Market Forecast Project Issue 5 – December, 2009

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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) Market Forecast Project (MFP) has served that purpose for over 300 investment professionals that participate, and it continues to grow. In our 5th 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 4 surveys, as well as other key topics affecting the economy and the markets.

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

• What is the single most important variable you consider when analyzing a stock for purchase in the current market?

• Should credit default swaps be exchange traded?

• Compared to last year, what do you think about retail sales of this holiday season?

• What will happen to the Iranian nuclear program in the next 6 months?

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Market Forecast Project #5 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 5th 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! 

Registered Users: Click here to view the entire list of long and short equity ideas.

This month's long/short portfolio contains 108 long ideas and 50 short ideas.

If you are a professional investor and would like to join the MFP to receive the results first and have access to our long/short ideas.