Comments on: STAT OF THE DAY: 93% OF ANALYSTS EXPECT S&P TO RALLY HIGHER http://pragcap.com/stat-of-the-day-93-of-analysts-expect-sp-to-rally-higher Sun, 12 Feb 2012 13:32:07 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: chris http://pragcap.com/stat-of-the-day-93-of-analysts-expect-sp-to-rally-higher/comment-page-1#comment-13427 chris Sun, 21 Mar 2010 20:30:08 +0000 http://pragcap.com/?p=18561#comment-13427 financials have been smoking last 6 weeks; see http://www.bespokeinvest.com/thinkbig/2010/3/19/todays-sector-performance.html as i type this, stupak says he's voting for passage, so obamacare will pass; while i think this is a step in the right direction, social policy wise, it will upset markets at least in the short term. financials have been smoking last 6 weeks; see http://www.bespokeinvest.com/thinkbig/2010/3/19/todays-sector-performance.html

as i type this, stupak says he’s voting for passage, so obamacare will pass; while i think this is a step in the right direction, social policy wise, it will upset markets at least in the short term.

]]> By: Mike http://pragcap.com/stat-of-the-day-93-of-analysts-expect-sp-to-rally-higher/comment-page-1#comment-13425 Mike Sun, 21 Mar 2010 19:46:49 +0000 http://pragcap.com/?p=18561#comment-13425 Everyone so far in these comments have been on the conservative side for a correction, haven't seen any 15-20% correction estimates which I feel is more likely since we have not had even 10% since March 09. Everyone so far in these comments have been on the conservative side for a correction, haven’t seen any 15-20% correction estimates which I feel is more likely since we have not had even 10% since March 09.

]]> By: chris http://pragcap.com/stat-of-the-day-93-of-analysts-expect-sp-to-rally-higher/comment-page-1#comment-13424 chris Sun, 21 Mar 2010 19:26:57 +0000 http://pragcap.com/?p=18561#comment-13424 why i don't like the dark side (from soros): "First, there is an asymmetry in the risk/reward ratio between being long or short in the stock market... Being long has unlimited potential on the upside but limited exposure on the downside. Being short is the reverse. The asymmetry manifests itself in the following way: losing on a long position reduces one’s risk exposure while losing on a short position increases it. As a result, one can be more patient being long and wrong than being short and wrong. The asymmetry serves to discourage the short-selling of stocks." why i don’t like the dark side (from soros):

“First, there is an asymmetry in the risk/reward ratio between being long or short in the stock market… Being long has unlimited potential on the upside but limited exposure on the downside. Being short is the reverse. The asymmetry manifests itself in the following way: losing on a long position reduces one’s risk exposure while losing on a short position increases it. As a result, one can be more patient being long and wrong than being short and wrong. The asymmetry serves to discourage the short-selling of stocks.”

]]> By: AWF http://pragcap.com/stat-of-the-day-93-of-analysts-expect-sp-to-rally-higher/comment-page-1#comment-13382 AWF Sat, 20 Mar 2010 19:23:21 +0000 http://pragcap.com/?p=18561#comment-13382 I too share your concern over this comming weekends events. Chris -- I mentioned 3 wks ago that financials were underperforming since the Jan2010 low. JPM just can't break resistance--This is a Concern for the Bull I love this Bank--its a beautifull bank--Bankrupt/Underfunded but still beautifull contrary to TPC's position that JPM is the Evil Empire! Also posted the probability that the S&P would challenge the 1275-1300 range in the next 6 mo. This would have to be reconsidered with the passage of the Health Care bill--which is a negative for profits going forward I too share your concern over this comming weekends events.

Chris — I mentioned 3 wks ago that financials were underperforming since the Jan2010 low.

JPM just can’t break resistance–This is a Concern for the Bull
I love this Bank–its a beautifull bank–Bankrupt/Underfunded but still beautifull
contrary to TPC’s position that JPM is the Evil Empire!

Also posted the probability that the S&P would challenge the 1275-1300 range in the next 6 mo.

This would have to be reconsidered with the passage of the Health Care bill–which is a negative for profits going forward

]]> By: Mike http://pragcap.com/stat-of-the-day-93-of-analysts-expect-sp-to-rally-higher/comment-page-1#comment-13364 Mike Sat, 20 Mar 2010 01:44:08 +0000 http://pragcap.com/?p=18561#comment-13364 Tpc i still believe we are going to 1250+ by May or June. I am looking at 1130-1140 to get long. Probably middle of next week. I think this next move up may get to 1230 with a 6-8% correction around mid April. Good blog by the way. Tpc
i still believe we are going to 1250+ by May or June. I am looking at 1130-1140 to get long. Probably middle of next week. I think this next move up may get to 1230 with a 6-8% correction around mid April. Good blog by the way.

]]> By: prescient11 http://pragcap.com/stat-of-the-day-93-of-analysts-expect-sp-to-rally-higher/comment-page-1#comment-13359 prescient11 Fri, 19 Mar 2010 23:54:04 +0000 http://pragcap.com/?p=18561#comment-13359 Just want to see if China and Germany want to push deflation. If that's the case, then watch out below. Just want to see if China and Germany want to push deflation.

If that’s the case, then watch out below.

]]> By: Scott http://pragcap.com/stat-of-the-day-93-of-analysts-expect-sp-to-rally-higher/comment-page-1#comment-13354 Scott Fri, 19 Mar 2010 20:39:59 +0000 http://pragcap.com/?p=18561#comment-13354 Earnings for the S&P 500 will rise 15% from $57 in 2009 to $65-66 in 2010 falling short of analyst estimates by $12-13 or 16%. Will it matter? Before you answer, it didn't matter in 2009 as 2009 earnings came in well below previous estimates and were revised down all year. In time it should. Earnings for the S&P 500 will rise 15% from $57 in 2009 to $65-66 in 2010 falling short of analyst estimates by $12-13 or 16%. Will it matter?

Before you answer, it didn’t matter in 2009 as 2009 earnings came in well below previous estimates and were revised down all year.

In time it should.

]]> By: TPC http://pragcap.com/stat-of-the-day-93-of-analysts-expect-sp-to-rally-higher/comment-page-1#comment-13351 TPC Fri, 19 Mar 2010 20:16:18 +0000 http://pragcap.com/?p=18561#comment-13351 Welcome to the dark side. Welcome to the dark side.

]]> By: chris http://pragcap.com/stat-of-the-day-93-of-analysts-expect-sp-to-rally-higher/comment-page-1#comment-13348 chris Fri, 19 Mar 2010 19:55:22 +0000 http://pragcap.com/?p=18561#comment-13348 hadn't figured in the pelosi factor...hoping for a nice 10% correction as i would be pleased to get back into my beloved financials... hadn’t figured in the pelosi factor…hoping for a nice 10% correction as i would be pleased to get back into my beloved financials…

]]> By: Hootenanny http://pragcap.com/stat-of-the-day-93-of-analysts-expect-sp-to-rally-higher/comment-page-1#comment-13345 Hootenanny Fri, 19 Mar 2010 19:15:56 +0000 http://pragcap.com/?p=18561#comment-13345 Tell me that most analysts don't have an incentive to talk this market up! Tell me that most analysts don’t have an incentive to talk this market up!

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