SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : John Pitera's Market Laboratory

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: pcyhuang who wrote (12856)10/12/2011 10:34:11 AM
From: John Pitera2 Recommendations  Read Replies (2) of 33421
 
  • Hi Paul, I believe that you may have a powerful narrative for your more upbeat Equity outlook.

    we are seeing the Europeans making some real and substantial efforts to recapitalize the banks
  • we have seen the US FED Operation twish bring the long end of the yield curve to levels that your grandparents best remember.
  • There is an absolute dearth of yield on the planet
  • There are a number of US stocks, with hyper strong balance sheets and yields north of 4%, as a matter of fact if you could run a scan and come up with a list that would be way cool.
  • US stocks with UBER strong balance sheets with minimumal debt and being yields are giving away free yield that you just can not get anywhere unless you move out on the asset allocation/ risk taking metrics.
SO put those data points in your pipe and smoke them -vbg-

John
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext