E Nuff Sed

E Nuff Sed
LOW looks attractive, DCF calculations give it a value around $35. P/B is 1.92 comp. to 2.77 for HD.

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Not investing in TEG. Though dividend at 6.4% is very high - currently eps is not covering payout. Dividend may be cut and unlikly to grow

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Capitalism is not just about reward but also about punishment. Where is the punishment for the Wall Street barons?

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Forget the rise in the oil price to $80 a barrel, it's a sideshow compared with the collapse in labor costs.

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Bulls who yearn for a V-shaped recovery need to be careful what they wish for - a rise in interest rates could stop the bull in its tracks.

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Quantitative Easing will not last forever. If it is abandoned before government deficits are tamed, bond yields could soar.

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http://bit.ly/1KULqz/

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The ADS Business condition index has reached "0" for the first time in 2 years, indicating that the US economy has now recovered.

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Recession to end by June. http://tinyurl.com/c5lodk

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Steve Leuthold says that this market is about as cheap as he has seen in 45 years. Even a median valuation will us to S&P 1100

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S&P 500 - the 20 day SMA crossed the 50 day SMA a bullish development. The next week should show if this is sustained.

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Buy - Australia ishare (EWA). Hedge against falling USD; Commodity exposure; 7.96% yeild. China stimulus is boosting demand for Aus commo

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Buy - Tata Motors (TTM) - makers of the world cheapest car (Nano) part of the Tata group companies - the biggest commercial group in India.