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Steven Bauer
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My Biography: In 2001, I retired and now permanently reside in Mexico. After 5 years of managing my own affairs, I resumed my career in 2007 as a financial analyst / asset manager. My career began while in University as a – manual chartist for some wealthy Investors, who had a fancy math formula... More
My blog:
Investing Wisely
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  • Chevron Corp. – Big Oil Is In Serious Trouble And Nobody Knows It - - It Surely Does Not Look Like It On The Charts

    Chevron Corp. - Big Oil is in Serious Trouble and Nobody Knows It - - It Surely Does Not Look Like It on the Charts

    Chevron Corp. has over the past several months continued to be one of the leading Dow 30 - Industrials composite Companies. I am surprised, but that too is what the Stock Market is all about. The rally from February at $110. To current prices is impressive but is also ominous.

    I have Held-Cash from about $122. And while that remains the prudent thing to do, I have missed hitting the top. Time will tell if missing the top was by very much. I doubt if it was.

    My previously written articles on CVX (just click) provide you the history of my forecasting, its accuracy and support for my performance.

    My Performance for Chevron can be found in the below table and is over 25% per year for the last 4 years.

    Look at the Profits for CVX - Over the Years

    The Company like so many others has taken some big hits over the years!

    Have a long look at this Chart, it tells you a story about how to make and preserve your profits. Click on CVX. It is not hard to understand how Bear Markets can cause financial set-backs for years and in many cases those set-backs are never recovered. I have over 50 years of successfully doing what I call "preventative maintenance."

    A Special Note for Seniors & Retired Investors - Dividend Yield: 3.45%. Remember prudence is better than Dividends when the price of your holding is descending.

    Forecast w/ Performance:

    Note: The below Table is for your review, questions and perhaps thoughts. If you would like to "Invest Wisely" in my "Income & Growth Asset Allocation Model," please email me to open a dialog on how I go about providing superior performance with a very low threshold of risk.

    (click to enlarge)

    My Current Forecast is not as bright as you are perhaps being advised! (I will be more specific upon your email request).

    If you own or are considering owning Chevron or oil & gas companies, the securities are becoming a mixed, not a very positive bag. Chevron Corp. is currently just Ok technically, but I have reservations about my fundamental valuation. It is on my Initial Bearish Forecast - "Warning List."

    My Current Opinion is to Hold in anticipation of taking profits. This may be at even higher prices, but there will be an end and time to sell, but that is not currently in my forecast. That is a balancing of my below three (weighted) pillars of research.

    * Fundamentally - ( weighting - - 40% ): My Analytics for my fundamental valuation play a vital role in profitable managing money. Earnings continue to be relatively strong.

    * Technically - ( weighting - - 35%): Within this outstanding company, my indicators remain questionable. It is making new highs but that won't last. Highs are $131. and is selling for $131.

    * Consensus Opinion - ( weighting - - 25% ): My third pillar of research is one that is always distorted to the positive by most all financial analysts. That's because they are afraid of being bearish. I am not! My articles on "Reality" are supportive of the below 20 year Chart.

    "Selectivity" is what I preach (along with discipline and patience) and is what separates the average investor and mutual funds from the profits that come with long-hours / hard work and "selectivity."

    Here are a number of the Component Companies / Peers in the Chevron Industry Group that I focus on rather frequently if you wish to follow me: (NYSE:CVX), (NYSEARCA:OLO), (NYSEARCA:OIL), (NYSE:XOM), (NYSE:BP), (NYSE:RDS.A), (NYSE:STO), (NYSE:TOT), (NYSE:YPF), (NYSE:E), (NYSE:BAK), (NYSE:SSL), (NYSE:PTR), (NYSE:PZE). And, more . . .

    Note: Should you have interest in my professional guidance and direction for your Portfolios, please Email Me with your questions or thoughts: senorstevedrmx@yahoo.com.

    For Daily Updates and a Deeper View into my work / Analytics, you might want to Click and Scroll Down to my "Thumb-Nail" Articles within my personal blog.

    Please spend some time reading my articles for a perspective of their and also viewing my Bio before making inquiries. Sharing a bit about yourself and your financial and needs, goals and objectives would be appreciated.

    A relationship between You and Your Asset Manager must be a "Win / Win" affair. You get the Performance and the Education and I get paid for my Analytics / Work and Experience.

    Smile, Have Fun, "Investing Wisely,"

    Dr. Steve

    CVX, UCO, OLO, OIL, XOM, BP, RDS.A, STO, TOT, YPF, E, BAK, SSL, PTR, PZE

    Tags: CVX, UCO, OLO, OIL, XOM, BP, RDS.A, STO, TOT, YPF, E, BAK, SSL, PTR, PZE
    Jul 06 10:58 AM | Link | Comment!
  • Crude Oil – Sticky Stuff With No Solvent In Sight – Well Maybe

    Crude Oil - Sticky Stuff with No Solvent in Sight - Well Maybe

    Crude Oil - - ProShares - ETF continues to be Bullish and will remain so for a short time. It is on a Hold, and my fundamental and technical indicators are still breaking down.

    There is, in my Intermediate-Term Forecast (one to six months) a possible Short in the making. This is "WHY" I Forecast so very, very much and so very, very carefully.

    My previously written articles on UCO (just click) provide you the history of my forecasting, its accuracy and support for my performance.

    My Performance (my 5-Year Table) for Crude Oil is available by clicking: Crude Oil Performance.

    Crude Oil - has: a) gone nowhere but Down in the past several years (study the peak to peak and trough to trough); b) is UP over 100% in Favorable time-frames; is DOWN over 50% in Un-Favorable time-frames; and c) has spent years as an "Also-Ran." The Company - has: a) gone Up in 20 years (study the peak to peak and trough to trough); b) is UP over 100% in Favorable time-frames; is DOWN over 50% in Un-Favorable time-frames; and c) has spent years as an "Also-Ran." What a Waste of time and money during "Un-Favorable and Also-Ran time frames - don't you think?

    This ETF like so many others has taken some big hits over the years!

    Have a long look at this Chart, it tells you a story about how to make and preserve your profits. Click on UCO. It is not hard to understand how Bear Markets can cause financial set-backs for years and in many cases those set-backs are never recovered. I have over 50 years of successfully doing what I call "preventative maintenance."

    My management objective is to identify changing trends for my forecasting analytics. Simple stated, I want to have current notes to quickly refer to on the anticipated direction of this sector and industry group.

    Growth Investors

    My Mission is to provide guidance and direction for conservatively providing consistent annual and superior profitable results for each Formal Recommendation I make to my Clients.

    Note: The below Table is for your review, questions and perhaps thoughts. If you would like to "Invest Wisely" in my "Growth Asset Allocation Model," please email me to open a dialog on how I go about providing superior performance with a very low threshold of risk.

    (click to enlarge)

    My Current Forecast is not as bright as you are perhaps being advised by others!

    If you own or are considering owning crude oil ETFs or Companies, the securities are much closer to a top than they are near a meaningful bottom.

    My Current Opinion is to Hold in anticipation of taking profits. This may be at even higher prices after yet another Pull-Back. There will be an end and time to sell, but that is not currently in my forecast. That is a balancing of my below three (weighted) pillars of research.

    * Fundamentally - ( weighting - - 40% ): My Analytics for my fundamental valuation play a vital role in profitable managing money. Earnings continue to be relatively strong.

    * Technically - ( weighting - - 35%): Within this outstanding company, my indicators remain weak. It is selling for $3.

    * Consensus Opinion - ( weighting - - 25% ): My third pillar of research is one that is always distorted to the positive by most all financial analysts. That's because they are afraid of being bearish. I am not! My articles on "Reality" are supportive of the below 20 year Chart.

    I will personally and promptly reply to any serious investor's inquiry as to my very cautious position for UCO !

    "Selectivity" is what I preach (along with discipline and patience) and is what separates the average investor and mutual funds from the profits that come with long-hours / hard work and "selectivity."

    Here are a number of the Component Companies / Peers in the Crude Oil Industry Group that I focus on rather frequently if you wish to follow me: (NYSEARCA:UCO), (NYSEARCA:OLO), (NYSEARCA:OIL), (NYSE:XOM), (NYSE:CVX), (NYSE:BP), (NYSE:RDS.A), (NYSE:STO), (NYSE:TOT), (NYSE:YPF), (NYSE:E), (NYSE:BAK), (NYSE:SSL), (NYSE:PTR), (NYSE:PZE). And, more . . .

    Note: Should you have interest in my professional guidance and direction for your Portfolios, please Email Me with your questions or thoughts: senorstevedrmx@yahoo.com.

    For Daily Updates and a Deeper View into my work / Analytics, you might want to Click and Scroll Down to my "Thumb-Nail" Articles within my personal blog.

    Please spend some time reading my articles for a perspective of their and also viewing my Bio before making inquiries. Sharing a bit about yourself and your financial and needs, goals and objectives would be appreciated.

    A relationship between You and Your Asset Manager must be a "Win / Win" affair. You get the Performance and the Education and I get paid for my Analytics / Work and Experience.

    Smile, Have Fun, "Investing Wisely,"

    Dr. Steve

    UCO, OLO, OIL, XOM, CVX, BP, RDS.A, STO, TOT, YPF, E, BAK, SSL, PTR, PZE

    Tags: UCO, OLO, OIL, XOM, CVX, BP, RDS.A, STO, TOT, YPF, E, BAK, SSL, PTR, PZE
    Jul 06 10:44 AM | Link | Comment!
  • NEW SERIES ! – Managing The Dow 30: Eight DOWN, Twenty-Two To Go! - - Semi-Monthly - Update July 6th.

    NEW SERIES ! - Managing the Dow 30: Eight DOWN, Twenty-Two to Go! - - Semi-Monthly - Update July 6th.

    My 50+ Year Logo is: "Investing Wisely."

    At this writing there are eight (8) Companies are now Bearish and "Un-Favorable." Another sixteen (16) are "Also-Rans." That means there are only six (6) "Favorable" that could even be Bought at Bullish Inflection Point. So, you know, a Bullish Inflection Point in not even nearly within my range (time-frame) Forecasts.

    This translates into very negative "Odds" that managing the Dow 30 Industrials as a portfolio is going to be a profitable or prudent thing to do.

    I hope you are listening.

    And, I hope you are following my record of both Forecasts and Profitability.

    I also hope you can see from these numbers and the below Tables that it is suggesting that this very old Bull General Market is clearly deteriorating. It is always a slow and expensive process of topping that requires much patience and discipline. Yes, Toping is expensive but once it happens your portfolio is on its way to being worth an average of 50% of its peak. Doing your homework each day/week helps more than you might think.

    Table I - There is a Pattern with the Numbers - - Never with the Charts

    (click to enlarge)

    Believe it or not, this Dow 30 Table is one of my very best ways to Identify - Bullish and Bearish Inflection Points (including Major (Long-Term) Tops and Bottoms) for the General Market and its many Indices. You will find by reading my many published articles that I have even better ones (Grouping Indicators - - 37 of them) but this "simple guy" tells the story that is easier to understand than the others. You should know that graphic (chart) representations and the endless flow of Economic and Business data and articles that are put upon you - - DON"T WORK !. ( As a doctor or Finance and Economics I spend surprisingly little time with the Economic BS that is promulgated by Washington and the multitude of unqualified authors ).

    Yes, the "better ones" referenced above, are my matrix of the 37 Groupings that I monitor frequently. While the Dow 30 has many very fine Companies, seldom do they measure up with their own peer Company in their respective Industry Groups. It is definitely a Bellwether for the Market but not a good source for Companies to own in your portfolio - that is of course if you are interested in equal risk and better percentage performance.

    Retirees - - I can always match the dividend and get the bonus of having much more positive growth or up-side potential in "peer Company Industry Groups.

    The above Table is telling you that there is a very slow deterioration going on within the General Market. This simple is not visible on any Chart or any of the hundreds of Indicators that the Charting Services offer publicly. Yes, the Charts are very valuable to me and they will once again tell me when the exact top has come, (they have for over 50 years) but that is only because of (the Leading Qualities) of what I am sharing within this article on the Dow 30. My other 36 Groupings tell the same story but with much greater precision.

    It is basic mathematics with no gimmicks, formulas, charts or interpretations to learn in order to maximize profits. It is a matter of having the patience and discipline to monitor these BIG (Blue) GUNs, and as they endlessly Cycle from Bullish to Bearish and back again to Bullish ad-nauseas over time. I simple keep the Dow 30 - Industrials "Count" in perspective and believe it provides both you and me consistently profitable direction and guidance for profiting in the stock market. Of course it is the same procedure on a much larger scale with my other 36 Groupings.

    Going Back Just A Bit for Reference

    Right now, the 'Down / Bearish (Un-Favorable) Count for the Dow 30' is at Eight still too small a ratio to change my Opinion from Bullish to Bearish for the Dow or the General Market - BUT - It Is Getting Closer and Closer each and every week.

    It is important to understand that the Dow Jones Industrial Average is a (weighted) average. For example: The numeric influence of Visa is ten times that of Verizon. I believe I have the credentials to more than suggest that -- this is Manipulation is Beyond ANY Acceptable Level by Wall Street - and they just keep taking advantage of a sanguine investing public. Sad but True. YOU ARE GETTING SCREWED ! ! !

    Within any Grouping of securities, including all the securities on the planet, my work / analytics focuses on just three Lists for "Investing Wisely." They are: the Favorable and the Un-Favorable, and the Also-Rans. There are always an enticing number of Favorable Companies to invest or be long in. This is true about the Un-Favorable Companies to invest or be short in. And then there are the "Also-Rans" - - these guy are both prevalent and a total waste of time and money and should never be a part of yours or any other portfolio. Mutual Funds use them as a FILL and that too is taking advantage of you and their ways of extracting underserved professional management fees. They are not even honest with what the total of all their fees or revenue are. That too is a shame.

    Can these three Lists or Categories ( Favorable / Un-Favorable / Also Rans) be determined ahead of Bullish and / or Bearish Inflection Points and investing your money / nest egg?.

    Yes, I maintain continuous Lists of these three 24 / 7. Just Remember: All Companies and ETFs are constantly rotating - - Into or Out of "Favor." (Please read the notes in the table below).

    You will note in the title of the Table below that it has notable meaning and comes from Kenny Rodgers' song The Gambler (click to listen carefully to the words). Gambling and Trading are not part of my asset management philosophy - - so you (Trader / Gambler) folks find another mentor. "Investing Wisely" is very different and much more consistently profitable than these two very high risk forms of managing / playing with money.

    You've Got to Know When to hold 'em, Know when to fold 'em,
    Know When to Walk Away and Know When to Run.

    Table II of all 30 Dow 30 Industrials

    (click to enlarge)

    Table II above is designed as a teaching tool but it is also a very accurate management tool for the Dow 30 Component Companies as well as for my analytics of State the Marketplace. These last three words "State of the Marketplace" are a) mis-understood, b) tend to not matter to the average Investor and unfortunately to many financial analysts; c) have no perspective as to when to profit and when little or no profit is available.

    I hope you will want to study it (the above Table) very carefully. Suffice it to say the warm colors are negative and have notable increased since my last posting of this article.

    I write a semi-monthly article updating each of the Dow Companies. Here is a way to visit my long archive list for each of these Company articles: (Click on the symbol and you will be taken to my historical list of articles for that Company - - That should be conclusive proof of my Asset Management skills and profitability).

    APX, BA, CAT, CSCO, CVX, DD, DIS, GE, GS, IBM, INTC, HD, JNJ, JPM, KO, MCD, MMM, MRK, MSFT, NKE, PFE, PG, T, TRV, UNH, UTX, V, VZ, WMT, XOM .

    It should be clear that the Table above is current as to my views for each company. For those Companies that are "Un-Favorable" (Warm Colors) I still may have a Hold in place waiting for a more opportune and perhaps profitable time to sell. If you would like my specific opinion, please feel free to Email me.

    You will find my long-term (20 year) Charts in each of the articles I write on above Dow 30 symbols. That too is a perspective you might want to acquaint yourself with that is not even considered by many.

    The General U.S. Stock Market - Forecasted

    The General Market is UP for the year to date is definitely un-impressive. That's Ok if you are looking for a Bearish Inflection Point - and I am. It only means that I / YOU must remain patient and wait for my composite technical indicators to do their thing. My fundamental and economic indicators have been in place for months. Technically, I am very prepared and confident with my pending Bearish Formal Recommendations to my Clients.

    There will be more mini or bounce rallies and how those plays out is what keeps me smiling with my work / analytics. After which I expect to see further confirmation of my Bearish Short-Term Forecast - - unfortunately not with the Public - just with my Clientele.

    At this time, I am primarily holding Cash. Oh yes, I am holding those Companies and ETFs that remain 'Favorable' which can be seen in the above table and in my articles. My overall research is focused on a Topping and very likely a new Bearish Inflection Point, or if you prefer a new / meaningful Bearish Cycle.

    Note: Should you have interest in my professional guidance and direction for your Portfolios, please Email Me with your questions or thoughts: senorstevedrmx@yahoo.com.

    For Daily Updates and a Deeper View into my work / Analytics, you might want to Click and Scroll Down to my "Thumb-Nail" Articles within my personal blog.

    Please spend some time reading my articles for a perspective of their and also viewing my Bio before making inquiries. Sharing a bit about yourself and your financial and needs, goals and objectives would be appreciated.

    A relationship between You and Your Asset Manager must be a "Win / Win" affair. You get the Performance and the Education and I get paid for my Analytics / Work and Experience.

    Note to Professionals: I consult and this "stuff" is powerful. You might want to get in touch.

    Smile, Have Fun, Investing Wisely,

    Dr. Steve

    Note: For a daily input and deeper view of my work / analytics you might want to click, and scroll down to my "Thumb-Nail" articles on my personal blog, which I update daily.

    To Email Me with your questions or thoughts: senorstevedrmx@yahoo.com.

    Tags: APX, BA, CAT, CSCO, CVX, DD, DIS, GE, GS, IBM, INTC, HD, JNJ, JPM, KO, MCD, MMM, MRK, MSFT, NKE, PFE, PG, T, TRV, UNH, UTX, V, VZ, WMT, XOM
    Jul 06 9:56 AM | Link | Comment!
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