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Strategies & Market Trends : Effective Collaboration - Team Research for Better Returns:
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To: Robert O who wrote (1382)1/9/2013 3:59:20 PM
From: The Ox  Read Replies (1) of 8239
 
I think the market would be a lot higher (3% to 10%) if it weren't for the fiscal cliff fiasco. Certainly, the US markets are in much better shape than most of the world, IMO. Maybe Japan might be considered more undervalued that the US?

I don't expect the market to leap higher but I favor the grind up over the massive dump at this point in time. I think the lows we saw in Nov. were close to washout lows in many stocks I've been tracking. I know the fear factor wasn't showing up in RtS's charts.

I wonder if a new catalysts for the upward movement might be if AAPL finally blows away earnings, like they did last January. By many metrics, AAPL is dirt cheap, growing earnings over 20% yoy and having a forward PE of 9.

Warm weather, relative to the norm, has been keeping Nat. Gas in check. This is also helping a number of sectors keep costs down.

Lastly, I was struck again today by the negativity portrayed in the media, especially on TV. I am often amazed at the venom and vitriol coming from the news media, who are too intent on telling us how to think rather than simply presenting the news (or the different opinions and letting us decide for our selves what to take away from "The Story").

JMO

TO
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