Posted on November 26, 2013 | 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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BUY OF THE WEEK 11/26/2013

Posted on November 26, 2013 | Podcast

Joe Lan, Assistant Financial Analyst at AAII explains to Chuck Jaffe of MarketWatch why Tupperware (TUP) is his “Buy 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: Buy of the week

Sitelight and Reader Survey

Posted on November 25, 2013 | Computerized Investing

Choose to Save is a website that helps individuals make decisions regarding retirement.

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This Week’s Question

What steps do you take to remove or mask your digital footprints (choose all that apply)?

A) Clearing cookies from my web browser
B) Encrypting my email
C) Not using my real name online
D) Cloaking my IP address
E) Other
Click Here to Answer »

Pivot Points

Posted on November 24, 2013 | Computerized Investing

Using pivot points to identify support and resistance levels

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GADGET CORNER – Apple iPad Air

Posted on November 22, 2013 | Computerized Investing

Redesigned iPad is the smallest, lightest and most powerful ever.

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Posted on November 22, 2013 | Stock Superstars Report

Stock Superstars alert for the week ending 11/22/2013 updated.

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Posted on November 22, 2013 | Dividend Investing

News of the Dow Jones industrial average closing above 16,000 for the first time in its history made the headlines this week

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Are Quantitative Models a Better Strategy?

Posted on November 21, 2013 | Investor Update

In the middle, between passive (index) and active strategies, lie quantitative strategies. These strategies select stocks based on financial, valuation and momentum ratio analysis. Followers of quant strategies are not pure indexers, because they actively create models to identify and take advantage of market anomalies. They are not pure active managers, either, because they buy what their quantitative models tell them to buy.

One of the earliest proponents of using a quantitative approach was Benjamin Graham. Graham advocated buying stocks trading at low valuations. Though not traditionally viewed as a quant, Graham’s disciplined approach involved buying many stocks that exhibited large margins of safety.

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Posted on November 21, 2013 | Computerized Investing

BenefitsPro.com is an online retirement toolkit.

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AAII Sentiment Survey: Optimism at Lowest Level since August

Posted on November 21, 2013 | AAII Survey

Individual investors’ optimism about the short-term direction for stock prices is at a 12-week low, according to the latest AAII Sentiment Survey.

Bullish sentiment, expectations that stock prices will rise over the next six months, fell 4.8 percentage points to 34.4%. This is the lowest level of optimism registered by our survey since August 29, 2013. It is also the first time in six weeks bullish sentiment is below its historical average of 39.0%. Optimism has fallen by a cumulative 14.8 percentage points since hitting 49.2% on October 24, 2013.

Neutral sentiment, expectations that stock prices will stay essentially unchanged, rose 2.8 percentage points to 36.1%. This is the highest neutral sentiment has been since August 15, 2013. It is also the fifth consecutive week that neutral sentiment is above its historical average of 30.5%.

Bearish sentiment, expectations that stock prices will fall over the next six months, rose 2.0 percentage points to 29.5%. Although at a six-week high, pessimism remains below its historical average of 30.5% for the ninth time in 11 weeks.

Since the end of April 2013, neutral sentiment has been above its historical average of 30.5% during 25 out of 31 weeks. Though neutral sentiment has stayed within the typical range we have seen throughout the survey’s history, the frequent above-average readings are a sign that individual investors, in aggregate, have not been exuberant about stocks. Rather, they remain both hopeful for further price gains and observant of the potential downside risks.

This week’s drop in bullish sentiment comes as the S&P 500 has declined for three consecutive days. Though many individual investors continue to be encouraged by the market’s upward momentum, earnings growth and economic growth, others remain concerned about the pace of economic growth, elevated stock valuations and the lack of a long-term fiscal solution.

This week’s special question asked AAII members if they have changed their investment style because of the magnitude of the market’s gains this year. Slightly more than half of respondents (52%) said no, they have not made any significant changes. Approximately 35% of respondents said they did make a change, but there was no clear trend in the type of changes they made to their investment strategies. More than 14% of all respondents said they have increased their cash allocations. Four percent of respondents said they have bought more large-cap stocks and an equal proportion said they have bought more dividend-paying stocks.

This week’s AAII Sentiment Survey results:

  • Bullish: 34.4%, down 4.8 percentage points
  • Neutral: 36.1%, up 2.8 percentage points
  • Bearish: 29.5%, up 2.0 percentage points

Historical averages:

  • Bullish: 39.0%
  • Neutral: 30.5%
  • Bearish: 30.5%

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

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