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Investing Wisely – Worst of the Worst – Thursday – May 5th.

May 05, 2011 4:28 PM ETCNA, HIG, AIG
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Steven Bauer's Blog
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Investing Wisely is published exclusively for Investors and not Traders. 



Good Morning:


For SeekingAlpha.com - - each week I post on Saturday’s my Update of five of the Dow 30 Industrial – component companies, plus AAPL, and some Commodities and the $USD.  On Tuesday’s I offer – my ‘Best of the Best’ Industry Groups with warnings and guidance.  Furthermore, on Thursday’s I share – my ‘Worst of the Worst’ with warnings and guidance.  And on Sunday Evening I do a ‘Weekend Wrap’ with warnings and guidance on Sectors, Gold, Silver, Crude Oil, U.S. Dollar and Treasuries.  For me, this is a kind of – weekly sharing and general perspective of a “how to” – Invest Wisely.


This statement is Important (at least to me!):  I wish to make clear that I only work with serious investors who would perhaps be interested in my professional asset management, consulting or mentoring services.  I do send infrequent and personal Email alerts to many prospective clients, who are on my - alert / mail list in an attempt to spread the word about my unique work / analytics.  Thanks – I want to be completely forthright in my ‘purpose’ for posting within my several Blogs.  Please understand my purpose for all this sharing: I am seeking new Clients!

Want to visit my - personal / private Blog?  It is updated on Sunday and typically on Wednesday’s.  I also file / post special alerts / thoughts as they occur during the week, perhaps two or three.


My Current Market Status:

It is clear that the Bears are soon to take over at least for a time.  They are doing just that but I suggest that the Bulls will continue to fight.  This September rally and topping process has lasted much too long, from a historic basis.  I would be very careful if you must take new long positions. 

My ‘worst of the worst’ is always focused on the most negative Industry Groups.  You will note my ‘Bell Curve’ in my Instablog article – “My Rotation Model!”  (Buy the Top – “Best” 5%  /  Short the Bottom – “Worst” 5%).  A visit to this article will explain much of my methodology and how I go about recommending Bullish and Bearish investment to my Clients.  The URL is:


Here is one of my current ‘Worst of the Worst’ – Industry Groups:  Insurance.  Please understand that I do not recommend specific securities in this or any blog. 

It is also important that if  you choose to follow my methodology that I only invests within the bullish or bearish cycles as they occur.  I am anticipating a Bearish Inflection Point and therefore am focused on taking bearish positions.  So, no matter how strong an industry group or the components of that Industry Group are – I will not invest unless it is in phase with my bullish or bearish cycles / time frame.  I strongly suggest that this is very important “stuff” for your annual and consistent Bottom Line.

If I were to be seeking or building a list of securities to be Short, and I - AM, I would do serious Fundamental – Valuation / Technical Analytics and Consensus analysis on the components of these Industry Groups among other things.  If you would like some help understanding this proven investment strategy, please feel free to let me know.  Remember, my purpose for all of this sharing.  I hope you will consider working with me.

This work / analytics is what I have been paid very well to do for my Clients for over 50 years.  At some point you might want to check out why paying a seasoned financial analyst / asset manager one or two percent of the worth of your portfolio might be a prudent investment?

Wrap for the Day:

My long awaited Bearish Inflection Point will have to wait for a short time.  I think!

I said on Thursday that Apple should - rally again before falling even harder.  That has and is happening.

Here are a few companies within the above Industry Group:  CNA, HIG, AIG .  Other companies may be better Shorts at this time!

Smile, have fun – Investing Wisely,


Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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