CI Weekly Features: June 30, 2012

Posted on June 30, 2012 | Computerized Investing

Stock Ticker Pro (Android)
Android app displays a scrolling ticker on your Android device for almost any stock ticker in the world.

The Top Web-Based Fundamental Stock Screening Services
An in-depth look at the best of the online services that help filter through a database of stocks.

The Stockpiling Approach to Stock Trading
A look at Phil Town’s book, “Payback Time,” and how to build a screen based on the approach.

Gadget Corner – Braven 600 Bluetooth Speaker

Portable, wireless speaker with speakerphone functionality and device charging capabilities.

Sitelight – is a free, yet incredibly useful, one-stop shop for most of the individual investor’s basic financial needs.

This Week’s Question

Which would you rather have, TV or Internet?
B) Internet
C) Neither

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Posted on June 29, 2012 | Stock Superstars Report

Stock Superstars alert for the week ending 6/29/2012 updated.

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Posted on June 29, 2012 | Dividend Investing

Dividend Investing alert for the week ending 6/29/2012 updated.

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AAII Investor Update: Health Care Costs and Your Portfolio

Posted on June 29, 2012 | Investor Update

Today, the Supreme Court ruled to largely uphold the Affordable Care Act. The law will have tax implications for individuals with high incomes, but will also expand access to health care for many others. Depending on the outcome of the November elections, and what Congress can actually agree on, the law could potentially be altered or replaced.

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AAII Sentiment Survey: Bearish Sentiment Rebounds Above 40%

Posted on June 28, 2012 | AAII Survey

The percentage of individual investors describing themselves as bearish rebounded by 8.5 percentage points to 44.4% in the latest AAII Sentiment Survey. Meanwhile, both bullish and neutral sentiment declined.

Bullish sentiment, expectations that stock prices will rise over the next six months, fell 4.2 percentage points to 28.7%. This is the seventh time in the past 12 weeks that optimism has been below 30%. It is also the 13th consecutive week that bullish sentiment has been below its historical average of 39%.

Neutral sentiment, expectations that stock prices will stay essentially unchanged over the next six months, fell 4.3 percentage points to 27.0%. The historical average is 31%.

Bearish sentiment, expectations that stock prices will fall over the next six months, jumped 8.5 percentage points to 44.4%. This is the 11th time in 12 weeks that bearish sentiment has been above its historical average of 30%.

This week’s changes brought pessimistic levels back to where they were near the start of June. We are continuing to see ongoing pessimism among individual investors about the short-term direction of stock prices. The current 13-week streak of below-average bullish sentiment is the longest since a 14-week stretch from December 20, 2007, through March 20, 2008. The current eight-week streak of above average bearish sentiment is the longest since a 14-week stretch from July 21, 2011, through October 20, 2011.

AAII members continue to be casting a wary eye toward events in Europe and are concerned about the slowing pace of economic growth in here in the United States.

This week’s special question asked AAII members what near-term catalyst would change their sentiment toward stocks. The largest number of respondents said some type of resolution to the European sovereign debt would be a positive catalyst. Other potential bullish catalysts included stronger U.S. economic growth, the outcome of the U.S. presidential election (respondents differed between whether a win by Mitt Romney or a President Obama would be a positive catalyst) and a resolution to the forthcoming expiration of tax cuts and the implementation of spending cuts (the so-called “fiscal cliff”).

Some members foresaw potentially negative catalysts. These members cited a worsening of the European sovereign debt crisis and slower economic growth in either the U.S. or China.

Here is a sampling of the responses:

“A solid plan to deal with the European crisis that member nations stand behind would be bullish for the market.”
“If Europe settles its government/bank liquidity problems, I would be more bullish.”
“More jobs being created in the United States would create an avalanche of buying in the market.”
“Even a partial compromise by Congress and the White House on closing the deficit would make me very bullish. I’m expecting that will occur when pigs fly.”
“A slowdown in the U.S. economy would make me somewhat more bearish over the short term.”
This week’s AAII Sentiment Survey results:

Bullish: 28.7%, down 4.2 percentage points
Neutral: 27.0%, down 4.3 percentage points
Bearish: 44.4%, up 8.5 percentage points
Historical averages:

Bullish: 39%
Neutral: 31%
Bearish: 30%

The AAII Sentiment Survey has been conducted weekly since July 1987 and asks AAII members whether they think stock prices will rise, remain essentially flat, or fall over the next six months. The survey period runs from Thursday (12:01 a.m.) to Wednesday (11:59 p.m.) The survey and its results are available online at:

Health Care Reform’s Tax Implications

Posted on June 28, 2012 | AAII Journal

The recently passed health care reform bill levies new taxes that are intended to help offset the cost of expanded access to care.

Taxpayers who have significant unearned income and those who have significant income from various sources can very well be looking at—aside from income tax changes—an additional 4.7% of tax. That’s a hefty bite.

Starting on January 1, 2013, married couples whose incomes are above $250,000 will be assessed an additional 3.8% federal tax. The threshold for married couples filing separately would be $125,000 per person. Unmarried individuals filing as single or head of household will face a threshold of $200,000. To reiterate, this is a new, additional tax. The 3.8% levy will be on the lesser of the individual’s MAGI above those threshold amounts or their unearned income.

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Investing in Health Care Reform

Posted on June 28, 2012 | AAII Journal

Health care mutual fund managers reveal which industries could benefit and which could suffer from the new law.

Like any piece of major legislation, the new health care reform law brings both opportunities and potential traps for investors.

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Money From Momentum: Positive Feedback Can Drive Returns

Posted on June 27, 2012 | AAII Journal

Positive feedback trading takes into account trends in the stock market. It posits an alternative to theories that advocate buying the market or tracking corporate performance.

Securities are intangible assets. The conventional view is that rational traders value assets based upon all available information regarding returns that can reasonably be expected. Their valuation is based on information regarding “the fundamentals”—profit margins, market share, sales force performance, and so on.

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Sell of the week 6/27/2012

Posted on June 27, 2012 | Podcast

AAII Journal Editor Charles Rotblut explains to Chuck Jaffe of MarketWatch why ScottsMiracle-Gro (SMG) is his “Sell of the Week” on the MoneyLife Radio Program. MoneyLife is a daily personal finance show that sorts through the financial clutter to bring you the information you need to lead the MoneyLife.


Posted on June 26, 2012 | Weekly Features

This week’s AAII Weekly Features has been updated.

View this week’s “Top AAII Articles” , “Featured Stock Screen ” and “Member Question”.

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