• Strategist: Here’s when to start selling your stocks

    By Lawrence Lewitinn | Talking Numbers – Tue, Sep 24, 2013 5:42 AM EDT

    Retail investors are piling into the markets. But, is this a case of fools rushing in?

    Investors are buying up equities. According to research firm TrimTabs, inflows into equities should raise a bunch of red flags. In a research report released today, TrimTabs said:

    “All equity mutual funds and exchange-traded funds have issued $48.9 billion so far in September, which approaches the record $66.3 billion in January. This month’s inflow is already the fourth-highest ever. U.S. equity ETFs alone issued a stunning $31.4 billion on the past eight trading days. Such massive inflows in such a short period are worrisome from a contrarian perspective.”

    (Read: Market surprise: September to remember for stocks)

    Wise men say only fools rush in but, with the Federal Reserve Bank not tapering its $85 billion per month bond buying program any time soon (though keeping interest rates fairly low for now), is there anything to stop retail investors from falling in love with equities? And, when should

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  • Portfolio manager: Apple, Microsoft both cheap

    By Lawrence Lewitinn | Talking Numbers – Mon, Sep 23, 2013 4:14 PM EDT

    Apple's new figures led to a 4% rise in the stock. How does it fair against rival Microsoft?

    Apple shares are up more than 4% today while shares of Microsoft are flat. However, Microsoft's shares are beating Apple's performance year-to-date.

    As the tech wars heat up again, which is better for your portfolio, Apple or Microsoft?

    On CNBC's Closing Bell's Talking Numbers segment, John Stephenson, portfolio manager at First Asset Investment Management, looks at the fundamentals while Jonathan Krinsky, Chief Technical Market Strategist at Miller Tabak, looks at the charts.

    To hear what Stephenson and Krinsky have to say about Apple, watch the video above.

    More from Talking Numbers:

    Does Warren Buffett love this company too much for its own good?

    This index is beating everyone else

    A $260 million bet on Grand Theft Auto V

    Read More »

  • Portfolio manager: This is Apple’s game-changer

    By Lawrence Lewitinn | Talking Numbers – Mon, Sep 23, 2013 2:22 PM EDT

    Apple releases great-than-expected sales numbers for its latest iPhones. Is there more room on the upside for the stock?

    Wow!

    Let’s repeat that: Wow!

    That was pretty much everyone’s reaction today as Apple released its weekend sales numbers for the iPhones 5s and 5c.

    This past weekend, the Cupertino-based tech giant sold 9 million units of its brand new iPhone 5s and its less-expensive 5c model. Apple’s reluctance to mention pre-order sales last week had some worried that sales would be disappointing, especially when carriers were reporting that pre-orders were “not overwhelming”.

    (Read: Apple's still got it: New iPhones ring up record sales)

    Many analysts expected Apple to meet or surpass that number, with 7.75 million units being the highest estimate. One well-known analyst, Gene Munster of Piper Jaffray, had thought supply issues would cause sales to only equal last year’s iPhone 5’s then-record debut weekend of 5 million units. Apple exceeded all expectations.

    As well, Apple’s new

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  • Fleckenstein: Why the Fed is the problem

    By Lawrence Lewitinn | Talking Numbers – Mon, Sep 23, 2013 1:58 PM EDT

    Bill Fleckenstein of Fleckenstein Capital says the Fed can't solve problems because it IS the problem.

    Bill Fleckenstein can be excused for running a victory lap. After all, he correctly predicted the Federal Reserve Bank would not taper its $85 billion per month bond-buying program.

    The founder of Fleckenstein Capital was on Talking Numbers over a month ago to discuss why he thought the Fed had lost control of the bond market. At the time, Fleckenstein said:

    “I believe the Fed has lost control of the bond market but we won’t know that for certain until the Fed is unable to taper – or tapers a little and has to untaper – and the bond market doesn’t rally to a new high. So, if the Fed came out tomorrow and said, ‘Just kidding. We’re never tapering’, and bonds rally but they fail at 2.50% or 2.40% (speaking about the 10-Year [US Treasury bond yield]), and then started to go back down, then you’d know that for a variety of reasons the bond bull market had ended a year ago or something

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  • Icahn: The market is overvalued

    By Lawrence Lewitinn | Talking Numbers – Mon, Sep 23, 2013 9:05 AM EDT

    Carl Icahn tells CNBC's Maria Bartiromo that the Market is giving a false picture. Is he right?

    Are the markets over valued? That’s what one of the world’s biggest investors is saying. But, is he right?

    The market is at record highs after the Federal Reserve Bank announced that it will not reduce its $85 billion per month bond-buying program. That program, known as “quantitative easing”, has kept interest rates near record lows low and helped propel the markets to record highs.

    But now billionaire investor Carl Icahn thinks the market is overvalued (well, except when it comes to his investments in Apple or Herbalife).

    (Watch: I survived Carl Icahn as a shareholder: Hain CEO)

    Speaking on Thursday to CNBC’s Maria Bartiromo, Icahn said:

    “I think that right now the market is giving you a false picture. The market tells you you’re doing well but I don’t think a lot of companies are doing that well. They’re taking advantage of very low interest rates. Obviously you don’t have to be a

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About Talking Numbers

TALKING NUMBERS is a fully integrated media experience, hosted by CNBC and Yahoo! Finance, that takes a 360° approach to trading-highlighting the best investment opportunities by analyzing stocks both a technical and a fundamental point of view. But TALKING NUMBERS will do more than just tell investors what to buy; it will show them HOW to buy. Our goal: teach viewers how to harness both technical and fundamental data points so they can become better investors.