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skutney

skutney
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  • Cuba: A New Customer For The U.S. Farmer [View article]
    What is Cuba going to use for money to buy US goods? Is it going to come from US tourists?
    Dec 22, 2014. 08:46 AM | 2 Likes Like |Link to Comment
  • AmTrust Financial Can Keep Up The Momentum [View article]
    I used to have O'Shaughnessy's funds for my kids accounts. They did poorly. I don't they even exist today. Growth at a reasonable price seems to me to be a sound strategy at any time. Several articles have been published saying that this is a short candidate. A buy around the 50 day moving average would seem to me to be a better strategy than the current price.
    Dec 12, 2014. 10:40 AM | Likes Like |Link to Comment
  • The Best Way To Reinvest Your Dividends [View article]
    Your mother deserves lots of credit. Thanks for the information.
    Sep 8, 2014. 09:15 AM | 6 Likes Like |Link to Comment
  • The Best Way To Reinvest Your Dividends [View article]
    When you stated investing did anyone publish a list called Dividend Aristocrats? What did you use as a method for picking stocks at that time? I would think that finding stocks that continued to increase dividends over a long period of time would be hard to find when you started investing.

    What do you think of just investing in the DVY or SDY and holding it forever? Let iShares or SPDR do the allocating.
    Sep 7, 2014. 09:57 PM | 6 Likes Like |Link to Comment
  • An Important Indicator Says Crude Oil Is Going Lower [View article]
    Looking at the 9/3/2014 issue of IBD the Settle prices of Oils (NYM) is in backwardation (out prices are lower). I assume that it hit a bottom or must you watch and plot the average of the numbers to get a long term view of prices direction?
    Sep 3, 2014. 09:53 AM | Likes Like |Link to Comment
  • Market Timing Report: Indicators Are Cued Up For A Bear Market [View article]
    Some stocks with PE's above 60 include AMZN, N, TRLA, DATA, VSAT, CRM, MAC, MAA, MSTR, PDCE, RGLD, SSTK, ILMN, PSIX, FNV, CBST, ADMP, SSYS, HES, EGP and TRIP. Some have PE's much higher than 60.

    Since July of 2013 each time the SP-500 has made a new high the 10 day average of new highs has made a lower high. I keep a daily spreadsheet. I get data from IBD. The 10 average right now is 178. The soldiers are not following the generals (From: Trading for a Living).

    I keep weekly data from IBD Investment Advisors. It's currently at 49.5 but has been above 55 for 24 weeks since the beginning of the year. I use 55 as a signal to be out.

    I recall that before the crash of 2000 the advance/decline line was in a downtrend since 1998. Today it's the A/D line is in a sharp uptrend. Could it be that the A/D line only includes stocks from the SP500? If anyone knows please let me know.

    The Russell 2K has been beat-up for some time.

    I've been bearish since Jan. 2014. I've been wrong.

    I think the article is well thought out.

    I would like to purchase a put on the QQQ's. Can anyone recommend if it should be at the money or at some other point. Someone mentioned that Soro's purchased a put. At what dollar amount and what expiration date? I've never purchased a put before.
    Aug 23, 2014. 06:52 AM | 1 Like Like |Link to Comment
  • Why Westport Innovations Is A Buy After Weak Second-Quarter Results [View article]
    My question relates to gasoline vs CNG not diesel.
    Aug 5, 2014. 07:27 AM | Likes Like |Link to Comment
  • Why Westport Innovations Is A Buy After Weak Second-Quarter Results [View article]
    How does Westport deal with the different engine compression requirements of CNG as compared to gasoline? Their website says the get get equivalent fuel economy. CNG has much higher octane but is less energy dense.
    Aug 5, 2014. 07:12 AM | Likes Like |Link to Comment
  • The Great Correction Of 2014? Don't Drink The Kool-Aid [View article]
    I would like to add that the %Investment Advisors Bullish reading in IBD is at 62.6%. This is a contrarian indicator. I say that value above 55% is bearish for stocks. I've been recording this value every week since 2006. This is the highest reading that I have ever recorded.
    Jun 14, 2014. 09:28 AM | 1 Like Like |Link to Comment
  • The Great Correction Of 2014? Don't Drink The Kool-Aid [View article]
    I agree with the author but for different reasons. I look at money supply. Monthly data when compared to the same month from the previous year is up over 10% for M1 and 6.44% for M2. The monetary base is up 29.31%. In my experience major crashes have occurred after a contraction in the money supply. This could happen but hasn't happened yet. I would be concerned if M1 and/or was below 4%. We are still printing like crazy.

    I also look at futures. The data that I collect indicates that open interest in Bonds and the Vix are very high. The bonds have backed off a bit this last week. Open interest in the SP500 is very low.

    In general the market backs off this time of year. I expect a summer correction within the next month.
    Jun 11, 2014. 08:21 AM | 1 Like Like |Link to Comment
  • Why Lam Research Stock Is A Long-Term Investment Opportunity Right Now [View article]
    Very nice article.
    May 19, 2014. 11:03 AM | Likes Like |Link to Comment
  • Why Fed Wants A Correction [View article]
    Below is a link to the H6 report. Sometimes the numbers go down from one month to the next but you really want to look at non season number compared to the prior year. If the numbers increase at a rate greater than population growth then your printing money.

    http://1.usa.gov/zDWhDb
    Feb 3, 2014. 08:46 PM | Likes Like |Link to Comment
  • Why Fed Wants A Correction [View article]


    I don't know the source of your chart. It looks official but ends in 2011. Below is what I found using a google search. From the St. Louisfed.

    http://bit.ly/rsTWKo

    Below is velocity of M2 money. This looks more like your chart.

    http://bit.ly/x0cMMT

    Money is available but it's not being put to use. Once it is they inflation is likely.
    Feb 3, 2014. 08:40 PM | 1 Like Like |Link to Comment
  • Why Fed Wants A Correction [View article]
    Year over year M1, M2, MZM and the monetary base continue to increase according to the documents online from the Federal Reserve. How do you get the idea that the money supply is decreasing?
    Feb 2, 2014. 11:18 PM | 6 Likes Like |Link to Comment
  • CatchMark Timber IPO Should Be Avoided [View article]
    Below is a stumpage report from NYS. Northern White Pine stumpage prices are $80MBF in the Western/Central region using the Doyle Rule. Pulp prices would be even less. CTT has 8 employees. This company sells at the stumpage price at best.

    http://bit.ly/1cyAiG0
    Dec 17, 2013. 09:02 AM | Likes Like |Link to Comment
COMMENTS STATS
25 Comments
39 Likes