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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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  • Chances Are Profiting From - Your High Dividend Paying Companies – Are Slim & Nun And The - “ODDS” - ARE CURRENTLY NOT In Your Favor? Few Investors Are As Profitable As They Deserve To Be - # 32

    Chances Are Profiting from - Your High Dividend Paying Companies - Are Slim & Nun and the - "ODDS" - ARE CURRENTLY NOT in Your Favor? Few Investors are as Profitable As They Deserve to Be - # 32

    My logo for Over 50 Years is: "Investing Wisely."

    This Article is focused for: Senor & Retired Investors who are Conservative and are seeking - Steady Monthly Income with modest Growth to offset Inflation . . .

    Risk can be managed quite easily when you have the tools and experience. Sleeping Well at Night is a MUST and I DO!

    You should be aware the Dividend Paying Companies have Rotated, on Balance - - Out of Favor. That means, if you are a Follower: The majority of my large Universe of Dividend Paying Companies are: a) Un-Favorable as well as; b) Also-Rans.

    That means exactly what the title of this Article says . . .

    This Company (NYSE:DLR) fits the above description but that may not be for long . "That means it is currently going the "Right Way" but is also baring too much risk to Buy at this time. There are always fresh Companies that are Forecast to go the "Right Way." It is Your Choice!

    Press Control and Click with this URL highlighted to link to a Basic Chart and Basic Fundamentals for this Company:

    http://finviz.com/screener.ashx?v=320&t=DLR&ty=l&ta=0&p=w

    Investors and many / most Financial Analysts often get "Way Too Greedy" in their expectations about the direction of both the General Market and of specific Companies and ETFs they are touting. I also read those article that I believe I am well credentials to say - - " they are frequently offering very poor guidance and direction."

    It All Has to Do With Conservative Analytics and the "ODDS"

    For both - Myself and my Clients - - there are always just three answers: a) Patience and Discipline will be rewarded. Profitable opportunities are always available if you use my P & D. b) Yes, this is a fine Company but it is much too ripe - or - already Un-Favorable to Hold or Buy and likely is getting rotten, and c) Just remember a fresh crop is coming soon and it will be more rewarding to wait and Buy at that time.

    Current Opinion: Take Profits at the next peak or soon thereafter and Hold-Cash for the fresh crop. This Company is paying a 5.5+% dividend per year. In less than a couple mouths it's price has dropped by more than the dividend. That is definitely NOT - "Investing Wisely."

    Forecast: Likely Coming Down in the Short (one - three months) to Intermediate (three - nine months) -Term. Maybe more . . .

    "Facts do not cease to exist because they are ignored." - Aldous Huxley

    Please Note: For a daily input and a deeper view of my work / analytics you might want to click, and scroll down to my "Thumb-Nail" articles posted in my Personal Blog.

    To Email me for guidance and direction for your portfolio or perhaps with your questions or thoughts: senorstevedrmx@yahoo.com

     

    Smile, Have Fun, "Investing Wisely."

    Dr. Steve

    DLR

    Tags: DLR
    Jul 16 10:47 AM | Link | Comment!
  • International Business Machines Corp. – Not A Good Time To Hold Big Blue

    International Business Machines Corp. - Not a Good Time to Hold Big Blue

    IBM has not been one of the leading Dow 30 - Industrials composite Companies for about a year. It is on a Hold-Cash and my (fundamental - valuation and technical) Indicators are breaking down.

    The rally from February will likely be an excellent time to sell. Repeat. . . Yes, my forecasts and advice is quite accurate.

    The recent Pull-Back should make shareholders Very NERVOUS.

    The current mini Rally is a good time to sell.

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

    My Performance for International Business Machines can be found below and is well over 31% per year for the 4.5 year holding period.

    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 IBM.

    My management objective, each time around, 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.

    A Special Note for Seniors & Retired Investors - Dividend Yield: 2.33%

    I believe you folks deserve much better service and investment direction and guidance that either Wall Street or the Brokerage Community is / has been providing. Being a retired Asset Manager / Financial Analyst is a joy for me to assist you and meet your investment - needs, goals and objective. Peace of Mind for you is my mission.

    Forecast w/ 5 Year Performance

    International Business Machines Corp. and other Computer Services Companies are NOT tracking well and are not a good place to be.

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

    (click to enlarge)

    My Current Forecast is not as bright and positive as in the past !

    If you own or are considering owning Computer Services Companies, the securities require "Selectivity" (see below). International Business Machines Corp. is currently strong / weakening Technically and I have reservations about my Fundamental Valuations, therefore I have placed it on an Initial Bearish Forecast - "Warning."

    My Current Opinion is HOLD-CASH with Very Strong Caution !

    * Fundamentally - ( weighting - - 40% ), my Valuations remains relatively strong but my Valuations are "Flat" producing future declining projections of price.

    * Technically - ( weighting - - 35% ), my Indicators are clearly breaking down. The pull-back since March when it was selling for at about $213 is offering strong support for my Bearish "Warning." A General Market re-bound rally is in progress (with the exception for the negative "News" - - the strength of which will be very important as to when I will advise Clients to "Take Profits - and - move to Holding-Cash." It is selling for $191. - more than 5% off its highs.

    * 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 (NYSE:IBM) !

    Selectivity

    "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 Computer Services Industry Group that I focus on: (IBM), (NASDAQ:FTNT), (NYSE:NCR), (NYSE:DBD), (NASDAQ:FFIV), (NYSE:TDC), (NASDAQ:CERN), (NYSE:WIT), (NASDAQ:MCRS), (NASDAQ:MENT), (NASDAQ:WAVX).

    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

    IBM, FTNT, NCR, DBD, FFIV, TDC, CERN, WIT, MCRS, MENT, WAVX

    Tags: IBM, FTNT, NCR, DBD, FFIV, TDC, CERN, WIT, MCRS, MENT, WAVX
    Jul 16 10:05 AM | Link | Comment!
  • Johnson & Johnson – Looking Like It Needs Some Fundamental Vitamins - - But That Is NOT – Preventive Medicine

    Johnson & Johnson - Looking Like it Needs Some Fundamental Vitamins - - But That is NOT - Preventive Medicine

    Johnson and Johnson is a "Power Leading" Dow 30 - Industrials composite Company. It is on a Strong Hold but my (fundamental and technical) Indicators are breaking down and that puts questions to mind as to - How Long to Hold?

    I am just a cautious Asset Manager that is always focused on the negative. That's good if your Asset Manager lets profits accumulate. I DO ! You will find from both my Performance Records and my archive of articles on Companies such as that I a pretty darn good at letting profits accumulate.

    Better "Cautious" than being a Big Loser!

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

    My Performance for Johnson & Johnson can be found below and is well over 20% per year for the last 5 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 JNJ.

    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.

    A Special Note for Seniors & Retired Investors - Dividend Yield: 2.71%

    I believe you folks deserve much better service and investment direction and guidance that either Wall Street or the Brokerage Community is / has been providing. Being a retired Asset Manager / Financial Analyst is a joy for me to assist you and meet your investment - needs, goals and objective. Peace of Mind for you is my mission.

    Forecast w/ 5 Year Performance

    Johnson & Johnson and other Health Care Companies are tracking the Dow Industrials well. Although (NYSE:JNJ) is currently in a strong Rally it is reaching a point of concern. Until a severe Bear Markets take it Down, which is ALWAYS, it Forecasts very positively. This is why I am a very cautious and prudent Asset Manager. The last two Bear Markets of 1999 and 2008 each took over 40% of your hard earned growth away for well over a year each. Please study my 20 year chart below and follow my Bearish "Warnings" and you will hopefully see why I spend so much of my time Forecasting.

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

    (click to enlarge)

    My Current Forecast is not as bright as you may think! (I will be more specific upon request).

    If you own or are considering owning Pharmaceutical Companies, the securities have definitely become a bit questionable. Johnson & Johnson is currently strong Technically but I have reservations about my Fundamental Valuation, they are flat for the foreseeable future. I have placed it on an Initial Bearish Forecast - "Warning."

    My Current Opinion is to HOLD in anticipation of taking profits.

    * Fundamentally - ( weighting - - 40% ): My Analytics (weighting) for my Fundamental Valuation play a vital role in profitable managing money. At this time my Valuations of (JNJ) are not as positive at perhaps you are being told by other sources. Plainly stated they are Flat to mildly Descending.

    * Technically - ( weighting - - 35% ): Even with this stalwart Company, my Indicators are breaking down. It is currently selling for $103. The current rally, is in place and working reasonable well for (JNJ). It like all other rallies and pull-backs will tell an accurate story as to the future direction of the price of (JNJ). After 50 years of studying (JNJ), it is just a matter of knowing how to read those ascending and descending moves -- please see and study the below 20 year chart.

    * 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 (JNJ) !

    Selectivity

    "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 Large Cap Phama Industry Group that I focus on rather frequently: (JNJ), (NYSE:MRK), (NYSE:PFE), (NYSE:BMY), (NYSE:ABT), (NYSE:LLY), (NYSE:ABBV), (NYSE:AGN), (NYSE:GSK), (NYSE:AZN), (NYSE:NVS), (NYSE:SNY), (NYSE:NVO).

    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

    JNJ, MRK, PFE, BMY, ABT, LLY, ABBV, AGN, GSK, AZN, NVS, SNY, NVO

    Tags: JNJ, MRK, PFE, BMY, ABT, LLY, ABBV, AGN, GSK, AZN, NVS, SNY, NVO
    Jul 16 9:57 AM | Link | Comment!
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