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Manager Commentary

Home Manager Commentary Page 23

PVG Market In A Minute – August 11, 2015

August 10, 2015PVG AdminInvestment Ideas, Investment Reviews, Manager Commentary, Market Perspective, News & Insights

Last week, we highlighted Trinseo (TSE) before they reported earnings, thinking the stock was going to pop on the earnings as there was a large short position and the shorts had the wrong story. The stock was up in 4 days by about 22%. Nice call by our new associate Richard Prati. You can see…

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PVG Market In A Minute – August 4, 2015

August 3, 2015PVG AdminInvestment Ideas, Investment Reviews, Manager Commentary, Market Perspective, News & Insights

This Friday we will get the Employment report, which is expected to be above 200,000 jobs created and for the Unemployment Rate to hold steady at 5.3%. You can see from the chart below the Unemployment Rate is at a relatively low level and does not justify the Fed remaining with a 0%-.25% Fed Funds…

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PVG Market In A Minute – July 28, 2015

July 27, 2015PVG AdminInvestment Ideas, Investment Reviews, Manager Commentary, Market Perspective, News & Insights

The market internals continue to worsen, the number of stocks hitting 52-week highs last week was 20 and stocks hitting 52-week lows was 546. Keep in mind there are only 3,698 stocks in the Wilshire 5,000. We thought it was particularly concerning on Friday when Amazon.com reported a good quarter, the stock advanced significantly, but…

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PVG Market In A Minute – July 21, 2015

July 20, 2015PVG AdminInvestment Ideas, Investment Reviews, Manager Commentary, Market Perspective, News & Insights

The market breadth has been very poor lately. Friday as an example when the market was up, the advancing issues were about 1,000 stocks up and 2,000 declining. So for every stock up there are two stocks down, yet the market is up. How does that happen? It happens by getting a small number of…

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PVG Loss Averse Equity Income Monthly Update – July 17, 2015

July 17, 2015PVG AdminInvestment Ideas, Investment Reviews, Manager Commentary, Market Perspective, News & Insights

Since the Federal Reserve ended their QE policy back in October, stocks have flattened out and bond yields have risen. Valuations in the stock market are high. Maybe not as elevated as the highest valuations in 2000, but none the less they are very expensive, particularly some sectors like healthcare and consumer stocks. Bond yields…

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PVG Market In A Minute – July 14, 2015

July 13, 2015PVG AdminInvestment Ideas, Investment Reviews, Manager Commentary, Market Perspective, News & Insights

The stock market looks to have stablized as there appears to be a solution not to kill off Greece for now. However, Greece will not survive long term as a Euro member. China imposed severe penalties on short selling, so their market stablized. If you look at the charts below you can see the S&P…

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PVG Market In A Minute – July 7, 2015

July 6, 2015PVG AdminInvestment Ideas, Investment Reviews, Manager Commentary, Market Perspective, News & Insights

As we mentioned last week, we thought “hunkering down” made a lot of sense. Greece did default as we have been expecting. We don’t see how a deal is made as the amount of debt is too large and the austerity needed is too crippling. With 61% of the referendum voting No to the austerity,…

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PVG Market In A Minute – June 30, 2015

June 29, 2015PVG AdminInvestment Ideas, Investment Reviews, Manager Commentary, Market Perspective, News & Insights

Last week, the yield or income oriented stocks and technology stocks got pounded, utilities fell 2.4%, Equity REITs fell by a similar amount, the longer end of the bond market declined over 2%, and semiconductor stocks fell by over 4%. We believe some of the yield oriented sectors of the market are becoming very attractively…

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