Stock Screen: Highly Rated Cheap Stocks

In a recent post, I posited that markets did not look cheap from either a valuation basis nor an economic outlook standpoint. However, that does not mean I stop looking for investment opportunities, only that the search may not be as fruitful as I would like. So this week’s screen focuses on looking for cheap [...]

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Markets Giving All Clear Signal?

That is the main question of the moment and I direct readers to two viewpoints on the matter: Legg Mason’s Bill Miller: “The worst is over.” (Bloomberg) Eric Sprott: “We are now in the early stages of a depression.” (HT Zero Hedge) Bill Miller is the famous (alledged) value investor who beat the S&P 500 [...]

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Wage Deflation

The dirty little secret of the George W. Bush’s post-9/11 economic recovery was that most Americans missed out. It is acknowledged that job creation during this period was sub-par compared to past economic booms. Many of the jobs that did spring up resided in lower-quality sectors like retail. While the headline numbers may show income [...]

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Can These Consumer Companies Thrive in The Great Recession?

Following on my recent post that revealed the rise in American consumption predicated in large part on ever-rising healthcare costs, I decided to question my own view that US consumers would drastically retrench. Contrarian thinking is key to making good investment decisions — we should apply it to our own views once in a while. [...]

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The Health Care Dilemma

A follow-up on last week’s post on the myth of American overconsumption, the Wall Street Journal has two extended articles which illustrate some of the depth of the US health care crisis. Readers will recall Michael Santoli’s assertion that most of the growth in consumer spending over the last few decades was due to rising [...]

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Beyond Headlines

Today’s FT ran an analysis piece with the sardonic headline “Back To Petroleum”, making reference to BP’s attempt to rebrand themselves as “Beyond Petroleum.” While the main thrust of the article deals with BP’s waffling on its alternative energy commitment, the sections that most intrigued me were some of the analyst statements quoted in the [...]

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