BF Anderson Private Portfolio Management

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We need a high quality rally

We need a high quality rally

During the month of August we noticed a very low-quality rally.  We watched as a lot of stocks that shouldn’t be gaining outperformed growth stocks day after day. These are the same stocks that were pummeled to fractions of their prices a year ago, and in August they were soaring (stocks such as Freddie Mac, Fannie Mae, AIG, etc).  These stocks, which are primarily in the financial sector, were outperforming the rest of the market.  This isn't healthy for the overall market and more importantly is not sustainable.  Amongst investment professionals this is called a dead cat bounce. 

Yesterday (September 1) the shoe started to fall, with the markets down sharply and not surprisingly these same stocks were leading the way down.  I personally think this is a good thing.  We do not need these stocks leading our market recovery.  Hopefully, once the rally of these low quality stocks is over we can get back to the business of real returns.  We need high quality stocks that are capable of producing long-term year over year results both fundamentally and technically.  We'll see what happens.  Perhaps this is the start of just that.

Below is an excerpt of a report from Navellier and Associates which hints on this exact point and ironically was produced one day before the market dropped sharply. 

Monday, August 31, 2009

Hot August Market Hides Mixed Messages
by Louis Navellier

With one more day left in August, the S&P has now risen six months in a row, for a total 56% gain since the March 9 lows, including 13% in July and August alone. But this super-strong summer rally has been on relatively light volume, so the big test will come after Labor Day, when trading volume normally rises dramatically. It is noteworthy that the volume of cash on the sidelines is still higher than it was in the historically-low market bottoms of 1982, 1990 and 2003: there is plenty of cash to propel the stock market higher this fall, provided there are buyers.

Normally, investors cringe this time of year, since September and October are the worst months for the stock market, historically. However, after Labor Day, the “avalanche of good news” (due to easier year-over-year comparisons on economic news) should begin, running through at least May of 2010. If that happens, Wall Street and the news media will continue to celebrate these headlines with rallies.

The bad news is that the stock market has gotten pricey. Many low-quality financial stocks have soared, as I’ll show you (in the next segment). In fact, the Russell 2000 Growth index now trades at about 70 times forecasted earnings, so investors must be far more selective in the next market surge. After all, if the stock market can rally in August on light volume, September could be even stronger, when trading volume has historically picked up.

In summary, I am bullish because of (1) the high volume of cash on the sidelines now returning to the stock market, spurred by (2) easy year-over-year comparisons for economic news, and (3) a dramatically improving earnings environment due to easier year-over-year earnings comparisons. In addition, we will see (4) an inevitable flight to quality, due to excessive valuations for many low-quality stocks.

The Low-Quality Financial-Stock Rally “Smells” Wrong

The August stock market rise is narrow and suspicious, on low volume, but there has been incredibly high volume in five formerly-troubled financial stocks (namely, AIG, Bank of America, Citigroup, Fannie Mae and Freddie Mac), which accounted for approximately 40% of the NYSE’s trading volume in August! As of Friday’s close, AIG, Fannie Mae and Freddie Mac were up a whopping 282%, 252% and 287%, respectively, in the first four weeks of August, almost 11 billion shares’ trading volume last week alone!

Either these stocks are part of one of the greatest short-squeezes in history or something funny is going on among speculators – or perhaps some of both. Clearly, many day traders have gravitated to lower-quality financial stocks, fueling incredible gains (up over 250% in August) in three of these five financial stocks:

AUGUST GAINS (to August 28)
Freddie Mac +287.1%........Last week’s volume.....1,215,303,900
AIG +282.3%......................Last week’s volume........386,220,400
Fannie Mae +251.7%.........Last week's volume…...2,743,226,900
Citigroup +65.0%...............Last week's volume.....5,461,772,000
Bank America +21.6%.......Last week's volume.....1,177,962,900

In the case of mortgage giants Fannie Mae and Freddie Mac, the consensus on Wall Street is that their common stock equity is virtually worthless. So why did these “worthless” stocks triple on huge volume? Clearly, day traders like to swing for the fences in low-priced stocks of disputed value, regardless of their fundamental flaws. Even General Motors’ stock is trading up, although GM warned shareholders that its common stock was effectively worthless when in bankruptcy proceedings. This is not a healthy trend.

BF Anderson Personal Portfolio Management

2237 South Acadian Thruway, Suite 605
Baton Rouge, Louisiana 70808

tel: 225.926.8050 / toll: 800.655.2559 / fax: 225.926.8061


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