Monday, December 31, 2007


excerpts from this week's report:

"In what might be viewed as the alter ego version of the Oscar winning movie of a few years ago, “As Good As It Gets”, it does seem advisable that investors appreciate that, when it comes to the credit derivative-inspired credit squeeze, things appears to be As Bad As It Gets.

As noted back on November 13th, companies involved in the reality pricing game are “Clearing the Decks” as they work to deal with “the impact that Sarbanes-Oxley will have on the reporting of the sub prime and other credit derivative problems lurking on the books.”

Therefore, logic dictates that “When it comes to potentially hidden credit-related bombs what CEO is going to..."

Investment Strategy Implications

"The year ahead looks interestingly like a mirror image of 2007 as 1H08 looks like 2H07 with the second half of the year looking brighter as the effects of the credit squeeze fade and the positive impacts of the global growth story, strong money growth, continued new capital flowing into the New Power Brokers (see blog posting of December 27: “Reflecting Times – Day Two”), and..."

also in this week's report:

* Expected Return Valuation Model
* Moving Averages Scorecard
* Model Growth Portfolio
* Sectors and Styles Market Monitor
* Key US Economic Indicators

To gain access to this week's report (and all reports), click on the subscription info link to your left.

No comments: