January Investors Survey: 2010 Forecasts

Money managers are always looking for an advantage to help them better understand the market and get an edge in their stock selection process. The Applied Finance Group's (AFG’s) The Market Forecast Project (MFP) has served that purpose for over 300 investment professionals that participate, and it continues to grow. In our 6th issue of the MFP we have identified the favorite long and short equity ideas from participants, trends in the movements of investor sentiment over the last 6 surveys, as well as other key topics affecting the economy and the markets.

This month’s survey contains questions on topics such as:

• How many seats will change in the House of Representatives in the 2010 election from (D) to (R)?

• What are investor’s Stock Market and Economy predictions for 2010?

• Is the current stock market fundamentally undervalued, fairly valued, or overvalued?

• Best performing BRIC of 2010?

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Question 17

Market Forecast Project #6 Long & Short Equity Ideas

The companies listed below are a few of the favorite long and short equity ideas provided by MFP participants for the 6th issue of the MFP. If you are a professional investor and would like to view the entire list of long and short ideas, register for valueexpectations.com Its Fast and Free! 

Once you have registered for ValueExpectations Click Here to view the full list of long and short equity ideas from this month's survey.

Comments

[Grand Supercycle]

UPDATES:
http://www.zerohedge.com/forum/market-outlook-0

In early 2007 I warned of an impending stockmarket crash.

I confirmed a bottom by early April 2009.

From mid 2009 onwards, I warned of an impending USD rally.

The uptrend since March 2009 has been a bear market rally contained within a much larger bear cycle that started in 2000.

[Anonymous]

I see the respondants dont have time to watch a lot of football...The cumulative probablity of NO and Min is roughly 2 to 1 against Indy to win the SB....Just a bit overstated. I think I'll go with my somewhat more bearish sentiment regarding the market in 2010 as well....

[Blake]

Yes, this is another great example of human psychology at work:  "trends always continue until we see that they don't anymore".  I believe this study should be hailed as the new holy grail of contrarian market indicators.  Thank God someone takes the time to find out what these morons are thinking so we can all be sure we are fading the correct trades.

[Dantzler]

Brown takes MA senate seat.

http://www.nytimes.com/interactive/2010/01/19/us/politics/massachusetts-election-map.html

[dislclosure: strongly dislike both parties, but feel more comfortable when one of them lacks a stranglehold]

[percolator]

You're going to feel the wrath of Leo by suggesting to short First Solar.  You've been warned!

[Gimp]

More noise in the room, meaningless.

[RockyRacoon]

What? No question on Leno/Conan?  Who will host Idol? How can this be comprehensive without AFG's views on these vital topics?  I see we have an opinion on the Super Bowl.  At least that is covered.  Sheesh.

[Anonymous]

not much interesting here... i think my 2 year old daughter would agree from watching cnbc for an hour every morning with me.

[Anonymous]

I think they, historically, are good as contrarian indicators.