Monthly Archives: May 2014

Stocks Can Scale a New Wall of Worry

Posted on May 28, 2014 by tomdoerflinger

Last year, despite slowing profit growth, U.S. equities experienced a “valuation levitation” because they were too cheap compared to bonds and cash. Why own a bond yielding 3-5% when you could own a stock with a 3% dividend yield, 8% … Continue reading →

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WSJ May 24 2006 Fed Freakout: a Bernanke Geithner Recession?

Posted on May 21, 2014 by tomdoerflinger

Fed Freak-out A Bernanke Geithner Recession? Real Estate Reels from Coast to Coast By Randall Cunningham And Martha Ridzoli WASHINGTON  May 23   The Federal Reserve’s surprise decision a week ago to prohibit sub-prime lending continued to roil financial markets and … Continue reading →

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Do the Dow Industrials Grow Much More Slowly than Smaller Competitors? We Examine 20 Industries

Posted on May 12, 2014 by tomdoerflinger

For a growth stock investor like myself, a major challenge is buying companies that really will grow as fast as Wall Street expects—and sell names that run out of gas before it’s obvious to the market.  A major risk is … Continue reading →

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Democrats’ Obama Problem

Posted on May 7, 2014 by tomdoerflinger

The “Sunday Review “section of the New York Times—what used to be called the “Op-Ed” Section—unerringly reveals liberals’ current fantasies and fixations.  Now they’re in a panic about the surpassing incompetence of the Obama presidency, a somnolent ineptitude so perverse … Continue reading →

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