Revisiting the Best and Worst of the S&P 500 in 2010

**As part of Seeking Alpha’s new Premium article platform I will be submitting some articles exclusively for publishing on their site. I will display an excerpt on this site but you must click through to Seeking Alpha to view the entire article.** A few weeks ago I examined the top and bottom twenty stocks in [...]

The Best and Worst of the S&P 500 in 2010

As an investor with contrarian tendencies I am always scanning sectors and stocks that may have underperformed in the past looking for solid values. With this in mind I present the best and worst of the S&P 500 from 2010.

QE2 Creates Oppurtunities for Contrarian Value Investing

As always, John Hussman’s weekly market comment is a must read. In it he discusses what he sees as the driver of returns since QE2 was announced (essentially a transient psychological effect), the asset classes that have benefited and current valuation levels. All three areas are worthy of reading and further introspection but I will [...]

NAAIM Survey of Manager Sentiment: Follow the Smart Money?

As a follow up to last week’s look at the AAII Investor Sentiment survey this week we take a look at the NAAIM (National Association of Active Investment Managers) Survey of Manager Sentiment. Last week we confirmed the consensus opinion of the AAII survery as a contrary indicator. On average, when individual investors are most [...]

Investor Sentiment and Subsequent Returns

A recent post by The Pragmatic Capitalist on the topic of investor sentiment has me curious regarding the correlation between sentiment and subsequent returns of the S&P 500 index. Last weeks’ survey has bullish sentiment at 45%. This analysis will consist of data from the AAII Investor Sentiment Survey and be divided into four sections. [...]