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  • A Bold Forecast: Wednesday Was Not The Bottom [View article]
    The power broker traders continue to game the system with great success, while the public , in general, do not know or understand the companies that they are buying, they buy just because they are going up, a recipe for an eventual reckoning.
    I believe the "doji" is most often referred to as a "hammer" when at lower levels, but I got your point. Other commenter's also alluded to this.
    I analyze TRIN also and much could have been added. I hand write in key TRIN characteristics above my other chart technical's because so many services consider it obsolete - not quite, but one must be very careful when analyzing it and never it alone , of course.
    The fundamentals and valuations are still a concern to me so the technical's never tell the full story alone, but they must be watched closely to understand the gaming process and the market "sentiment".
    Thanks for a fine article, and keep them up.
    Oct 17 12:07 PM | 1 Like Like |Link to Comment
  • High-ROE, Low-PE Investing - As It Applies To AT&T And Verizon Communications Inc. [View article]
    Praveen: Cash Return does add value to the analysis.
    Thanks for all your work and for sharing it with us.
    Oct 16 07:47 PM | 1 Like Like |Link to Comment
  • High-ROE, Low-PE Investing - As It Applies To AT&T And Verizon Communications Inc. [View article]
    Praveen: You have indicated that you are not long Verizon.
    You have also indicated that it is a buy.
    This implies that it is not a compelling buy for your own portfolio.
    What has prevented you from being long Verizon, and what will trigger your buy action?
    If one uses ROE then the debt structure must be analyzed very carefully (along with Buybacks), and that is ROE's extreme weakness.
    ROIC helps alleviate this weakness, along with everything else, like cash flow analysis, etc. of course. Your methods, as described, are also good.
    Can't afford to leave anything out.
    Oct 16 07:00 PM | Likes Like |Link to Comment
  • The Most Important Chart On Wall Street [View article]
    Chris, I failed to note that you provided a very well done video, and an overall excellent article. Many Thanks for sharing them with us.
    Oct 15 10:12 AM | Likes Like |Link to Comment
  • The Most Important Chart On Wall Street [View article]
    To clarify a point that perhaps I may have confused:

    I am not in the bonds, staples, and, utilities group that I mentioned in my prior comment. I was merely making an observation.
    When the market takes that sudden downdraft, they will probably be included.
    I am not buying any indexes or groups in which I cannot justify buying at least some of their individual securities and components, this is just a general rule of mine.
    Good luck to all, but also apply some reasoning along the way.
    Oct 14 05:25 PM | Likes Like |Link to Comment
  • The Most Important Chart On Wall Street [View article]
    The " I prefer bonds, staples, and utilities group" are standing up and being recognized. Today we get the strong oversold rally in the rest of the market. Is it trustworthy -- No.
    I include key ratios in valuation analysis and they are generally too extremely poor in my view. This makes the general market more susceptible to a 10% or more correction in my assessment.
    Easy to be patient in these circumstances.
    We either get the correction or we don't and I will only buy the best rated high quality stocks on valuations and key ratios after it happens.
    Too late for technical momentum investing for me , but others may be my guest as I've still got some stocks to sell them at higher prices.
    Oct 14 01:01 PM | Likes Like |Link to Comment
  • Stock Picking Grades For ETFs And Mutual Funds: Consumer Staples Sector [View article]
    Well done and Thanks!
    The momentum style of investing inevitably drives many if not most stocks into extreme overvaluation.
    It looks like one the few ways to enhance return is to have multiple strategies on a constantly varying allocation, i.e . some value (core), some growth, some conservative, some momentum. All very carefully selected, watched and managed of course.
    Your data and info helps do this (esp. on both value and overvaluation) and is greatly appreciated. Thanks Again!
    Oct 14 12:40 PM | Likes Like |Link to Comment
  • Jobs Data Great For ETFs, Grisly For The Economy [View article]
    snoopy44: Good points and I agree!
    Oct 3 09:35 PM | Likes Like |Link to Comment
  • Jobs Data Great For ETFs, Grisly For The Economy [View article]
    Gordon, You see this hoax much the same as I do.
    The overall state of the economy, even with ZIRP does not justify the rich valuations that we see today. We would have to be at least 25% lower on prices to be fairly priced in my view, but most of the power brokers claim it is fairly priced at current levels. I don't buy it.
    Yes the debt exchange and arbitrage does help the corporations, but it has been over marketed/touted in my book.
    Buying back stock with cheap borrowed money is not all bad as it has a place to be sure, but when it is used as a substitute for economic growth and investment , it loses all it's allure for me.
    The jobs situation continues to show no real improvement even with some of the categories looking less bad. The job participation numbers are frightening, and best reflects the "true story". Pray that the public does not wake up because we are way past the tipping point for the current middle class generation to have a prayer.
    Thanks for a good report.
    Oct 3 06:23 PM | Likes Like |Link to Comment
  • Norfolk Southern Looks Overvalued [View article]
    Daniel, Thanks for a fine article and I agree with your fundamental valuation approach.
    A recent SA article by Arie Goren quoted NSC Price to Free Cash Flow as 75.55.
    Can you corroborate/verify this number?
    If this is a valid number, what actually caused it to be so high?
    I would appreciate anything you might add or update. Many Thanks.
    Oct 1 01:27 PM | Likes Like |Link to Comment
  • Best S&P 500 Dividend Stocks According To A Winning Ranking System: Norfolk Southern [View article]
    Arie, Thanks for the follow up.
    Oct 1 12:58 PM | Likes Like |Link to Comment
  • Best S&P 500 Dividend Stocks According To A Winning Ranking System: Norfolk Southern [View article]
    Should your chart possibly have read "EV" to Free Cash Flow instead of "Price" to Free Cash Flow? This , of course, would explain the high number. Just asking - Thanks.
    Sep 30 11:11 PM | Likes Like |Link to Comment
  • Best S&P 500 Dividend Stocks According To A Winning Ranking System: Norfolk Southern [View article]
    With all the other values sound, would expect Price to Free Cash Flow ratio to be a much lower number. Would the author care to discuss this? Thanks for a fine article.
    Sep 30 08:14 PM | Likes Like |Link to Comment
  • Weekly Market Outlook - Warning Alarm Or Healthy Pullback? [View article]
    Price. Good Work. Thanks.
    Sep 30 12:10 PM | 1 Like Like |Link to Comment
  • About That Friday Bounce [View article]
    Eric: Fine article and your commentary is superb.
    This also does not appear to me to be a time to "Buy Low". Thanks.
    Sep 29 07:43 PM | 1 Like Like |Link to Comment
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