TalkMarkets - Activity Feeds

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By John Giannuzzi
3 hours ago
Just joined TalkMarkets.
By Scott Wachsler
5 hours ago
The Wax Report - Week Ending 12/09/2016
was just posted to Scott Wachsler's personal blog.
By Fernando LT
9 hours ago
Just joined TalkMarkets.
By Hershel
9 hours ago
Just joined TalkMarkets.
By Candy Matheson
12 hours ago
Commented on Tech May Hold Key To Continued Santa Rally:

Thx, Alexander...If AAPL execs can be convinced to repatriate its overseas cash in exchange for forgiveness of paying taxes on such a transaction by some kind of Congressional intervention (which includes AAPL committing to invest in public infrastructure programs), you could see its stock break out to new highs next year. Perhaps Mr. Trump's team can work some kind of magic in this regard. Your comment has inspired me to write about a potential rally on my Blog at StrawberryBlonde'sMarketSummary.com.

By Kevin Donovan
12 hours ago
Commented on Post-Election Humility And A Vulnerable Market:

Louis, I blush. Thanks for the kind words.

By Alexander Hamilton
15 hours ago

We have a small fund that primarily involves SA Tech employees, teachers and other 401 K plans. We don't buy volatile stocks and stick to a 50/30/20 allocations. 30% in Bonds or high yield, 20% in speculative and 50% in various ETFs in several different sectors. We avoid taking more risks than our clients have a stomach for but we invest in growth stocks as well so the retirees have a tidy sum when they are ready to retire. We know that the market is in an overbought situation presently and PE is closer to 30. We are liquidating equities before the winds decide to shift and we think it's a matter of time!

By Alexander Hamilton
15 hours ago

We have a small fund that primarily involves SA Tech employees, teachers and other 401 K plans. We don't buy volatile stocks and stick to a 50/30/20 allocations. 30% in Bonds or high yield, 20% in speculative and 50% in various ETFs in several different sectors. We avoid taking more risks than our clients have a stomach for but we invest in growth stocks as well so the retirees have a tidy sum when they are ready to retire. We know that the market is in an overbought situation presently and PE is closer to 30. We are liquidating equities before the winds decide to shift and we think it's a matter of time!

By Alexander Hamilton
15 hours ago
Commented on Tech May Hold Key To Continued Santa Rally:

The article is cogent and you are right in suggesting that Tech needs to get involved if the Santa or Trump rally is to continue! What puzzles me is AMZN's lack of involvement in the rally, same goes for FB but they are fighting the currents caused by inaccurate ad metrics and fake news! AAPL is a one product company and lately they can't even produce a decent phone! AMZN, however, has no excuse! A 55% YOY increase in AWS and stupendous sales numbers have not moved the needle. GOOGL is the only FANG member that has shown some positive momentum. In the absence of Biotech and Pharma, Tech needs to fill that void or the rally has seen its best days already!