Market Commentary – January 18, 2011 – posted @ 12:30AM/EST
Last weeks market action was constructive; the market once again was able to produce a list of buyable breakouts after a brief pullback. During the week, we added a handful of names and ramped up the portfolio from 12 stock positions to 29. We added 17 new names which included 2 short positions. The engine [...]
The Little Book of Sideways Markets
Vitaliy Katsenelson, author of Active Value Investing: Making Money in Range-Bound Markets, has recently come out with a new book, The Little Book of Sideways Markets: How to Make Money in Markets that Go Nowhere. Many investors don’t realize that over the last ten years, the stock market has gone up and down but still [...]
Market Commentary – January 10, 2011 – posted at 11:00AM/EST
The long-term fundamental backdrop as well as the the technical picture still supports our long-term bullish case however, as mentioned in my January 4, 2011 market commentary, “the short-term picture is looking less and less appealing.” Since then, the Russell 2000 has pulled back a modest 2.8% off its high and it looks as if [...]