November 2008 - Steve Cook on Disciplined Investing

Steve blogs about “RED FLAG” events, fast breaking news, market trends and a whole lot more that will influence your thinking. You need to know the news behind the news and Steve will keep you informed and on the right path to making solid, informed and disciplined investment decisions.

Steve Cook on Disciplined Investing

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The Closing Bell-11/22/08

Next week is a holiday week. I have to travel 2 days to get my father bring him to our home and take him back. In addition, more family is coming; and I will be doing most of the cooking. I will be staying abreast of the Market; if comments are needed...

Published 11-22-2008 10:30 AM by Steve Cook
Now what do we do?

Economics This Week’s Data Weekly jobless claims rose 27,000 versus estimates of a decline of 11,000. October leading economic indicators declined .8% versus expectations of a decrease of .6% and an increase of .3% in September. The November Philadelphia...

Published 11-21-2008 8:26 AM by Steve Cook
Yesterday was ugly, so is the Open; Patience for the moment

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Published 11-20-2008 8:30 AM by Steve Cook

Filed under: auto bailout
I'm doing a little house cleaning

Economics This Week’s Data The International Council of Shopping Centers reported weekly sales of major retailers up.3% versus the prior week but fell .9% on a year over year basis; Redbook Research reported month to date retail chain store sales...

Published 11-19-2008 8:29 AM by Steve Cook

Filed under: auto bailout, PPI, housing starts, CPI, market breadth
Sell some out of the money Puts

Economics This Week’s Data October industrial production rose 1.3% versus expectations of a .4% increase (.9% better); however, the September figure was revised from -2.8% to -3.7% (.9% worse). October capacity utilization came in at 76.4 versus...

Published 11-18-2008 8:20 AM by Steve Cook

Filed under: afghanistan, auto bailout
Morning Call-11/17/08

Economics This Week’s Data Other The folly of fiscal stimulus: http://www.realclearmarkets.com/articles/2008/11/nouriel_roubini_and_the_folly.html A remedy for the auto industry (to which I would add--fire management): http://www.washingtonpost...

Published 11-17-2008 8:12 AM by Steve Cook

Filed under: retail sales, auto industry, personal bankruptcies
The Closing Bell-11/15/08

The Closing Bell 11/15/08 Statistical Summary Current Economic Forecast 2007 Real Growth in Gross Domestic Product: 2.0- 2.5% Inflation: 2 - 2.5 % Growth in Corporate Profits: 6-8% 2008 (revised-again) Real Growth in Gross Domestic Product (GDP): -1.0...

Published 11-15-2008 9:43 AM by Steve Cook
Another 200 points up and we start taking profits

Economics This Week’s Data October retail sales were reported down 2.8% versus estimates of a 2.4% decline. http://calculatedrisk.blogspot.com/2008/11/retail-sales-collapse-in-october.html Other protectionism (Free trade is a major positive for...

Published 11-14-2008 8:20 AM by Steve Cook

Filed under: credit crisis, retail sales, protectionism
Another test seems to be on the way

Economics This Week’s Data The International Council of Shopping Centers reported weekly sales of major retailers down 1% versus the prior week and up only .4% versus the comparable period in 2007. International trade heads lower: http://econompicdata...

Published 11-13-2008 8:32 AM by Steve Cook

Filed under: jobless claims, trade balance, test of the lows, Henry Paulson
The Morning Call-11/10/08

Economics This Week’s Data China passes a stimulus package: http://econompicdata.blogspot.com/2008/11/china-gets-on-stimulus-train.html Other A profile of America’s ‘poor’: http://mjperry.blogspot.com/2008/11/how-poor-are-americas...

Published 11-10-2008 7:56 AM by Steve Cook

Filed under: commerical real estate market, UAW wages, China, gold, non farm payrolls
The Closing Bell-11/8/08

Note: I will be traveling Tuesday and Wednesday next week. It will still allow me to produce a Morning Call each day; but they will be abbreviated. Statistical Summary Current Economic Forecast 2007 Real Growth in Gross Domestic Product: 2.0- 2.5% Inflation...

Published 11-08-2008 10:14 AM by Steve Cook
Time to Buy carefully

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Published 11-07-2008 8:24 AM by Steve Cook

Filed under: retail sales, jobless claims, Obama
Now focus on where and what to buy

Economics This Week’s Data Weekly mortgage applications fell 14%--really disappointing after some tentative signs of improvement in the housing market. The Institute for Supply Management reported its October nonmanufacturing index at 44.4 versus...

Published 11-06-2008 8:19 AM by Steve Cook

Filed under: stock performance after elections
I am treating yesterday's Market action as a gift

Economics This Week’s Data September factory orders dropped 2.5% versus expectations of a .5% decline and August’s -4.0% report. The International Council of Shopping Centers reported weekly sales of major retailers up .6% versus the prior...

Published 11-05-2008 8:26 AM by Steve Cook

Filed under: credit crisis, Libor
Patience is still a virtue

Economics This Week’s Data September construction spending fell .3% versus expectations of a .8% decline; however, the July and August reports were revised down. The Institute for Supply Management reported its October manufacturing index at 38...

Published 11-04-2008 8:17 AM by Steve Cook

Filed under: auto sales, ISM, costruction spending, S&P earnings, capital gains tax

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November 2008 - Steve Cook on Disciplined Investing

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Have You Seen This?

The Closing Bell-11/22/08

Now what do we do?

Yesterday was ugly, so is the Open; Patience for the moment

I'm doing a little house cleaning

Sell some out of the money Puts

Morning Call-11/17/08

The Closing Bell-11/15/08

Another 200 points up and we start taking profits

Another test seems to be on the way

The Morning Call-11/10/08

The Closing Bell-11/8/08

Time to Buy carefully

Now focus on where and what to buy

I am treating yesterday's Market action as a gift

Patience is still a virtue