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Strategies & Market Trends : Buy and Sell Signals, and Other Market Perspectives -- Ignore unavailable to you. Want to Upgrade?

To: GROUND ZERO™ who wrote (31447)

4/30/2012 3:04:26 PM

From: SGJ

1 Recommendation Read Replies (2) | Respond to of 222987

GZ, good commentary from the All Industries Value Investing thread I follow:

From: Keith Feral	4/30/2012 1:52:04 PM
	of 8289

No sell in May effect during election years according to CNBC. The biggest catalyst to stay with the market this year is the breakout in financials and technology. The heavy distribution of financials from 5 years ago is wearing off this year with a solid breakout in EPS for the big banks next quarter. 13 quarters of lower loan losses for US banks were skewered last year by 1 time charges for elevated expenses. Next quarter, expenses will be getting closer to normal levels which will finally demonstrate the EPS of the banks.

PS: Just went long 50% more.....gulp