Saturday, December 13, 2008

Finance Shoppe

Stock market volatility is starting to cool a bit, this is bad news for day traders and good news for just about everybody else.

Google's - symbol Goog - has taken a real beating, falling from $740 per share to well under $300 in recent weeks is a direct indicator of something far more ominous than day traders going short or weak handed speculators selling out, they are starting to lose that most coveted of all things to a CFO, the support of the institutional investors.

All things in this blog are just my humble opinions, but here is what I see.

Financials and Home Builders are far oversold. Recent options activity in the XHB Home Builders index fund have started to come around. Volume is way up and the pricing is starting to show that the recent feeling of fear is turning back around to that of greed.

The XLF is one of my favorites, and I feel that this one is far below market value as well. With a nearly 6% yield and a price just over $12/share you can buy the likes of Bank of America BAC, Wells Fargo WFC, JP Morgan Chase JPM, American Express AXP, etc. Not a bad way to go. As the US Economy rebounds, who do you think will reap the most rewards? Obviously the names above.

Good luck to all. Buy index funds, don't catch falling knives but also don't be crippled by negative news. Do your research, use your own analysis and invest for the long term. It has been a rough year, but hopefully we are finding a bottom.

Good luck all.

Mr. Boo 1031

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