"In the investing blog, I seek to help you take sound investment decisions free from emotion by sharing my objective insights on markets, sectors, and companies."
Sam Subramanian
Stocks have recently made new 2009 highs. Volatility has declined. As confidence in the economy and financial markets improves, initial public offerings are increasing. The pace of corporate transactions is picking up as well. A surging stock market and rising capital market activity are often good for firms in the investment management business. Yet, large financial services firms… Read More »
Leading information technology consulting firms have received takeover offers. Affiliated Computer Services (ACS) has received a $6.7 billion offer from Xerox (XRX). Perot Systems (PER) has accepted a $3.9 billion offer from Dell (DELL). These transactions unveil a major trend in the technology sector where hardware companies are vying to acquire IT consulting and services firms. So, why… Read More »
Yesterday’s natural gas inventory report from the U. S. Energy Department’s Energy Information Administration (EIA) provided traders and investors a grim reminder on the over-supply of natural gas. The EIA reported that natural gas stored in the lower 48 states amounted to nearly 3.6 trillion cubic feet. This tally is the highest on record on a seasonally adjusted… Read More »
With the stock markets taking a breather, calls that the worst for U. S. equities is yet to come are growing louder. Bearish calls usually cite the possibility of a collapsing dollar, rising inflation, or plunging commercial real estate values. In recent weeks, corporate takeover activity has intensified. Disney (DIS) will fork out $4 billion to purchase Marvel… Read More »
The housing market is showing signs of stabilization. The free fall in home prices appears to have ended. Even though foreclosures are on the rise, strong increases in sales are enabling home prices to stage a modest rebound. Home prices as measured by the S&P/Case-Shiller index advanced 1.4% in June. This marks the second straight monthly gain for… Read More »
The AlphaProfit no-load, no-transaction fee growth model portfolio is up 522% since the start of 2009 compared to the 444% gain for its benchmark. The model portfolio will be reconstituted with new recommendations on Saturday, November 19. Learn more about AlphaProfit's Free and Premium Service investment newsletters.
DEC. 1993 to DEC. 2025| Fidelity Agg. Growth | 17.6% |
| Fidelity Growth | 14.6% |
| ETF Agg. Growth | 17.4% |
| ETF Growth | 14.4% |
| ETF Style Rot. (since 2009) | 11.3% |
| S&P 500 | 10.8% |
DEC. 2013 to DEC. 2025| Win Rate | 91% |
| Avg. Holding Period | 2.6 months |
| Avg. Gain | 13.1% |
