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  • The Crash In Oil Prices Raises Questions And Opportunities For A Lifetime [View article]
    who says they are loosing money?

    Rather buy
    (Royal Dutch~ 5.5% dividend yield, $19 billion in cash on its balance sheet.

    Royal Dutch has a market value of $219 billion, second only to ExxonMobil’s $397 billion.
    CHEVRON dividend yield ~ 3.8%
    Chevron has a comfortable cushion, as net debt makes up just 6% of its total capital. And it could pay off most of that debt today with its $14.5 billion in cash. Chevron is the least expensive of the U.S. super majors on a price/earnings basis, trading at 14.3 times expected 2015 earnings. Its downstream assets, including marketing and refining operations, can also buffer losses in oil production.)
    Jan 7, 2015. 10:34 AM | Likes Like |Link to Comment
  • The Crash In Oil Prices Raises Questions And Opportunities For A Lifetime [View article]
    The point in question is why is the US producing so much oil and natural gas vizaviz fracking? to prevent being held hostage by the OPEC. OPEC is keeping its oil production constant its the US that has changed the balance of power and now its time to play Chicken. At whose cost? Deflation has occurred in Germany the consumer prices have fallen thanks mainly to Oil prices falling. Dont forget the Saudi have a war chest of over 700 billion USD that they have earned through their oil emporium and probably breakeven at a lower rate then the US which is for some like Exxon 20 USD.
    Jan 7, 2015. 08:05 AM | Likes Like |Link to Comment
  • The Crash In Oil Prices Raises Questions And Opportunities For A Lifetime [View article]

    My take for 2015....consumer discretionary, tech, healthcare and industrials
    Jan 7, 2015. 07:33 AM | Likes Like |Link to Comment
  • What did the billionaires do in Q3? [View news story]

    I see the back to defensive this year!
    Jan 7, 2015. 07:22 AM | 1 Like Like |Link to Comment
  • The Crash In Oil Prices Raises Questions And Opportunities For A Lifetime [View article]
    Exxons breakeven ist at 20 USD so that is one reason why they have not fallen like the rest of the market. Saudis produce at even cheaper cost.The energy sector is changing with this new normal would also imply that capex spending will and needs to be further reduced. Shaling if that is a word is going to loose big and high paying jobs will fall.

    Buying Exxon or Cheveron because they are 20% down is no argument as there are a number of other stocks that could be better buys but not dividend heavy take amgen or biogen or apple which are all part of the industries that are consumer centric.

    US growth out of the 2008 recession was lead by energy companies financed by QE. The point was that US from being an importer of oil is the second largest exporter today. Consolidation will happen, fracking will reduce, solar energy prices will fall, a lot of unproductive badly managed companies that are capex heavily invested and dependent are going to go out of business. Saudi chess against the largest economy in the world. INTEREST RATES WILL PROBABLY NOT GO UP UNTIL THE OIL CRISIS IS RESOLVED.
    Personally I think this is great for European oil importers, Indian and Chinese govts and companies along with Draghi endured QE which should start this month.

    Buying companies that are non energy related but energy dependent- automotive, railways, airlines, shipping. The savings from lower energy prices pass on to the consumers they in turn buy more ciggereetes and chewing gum and condoms- consumer staples and more cars and houses - consumer durables. Tyre companies continental and good year. Leaving only our health in question is buy healthcare as well.
    What about electric arc furnace steel producers? I think copper and aluminum are also prepared in the same manner, those stocks their raw material costs would have fallen tremendously!

    The million usd question which stocks to buy from these sexy sectors?
    Jan 7, 2015. 07:09 AM | 1 Like Like |Link to Comment
  • Twitter up 4.4% following Icahn rumors, Yahoo speculation [View news story]
    With what?
    Jan 6, 2015. 03:15 PM | Likes Like |Link to Comment
  • Zacks' Bull Of The Day: Apple [View article]
    Apple is the easiest bet to make because it is in your face hence the price movements are not easy to predict. It will move up but what if..... and then the million USD question.......before or after their earnings release? I am betting it will hit 120 before and then after earnings it will fall first before climbing!

    It will fall because analysts estimates are already on the high side and their revised estimates are getting higher, so whatever apple does the market will say wow but it was not good enough!

    Apple a day keeps traders away!
    Dec 23, 2014. 05:10 AM | 9 Likes Like |Link to Comment
  • Gilead: What's Ahead In 2015 For This Biotech Juggernaut [View article]
    12% and falling, loosing market to Abbvie is no fun but their goes the hep c pipeline. Want to buy the gap at 90.91 USD. Bret what is your take on the dump?
    Dec 22, 2014. 11:01 AM | Likes Like |Link to Comment
  • Updated S&P 500 Sector Weightings [View article]
    I dont find telecom as a sector on the SPDR pages. Why is that?
    If I look at an analysis 2009 to 2014 then the best sector performance indicative of a bull market are:
    1. discretionary coming in at 130.7%
    2. Tech- 105.6%
    3. Healthcare- 104.2%
    4. Industrials- 92.3%
    Versus the S&P500 at 88.9%

    Is healthcare really a defensive sector in our changing times where people are living longer, medicine is a necessity like cars, technology or cigarettes.

    Lastly, if the Fed will raise rates wont financials become very attractive starting now.
    Sectors for 2015 would be healthcare, discretionary, tech, finance and staples.

    Appreciate your feedback.
    Dec 19, 2014. 07:54 AM | Likes Like |Link to Comment
  • Majesco soars after raising funds; chairman resigns [View news story]
    Totally agree
    Dec 18, 2014. 05:41 PM | 1 Like Like |Link to Comment
  • Apple: A Pullback To Strongly Consider [View article]
    Its just finding a bottom or the waiting for the bottom to fall out. Looking at a chart the break under the 50 day EMA is a break under support. You have to wait for confirmation before shorting and that confirmation is when the stock falls under the close of 106.75. Basically Janet saved the day and the stock reversed on average volume. To make it a definite buy a close above 111.64 and followed by confirmation the next day. The short thesis is dead as long as apple stays above 104.51 USD.
    Dec 18, 2014. 07:16 AM | Likes Like |Link to Comment
  • Apple: A Pullback To Strongly Consider [View article]
    Sorry if I was confusing you. .

    In this case if apple falls below 108 then the stock will in all probability keep falling as it has fallen under its 38.2% retracement (110.38) from 119 and under the 50 day moving average at 108.59. Todays closing price can confirm the bearish direction.If the stock closes below 108.59 then apple is a short. If it closes above 108.59 then it could be a reversal and the stock will go up.

    The next major level of support is 104 USD its 61.8% retracement.
    Apple looks like it will fall to its 104 support.
    Dec 16, 2014. 09:09 AM | Likes Like |Link to Comment
  • Time To Eat Your Apple Pie [View article]
    I seemed to have missed the MB bashing rally! I would think he was contrarian in his investing but not that he is an idiot. One right and all the wrongs get forgotten. Who said invest when others are fearful and get out when all are greedy, WBuffet.
    Apple fell 44% in sept 2012 whereby the Nasdaq fell 11%.

    Personally Apple should hit 120 by Jan 28 or jan 29 then we shall see the future.
    Dec 15, 2014. 04:52 PM | 3 Likes Like |Link to Comment
  • Apple: A Pullback To Strongly Consider [View article]
    Its perfect chart analysis. The technicals should give support for the next bump up unless the support at 108 is broken. Based on technicals if Apple can close above 110,38 (38.2% Fib retracement) and 108.59 USD (50 day EMA) then it is a buy with stoploss 104 USD (61.8% Fib retracement). Take profit at 120 USD.
    Dec 15, 2014. 03:26 AM | 1 Like Like |Link to Comment
  • Is It Time To Short Apple? [View article]
    What is interesting is that the Nasdaq along with all the other indexes also fell after Apple hit 700 starting week of 16.09.12. Sounds like Apple rules and all indexes follow apple? NOT because the Nasdaq corrected after falling 11% and apple continued to fall 44%.

    Dont want to incur the wrath of the apple believers but it is just an undervalued company. Why undervalued would need to see if they beat Q1 expectations 66 billion USD!!! Long apple until 120 then short to 95 then lets see.....
    Dec 12, 2014. 11:10 AM | Likes Like |Link to Comment