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(former)FormerSanDiegan
Participant– insert my previous comment regarding your last escrow here –
October 27, 2010 at 6:13 PM in reply to: What are you folks doing in your 401k…Specifically, wrto bond funds? #623466(former)FormerSanDiegan
ParticipantHere is a summary of how well companies have done during the current earnings season.
http://seekingalpha.com/article/232537-3q-earnings-scorecard-which-sectors-are-outperforming
Since 1Q 2009 to today the earnings for S&P 500 went from negative, with a negative outlook, to positive and increasing earnings.
IMO the run-up over the past 18 months has been at least somewhat based on fundamentals. Looking forward things may change, but it’s pretty clear that if you look at companies earnings now versus a year ago or 18 months ago, a broad swath are doing significantly better.
Sometimes, stocks and the stock indexes actually reflect what is going on fundamentally with companies as opposed to speculation or reflection of the macro-economic climate. The past 18 months was one of those periods.
October 27, 2010 at 6:13 PM in reply to: What are you folks doing in your 401k…Specifically, wrto bond funds? #623550(former)FormerSanDiegan
ParticipantHere is a summary of how well companies have done during the current earnings season.
http://seekingalpha.com/article/232537-3q-earnings-scorecard-which-sectors-are-outperforming
Since 1Q 2009 to today the earnings for S&P 500 went from negative, with a negative outlook, to positive and increasing earnings.
IMO the run-up over the past 18 months has been at least somewhat based on fundamentals. Looking forward things may change, but it’s pretty clear that if you look at companies earnings now versus a year ago or 18 months ago, a broad swath are doing significantly better.
Sometimes, stocks and the stock indexes actually reflect what is going on fundamentally with companies as opposed to speculation or reflection of the macro-economic climate. The past 18 months was one of those periods.
October 27, 2010 at 6:13 PM in reply to: What are you folks doing in your 401k…Specifically, wrto bond funds? #624114(former)FormerSanDiegan
ParticipantHere is a summary of how well companies have done during the current earnings season.
http://seekingalpha.com/article/232537-3q-earnings-scorecard-which-sectors-are-outperforming
Since 1Q 2009 to today the earnings for S&P 500 went from negative, with a negative outlook, to positive and increasing earnings.
IMO the run-up over the past 18 months has been at least somewhat based on fundamentals. Looking forward things may change, but it’s pretty clear that if you look at companies earnings now versus a year ago or 18 months ago, a broad swath are doing significantly better.
Sometimes, stocks and the stock indexes actually reflect what is going on fundamentally with companies as opposed to speculation or reflection of the macro-economic climate. The past 18 months was one of those periods.
October 27, 2010 at 6:13 PM in reply to: What are you folks doing in your 401k…Specifically, wrto bond funds? #624241(former)FormerSanDiegan
ParticipantHere is a summary of how well companies have done during the current earnings season.
http://seekingalpha.com/article/232537-3q-earnings-scorecard-which-sectors-are-outperforming
Since 1Q 2009 to today the earnings for S&P 500 went from negative, with a negative outlook, to positive and increasing earnings.
IMO the run-up over the past 18 months has been at least somewhat based on fundamentals. Looking forward things may change, but it’s pretty clear that if you look at companies earnings now versus a year ago or 18 months ago, a broad swath are doing significantly better.
Sometimes, stocks and the stock indexes actually reflect what is going on fundamentally with companies as opposed to speculation or reflection of the macro-economic climate. The past 18 months was one of those periods.
October 27, 2010 at 6:13 PM in reply to: What are you folks doing in your 401k…Specifically, wrto bond funds? #624558(former)FormerSanDiegan
ParticipantHere is a summary of how well companies have done during the current earnings season.
http://seekingalpha.com/article/232537-3q-earnings-scorecard-which-sectors-are-outperforming
Since 1Q 2009 to today the earnings for S&P 500 went from negative, with a negative outlook, to positive and increasing earnings.
IMO the run-up over the past 18 months has been at least somewhat based on fundamentals. Looking forward things may change, but it’s pretty clear that if you look at companies earnings now versus a year ago or 18 months ago, a broad swath are doing significantly better.
Sometimes, stocks and the stock indexes actually reflect what is going on fundamentally with companies as opposed to speculation or reflection of the macro-economic climate. The past 18 months was one of those periods.
October 27, 2010 at 1:46 PM in reply to: What are you folks doing in your 401k…Specifically, wrto bond funds? #623351(former)FormerSanDiegan
Participant[quote=weberlin]
I still don’t get it. If only a handful of companies were performing well, this might make sense to me. In addition to Ford’s record profits, Google had a smashing 3rd quarter that led to a 10% jump. The success of individual companies does not surprise me. But, the Dow is up 3% in Oct. and 6% over the last 3 months. NASDAQ? 5% and 10% respectively. How can these ‘broad’ index measurements perform so well in light of little good news about the current performance and future of the economy?
[/quote]The indexes are simply collections of these individual companies. It is more than a few companies outperforming expectations.
Take the Dow. IBM is one of the Dow stocks. IBM accounts for about 9.5% of the movement in the DJIA. From the end of August to today IBM is up about 15%, partly due to anticipated good earnings which were released in mid October.
The following 9 companies make up 50% of the weighting in the DJIA:
IBM
3M
Chevron
McDonalds
Caterpillar
United Technologies
Boeing
ExxonMobil
Johnson & JohnsonIf these companies are doing well, the index will go up.
Similarly, the following companies make up 50% of the weighting og the QQQQ ETF, which tracks the NASDAQ.
Apple Inc.
QUALCOMM Inc.
Microsoft Corp.
Google Inc. (Cl A)
Oracle Corp. ORCL
Gilead Sciences Inc.
Research In Motion Ltd.
Cisco Systems Inc.
Teva Pharmaceutical Industries Ltd.
Intel Corp. INTC
Amgen Inc.
Amazon.com Inc.If these comapnies are meeting/exceeding earnings, it will drive the index.
October 27, 2010 at 1:46 PM in reply to: What are you folks doing in your 401k…Specifically, wrto bond funds? #623435(former)FormerSanDiegan
Participant[quote=weberlin]
I still don’t get it. If only a handful of companies were performing well, this might make sense to me. In addition to Ford’s record profits, Google had a smashing 3rd quarter that led to a 10% jump. The success of individual companies does not surprise me. But, the Dow is up 3% in Oct. and 6% over the last 3 months. NASDAQ? 5% and 10% respectively. How can these ‘broad’ index measurements perform so well in light of little good news about the current performance and future of the economy?
[/quote]The indexes are simply collections of these individual companies. It is more than a few companies outperforming expectations.
Take the Dow. IBM is one of the Dow stocks. IBM accounts for about 9.5% of the movement in the DJIA. From the end of August to today IBM is up about 15%, partly due to anticipated good earnings which were released in mid October.
The following 9 companies make up 50% of the weighting in the DJIA:
IBM
3M
Chevron
McDonalds
Caterpillar
United Technologies
Boeing
ExxonMobil
Johnson & JohnsonIf these companies are doing well, the index will go up.
Similarly, the following companies make up 50% of the weighting og the QQQQ ETF, which tracks the NASDAQ.
Apple Inc.
QUALCOMM Inc.
Microsoft Corp.
Google Inc. (Cl A)
Oracle Corp. ORCL
Gilead Sciences Inc.
Research In Motion Ltd.
Cisco Systems Inc.
Teva Pharmaceutical Industries Ltd.
Intel Corp. INTC
Amgen Inc.
Amazon.com Inc.If these comapnies are meeting/exceeding earnings, it will drive the index.
October 27, 2010 at 1:46 PM in reply to: What are you folks doing in your 401k…Specifically, wrto bond funds? #623999(former)FormerSanDiegan
Participant[quote=weberlin]
I still don’t get it. If only a handful of companies were performing well, this might make sense to me. In addition to Ford’s record profits, Google had a smashing 3rd quarter that led to a 10% jump. The success of individual companies does not surprise me. But, the Dow is up 3% in Oct. and 6% over the last 3 months. NASDAQ? 5% and 10% respectively. How can these ‘broad’ index measurements perform so well in light of little good news about the current performance and future of the economy?
[/quote]The indexes are simply collections of these individual companies. It is more than a few companies outperforming expectations.
Take the Dow. IBM is one of the Dow stocks. IBM accounts for about 9.5% of the movement in the DJIA. From the end of August to today IBM is up about 15%, partly due to anticipated good earnings which were released in mid October.
The following 9 companies make up 50% of the weighting in the DJIA:
IBM
3M
Chevron
McDonalds
Caterpillar
United Technologies
Boeing
ExxonMobil
Johnson & JohnsonIf these companies are doing well, the index will go up.
Similarly, the following companies make up 50% of the weighting og the QQQQ ETF, which tracks the NASDAQ.
Apple Inc.
QUALCOMM Inc.
Microsoft Corp.
Google Inc. (Cl A)
Oracle Corp. ORCL
Gilead Sciences Inc.
Research In Motion Ltd.
Cisco Systems Inc.
Teva Pharmaceutical Industries Ltd.
Intel Corp. INTC
Amgen Inc.
Amazon.com Inc.If these comapnies are meeting/exceeding earnings, it will drive the index.
October 27, 2010 at 1:46 PM in reply to: What are you folks doing in your 401k…Specifically, wrto bond funds? #624126(former)FormerSanDiegan
Participant[quote=weberlin]
I still don’t get it. If only a handful of companies were performing well, this might make sense to me. In addition to Ford’s record profits, Google had a smashing 3rd quarter that led to a 10% jump. The success of individual companies does not surprise me. But, the Dow is up 3% in Oct. and 6% over the last 3 months. NASDAQ? 5% and 10% respectively. How can these ‘broad’ index measurements perform so well in light of little good news about the current performance and future of the economy?
[/quote]The indexes are simply collections of these individual companies. It is more than a few companies outperforming expectations.
Take the Dow. IBM is one of the Dow stocks. IBM accounts for about 9.5% of the movement in the DJIA. From the end of August to today IBM is up about 15%, partly due to anticipated good earnings which were released in mid October.
The following 9 companies make up 50% of the weighting in the DJIA:
IBM
3M
Chevron
McDonalds
Caterpillar
United Technologies
Boeing
ExxonMobil
Johnson & JohnsonIf these companies are doing well, the index will go up.
Similarly, the following companies make up 50% of the weighting og the QQQQ ETF, which tracks the NASDAQ.
Apple Inc.
QUALCOMM Inc.
Microsoft Corp.
Google Inc. (Cl A)
Oracle Corp. ORCL
Gilead Sciences Inc.
Research In Motion Ltd.
Cisco Systems Inc.
Teva Pharmaceutical Industries Ltd.
Intel Corp. INTC
Amgen Inc.
Amazon.com Inc.If these comapnies are meeting/exceeding earnings, it will drive the index.
October 27, 2010 at 1:46 PM in reply to: What are you folks doing in your 401k…Specifically, wrto bond funds? #624443(former)FormerSanDiegan
Participant[quote=weberlin]
I still don’t get it. If only a handful of companies were performing well, this might make sense to me. In addition to Ford’s record profits, Google had a smashing 3rd quarter that led to a 10% jump. The success of individual companies does not surprise me. But, the Dow is up 3% in Oct. and 6% over the last 3 months. NASDAQ? 5% and 10% respectively. How can these ‘broad’ index measurements perform so well in light of little good news about the current performance and future of the economy?
[/quote]The indexes are simply collections of these individual companies. It is more than a few companies outperforming expectations.
Take the Dow. IBM is one of the Dow stocks. IBM accounts for about 9.5% of the movement in the DJIA. From the end of August to today IBM is up about 15%, partly due to anticipated good earnings which were released in mid October.
The following 9 companies make up 50% of the weighting in the DJIA:
IBM
3M
Chevron
McDonalds
Caterpillar
United Technologies
Boeing
ExxonMobil
Johnson & JohnsonIf these companies are doing well, the index will go up.
Similarly, the following companies make up 50% of the weighting og the QQQQ ETF, which tracks the NASDAQ.
Apple Inc.
QUALCOMM Inc.
Microsoft Corp.
Google Inc. (Cl A)
Oracle Corp. ORCL
Gilead Sciences Inc.
Research In Motion Ltd.
Cisco Systems Inc.
Teva Pharmaceutical Industries Ltd.
Intel Corp. INTC
Amgen Inc.
Amazon.com Inc.If these comapnies are meeting/exceeding earnings, it will drive the index.
(former)FormerSanDiegan
ParticipantFirst of all, posting what is a thinly veiled advertisement on a board like this one might get you a few clicks. But generally, people here don’t react kindly to spammers.
Second, you might start by spelling “search” correctly in your url.
Third, why would I click on your site when I have been accessing MLS info through sites like zip or redfin for over half a decade. Third party sites like yours are a dime-a-dozen.
Fourth, what time periods are your ads on TV shown ? If you are paying $25 for a spot on poor man’s bikini beach, that’s probably not going to work unless you are advertising medical marijuana, DUI defense lawyer services, or bail bonds.
(former)FormerSanDiegan
ParticipantFirst of all, posting what is a thinly veiled advertisement on a board like this one might get you a few clicks. But generally, people here don’t react kindly to spammers.
Second, you might start by spelling “search” correctly in your url.
Third, why would I click on your site when I have been accessing MLS info through sites like zip or redfin for over half a decade. Third party sites like yours are a dime-a-dozen.
Fourth, what time periods are your ads on TV shown ? If you are paying $25 for a spot on poor man’s bikini beach, that’s probably not going to work unless you are advertising medical marijuana, DUI defense lawyer services, or bail bonds.
(former)FormerSanDiegan
ParticipantFirst of all, posting what is a thinly veiled advertisement on a board like this one might get you a few clicks. But generally, people here don’t react kindly to spammers.
Second, you might start by spelling “search” correctly in your url.
Third, why would I click on your site when I have been accessing MLS info through sites like zip or redfin for over half a decade. Third party sites like yours are a dime-a-dozen.
Fourth, what time periods are your ads on TV shown ? If you are paying $25 for a spot on poor man’s bikini beach, that’s probably not going to work unless you are advertising medical marijuana, DUI defense lawyer services, or bail bonds.
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