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Nuveen Asset Management - Commodity Declines and Weak Data Startle Investors

Posted by Gabriel F. Burczyk on 4/25/13 11:27 am

Bob Doll, Chief Equity Strategist at money manager Nuveen Asset Management, examines the recent weakness in commodities and continues his ongoing question of ‘what can be sustained?’ "U.S. equities declined last week as the S&P 500 fell by more than 2.0%, which came on the heels of a new all-time high the prior week.1 Led by gold, commodities experienced volatility and declined over the past two weeks. Other detractors included disappointing first quarter Chinese economic numbers and somewhat softer U.S. releases."

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Navellier & Associates - Sell in May and Go Away?

Posted by Seton McAndrews on 4/24/13 11:24 am

Louis Navellier addresses the “sell in May and go away” idea and what he believes will continue to sustain the bull market. "The S&P 500 rose 1.74% last week. NASDAQ did even better (+2.28%) and the Russell 2000 rose 2.5%, virtually erasing the previous week’s losses. Since domestic smaller-cap stocks have an advantage as long as the dollar remains strong, I expect the Russell 2000 to continue to outperform the S&P 500. As May approaches, I feel there is no advantage in "selling in May and going away," since you have an opportunity to score market-beating profits by focusing on stocks that surprise Wall Street with rising earnings. In addition, this bull market seems to have some strong “legs” to support it, namely the powerful impact of stock buybacks."

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Calamos Investments - April Market Review and Outlook

Posted by Gabriel F. Burczyk on 4/17/13 2:55 pm

Discussing many timely topics, money manager Calamos Investments’ latest commentary predicts a market correction in the near future, asks when QE3 will end and reviews the potential of emerging market economies. "Against the backdrop of accommodative monetary policy, the global economy continued its recovery, although at a decidedly uneven pace. Equity markets advanced on the whole (Figure 1). Once again, the news was most encouraging in the United States. Fourth quarter U.S. corporate earnings came in strong, with more than two-thirds of firms beating expectations. Sequestration worries contributed to volatility, particularly in the early portion of the quarter, but passage of a new continuing resolution prevented a shutdown in Washington. Both the Dow and the S&P 500 Index reached new heights, surpassing levels not seen since October 2007."

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Nuveen Asset Management - The Up Beat Goes On

Posted by Michael O'Connor on 4/16/13 2:45 pm

Chief Equity Strategist at Nuveen, Bob Doll, looks at the many imbalances of the world and the strengthening US economy to explain where he thinks the market is headed. "We wrote Part I of this theme on February 11 during the first quarter rally, when the S&P 500 closed the week at 1518. This past week the S&P ended at 1589, after increasing 2.3%. Global stock prices continue to push to new highs and thus provide support for a pro-equity bias. One nuance is that the composition of the equity rally has been abnormally defensive."

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Navellier - Market Keeps Rising Despite Drop in March Retail Sales

Posted by Gabriel F. Burczyk on 4/15/13 2:34 pm

Louis Navellier takes a look at the Federal Reserve’s and Bank of Japan’s latest actions in this week’s commentary. "The Dow hit a new record high of 14,865, as did the S&P 500 at 1593, last week. For the week, both indexes were up over 2%. Year-to-date, they are up over 13% and 11%, respectively. Much of that increase has been fueled by continual monetary pump-priming in the U.S. and Japan, but some of the market’s rise also comes from last-minute funding of pension plans before today’s tax deadline. Historically, the market then tends to correct in late April or May, so I continue to advise more selectivity in stocks."

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Eagle Asset Management - Fundamentals Support Stock Growth

Posted by Gabriel F. Burczyk on 4/11/13 1:42 pm

Eagle Asset Management’s monthly commentary focuses on the fundamentals supporting stock growth and helps answer questions surrounding Europe’s economy. “U.S. stocks continue their methodical rise. That is likely due to the fact that there hasn’t been any credible news that portends a problem with earnings or a change in the Federal Reserve’s extraordinary accommodation. Nevertheless, everyone is expecting some kind of correction to happen. There will be one. However, I believe the important question is not "When?" but, rather, "How serious will it be?" I’ll explain why I don’t see a reason to sell."

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Economic Slowdown Halts Equity Rally Volatility - Nuveen Asset Management

Posted by Gabriel F. Burczyk on 4/9/13 7:40 am

"What can be sustained?" is the big question asked by Nuveen Asset Management’s Chief Equity Strategist Bob Doll. "U.S. equities struggled last week as the S&P 500 was down approximately 1%. The weak jobs report released on Friday seems to indicate that the U.S. remains mired in a muddle-through economy. After a couple of months where signs were more positive, recent data is disappointing. Although the first quarter was relatively strong, we anticipate that the first and second quarters will average out to the 2% to 2.5% real growth we have been forecasting, with nominal growth under 5%."

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Second Quarter Began with a Disappointing Jobs Report - Navellier

Posted by Seton McAndrews on 4/8/13 3:18 pm

Louis Navellier begins the second quarter by commenting on the latest jobs report and what it means for the stock market. "The unease in Korea and a disappointing jobs report on Friday delivered the biggest weekly loss of the year so far, but the decline wasn’t all that bad - a 1% drop in the S&P 500 and a slight (0.1%) drop in the Dow. However, many smaller stocks fared worse - with the Russell 2000 declining 3% last week and NASDAQ off nearly 2%. As I’ve been saying in recent weeks, the market is becoming more selective, so investors need to be more attentive to company-specific news and trends."

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First Quarter 2013 Recap - Nuveen Asset Management

Posted by Michael O'Connor on 4/2/13 10:49 am

Bob Doll, Chief Equity Strategist at Nuveen Asset Management, debates whether growth expectations or continued liquidity is acting as the main driver of capital markets. "This past month marked the fourth anniversary of the global equity market bottom on March 9, 2009. U.S. stocks have clawed back all of the losses from the Great Recession and are near historical highs. Most other major markets are still well below their 2007 peaks, but have rebounded sharply since last June and look increasingly resilient. However, there is tremendous anxiety about the economic outlook, and many investors fear equities and other risk assets are floating on a sea of liquidity rather than solid fundamentals. We are more constructive and maintain a pro-growth investment stance."

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First Quarter Closes with Double-Digit Gains, What’s Next? - Navellier

Posted by Gabriel F. Burczyk on 4/1/13 10:25 am

Louis Navellier reviews the first quarter of 2013 and gives his thoughts on Cyprus, the continued quantitative easing by the Fed and his GDP prediction for the second quarter of 2013. "The S&P 500 hit a new all-time high on Thursday and finished the first quarter on a strong note, pushing the S&P into double-digit gains (barely), at +10.03%. The Dow Jones industrials gained a lofty 11.25% and NASDAQ rose 8.21% in the opening quarter of 2013. Today, we enter April, typically the best month of the year in recent market history. We believe we should see further gains, but after pension funding concludes in mid-April and earnings announcement season begins, I expect the market to be more selective."

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