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Have You Seen This?

Have You Seen This?

Have You Seen This?

  • The Closing Bell-11/21/09

    Note: As you know Thanksgiving is next week. I will be taking time off to be with family and friends; but as always I will stay close to the Market. No Morning Calls or Closing Bell, but if action is needed, I be in touch via Subscriber Alerts. Have a...
    Posted to Steve Cook on Disciplined Investing by Steve Cook on 11-21-2009
  • Where the Wild Things Are

    Where the Wild Things Are is a beloved children's book and now a beautiful movie. But in the investment world there are really scary wild things lurking about in the hidden recesses of the economic landscape. Today we look at one of the unintended consequences of the Federal Reserve's low interest rate policy.

    For quite some time, I have been arguing that we are faced with no good choices, not just in the US but in the entire 'developed' world. I see a low-growth, Muddle Through world over the next years (with a double-dip recession just to liven things up). However, that does not mean that we will lack for volatility. Things could get volatile rather quickly. Let's quickly set the background.

    ...
  • The Stock Playbook 11/20/09

    In today's video I'm going to fill you in on... Netlist (NLST), and Charles & Colvard (CTHR) LFT and CHBT HEAT and a VPRT short Click play on the video below to watch it now... Want more? Now's the time to CLICK HERE to see all of my picks...
    Posted to The Stock Playbook by Dave Dispennette on 11-20-2009
  • When Medicaid Will Pay for Long-Term Care

    Many people still expect that government programs, such as Medicare and Medicaid, will pay for their long-term care needs. Unfortunately, these programs provide limited assistance for long-term care needs. Medicare, the program for those 65 and older...
  • It's A Risk Off Friday...

    In This Issue..

    * It's a Risk Off day!

    * Commodity Currencies get rocked...

    * Audit the Fed Bill moves along...

    * Just keep spending money we don't have!

    Good day... And a Happy Friday to one and all! A Fantastico Friday in my books, as the people at the Retina Institute told me yesterday that the fluid on my eye was drying up, and almost completely gone. I told them I had not noticed any improvement in vision, and they said, 'at least it hasn't gotten worse!' And for that, I am quite thankful! So... With that news, I head into today, and believe it to be a Fantastico Friday!

    Well... In my hours on hours of waiting for the next person to look at my eye yesterday, (I think it was "train the eye doctor day" on Chuck's eye) I kept checking the currencies, and noticed that as the day went on, the non-dollar currencies were stronger, led by the Big Dog, euro... But then late last night, and I mean late last night, I checked them, and those gains had been wiped out...

    ...
  • Subscriber Alert-11/20/09

    Subscriber Alert The stock price of The Buckle (BKE-$28) has traded below the lower boundary of its Buy Value Range. Accordingly, it is being Removed from the Aggressive Growth Buy List. The stock price remains above its Stop Loss Price, so the Aggressive...
  • Cash is probably becoming more valuable

    Economics This Week’s Data The October leading economic indicators rose 0.3% versus expectations of a 0.5% increase. http://mjperry.blogspot.com/2009/11/leading-indicators-rise-for-7th-month.html http://econompicdata.blogspot.com/2009/11/leading...
    Posted to Steve Cook on Disciplined Investing by Steve Cook on 11-20-2009
  • Two Steps Forward and Three Steps Backward

    In This Issue:

    Our Monthly Performance Update
    Dollar Reality Check
    Are Valuations Justified?
    The Mother of All Carry Trades
    Market Summary
    Portfolio Performance Analysis
    Can I Do It This Year?

    Timing is everything and being early with your investment decisions can be almost as painful as being late.  Since most investors lost significant sums of money in 2008, they feel a deep-seated fear of getting left behind.  It is called the heard instinct.  This important emotion kept us alive when we hunted with knives and spears, but today it runs investors off a cliff.  In dealing directly with retail clients, the heard instinct is the most prevalent emotion I see.

    ...
    Posted to ProfitScore IQ by John M. McClure on 11-20-2009
  • Carry Trade reversals rally dollar / yen

    In This Issue..

    * Carry trade reversal boosts the dollar/yen...
    * STL Fed Head Bullard sends mixed signals...
    * Audit of Fed in jeopardy...
    * Kiwi and AUD fall...

    Good day... And a Thunderin Thursday to you! Yes, the rain continues today, but I hear it is supposed to stop this afternoon. Fear of risk rained on the currency investors' parade as an equity market sell-off fueled a US dollar and Japanese yen rally. At times it looks as if we will break this pattern of markets up dollar down/ markets down dollar up, but it seems investors continue to return to the US$ and Japanese yen as soon as they become worried about equity market returns....
  • Subscriber Alert; Review of Expeditors Int'l (Aggressive Growth Universe: Update of Medivation (10 Bagger)

    Subscriber Alert At the Market open this morning, our Portfolios will spend another 1.25% in cash and add to the ishares Australian EFT (EWA) and the ishares Global Growth ETF (EFG). The stock price of Colgate Palmolive (CL-$86) has traded up within its...
  • Stocks had all the reasons they needed to go down yesterday; but today?

    Economics This Week’s Data Weekly jobless claims were unchanged versus expectations of a rise of 8,000. http://www.calculatedriskblog.com/2009/11/weekly-initial-unemployment-claims_19.html Other A look at year over year retail sales gains (chart...
    Posted to Steve Cook on Disciplined Investing by Steve Cook on 11-19-2009
  • We (Still) Don't Know What We Don't Know

    So, here we are. More than two years into what started out as a credit crisis, one plus year after the Lehman collapse and a question that pertains to the one of the central workings of the equities market cannot be answered. At last evening's Market...
  • Silence Is Always Golden...

    In This Issue..

    * It's a Risk On day!
    * Commodity Currencies have the "stuff"!
    * Gold's one-day window slams shut!
    * RBA to not wait 2 months to hike rates!

    Good day... And a Wonderful Wednesday to you! We're stuck in the mud with the rain again, but according to the weather people it should end tomorrow... Geez Louise, I guess it could be snow, which would have crippled this city by now!

    Well... The currencies gave back all that ground they gained the day before on Mr. Toad's Wild Ride, yesterday... But, have turned around this morning in the European session as Eurozone stocks are up, and whenever equities trade with some zip in their step, it has been good for the Big Dog, euro......
  • Ssubscriber Alert & Review of McCormick (Dividend Growth Universe)

    Subscriber Alert At the Market open this morning, our Portfolios are taking the first step in acknowledging my latest call was a bad one and are going to start the move from 18.5% to 15% in cash, investing 1.25% in the ishares Australia ETF (EWA) and...
  • Playing the hand that you are dealt

    Economics This Week’s Data October industrial production rose 0.1% versus expectations of a 0.4% increase; capacity utilization came in at 70.7, in line with estimates. Weekly mortgage applications dropped 4.7%. October housing starts fell 10.6...
    Posted to Steve Cook on Disciplined Investing by Steve Cook on 11-18-2009
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