March 2009 - Steve Cook's Strategic Stock Investments

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Steve Cook's Strategic Stock Investments

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  • Be sure to read my daily commentary within my free blog, Steve Cook on Disciplined Investing, covering the economic, political and market developments that impact Your Money. I include links to analysis by experts, their opinions and data that support those opinions as well as my own.

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  • This week's look at total return

    A Look at Total Return These are stocks owned in the Aggressive Growth Portfolio Stock Dividend Payout # Increases Company Yield Growth Rate Ratio Since 1998 Altera 1.3% 20% 21% 2* Frontier Oil 1.8 20 14 6** Smith Int’l 2.5 16 17 3*** Suncor Energy...

  • Use the weakness to Buy a little

    SUBSCRIBER ALERT 3/30/09 If you believe that the March lows were the bottom, you have to take advantage of a day like today. Since I do, the Portfolios will move to 26% in cash. In the Dividend Growth Portfolio small additions are being made to Automatic...

  • Revisiting the volatility index

    The Chart of the Week We haven’t reviewed the volatility index of late. This is just a reminder that the last two weeks’ stock price performance notwithstanding, risk levels remain high suggesting volatility and that stocks are at best in...

  • Continue to buy on weakness--like this morning

    Fundamental I want to reiterate that our investment strategy has moved from a 30-50% cash position to a 20-30% cash position; as of the close yesterday, our Portfolios’ cash position stood at 28.5%. Subscriber Alert As you know, our Portfolios have...

  • Subscriber alert 3/25/09

    Subscriber Alert As I noted above, I am impressed with yesterday’s strong price action; and I frankly missed the opportunity to nibble during the sell off. So at the Market open this morning, our Portfolios will Add to those stocks that did not...

  • Update on Colgate Palmolive

    Company Highlight Colgate Palmolive is a global producer and marketer of detergents (FAB), toiletries Colgate toothpaste, Mennen, Colgate shave cream), and other household products (Ajax, Irish Spring, Hill’s pet food). The company has grown profits...

  • Subscriber Alert 3/24/09

    SUBSCRIBER ALERT 3/24/09 Our Portfolios are using the early weakness to add to stocks. This action will take cash form 31.5% to 29.5%. In the Dividend Growth Portfolio: adding to Alcon (ACL) and Marathon Oil (MRO). In the High Yield Portfolio: adding...

  • Buy a little on any pull back

    On investment strategy, I want our Portfolios to move from a 30-50% cash position to 20-30%. I am not altering their exposure to gold 0-10%; and I am not going to try to trade the S&P short ETF with stocks having traded out of their downtrend. At...

  • Chart of the week--3/23/09

    Chart of the Week Here is a great example of a chart of one of those 84 stocks in Universes that have broken out of their October to present downtrend.

  • Somethng big happened yesterday--I think

    SUBSCRIBER ALERT 3/19/09 You can always depend on something major happening while I am trying see if I can set the world’s record for marguerite consumption. Yesterday’ announcement by the Fed (it is going to buy $300 billion in Treasuries...

  • What we do today

    What do we do today? First, I don’t think we assume the worst is over. As I stated above in the Technical remarks, the current euphoria of some notwithstanding, stocks remain in a clearly defined down trend. On the other hand, there are a lot of...

  • Subscriber Alert 3/12/09

    SUBSCRIBER ALERT 3/12/09 The S&P is clearly going close above the 741 level. I am closing out my S&P short ETF position.

  • A few more sales; Update on gold

    Subscriber Alert I addressed Brown Forman in yesterday’s Morning Call; the stock flat for the day. In addition, Abbott Labs fell below its Stop Loss Price yesterday. This morning the Dividend Growth Portfolio will Sell a small portion of each holding...

  • Continuing to switch from weak to strong performers

    SUBSCRIBER ALERT 3/11/09 Continuing two of the threads that I set up in today’s Morning Call: Gold has bounced, so nothing is being done with this position. In the shift out of weaker stocks to stronger performers, the following transactions are...

  • Reacting cautiously to yesterday's pin action

    A spike like we got yesterday is never as much fun when your portfolios are hedged as our Portfolios are. But that is the way hedges work. While it is too soon to get panicked out of these positions, the key now is to not stay wedded to them too long...
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