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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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  • Exxon Mobil Corp. – Big Oil Is In Serious Trouble And Nobody Knows It

    Exxon Mobil Corp. - Big Oil is in Serious Trouble and Nobody Knows It

    Exxon Mobil Corp. ceases to be one of the leading Dow 30 - Industrials composite Companies. Going sideways with 10% dips is not my formula for profiting. It is now on a Hold-Cash.

    Yes, it is back to new highs but I am not impressed.

    My previously written articles on XOM (just click) provide you the history of my forecasting, its accuracy and support for my performance. For over 50 years my management objective is to identify changing trends for my forecasting analytics. I simple want to have current notes to quickly refer to on the anticipated direction of this company and its industry peers.

    My Performance for Exxon Mobil can be found in the below table and is over 18% per year for the last 4 years.

    Look at the Profits for XOM - Over the Years

    It is simple, all Companies Cycle from "Favorable" to "Un-Favorable" and in between, they are "Also Rans." This horse-racing metaphor is the best guidance I have to explain how to know the Good / Bad and the Ugly for all securities on the planet.

    Exxon Mobil - has: a) UP in 20 years - - BUT - - (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?

    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 XOM. 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."

    Make just a 5 - 10 minute Study of this chart and the others I provide in similar articles you will be convinced that "Being Selective" with the "What" and the "When" of investing your money you will become a very profitable Investor. It is my clear answer to being a Consistently Profitable for my Clients. If you are not "convinced" - - then - - stay with your mutual funds and remain an Investor willing to accept Up and Down performance similar to this Company over the coming years. I suggest that - You deserve Better . . .

    ( Please go-to my Wednesday - Thumb-Nail - for my articles on ""Sectors." )

    You can do better / have it all and I can teach you how !

    More Support for My Dow 30 Forecasting Accuracy

    The following article supports my Methodology of "Investing Wisely" and with superior and consistent annual profits. Just Click.

    I have completed my weekly study of all my High Profile Energy / Exxon Mobil Companies. I suggest that there is little support for notably higher prices in the making. This is a study that is a pleasure for me to do because I have spent time and experience in the study of Income and Growth Companies like XOM. Each time it offers support for my on going analytics, and I smile.

    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: 2.72%

    Forecast w/ 5 Year 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 Exxon Mobil or oil & gas companies, the securities are becoming a mixed, not a very positive bag. Exxon Mobil 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 $102, is selling for $101.

    * 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 XOM !

    "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 Exxon Mobil Industry Group that I focus on rather frequently if you wish to follow me: (NYSE:XOM), (NYSEARCA:OLO), (NYSEARCA:OIL), (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

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

    Tags: XOM, UCO, OLO, OIL, CVX, BP, RDS.A, STO, TOT, YPF, E, BAK, SSL, PTR, PZE
    Jun 08 12:10 PM | Link | Comment!
  • Chevron Corp. – Big Oil Is In Serious Trouble And Nobody Knows It

    Chevron Corp. - Big Oil is in Serious Trouble and Nobody Knows It

    Chevron Corp. has over the past several months ceased to be one of the leading Dow 30 - Industrials composite Companies. Going sideways for many months is not my way to be a profitable Investor or Client. I have held as long as I could but a Strong Hold has become a Hold-Cash. My fundamental and technical Indicators have been and are breaking down.

    Repeated assaults at the mid $120's looks like it is time to move to cash.

    My previously written articles on CVX (just click) provide you the history of my forecasting, its accuracy and support for my performance. For over 50 years my management objective is to identify changing trends for my forecasting analytics. I simple want to have current notes to quickly refer to on the anticipated direction of this company and its industry peers.

    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

    It is simple, all Companies Cycle from "Favorable" to "Un-Favorable" and in between, they are "Also Rans." This horse-racing metaphor is the best guidance I have to explain how to know the Good / Bad and the Ugly for all securities on the planet.

    Chevron - has: a) UP in 20 years - - BUT - - (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?

    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."

    Make just a 5 - 10 minute Study of this chart and the others I provide in similar articles you will be convinced that "Being Selective" with the "What" and the "When" of investing your money you will become a very profitable Investor. It is my clear answer to being a Consistently Profitable for my Clients. If you are not "convinced" - - then - - stay with your mutual funds and remain an Investor willing to accept Up and Down performance similar to this Company over the coming years. I suggest that - You deserve Better . . .

    ( Please go-to my Wednesday - Thumb-Nail - for my articles on ""Sectors." )

    You can do better / have it all and I can teach you how !

    More Support for My Dow 30 Forecasting Accuracy

    The following article supports my Methodology of "Investing Wisely" and with superior and consistent annual profits. Just Click.

    I have completed my weekly study of all my High Profile Energy / Chevron type Companies. I suggest that there is little support for notably higher prices in the making. This is a study that is a pleasure for me to do because I have spent time and experience in the study of Income and Growth Companies like CVX. Each time it offers support for my on going analytics, and I smile.

    My 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: 3.45%

    Forecast w/ 5 Year performance

    Chevron Corp. and other Energy - Oil / Gas Sector Companies and ETFs are tracking well. Although Chevron Corp. has been in a Bullish mode since early 2009 it is getting tired.

    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 $126. and is selling for $124.

    * 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 CVX !

    "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
    Jun 08 11:37 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 Bearish and remains in a descending mode. It is on a Hold-Cash, and my fundamental and technical indicators are still breaking down.

    There is, in my Intermediate-Term Forecast (one to six months) a possible Buy in the making. Unfortunately, there is also a possible Short in the make. Hey, maybe both within this time frame? This last sentence should provide you with a prospective for "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. For over 50 years my management objective is to identify changing trends for my forecasting analytics. I simple want to have current notes to quickly refer to on the anticipated direction of this company and its industry peers.

    My Performance (my 5-Year Table) for Crude Oil is available by clicking: Crude Oil Performance. I treat Apple just like any other Company, and my performance is an excellent credential that I will not hesitate to move my Clients to Cash e.g. when my Forecast dictates. 2009 and 2010 were good years with a 66% and 17% profits respectively.

    Look at the Profits for Crude Oil - UCO - Over the Years

    It is simple, all Companies Cycle from "Favorable" to "Un-Favorable" and in between, they are "Also Rans." This horse-racing metaphor is the best guidance I have to explain how to know the Good / Bad and the Ugly for all securities on the planet.

    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?

    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 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."

    Make just a 5 - 10 minute Study of this chart and the others I provide in similar articles you will be convinced that "Being Selective" with the "What" and the "When" of investing your money you will become a very profitable Investor. It is my clear answer to being a Consistently Profitable for my Clients. If you are not "convinced" - - then - - stay with your mutual funds and remain an Investor willing to accept Up and Down performance similar to this Company over the coming years. I suggest that - You deserve Better . . .

    ( Please go-to my Wednesday - Thumb-Nail - for my articles on ""Sectors." )

    You can do better / have it all and I can teach you how !

    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.

    Forecast w/ 5 Year Performance

    Crude Oil - - ProShares - ETF and other Energy - Oil / Gas Sector Companies and ETFs are NOT tracking well. Although Crude Oil - - ProShares - ETF has been in a Bearish mode and in strong Pull-Back since early 2011. Whether or not is will break the previous lows is just one of those "wait and see" parts of "Investing Wisely."

    Forecast w/ Performance:

    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! (I will be more specific upon your email request).

    If you own or are considering owning crude oil ETFs or companies, the securities are becoming a mixed, not a very positive bag. Crude Oil - - ProShares - ETF is currently very weak technically, and I have reservations about my fundamental valuation for the majority of the component companies. It is on my Strong Bearish Forecast - "Warning."

    My Current Opinion is to Hold-Cash 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 weak. It is selling for $37.

    * 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
    Jun 08 11:18 AM | Link | Comment!
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