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Investing Wisely – Worst of the Worst – Thursday – May 12th:

May 12, 2011 8:26 PM ETJOB, SFN, KFRC, RHI, MWW, MAN
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Steven Bauer's Blog
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Long/Short Equity

Seeking Alpha Analyst Since 2007

My Biography: In 2001, I retired and now permanently reside in Mexico. After 5 years of managing my own affairs, I resumed my career in 2007 as a financial analyst / asset manager. My career began while in University as a – manual chartist for some wealthy Investors, who had a fancy math formula from Wharton School of Finance that required an advanced background in math – that was in 1957. I have kept those old books of Charts, and the basic formula still produces profits. I'm pleased to say that the formula / algorithm is now calculated by computer, but I still get to draw fancy lines. If you would like to have further information about my work / analytics or perhaps my Professional Services - - asset management, mentoring or consulting – services . . . just send me an Email, click here, ( senorstevedrmx@yahoo.com ) and I will respond promptly. Please understand that this offer is for serious investors. I expect you to share just a bit about yourself and your investment objectives - that is important to me. Furthermore, I never read or respond to the Seeking Alpha generated Messages or any Comments on my articles. Unfortunately, my experience has been very unsatisfactory. If you are seriously interested in learning more about what I do - - please Email me. senorstevedrmx@yahoo.com I write a bi-weekly personal blog you might like. click here. http://twitter.com/#!/Invest Rotation Education: I have several degrees, i.e. post graduate degrees and two doctorates. And a great deal of (too much) continued financial education. For seven years, I was a University Professor of Finance and Economics. No question, I learned more than I taught! Licenses: I had all that were needed / required and more. Designations: Over all those years, there were many initials after my name! Business Experience: I owned a privately held asset-management firm and managed individual investor and corporate accounts as a Registered Investment Advisor - for over 40 years. Published Articles: I have written and published over 400 papers / articles for both local and national circulation. Current Status: In late 2007 I came out of retirement and re-entered my writing financial commentaries in various financial blogs. I began a Weekly, Commentary / Update for the ex-patriot locals here in Mexico. In my first issue, October 2007 – I recommended - Holding 100% Cash and forecast that the Marketplace was at a Top that was meaningful. To date, within this Weekly – Commentary / Update I have accurately identified all Inflection Points, i.e. the 2009 February and subsequent Lows. The December and the recent April Highs were also forecasted and identified. I have resumed offering Asset Management and Consulting / Mentoring services as a Boutique Research Firm Financial Analyst. Email me if you might be interestes. click here. I am currently also Blogging with SafeHaven.com / Community.Nasdaq.com and of course here in SA. I also maintain a Private Blog, click here ( http://twitter.com/#!/InvestRotation ). For twelve years, I maintained an International Website - Called: "The MoneyDr." Something to Ponder for those of you that might choose to "Follow" - - or choose Not to "Follow": A little monolog to set myself apart from those who call themselves - "traders": Over all these, many years of managing assets, I have witnessed a large number of tragic situations as told to me by scores of Investors. It quickly became clear to me, early on in my career, that the financial industry is wrought with many divisive ways to separate you from your money. It takes advantage of words and emotion like: greed, fortune, comfortable retirement, etc. while at the same time restricting, if not preventing the you the Investor from understanding how to make money at a fair rate of return and to do so consistently. Over the recent years, "they" (Wall Street) has upped the requirements (complexity) for the average guy or gal to become a successful Investor. That's tragic! Perhaps the biggest lie and sales pitch and flow of miss-leading information is the “Buy and Hold” philosophy, "they" (Wall Street, Mutual Funds, the Media, and Financial Salespersons) continuously pro-pound. B & H has not been a path to successful investing and profits for several decades, and I am sure, never will! I have written many articles with the secondary title: “Why Most Investors and Nearly All Traders Lose Money." It hits hard, and the brokerage community has made life tough for me (retaliation wise) on many occasions over these years. My continuous debunking of their ways and personal goals to a lush financial lifestyle, using your money, is simple not on their agenda. The reality regarding Wall Street is that they want to make money off you, not With or For You! They are smarter (within their field) than the average Investor, in particularly by just knowing how things work, but never sharing the simple – How To - with YOU. I continue to believe that these truths and facts should be well understood by Investors, but unfortunately, and apparently it/they are not! For me, simple logic says that any professional is better trained, within their given field, then the lay or inexperienced person. Investors seeking only a fair and honest flow of profits as well as information and data are frequently disappointed. There is now a new and equally serious problem as is the Buy and Hold philosophy. It’s the Investor backlash to B & H, which is called Day Trading. DT is the new "" In "" answer, but once again people are not taking time to realize that "Investing" is much different than Day or Fast Trading. Since Day Trading began the statistics complied by Lipper Analytical Services and Yankelovich Partners clearly show that this too (Day Trading or Fast Trading) is a Big Loser for the average guy or gal. These two companies are highly regarded in the field of providing statistical information and data as well as offering excellent articles on and about the financial industry. See Google regarding these companies. "Investing Wisely" is kind of my handle and the methodology I have developed over the years is quite unique. I publish information about - how I go about making money, which is available upon request. I would like to ask you to ponder / think for a minute or so about the following question: Who and What is your current broker or financial advisor? Sure, many if not most have great credentials, and often a great deal of charisma, but it remains an undesirable fact that these people are simple “Salespersons." Is your medical Doctor or are your best friends – salespersons? In baseball talk, that’s (strike one through strike three all in a pitch - or did I mean sales-pitch?). You as an Investor have little choice or alternative but to deal with these highly motivated financial representatives. That's tragic. Understanding these facts and concepts is the first step to your positive financial future and peace of mine. Next on the list is finding an advisor / mentor, who will teach and share facts and truth with you, on a personalized basis, before you invest, not after you have lost a great deal of money. I'm sure that we all understand that the cyber world has been permanently injected into our lives and lifestyle. Financial Blogs abound with an over-flowing supply of information and opinions. Most of which is often incorrect and filled with very persuasive salesmanship! Therefore, I regret to say / agree that, it is clearly difficult to find such an experienced and trustworthy professional to mentor and assist in guiding you through a profitable process of "Investing Wisely." My advice is - keep digging until you find such a professional. Ask tough and direct questions to what appears to be an experienced and trustworthy advisor and, over time, see if his or her answers and communication have substance and give you a feeling that this professional honestly cares about YOU. Don't forget, the job description - it is to make money, and this is serious stuff. I think you will find that the time you give to the consideration and evaluation of my work / analytics will be very profitable for you. Thanks for taking the time to read my bio, I hope you can find the "right" professional "just for you" in all the important disciplines of life, and you can prosper financially with a smile. Steven H. Bauer, Ph.D.

 

Investing Wisely is published exclusively for Investors and not Traders. 

 

Good Evening: 

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.

http://twitter.com/#!/InvestRotation/

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:


https://seekingalpha.com/instablog/121308-steven-bauer/119898-my-rotation-model-a-short-explanation

Here is one of my current ‘Worst of the Worst’ – Industry Groups:  Business Training & Employee Agencies.  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:  JOB, SFN, KFRC, RHI, MWW, MAN.  Other companies may be better Shorts at this time!

Smile, have fun – Investing Wisely,

Steve

 

 

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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