Clipmarks | deb2012's 'stocks' clips

Ten Market Indicators

Sat, 11 Oct 2008 03:42:19 GMT

clipped by: deb2012
clipper's remarks: charts, signals, and indicators suggest a bounce is due.

RSI's monthly indicator has only dropped below 30 on four occasions: 1929, 1973, 2002, and 2008.

The S&P has given up nearly the entire gain from the 2002-03 period to the October '07 highs.

All 30 Dow stocks are below their 200 day moving average -- a condition that has only occurred once before -- and the last time was right after the 1987 crash.

Investors current allocation to Cash is well above its 21 year mean and are at the highest levels since ’02, ’98 and ’90 lows.

This week has seen three 90% downside days, reflecting massive liquidations.They can only continue for so long.

The percentage of stocks trading over their 200 day moving average is at multi year lows:

The cost of an ounce of Gold is now greater than the S&P500; This last occurred in the early phase of the 1982-2000 bull market -- around 1984.

VIX Deviation From 50-Day Moving Average

10. The following two charts show the 2002 lows, and the current market. Can you tell them apart?

Tags: stock market

Blue Chip cash kings

Wed, 08 Oct 2008 23:56:34 GMT

clipped by: deb2012
clipper's remarks: the safest investments in a bear market based on liquidity problems

Clip Source: www.businessweek.com

How can investors play the great corporate cash hoard?

we limited the names on our list to U.S. companies or foreign companies with significant operations and revenues in the U.S. And as we mentioned earlier, we excluded financial, utility, and transportation issues.

Twenty-one stocks made the cut.

Company

Ticker

Apple

AAPL

Boeing

Coca-Cola

Corning

Walt Disney

eBay

Eli Lilly

EMC

Exxon Mobil

XOM

Hewlett-Packard

HPQ

Ingersoll-Rand

International Business Machines

Johnson & Johnson

Microsoft

News Corp.

Oracle

Paychex

Procter & Gamble

Sun Microsystems

JAVA

Toyota Motor

Verizon Communications

Tags: stock market

Tax Credits for Solar?

Tue, 23 Sep 2008 21:04:10 GMT

clipped by: deb2012
clipper's remarks: new paradigm energy update

Clip Source: clearstation.etrade.com

Evolution Solar Corp.'s (EVSO, Trade) CEO, Robert Kaapke expects 2008 to be a record setting year for both solar and wind. With the tax credits set to expire at the end of 2008, "(Solar installers) don't want to go beyond the December 31st deadline, so everybody's trying to jam-pack their orders in before the end of the year," said Kenedi of Sharp Electronics, the largest U.S. producer of solar panels.

The solar tax credit covers 30% of a system's cost, but it will drop to 10% Jan. 1 2009 if Congress doesn't act after it returned Monday.

Some think the U.S. could be generating 10% of its electricity from the sun within 10-15 years, and Scientific American published a scheme last year for drawing almost 70% of our power using solar by 2050. Merrill Lynch's Mark Heller noted that solar startups raised more money in 2007-8 than Internet stocks did in their 1998 heyday.

Tags: energy, solar

1929 stock market vs. today

Fri, 19 Sep 2008 14:18:24 GMT

clipped by: deb2012
clipper's remarks: stopping short selling stemmed the tide, yesterday's actions look very similar

Clip Source: www.nowandfutures.com

"Last Monday, all businessmen were shocked to read in their morning papers that the British pound sterling was no longer based on gold.

The New York Stock Exchange remained open, but as in dark November 1929, short selling was forbidden. In the artificial market thus created, stocks gyrated unsteadily, closed higher; bonds closed at lows for the year."

In few nations nowadays is there a ‘free and open market.’ The Berlin Bourse closed from July 13 to September 3, opened with shortselling banned, then closed again

In Great Britain all trades were put on a cash basis

in Amsterdam on September 21 when after a terrific slump in prices, all transactions were cancelled, the Exchange closed in status quo. Montreal and Toronto met the British crisis by banning shortsales and establishing ’minimum prices’ for securities

The Tokyo Exchange has been closing and opening repeatedly during recent weeks

Tags: stock market

Financial Gloom not over

Fri, 19 Sep 2008 01:37:53 GMT

clipped by: deb2012
clipper's remarks: next President will be dealing with this

Clip Source: www.marketwatch.com

among the first to warn that an era of easy money would come to a bad end

Expect loan default rates to rise, Gundlach said, not just in the subprime market, but among the top-drawer prime borrowers as well. The prime default rate could approach 10% from a current 2% before the carnage is over, he said.

"The current environment is maybe a little worse that what was experienced in the Depression in terms of the housing market," Gundlach said.

Accordingly, financial institutions may suffer write-offs that could surpass $1 trillion before conditions improve, he said. As of late August, credit losses and writedowns at the world's 100-largest banks and brokerages topped $506 billion, he noted.

If I were going to buy financial market stocks," he added, "I would be a buyer of Wells Fargo

JP Morgan

and Bank of America

Tags: finance, stock market, banking

Investing plan after the election

Fri, 05 Sep 2008 21:07:30 GMT

clipped by: deb2012

Clip Source: caps.fool.com

If Obama wins, buy infrastructure, tech, biotech, alt-energy, healthcare (non insurance) plays. You may want to sell oil, but I wouldn't do it, I would also sell defense contractors and possibly health insurers (although they may be beaten up enough with the prospect of a democratic administration).

If McCain wins, buy oil, gold, oil, more oil, some more oil after that, cigarettes, oil, other PM's (silver, copper, platinum), oil, what the heck, how about some oil, defense contractors, nat gas, oil, foreign stocks, oh yeah you definitely need some oil too. Did I forget to mention oil? You want to sell tech, biotech, possibly infrastructure.

Tags: investing, politics, stock market

high energy stocks

Thu, 29 May 2008 10:48:40 GMT

clipped by: deb2012
clipper's remarks: looking at enterprise value

Clip Source: www.forbes.com

Tags: stocks, investing, energy

Stock Market Bull's best friend

Mon, 05 May 2008 03:59:29 GMT

clipped by: deb2012
clipper's remarks: following the yield curve

Clip Source: www.tradersnarrative.com

According to the editor of the Systems & Forecasts newsletter, Marvin Appel, the S&P 500 performs best when the difference between the 10 year treasury note and the 90 T-Bill is between 1.41% and 2.57% with the following week providing an unheard of 13.3% return.

What today’s yield curve is telegraphing is that the economy is about to kick into gear (again). A steep yield curve is usually observed at the end of a recession and/or just before major economic expansion. Sure, that may sound like crazy talk with all the bad news floating around. But that is how the market works. Everything is priced in. The bond market is, for the first time, holding the 90 day T-Bill rates steady even as the Fed lowers rates to meet it.

Looks like the puppy finally is willing to get caught. The gap between the 90 day T-Bill and the Fed rate is now down to just 54 basis points.

Tags: stocks, economy

Internet Hoax gooses stock market

Tue, 01 Apr 2008 18:37:05 GMT

clipped by: deb2012
clipper's remarks: yes, today's rally thanks to April fool's day!

Clip Source: bigpicture.typepad.com

Traders woke up to a pleasant surprise on Tuesday morning, with equity Futures strongly higher. CNBC anchors were exuberant as previous earnings and credit fears melted away.

The cause? An internet April Fool's hoax that backfired.

Bloomberg data service ran a full news alert, specifying the details of the longtime Bear's hoax, without recognizing it wasn't real:

The veteran fund manger had assumed that readers would get the April Fool's joke -- but never imagined it would go over the heads of veteran financial writers.

Tags: april fools, stocks

How to avoid a depression

Thu, 14 Feb 2008 12:48:12 GMT

clipped by: deb2012
clipper's remarks: says the govt will purchase stocks, prop up the market, and increase debt

Clip Source: www.reuters.com

Fear that a hobbled banking sector may set off another Great Depression could force the U.S. government and Federal Reserve to take the unprecedented step of buying a broad range of assets, including stocks, according to one of the most bearish market analysts.

That extreme scenario, which would aim to stave off deflation and stabilize the economy, is evolving as the base case for Bernard Connolly, global strategist at Banque AIG in London.

Tags: economy

Gold as an investment

Mon, 11 Feb 2008 13:26:44 GMT

clipped by: deb2012
clipper's remarks: gold is better than money these days

Clip Source: www.kitcocasey.com

Lately the metals markets have been abuzz with speculation about the meaning, and implications, of proposed gold sales by the International Monetary Fund (IMF).

“Central bankers will most likely continue, as usual, to scare the price of gold down from time to time by statements of gold sales. But they are all too keenly aware of the growing number of people who realize that the gold, not paper and ink, is the real stable monetary element.”

In other words, if IMF sales do happen, and if they depress gold’s price, that’s a buying opportunity… for bullion and especially for the high-quality junior exploration stocks that pack the most punch in a rising gold market.

Tags: economics