Doug Kass on Facebook

Doug Kass: Go long Staples, Financials, Energy, Tech

Doug Kass, president of Seabreeze Partners, discusses which areas of the markets he is bullish on now.

Doug Kass: Buy Banks with Large Exposure to Real Estate

Doug Kass, Seabreeze Partners founder & president, explains why he sees a multi-year recovery in the U.S. housing market.

Doug Kass likes life insurance companies, would sell banks

Doug Kass, Seabreeze Partners, discusses his outlook on corporate profit margins and why he believes S&P 500 earnings are likely to fall short relative to consensus forecasts. Also, the winners and losers in a rising rate environment.

Doug Kass: Sell Banks, Short Bonds

Doug Kass: Short These Stocks Ahead of Sell-Off

“It rarely pays to buy stock when 85% of the S&P trades above its 50-day moving average as is the case today.” 

"The market also tends to decline when only a small number of S&P stocks are oversold, again the case now."

Historically stocks don't perform well when 10-week moving average of gasoline prices rises. “At the rate they’re moving now– historically it has not paid to own stocks.”

1. Discretionary consumer based companies: Kass suggests shorting American Express, Regal Cinemas, Henry Schein, RTH
2. China: Kass says to play it short FXI
3. Companies leveraged to capital markets: Kass tells us he's shorting Goldman Sachs, Morgan Stanley

Doug Kass: Equities Vulnerable to Decline

Doug Kass of Seabreeze says the market is very vulnerable to a decline of 4-7%.

Doug Kass: Time to Get Short the Market

Doug Kass on CNBC

Doug Kass's surprises for 2012

All-time high for the S&P 500?


The write-up can be found here.