I am still getting hundreds of e-mail messages a week from readers and investors still hoping and praying that their tech stocks are going to come back. WAKE UP PEOPLE!! There is no magical time machine that will transport your stock valuations back to 1999. All the hoping and praying in the world is most […]
I have seen many strange things happen on Wall Street and this past month was no exception. Analysts never cease to amaze me with their ability to confuse the general public. We are always going after analysts for failing to issue sell recommendations on stocks. This month one Merrill Lynch analyst decided to do something […]
“It’s déjà vu all over again.” Yogi said it, and he couldn’t be more right! Last month we saw the stock market take off like a rocket after Cisco systems announced earnings. Wall Street and many investors perceived these numbers to be outstanding. Analysts across the land were crying out “Hear Ye, Hear Ye, The […]
Question… What do the recent one-day run ups in stock market… Dexy’s Midnight Runner’s “Come on Ilene”… and the Baha Men’s “Who Let the Dog’s out” have in common? Answer… They are all one hit wonders! These are the facts! On Wednesday, May 8th, the Dow industrials jumped more than 300 points, prodded by better-than-expected […]
Here are some red flags that such professional investors watch out for to guard against potential trouble down the road: Invoices Increasing, Sales Slipping: If a company’s accounts receivables are growing faster than sales, which signals some concerns about the quality of the sales. Among other things, swelling accounts receivable could indicate “channel stuffing,” or […]
Here are the signs that our portfolio managers look out for that signal a potential bankruptcy. SWAPS: The derivatives markets can be especially valuable as an early-warning signal particularly the credit-default swap market, where institutional investors seek financial protection against corporate bankruptcies. The default swap market is probably the most sensitive measure of how market […]
I happen to be a big fan of the cinema. It is unfortunate that Hollywood has been doing such a bad job putting out any original product. Years ago there was a comedy movie starring Bill Murray called “Groundhog’s Day”. In my opinion, this was one of the funniest and most original films ever. A […]
Don’t kill the messenger but the Internet sector is overvalued and you should sell. Many new clients of ours have transferred over many portfolios filled to the rim with Internet stocks. Many of these investors hold grandiose dreams of an enormous comeback. We disagree. This opinion has left us open to the cries of being […]
Who said daytime television is boring? For pure viewing entertainment look no further than a financial news station. It has drama, action, comedy and a diverse cast of characters. The original concepts for these stations however, was to be informational, an aid to individual investors. Their concept of “thorough analysis and coverage,” of our nations […]
So are you sick and tired of hearing about the Internet? Have you lost a small fortune on dot com stocks? Are you still trying to find a more conservative approach to investing in this exciting, yet volatile industry? We at Markowski Investments have a plan that will answer all your questions and concerns. In […]