Bullish?

[audreyh1]

Quote:

Originally Posted by traineeinvestor I was until so many people started talking up equities: First Roubini, Then Fink, Now Buffett Push Stocks - MarketBeat - WSJ I'd be a lot more confident if we could please go back to our regular doses of perma-bear media coverage.

Roubini turning bullish seems like the death knell to me! That's really pretty shocking.

[Hamlet]

I have to admit that I've never been more bullish than now.

Stocks are very cheap.

The job market is starting to get a little traction.

Housing will eventually recover, say in 2015 or so.

Oil may go up, but we've got plentiful supplies of dirt cheap natural gas to power our industries.

The big multinationals will make money hand over fist in the years to come.

[NW-Bound]

Well, Roubini isn't exactly bullish!

What he said was that stocks would continue to go up the first half of the year, then go down the 2nd half to be about flat. Nope, not bullish at all.

[audreyh1]

Quote:

Originally Posted by NW-Bound Well, Roubini isn't exactly bullish! What he said was that stocks would continue to go up the first half of the year, then go down the 2nd half to be about flat. Nope, not bullish at all.

Whew! OK - I feel a little better.

[NW-Bound]

Ah, even doomsayers still need to hedge their call, and try to explain why the market goes up against their will.

[ripper1]

Quote:

Originally Posted by Hamlet I have to admit that I've never been more bullish than now. Stocks are very cheap. The job market is starting to get a little traction. Housing will eventually recover, say in 2015 or so. Oil may go up, but we've got plentiful supplies of dirt cheap natural gas to power our industries. The big multinationals will make money hand over fist in the years to come.

I think them Bull horns are going to gut the Bear.

[veremchuka]

No and yes. No immediately, we have gone too far too fast, a pull back is imminent. over the year yes.

I have made 6 purchases in my 401k since late July of the S&P 500 index. This is a market timing endeavor, no two ways about it. 1 purchase was not good, 2 were so so, 1 was pretty good and 2 were very good, nav wise that is. I wanted to get out on 1/23 but held off and was convinced I blew it but it's been a slow melt up. Yesterday I was going to exchange out back to Stable Value but thought the Greece situation may provide more fuel. As 4 pm approached, markets were almost flat for the day and I should have known better.... Anyway today I took my profit, 11.2% for 7 months, not bad.

Now for the hard part, when to get back in! Again this is market timing, I'm doing this strictly when I see prices too good to pass up. But now it's hard to figure just how far a pull back may go. I hope to catch 1 more run up before late April/early May. We'll see how that goes.

[Nords]

Quote:

Originally Posted by NW-Bound Well, Roubini isn't exactly bullish! What he said was that stocks would continue to go up the first half of the year, then go down the 2nd half to be about flat. Nope, not bullish at all.

Considering the context of Roubini's usual doomsday rhetoric, for him that is bullish...

[Orchidflower]

Bought a good chunk of stock just about the time things started turning, but now it's all too expensive and I've done alot of homework. I'm staying status quo for now myself.
However, I can say that I've never prayed the market would fall so much as now. I have a nice "buy" sheet ready but things are now just too high.
Waiting for the second half of 2012 when supposedly it goes flat...so not a very strong "moo" from this weak bull.

[devans0]

I'm starting to feel optimistic. I will be looking for the safety sell. My gut is seldom right.

[grizzlyff]

was bullish, just went temporarily to 95% cash

[MichaelB]

Quote:

Originally Posted by grizzlyff was bullish, just went temporarily to 95% cash

How do you plan to invest that cash? Do you have specific assets and price levels in mind or are you just staying safe?

[panacea]

The more everyone gets bullish, the more bearish I get. Not a market timer, but I have begun a gradual shift from growth to moderate.

[brewer12345]

Its a success for me, but it always gives me the heebie geebies for a while when sentiment changes and the market suddenly starts chasing one of the names I bought when it was hated. It is especially hard to get when it happens quickly. I don't see much that is different with LOW now vs 6 or 24 months ago, but clearly the market does.

[Gone4Good]

Quote:

Originally Posted by Nords Considering the context of Roubini's usual doomsday rhetoric, for him that is bullish...

+1

I'm conflicted on equity valuations (profit margins are off the charts) and bond valuations are horrifying. Yet my sense is that the economy has achieved escape velocity. Things are still fragile, war with Iran, an unraveling in Europe, or the massive tax increases and spending cuts in current U.S. law can certainly derail things, but absent a new meaningful shock this bull's got legs. It also seems to me that the Fed will not make the same mistake it made in mid-2009 by talking up an exit strategy before there are clear signs of a need for one.

[FinanceDude]

Cautiously optimistic, but not bullish. When we have to pay the piper and take steps to revalue our currency upwards to keep foreign govts to buy our debt, it's not going to be pretty for the equity markets.

[ducky911]

Bullish?

Short term:No

Mid term:Yes

Long term:Hope so?..?

[brewer12345]

Hmmm, I am beginning to think that a lot of people have become reflexively pessimistic over the last several years. I see lots of things moving in the right direction: profits, labor market, funding conditions, etc. With hthe Greece exchange in the rearview mirror, perhaps some of these positive developments will occupy more of the media's attention.

[FinanceDude]

Quote:

Originally Posted by brewer12345 Hmmm, I am beginning to think that a lot of people have become reflexively pessimistic over the last several years. I see lots of things moving in the right direction: profits, labor market, funding conditions, etc. With hthe Greece exchange in the rearview mirror, perhaps some of these positive developments will occupy more of the media's attention.

I don't know about all that........

Yes, profits are up, but companies are sitting on a TON of cash because of restrictive regulatory environment......

Labor market is better than the depths on 2009 but have a LONG ways to go.

Greece is not "over"........it is merely hibernating........wait until he hit austerity in the US...........

[brewer12345]

Quote:

Originally Posted by FinanceDude I don't know about all that........ Yes, profits are up, but companies are sitting on a TON of cash because of restrictive regulatory environment...... Labor market is better than the depths on 2009 but have a LONG ways to go. Greece is not "over"........it is merely hibernating........wait until he hit austerity in the US...........

Difference of opinon makes a market, I guess.