Bespoke Investment Group

Bespoke's Paul Hickey on CNBC Today (11/2) at 2:45 PM

Bespoke's Paul Hickey will appear on CNBC's Street Signs today at 2:45 PM ET to discuss the relationship between oil and the S&P 500.

Today's Live Chat at 11 AM ET with The Kirk Report

We're excited to announce that today we will be participating in a live chat with the esteemed Charles Kirk over at The Kirk Report.  Charles has been nice enough to ask us to participate in the chat, and we'll be discussing anything and everything about the current state of the market.  The live chat will start at 11 AM ET sharp and last about an hour.  All you have to do to view the chat is click this link and be on the web page during the event: http://kirkreport.com/tkr/nBpSbH.  Be sure to check it out!

Live Chat Between Bespoke and The Kirk Report Tomorrow at 11 AM ET

We're excited to announce that tomorrow we will be participating in a live chat with the esteemed Charles Kirk over at The Kirk Report.  Charles has been nice enough to ask us to participate in the chat, and we'll be discussing anything and everything about the current state of the market.  The live chat will start at 11 AM ET sharp and last about an hour.  All you have to do to view the chat is click this link and be on the web page during the event: http://kirkreport.com/tkr/nBpSbH.  Be sure to check it out!

Bespoke Money Management

Remember, along with providing research, Bespoke Investment Group offers money management services.  Please call us at 914-315-1248 to learn how we can work together and effectively manage your portfolio.  If you live in the greater New York City area, including Connecticut and New Jersey, we will gladly set up a time to meet in person at our offices in Westchester County or we'll come to you. 

Bespoke's Morning Earnings Report

Today we introduced our new Morning Earnings Report over at Bespoke Premium.  Along with a summary of key statistics throughout earnings season, each morning the report will provide all of the US earnings reports that were released after the prior trading day's close and so far that morning.  For each company, we provide both actual and estimated EPS and revenue numbers, any guidance that was issued, and the price reaction to the report in pre-market trading.  Using our Interactive Earnings Report Database, we also include each stock's average open to close performance on report days based on whether it gaps up or down at the open.  The stocks are broken into two categories depending on whether they are trading higher or lower in the pre-market.  The key number to look at for those looking to make trades is the historical average open to close change for each stock.  Companies that have reported a triple play (beat EPS and revenue estimates and guided higher) are shaded in light green.

Please click the thumbnail below to view an example of our Morning Earnings Report from today.  For investors looking to keep track of each day's earnings reports and find possible trades, there simply isn't a better report out there.  Subscribe to Premium Plus to receive our Morning Earnings Report on a daily basis.

Follow Bespoke

Remember to follow Bespoke on Twitter if you've yet to do so!  Thanks!

www.twitter.com/bespokeinvest

Chartfinder Challenge

For those now following us on Twitter (www.twitter.com/bespokeinvest), be sure to check out our new Chartfinder Challenge that we plan on posting each Friday.  The first person to reply on Twitter with the correct stock ticker will get a free month of Bespoke Premium.

More From Bespoke

Twitter users can now follow us at www.twitter.com/bespokeinvest.

Bespoke's Paul Hickey on Bloomberg TV on 9/29 at 7:10 AM

Bespoke's Paul Hickey will appear on Bloomberg TV on Tuesday (9/29) at 7:10 AM ET to discuss Bespoke's current outlook on the market.

Bespoke's Paul Hickey on Bloomberg TV Today at 5:30 PM ET

Bespoke's Paul Hickey will appear on Bloomberg TV this afternoon at 5:30 PM ET to discuss Bespoke's current outlook on the market.

Collapse -- The Fall of Lehman: One Year Later

If you're looking for some quality weekend reading, we recently published an in-depth report titled Collapse -- The Fall of Lehman: One Year Later.  The publication covers everything that has happened since the Lehman collapse and what it means for the market going forward.  To receive the report, you have to be a Bespoke Premium member, so sign up to get your copy today.

Bespoke's Paul Hickey on CNBC on 8/10 at 2 PM

Bespoke's Paul Hickey will appear on CNBC's Street Signs today at 2:00 PM ET to discuss trends in the high yield market.

Bespoke on Bloomberg TV

Bespoke's Paul Hickey will appear on Bloomberg TV today at 9:30 AM to discuss our outlook on the market.  To view today's segment, please click on the image below.

Want more from Bespoke? Subscribe to Bespoke Premium or Premium Plus today.

Bespoke's Paul Hickey on CNBC 7/30 at 2 PM

Bespoke's Paul Hickey will appear on CNBC's Street Signs today at 2:00 PM ET to discuss our market outlook.

Bespoke in the News

Bespoke's research and commentary has been featured in many articles recently, and below we provide links to a few of them.  The articles are interesting and informative regardless of our inclusion, so check them out if you have time.  Most of the stuff attributed to us comes from the reports we send out to Bespoke Premium members, so please click here if you would like to subscribe.

"Why the Rally Should Keep Rolling...for Now."  Kopin Tan, Barron's - 7/27/09:

HERE'S A SNAPSHOT OF JULY'S ROMP, courtesy of Bespoke Investment Group: From their July 10 low, the 50 smallest stocks in the S&P 500 had rebounded 17.2% through Thursday, outgunning the 50 biggest stocks' 9.7% gain. The 50 most heavily shorted stocks have jumped 17.6%, versus just 8.8% for the 50 least-shorted names. Companies raking in foreign revenues outran domestic earners, a sign that traders are still uneasy about the dollar.

Besides short-covering, there are also ample signs of bargain-hunting and risk-guzzling. The 50 stocks with the lowest price/earnings ratios jumped 18.4%, the best performance of any decile. The 50 stocks with the worst analyst ratings are up 12.7%, versus 8.9% for the most beloved companies. And the 50 stocks that fell the furthest during the June correction have bounced back most resoundingly, their 17.4% rise trumping the 7.4% for the correction's top performers.

"Stock Trading Slowdown Is Steepest in Two Decades."  Kayla Carrick, Bloomberg News - 7/24/09.

"Pundit Watch: Is the Rally Sustainable?"  Dan Burrows, SmartMoney - 7/27/09:

So far the rate of upside earnings surprises is "off the charts," writes Paul Hickey, founder of Bespoke Investment Group. True, we still have a long way to go through the current earnings season, but nearly 71% of companies reporting have beaten estimates. "Investors were worried heading into this earnings season that last quarter's numbers would be difficult to top, causing the market to struggle," he says. "However, the current earnings season has come in much stronger than last quarter so far."

"Six Takeaways on the Rally: 'Panic In,' Short Covering or Both?"  Matt Phillips, WSJ - 7/23/09:

Paul Hickey, co-founder Bespoke Investment Group, via email: “The last time the Dow closed above 9,000 was on January 6th. To put this rally in perspective, we would still have to rally by nearly 27% just to get to the levels we were at prior to the Lehman bankruptcy. With so many market and economic indicators reaching pre-Lehman levels, one has to ask will the market be next?”

"Mr. Mo Meets Stock Market."  David Kamm, News-Press.com - 7/26/09:

The highly respected Bespoke Investment Group recently published a study of equity performance during the last 11 positive markets. It is titled "Sector Performance (%) During Prior S&P Bull Markets: 1940-2007" and is somewhat surprising in spots. They caution that all bull markets are not alike, and we should look more strongly at the periods we think could be more closely correlated with the next one. That requires an evaluation on our part, but that's how we gain an edge.

The Bespoke quick glance reveals the following; "Technology is usually a leader during bulls, while Telecom and Utilities are laggards. Energy, Health Care, Consumer Staples, and Materials have scattered performance during various bulls, while Industrials are usually in the middle of the pack every time." The top four sectors (ranked by Bespoke) in the 2002-2007 bull were: energy, utilities, materials, and technology.

Bespoke's Paul Hickey on CNBC Friday 6/26 at 2PM

Bespoke's Paul Hickey will appear on CNBC's Street Signs today at 2:00 PM ET to discuss the market outlook for the summer.

Bespoke Premium Pick Two

The Bespoke Premium service has quickly become a go-to source that market pros use on a daily basis.  Our unique research and presentation methods are what make Bespoke Premium stand out from the rest of the subscription services out there.  And at just $1/day, the cost can't be beat either.  For Think B.I.G. readers that have not yet subscribed to Bespoke Premium but want to see what some of the reports are like in real time, we have decided to allow you to select two Premium reports to be emailed to you as they are released for 3 trading days.  To learn about all of the Premium reports, you can view samples here.  Please fill out the form below and start seeing how Bespoke Premium can work for you.  Or, if you want to simply subscribe and begin receiving all of the reports, please click here.  Enjoy!

First Name * Last Name * E-mail Address: * City and State of Residence * Phone Number Type of Investor * IndividualInstitutional Where did you hear about Bespoke? Please choose two Premium reports that you would like to sample via email. * Morning Lineup Market Timing Model Trade of the Day B.I.G. Tips Weekly Newsletter Sector Snapshot Earnings Estimate Revisions Daily Stock Odds Upgrades/Downgrades Report Short Interest Report Economic Indicator Analysis Market Correlation Report * Required

Bespoke Premium Week in Review Newsletter

Each Friday, members of Bespoke Premium receive our Week in Review newsletter.  This report provides Bespoke's current market thoughts through commentary and the unique graphs and charts that Premium members have come to love.  Below is last Friday's Week in Review newsletter for Think B.I.G. readers interested in learning more about our Premium product.  Click the thumbnail to read the sample newsletter.  If you would like to subscribe and receive this week's report along with our many other unique products, please click here.

Bespoke's Paul Hickey on CNBC Monday 6/8

Bespoke's Paul Hickey appeared on CNBC's Street Signs today at 2:10 PM ET to discuss Sybase (SY) and the outlook for natural gas.

To receive more great commentary from Bespoke, subscribe to Bespoke Premium today.

Bespoke's Paul Hickey on Bloomberg TV Today at Noon

Bespoke's Paul Hickey will be appearing on Bloomberg TV today at 12:10 PM ET to discuss the market's performance during the summer months.

Bespoke's Paul Hickey On CNBC Today at 2:10 PM ET

Bespoke's Paul Hickey will appear on CNBC's Street Signs today around 2:10 PM ET to discuss stock performance during the summer months along with our overall market view.

To receive more great commentary from Bespoke, subscribe to Bespoke Premium today.

Bespoke Internship

Bespoke is looking for one or two summer interns to work from June through Labor Day.  Interns will perform stock market and economic research projects and get first-hand experience with Bespoke co-founders Paul Hickey and Justin Walters.  If you are a college student interested in a unique experience with a growing research and money management firm, please send resumes to justin@bespokeinvest.com.  Our offices are located just outside of New York City in Westchester County (Harrison, NY).

Get More From Bespoke

If you're looking for ideas to help navigate through these troublesome markets, Bespoke Premium offers in-depth research on a daily basis.  Below we highlight the titles and thumbnails of some of the reports we released to Premium subscribers over the last week.  Click here to become a member today.

This week's B.I.G. Tips reports: Week in Review (multi-page weekly Bespoke newsletter), Bank and Broker Matrix (a check-up on the best and worst in the financial sector), Obama's First 100 Days (from worst to ninth best), Long-Term Relative Strength (sector analysis over decades), Commodity Ratios (interesting disparities between oil, natural gas, gold, and platinum), Earnings Season Stats (why the market is rallying on earnings), Triple Leveraged ETFs (anti-long term holdings), Momentum Stocks (a screen for strong stocks that aren't widely followed), Earnings Estimate Analysis (is the turnaround legit?), Apple Earnings (how to trade the stock following its earnings report).

 

Bespoke Highlighted In Irish Times

Bespoke's Think B.I.G. blog was featured in a recent article in the Irish Times highlighting the "very best financial blogs."  The author goes on to comment that "the Bespoke Invest blog is renowned for its technical and quantitative analysis and active investors should bookmark it."  For a list of all the blogs highlighted, read the entire article here.

Think B.I.G. Highlighted in Financial Blog Article

Dow Jones Newswires published an article today titled "Financial Bloggers Gain Recognition Amid Turmoil."  The article was also published on CNN Money and can be viewed here.  Barry Ritholtz over at The Big Picture was interviewed for the article, but Think B.I.G. also got a shout out as a widely regarded financial blog:

Paul Hickey and Justin Walters, co-founders of market research firm Bespoke Investment Group, have made a name for themselves in the blogosphere with their Think B.I.G. finance blog, which offers quick and insightful comments on the daily ebb and flow of the stock market.

Here are the first two paragraphs from the article as well:

People looking for clarity during the current economic downturn are turning increasingly to financial blogs.

Financial bloggers - who run the gamut from economists to money managers to former public officials - have spewed instant analysis and criticism of the steps the government has taken during this economic crisis. From the first proposed Troubled Assets Relief Program to the current Public-Private Investment Program, bloggers have questioned the viability of these plans and how they'll fix banks balance sheets in order to pave the road to recovery.