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 [...]

Robert Shiller’s S&P 500 Forecast for 2020: Is He Overly Optimistic?

Robert Shiller was on CNBC New Year’s Eve to make his forecast for the S&P 500 index in 2020.  His best guess is a 1430 level which works out to 14% price appreciation over the next ten years or 1.3% annually. Taking no issue with the P/E multiple he uses but only analyzing the earning [...]

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.

Sentiment Update: A Warning From the Not Too Distant Past

“Be fearful when others are greedy and greedy when others are fearful” ~Warren Buffett The NAAIM (active money managers) survey for this week showed a sizable increase in bullish sentiment while the AAII (individual investors) survey showed a decrease in bullish sentiment. This week, with both sentiment surveys near[1]or higher than one standard deviation above their [...]

Corporate Profits: What the Current Level Tells Us About S&P 500 Returns Over the Next Five Years

Last week, in his weekly market comment, John Hussman posted an interesting chart (see below) comparing the corporate profit to GDP ratio and the subsequent growth rate in corporate profits. I have previously posted on profit margins (see here and here) and will now further explore what profits margins at current levels imply about the [...]