Friday, June 22, 2012

Don't try to time this chaotic market

If you want to maximize both your returns and your sleep, Tom Yorke urges smart asset allocation then avoiding market timing.

� The SPDR S&P China ETF GXC - a better way to capture China than the dominant FTSE China 25 Index Fund FXI ?

� A warning on electronic retailer CONN's CONN from Cassandra: "God bless them and their investors. They will need all the help they can get in order to fulfill expectations."

� Eddy Elfenbein has a baker's dozen of "way, way, WAY" overpriced stocks, including Amazon AMZN , Netflix NFLX and Coke KO .

� J.P. Morgan JPM stock now presents a contrarian buy opportunity in Chad Brand's eyes.

� To Richard Bernstein, the real wall of worry may be the US bond market: "When will investors realize that it's not the 1990s, and that high-fee, alternative assets continue to offer inferior diversification opportunities relative to good old-fashioned stock/bond/cash asset allocation?"

� As we head into the summer, Josh Brown finds the bears have a whole lot going for them.

� A new gold ETF in the works would allow retail investors to redeem shares for as little as a single ounce of shiny metal.

� Jeff Matthews on Hewlett-Packard HPQ vs. Yahoo YHOO : "So inflating your c.v. is worse than inflating your earnings?"

� Corporate doublespeak at investors' expense from Telefonica TEF ?

This commentary does not constitute individualized investment advice. The opinions offered herein are not personalized recommendations to buy, sell or hold securities.

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