Comments on: September – the worst month for stocks http://ContrarianEdge.com/2009/09/02/september-%e2%80%93-the-worst-month-for-stocks/ Vitaliy Katsenelson blog on the economy, stock market, and stocks. Applying Active Value Investing approach. Tue, 07 Feb 2012 06:09:00 +0000 hourly 1 http://wordpress.org/?v=3.2.1 By: Daniel M. Ryan http://ContrarianEdge.com/2009/09/02/september-%e2%80%93-the-worst-month-for-stocks/comment-page-1/#comment-190536 Daniel M. Ryan Fri, 04 Sep 2009 05:20:58 +0000 http://ContrarianEdge.com/?p=1211#comment-190536 Myself, given how much talk there's been about the September effect, I sometimes wonder if the near-term bears are going to be treated to a huge head fake in the form of a trading range. But not much wondering, though. Valuations have gotten ahead of themselves. Myself, given how much talk there’s been about the September effect, I sometimes wonder if the near-term bears are going to be treated to a huge head fake in the form of a trading range.

But not much wondering, though. Valuations have gotten ahead of themselves.

]]> By: anthonymallgren http://ContrarianEdge.com/2009/09/02/september-%e2%80%93-the-worst-month-for-stocks/comment-page-1/#comment-190535 anthonymallgren Thu, 03 Sep 2009 13:50:25 +0000 http://ContrarianEdge.com/?p=1211#comment-190535 I guess it is a glass half empty/half full scenario. For value investors looking to fill the last half of the glass, September is ideal. People are beginning to think about the holidays and need more liquidity. This has held true throughout the history of the US, and was one of the originally reason why the Federal Reserve was created. The liquidity in commercial bank begins to dry up, continue to ebb until after the holiday season. If you are looking for cheap Chinese stocks, there are a few great ones out there in the form of ADRs. Just take a look at TBYH, which recently had it's original management who was responsible for it's growth after less than 1 year after their departure. Red ink has been showing up as a result of write downs of doubtful accounts receivable categorized under G & A expenditures. If liberaly credit policy had never been enacted, the company would have remained profitable. Once the doubtful accounts have been purged from the balance sheet, the EPS is surely bound to shoot up above the prive of the stock and cause the price to return to normal levels. Perhaps September provides opportunities to profit in July rather than the threats of a plummeting portfolio, but I just it all depends on your perspective. I guess it is a glass half empty/half full scenario. For value investors looking to fill the last half of the glass, September is ideal. People are beginning to think about the holidays and need more liquidity. This has held true throughout the history of the US, and was one of the originally reason why the Federal Reserve was created. The liquidity in commercial bank begins to dry up, continue to ebb until after the holiday season.

If you are looking for cheap Chinese stocks, there are a few great ones out there in the form of ADRs. Just take a look at TBYH, which recently had it’s original management who was responsible for it’s growth after less than 1 year after their departure. Red ink has been showing up as a result of write downs of doubtful accounts receivable categorized under G & A expenditures. If liberaly credit policy had never been enacted, the company would have remained profitable. Once the doubtful accounts have been purged from the balance sheet, the EPS is surely bound to shoot up above the prive of the stock and cause the price to return to normal levels.

Perhaps September provides opportunities to profit in July rather than the threats of a plummeting portfolio, but I just it all depends on your perspective.

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