APOL

When can you buy blue chip dividend paying stocks again?

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The last couple of days have not been a sweet ride for the blue chips.  I think this quote from JP Morgan’s chief equity strategist sums up the “big money” view.  I don’t agree with it but you would be foolhardy not to watch out for trains crossing the tracks.  ” US equity strategy update from JPM’s T Lee – we see the shift out of defenses and into cyclicals continuing.  We still see the early 90s as the best analog for today and in the ’93-’94 period of abrupt rise in yields saw a progressive collapse of Defensive sectors. The … Read more

Weekend Read with an Eye to Profits

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One reason I’m a news addict is that I like to game the news. What I mean is can you make money off a headline, can you get insight into a macro trend? So here are my eye catching reads of the weekend and a way to profit from it. I’d love to hear your comments. Number of the Week: Class of 2011 most indebted ever. WSJ May 7th : The article states, “The Class of 2011 will graduate this spring from America’s colleges and universities with a dubious distinction: the most indebted ever.”.    The reason the class of 2011 … Read more