11/17/2012 automatic update and SSG files are available

Posted on November 17, 2012 | Stock Investor Pro

Automatic update for Stock Investor Pro and SSG files as of 11/17/2012 are available.

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CI Weekly Features: November 17, 2012

Posted on November 17, 2012 | Computerized Investing

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.

Dividend Resources
Websites devoted to providing information on dividend-paying stocks and tools for selecting among them.

Personal Capital
Websites devoted to providing information on dividend-paying stocks and tools for selecting among them.

Flipboard

This “social magazine” aggregates news and social media streams on your Android phone or iOS device.

Sitelight – FreeLunch.com

FreeLunch.com is a comprehensive website featuring continually updated U.S. financial and economic data.

This Week’s Question

Will you buy or upgrade to Windows 8?

A) Yes
B) Maybe
C) No

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DIVIDEND INVESTING ALERT FOR THE WEEK ENDING 11/16/2012

Posted on November 16, 2012 | Dividend Investing

Dividend Investing alert for the week ending 11/16/2012 updated.

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STOCK SUPERSTARS ALERT FOR THE WEEK ENDING 11/16/2012

Posted on November 16, 2012 | Stock Superstars Report

Stock Superstars alert for the week ending 11/16/2012 updated.

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Invest in Bonds or Bond Funds?

Posted on November 16, 2012 | Investor Update

On Tuesday, when I was speaking to our Pittsburgh chapter, a member asked whether it is better to buy bonds or bond funds. The answer, as I explained to him, is not simple or straightforward. Rather, it depends on a combination of factors.

Bond funds offer ease and simplicity. A bond fund gives you instant access to a diversified portfolio of bond holdings. I own a bond fund because it makes it easier for me to get fixed-income exposure. The downside is that the typical bond fund, unlike an actual bond, never matures. The price of a fund’s shares and the cash flows you receive will depend on the bond market’s fluctuations—which are influenced by changes in interest rates—and, of course, the manager’s skill. So, bound funds lack a guaranteed rate of return. Furthermore, with a bond fund you will pay ongoing annual management expenses and have no ability to control the timing of capital gains.

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November 2012 AAII Model Portfolios Updated

Posted on November 16, 2012 | Model Portfolios

1-Year Returns as of 10/31/12: AAII Fund Portfolio 10.7% — AAII Shadow Stock Portfolio 34.7%

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Personal Capital

Posted on November 15, 2012 | Computerized Investing

Personal Capital provides individuals with money management and analytical services.

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AAII Sentiment Survey: Pessimism Surges to Highest Level since August 2011

Posted on November 15, 2012 | AAII Survey

Bearish sentiment spiked to its highest level since August 2011, as bullish sentiment fell in the latest AAII Sentiment Survey.

Bullish sentiment, expectations that stock prices will rise over the next six months, fell 9.7 percentage points to 28.8%. The drop puts optimism at a four-week low. Bullish sentiment is below its historical average of 39% for the 12th consecutive week and the 32nd time in 33 weeks.

Neutral sentiment, expectations that stock prices will stay essentially unchanged over the next six months, edged up 0.8 percentage points to 22.4%. Even with the increase, neutral sentiment stayed below its historical average of 31% for the ninth time in 10 weeks.

Bearish sentiment, expectations that stock prices will fall over the next six months, surged 8.9 percentage points higher to 48.8%. This is the highest pessimism has been since August 4, 2011. It is also the 12th consecutive week and the 28th out of the last 32 weeks that bearish sentiment has been above its historical average of 30%.

Bearish sentiment is at unusually high levels, but not so high that it would be considered extraordinarily high. (In statistical terms, pessimism is less than two standard deviations away from its historical average.) The sharp increase comes as the market has pulled back, some large-cap stocks have declined notably over the past several weeks and uncertainty about the fiscal cliff looms. Many individual investors also continue to fret about the slow pace of economic growth and Europe’s sovereign debt crisis.

This week’s special question asked AAII members whether they planned to alter their portfolio or keep it unchanged given last week’s election results. About two-thirds of respondents said they haven’t made any or weren’t planning on making any changes. Approximately 20% said they are either reducing their stock holdings or favoring less volatile stocks. A few said they were waiting to see what Congress does, or doesn’t do, to resolve the upcoming fiscal cliff.

Here is a sampling of the responses:

  • “I will keep to my present strategy of emphasizing solid dividend stocks and a couple of well-performing growth stocks.”
  • “I’m happy with my asset allocation and don’t need to change it.”
  • “No changes other than taking some capital gains prior to year’s end.”
  • “I plan to continue to tweak my portfolio as opportunities arise, but do not expect to make major sector changes.”
  • “I’m reducing risk and holding more gold.”
  • “My plan is to neither buy nor sell until after Congress acts on the fiscal matters.”

This week’s AAII Sentiment Survey results:

  • Bullish: 28.8%, down 9.7 percentage points
  • Neutral: 22.4%, up 0.8 percentage points
  • Bearish: 48.8%, up 8.9 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: http://www.aaii.com/sentimentsurvey



Sell of the week 11/14/2012

Posted on November 14, 2012 | Podcast

AAII Journal Editor Charles Rotblut explains to Chuck Jaffe of MarketWatch why Rock-Tenn Company (RKT) 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.

Audio url: Sell of the week





Contrarian Indicators

Posted on November 13, 2012 | Computerized Investing

Where to go online to find sentiment indicators that can be used to indicate the future direction of the market.

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