investment than Housing?

Your analysis misses something quite large! The family who chooses NOT to buy a home and solely invests in stocks needs to live somewhere! So they rent! So this supposed earning of 13.6% is reduced dramatically. Because they pay money for rent and renters insurance. This money earns 0% and reduces the total % earned well below 13.6%, probably approaching 8.6% although I'd agree (unless you are renting in Manhattan), still slightly above 8.6%. But certainly not 5 percentage points higher!

So please, before you write an article of 'fear' gather all the facts.

Japan's Lost Quarter Century - Could It Happen to the U.S.?

The claim quoted within this article that states "As an aside I saw an interesting comment on Realmoney.com Monday. A commentator said if you use the 1966 HIGH and adjust for inflation the stock market is up 35%.... i.e. less than 1% annualized from the 1966 high" is incorrect. Before you post and propagate incorrect information to make your point, please check the facts!

The real returns data for the DIVIDEND REINVESTED S&P 500 from the 1966 high was 4.7%. Dividends count... they are paid to us and they are money. The commentator clearly left them out and Trader Mark didn't even bother to check. Just shouting what another fool shouted. Fire... there's a fire!

Don’t Blame Wall Street - At Least Not Completely

Puhlease!!! We had a higher standard of living than the 3rd world well BEFORE secondary markets were created to trade in asset backed securities. Home-ownership and ownership of cars will continue. So will jobs at Wal-Mart and Disney. What will not continue is high risk companies who got burned. This does not mean ALL banks... some wonderful one's will continue. Wells Fargo. Bank of America. Citi. Wells originates home loans. But smartly. They took risk, just not bad risk. And so they survive and possibly grow. Citi originates loans. Not as smartly as Wells. But they diversified better so they could absorb this risk. They survive and even get too buy assets at distressed prices. The stronger companies survive and will generate increased earnings for it. This is how we are paid via stocks - and it will eventually show up in the prices of the market. Short-term... let the bad companies go under. I don't want to save bad companies. Take the $700 billion and do some good with it. Provide affordable housing maybe. But certainly don't use it to prop up companies that do not know how to manage risk. This only undermines the ultimate success of those that do. And that will lead to a healthy economy and stock market.

Looking for Hope

So glad there is no bailout! Why should there be? Companies that are going under took on risk and got burned. Goodbye to them. Better run institutions will buy up their assets and become stronger and their future earnings will be bigger (which means stock returns will ultimately be better).