Green Book April 2009
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Featured Articles
A "Bottom Up" Look At Normal Earnings
We’ve been receiving a lot of client questions on normalizing earnings. We take a look at a “Bottom Up” approach and give a simplistic description of our approach.
A Ray Of Hope For Housing
If the November lows in the Homebuilders holds, based on the leading relationship between stocks and starts, an upturn in housing starts (not the broader economy) should be imminent.
Are Earnings Estimates Ready To Surprise?
Have analysts blown through reality and swung too far, paving the road for upside surprises?
Back From The Brink
The “Fail-Safe” mechanism was removed in mid-March, after market action moved above the re-entry point.
Fall Into Deflationary Territory Should Be Short Lived
CPI/PPI inflation readings are expected to dip into deflationary territory in the first half of 2009.
Q1 Dividend Cuts
Dividends have been garnering a lot of attention of late. We provide a list of S&P 500 constituent dividend changes and examine the implications of dividend cuts from an historical perspective.
REITs Beginning To Look Interesting
REITs were at one time a market darling, and for the first three quarters of 2008 they were holding up much better than the stock market.
Reasons To Own More Stocks
Looking for reasons to own more stocks? Doug Ramsey has a whole bunch of them.
Table of Contents
Stock Market
- Back From The Brink
- Reasons To Own More Stocks
- A "Bottom Up" Look At Normal Earnings
- Q1 Dividend Cuts
- Are Earnings Estimates Ready To Surprise?
- A Ray Of Hope For Housing
Of Special Interest
Inflation Watch
A "Bottom Up" Look At Normal Earnings
We’ve been receiving a lot of client questions on normalizing earnings. We take a look at a “Bottom Up” approach and give a simplistic description of our approach.
A Ray Of Hope For Housing
If the November lows in the Homebuilders holds, based on the leading relationship between stocks and starts, an upturn in housing starts (not the broader economy) should be imminent.
Are Earnings Estimates Ready To Surprise?
Have analysts blown through reality and swung too far, paving the road for upside surprises?
Back From The Brink
The “Fail-Safe” mechanism was removed in mid-March, after market action moved above the re-entry point.
Fall Into Deflationary Territory Should Be Short Lived
CPI/PPI inflation readings are expected to dip into deflationary territory in the first half of 2009.
Q1 Dividend Cuts
Dividends have been garnering a lot of attention of late. We provide a list of S&P 500 constituent dividend changes and examine the implications of dividend cuts from an historical perspective.
REITs Beginning To Look Interesting
REITs were at one time a market darling, and for the first three quarters of 2008 they were holding up much better than the stock market.
Reasons To Own More Stocks
Looking for reasons to own more stocks? Doug Ramsey has a whole bunch of them.
Stock Market
- Back From The Brink
- Reasons To Own More Stocks
- A "Bottom Up" Look At Normal Earnings
- Q1 Dividend Cuts
- Are Earnings Estimates Ready To Surprise?
- A Ray Of Hope For Housing