Archive for August, 2012

Float Shrink Outperforms Dividends

Aug
29

So far this year investors have poured billions into high dividend strategy ETFs. Yet almost all the big dividend ETFs have underperformed the market, even after including reinvested dividends. On the other hand only millions have gone into ETFs whose strategy is based upon float shrink. Companies that have been shrinking the trading float of shares the most using free cash flow have not only significantly outperformed the high dividend ETFs, but the overall market as well. Read More

Is the Fed Gaming Hilsenrath? Next Easing Will Be the Last

Aug
27

It is a bizarre stock market we live in when the wonder is who is gaming whom regarding the Fed this weekend. The Wall Street Journal’s John Hilsenrath today writes as if it is almost certain that the Fed will announce an easing in Jackson Hole. But maybe the Fed is gaming Hilsenrath’s reputation as the Fed’s unofficial mouthpiece to have him sell some more sizzle. Remember, Hilsenrath first promised a Fed easing in early June, which helped stop and reverse May’s sharp stock market selloff. Yet the Fed actually did nothing at the June meeting. Every few weeks since, seeming to coincide with a stock sell off, Hilsenrath writes another story promising an easing soon. Read More

Biderman’s Market Picks 8/27/2012

Aug
27

Biderman’s Market Picks Available Now!

The TrimTabs Money Blog is pleased to announce the launch of Biderman’s Market Picks, a weekly video newsletter by Charles Biderman. This newsletter is designed to help you maximize long term investment gains while minimizing short term risks.

If you’re already a subscriber, please log in here. If you’re not a subscriber, you can buy single issues for just $10. For the next month, you can also buy an annual subscription for just $260, which is half off the regular price of $519.

Each weekly issue of Biderman’s Markets Picks has three parts. The first part covers what Charles is thinking about the stock market. The second part presents Charles’ views on the economy. The third part shows how Charles is investing a $100,000 model portfolio to try to profit from the information in the first two parts.

Put Charles’ insights to work in your portfolio right away! You can buy single issues for just $10 or buy an annual subscription for just $260.

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Biderman’s Daily Edge: At Market Tops Bulls Get Nervous While Insiders Sell

Aug
24

The S&P 500 has traded within 1% of the 1420 triple top over the past 13 trading days since August 7. At the same time I have noticed an increasing amount of emotional name calling and abusive rants about my being bearish on our website. That is consistent with what I have always experienced at a market top in the 40 some odd years I have been playing in the stock market. The more defamatory, means that those who rant are more at risk to a market plunge. Read More

Biderman’s Daily Edge 8/22/2012: Don’t Lose Money While Waiting For Market Plunge

Aug
22

Today, my overall market strategy is to not lose money while waiting for the stock market to plunge. I have been providing unique investment research to professional investors since 1990 and what is more I am proud of my results. Originally a short seller, I started Liquidity TrimTabs in 1995 when I realized my shorts were no longer working because lots of corporate buying plus huge mutual fund inflows had been booming stock prices. Then at the end of 1999 I said stocks had to crash because there was not enough cash to buy all the new shares from IPOs and option conversions that would come to market in 2000. I was a few months early. In the summer of 2002 we called the ultimate market and economic bottom. From 2004 through October 2007 we were almost continuously bullish. Read More

Biderman on Yorba Media: “We cannot grow fast enough to repay all of our expenses”

Aug
20

click here to download or listen on your mobile device

 

TrimTabs’ President & CEO Charles Biderman spoke with Michael Yorba of Yorba Media about the current state of the economy, job growth and the Eurozone.

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Biderman’s Daily Edge 8/20/2012: Corporate Earnings & Revenues Destined to Disappoint in Q3 & Q4

Aug
20


Many bullish Wall Street analysts seem to be expecting decent second half earnings and revenue growth for the stock market as whole and that is their justification for current stock prices. I say there is no way earnings per share and revenues will grow in aggregate over the second half of this year. I do not include financial stocks in this accounting. That’s because big bank stocks’ earnings per share are based upon the same myth that the current stock market valuation is based upon, and that is the Bernanke Put. The Bernanke put says the Fed will print enough money to buy existing loans, and then everyone lives happily ever after. Read More

Biderman’s Market Picks 8/20/2012

Aug
20

Biderman’s Market Picks Available Now!

The TrimTabs Money Blog is pleased to announce the launch of Biderman’s Market Picks, a weekly video newsletter by Charles Biderman. This newsletter is designed to help you maximize long term investment gains while minimizing short term risks.

If you’re already a subscriber, please log in here. If you’re not a subscriber, you can buy single issues for just $10. For the next month, you can also buy an annual subscription for just $260, which is half off the regular price of $519.

Each weekly issue of Biderman’s Markets Picks has three parts. The first part covers what Charles is thinking about the stock market. The second part presents Charles’ views on the economy. The third part shows how Charles is investing a $100,000 model portfolio to try to profit from the information in the first two parts.

Put Charles’ insights to work in your portfolio right away! You can buy single issues for just $10 or buy an annual subscription for just $260.

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TrimTabs Market Timing Index Available Now!

Aug
17

Are you interested in a simple, inexpensive trading model that has outperformed the S&P 500 by 4.6% annualized since 2000 in back tests?*

The TrimTabs Market Timing Index is designed for retail investors and financial advisors who want to try to outperform the major stock market averages using a strictly quantitative strategy.  You can buy a monthly subscription for just $20 to $60 per month or an annual subscription for $200 to $600 per year. Read More

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Biderman’s Daily Edge 8/16/2012: Wage & Salary Growth Drops 50% – Stocks Unchanged

Aug
16

Wages and salaries in real time are growing at about 3% year over year. I think that wages and salaries are the best real time high frequency leading indicator of what is happening in the US economy. There is no other real time high frequency data available as important. Unfortunately individual investors do not have access to our estimate of real time wages and salaries that we distill from the US Treasury’s daily receipt of withheld income and employment taxes paid by the employers of the 133 million with jobs subject to withholding. Therefore, we are adding to our blog site a weekly chart of our estimate of the three month moving average of wage and salary growth; as well as the market capitalization of all US stocks, assuming that is of interest to you all. Read More

Charles BidermanCharles Biderman is the Chairman of TrimTabs Investment Research and Portfolio Manager of the TrimTabs Float Shrink ETF (TTFS)

Biderman’s Practices of Success

I recently launched a new online course, Biderman's Practices of Success, on Curious.com (curious.com/charlesbiderman). The key to the practice of success is to be fully present in the moment and to be totally engaged in the important areas of life, particularly when we do not want to be. Read More.

Mr. Charles Biderman is an associated person of Trim Tabs Asset Management, LLC, an SEC-registered investment adviser. All opinions expressed by Mr. Biderman on this website are solely those of Mr. Biderman and do not reflect the opinions of Trim Tabs Asset Management, LLC, Trim Tabs Investment Research, Inc., their affiliates (collectively, “Trim Tabs”), or any other associated persons of Trim Tabs. No part of Mr. Biderman’s compensation from Trim Tabs is related to opinions which he expresses on this website, elsewhere on the internet, or in any other medium.

You should not treat any opinion expressed by Mr. Biderman as a recommendation to make an investment in any company discussed or cited in any of his postings. Mr. Biderman’s opinions are based upon information he considers credible, but which does not constitute research by Trim Tabs. Neither Mr. Biderman nor Trim Tabs warrants the completeness or accuracy of the information upon which Mr. Biderman’s opinions are based.

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