Stock Picks

Fred Hickey’s Stock Picks For 2013

February 2, 2013

The editor of the Hi-Tech Strategist, Fred Hickey, made his stock picks in Barrons today. Hickey really hasn’t changed his tune in the last two years. He still doesn’t see an end to the tech bear market and he’s weary of moneyprinting and has subsequently shuffled a huge portion of his assets into gold. First [...]

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Felix Zulauf’s Portfolio

January 19, 2013

Felix Zulauf revealed his top picks for 2013 during the Barrons Roundtable. Zulauf’s first pick is to short the Japanese yen due to the debt crisis that others like Kyle Bass have noted.   “The dollar/yen trade could have a mild correction, dropping back to the €86 area. I would buy on that correction. Professional [...]

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Felix Zulauf’s Outlook for 2013

January 11, 2013

Felix Zulauf gave an interview where he discussed his bullishness for China and Japan. First of all Zulauf, like Marc Faber is bullish on Chinese equities. However, it should be noted that Zulauf appears to be looking at this as a trade rather than a long term investment. “The real level of growth in China [...]

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Charles Nenner Predictions for 2013

January 5, 2013

Charles Nenner was interviewed by Financial Sense today where he gave his outlook for the first part of 2013. Nenner says that stocks should remain in an up cycle into mid-February. Nenner is unsure whether the cycle top in February 2013 is a long term cycle high or a short term cycle high. Previously, Nenner [...]

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Best Investments For 2013

December 5, 2012

As we head into the new year, I’m going to highlight some of the best investment ideas for 2013. I’ve gleaned a lot of data from both fundamental and technical experts to come up with a “greatest hits” list. These investment ideas will usually feature a published recommendation from a top money manager, improving technical [...]

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Tax Loss Selling 2012

November 27, 2012

We are now in the midst of tax loss selling in the stock market. Some beaten down stocks will continue to slide into the end of the year as investors book capital losses to offset any gains. Last year Mark Hulbert produced a list of stocks that could see a bump when tax loss selling [...]

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The Trend Is Your Friend

November 5, 2012

  There is an old saying among technical analysts that the “trend is your friend.”  I’ve backtested this theory over the last two years to see if it delivered good short sale and long candidates. I picked out 10 stocks that had a clear trend in 2011. I then examined their performance in 2012. Here [...]

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Marc Faber 2012

November 1, 2012

Marc Faber was interviewed at the Barrons Art of Investing Conference last week. Faber, like Felix Zulauf is bullish on Japanese equities and he also thinks that Chinese shares can bounce.  ”The Chinese can postpone a more serious recession by easing, but it won’t solve the problem. The Chinese stock market could outperform for a [...]

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Felix Zulauf 2012 Views

October 31, 2012

Felix Zulauf was interviewed by Barrons last week. Every fall Barrons invites a lot of the Roundtable members to share their views for the remainder of the year. As I’ve mentioned previously, Zulauf, Marc Faber and Fred Hickey are worth paying attention to. It appears as though Zulauf has softened his stance in the last [...]

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Best Investment Themes of 2012

October 26, 2012

As 2012 winds down to a close I like to take a look at what were the best and worst investment themes of 2012. There are three reasons why this is an important task. We can also identify which money managers identified the best investment themes well ahead of time. As Paul Tudor Jones has [...]

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