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 : Buy and Sell Signals, and Other Market Perspectives
SPY 694.04+0.7%Jan 9 4:00 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
From: Fintas11/1/2013 2:48:25 PM
  Read Replies (2) of 221611
 
A little stock talk. A bit ago I suggested we are shifting to a stock pickers market. If one has been listening carefully that theme is now being suggested by some of the pundits showing up on the news channels.

What's it mean.

SPX can go down yet there will be equities to buck the trend.

I've presented GE as an equity that I expect to outperform the spx thru 2014/2015. In fact GE has been a sleeper and pays a nice divi that I expect to continue to be raised. Thus many will chase it. If memory serves me both Kirk and Humble had both highlighted GE and been proved to be correct. Kudos.

Disclosure I own Ge long with a low cost basis. I have targets well above highs of 2007. BUT with reasonable TIME.

Additionally there are those expecting POG to outperform the spx in 2014.

As much as I maintain my downside re POG I too expect it to out perform the spx in 2014 and the reason is pretty simple. I expect the SPX to be neg when comparing 2013 to 2014. Or 2013 has been great for the spx and ol spx will be neg in the comparisons.

Hmm I guess that's like me running a 100 yards with no opponent. No matter what time I put up it will be unopposed. Well providing this ol man can get run 100 yards.

So IF POG moved from 1174 to 1600 and WOW. BUT heck it it moves from 1300 to 1600 and WOW..

And spx..hmmm 1770 ish to 1600/1500 and yup I'm still firm on the 1458 for 2014 or UGH if one simply plays the index long.

Ge well I've got a 29-34 for 2014 and from 26 lthat's a decent % for the conservative types.

Just some stock, index and PM talk OH and there are MANY good STOCKS out there to out perform the SPX or the DOW or NDX. I just used GE as one example and POG.

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