Professional Investor's Still Favor Technology Sector and Large Cap Stocks

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Market Forecast Project Issue 4 – November, 2009

This article provides valuable insights as to what investment professionals are thinking about the current state of the market along with actionable Long/Short Investment Ideas.  Our Market Forecast Project (MPF) surveys hundreds of money managers to gain a unique set of insights from those on the frontline of investing.

Listed below are the results of the 4th issue of The MFP survey with 19 market related questions, 160 unique equity ideas provided by participants as their favorite long and short recommendations (110 Long/50 Short), as well as MFP trend information which tracks the movements in investor sentiment from each issue of our survey.

Professional investor, click here to participate and be the first to receive the results.

Individual investors, register with VE to receive the results in our newsletter, before they are published on the web.

Question 1

Source:The Applied FinanceGroup

Question 2

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Question 3

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Question 4

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Question 5

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Question 6

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Question 7

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Question 8

 
Source:The Applied FinanceGroup

Question 9

Source:The Applied FinanceGroup

Question 10

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Question 11

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Question 12

Source:The Applied FinanceGroup

Question 13

Source:The Applied FinanceGroup

Question 14

Source:The Applied FinanceGroup

Question 15

Source:The Applied FinanceGroup

Question 16

Source:The Applied FinanceGroup

Question 17

Source:The Applied FinanceGroup

Question 18

Source:The Applied FinanceGroup

Question 19

Source:The Applied FinanceGroup

Trend 1

Source:The Applied FinanceGroup

Trend 2

Source:The Applied FinanceGroup

Trend 3

Source:The Applied FinanceGroup

Based on user feedback, survey participants wanted to see a question on our survey asking participants to provide their favorite long and short equity ideas. The following pages contain the lists of companies given by participants as their favorite long and short ideas put together in a portfolio. We will be tracking the performance of each of these portfolios.

The list below contains the companies provided by participants as their favorite Long equity ideas.

The list below contains the companies provided by participants as their favorite Short equity ideas.

The list below contains the companies provided by participants as both Long and Shorts.

If you are a professional investors,
join our Market Forecast Project and be the first to receive the results.