6 Investments To Sell Or Short Now

Hedgephone submits:At Hedgephone.com, we try to help individual investors create optimal long short equity portfolios so that they can dump their 2&20 managers and invest for themselves. While we are not making stock recommendations, we are trying to help investors make informed investment decisions which are based on free cash flows, discounts to tangible book value, macro economic research and above all else valuations and business moat.

In five January business days, corporations sold $52.75 billion in debt according to Informa Global Markets. MarketWatch highlights that point in companies sell debt like hot cakes Companies have flooded the market with new debt to start the year, even after the recent jump in Treasury yields, as they deem market conditions good enough and eager buyers plentiful enough to make deals go smoothly.

By Hedgephone:Brick and mortar vs. online retail - If you wanted to describe the past 10 years of stock trading you could point to the dogfight going on between "new" economy stocks and "old" economy stocks. While the old economy stocks have underperformed the technology names over the past few years, over the past 10 years the Nasdaq 100 is still almost 50% below its all time high. That said, the technology market has run pretty far pretty fast.

Hedgephone submits:When screening for short positions, remember that the most important factor in making money from the short side is discovering fraudulent financial statements or companies that are simply never going to grow into their valuations.

The economy seems like it’s been in choppy waters lately. A rise in manufacturing is negated by a weak jobs number. The U.S. housing market’s signs of life are impeded by high gas prices. The eurozone appears to be improving, then a sovereign debt rogue wave surfaces in Spain.

Steve Reitmeister submits:After a stellar +26% gain for the S&P 500 in 2009 the market is set to post a solid 12%+ showing in 2010. Even with the strong profits already in hand, most signs point to more upside in 2011. Here are the top fundamental reasons for the rally to continue for a third straight year.