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http://www.princetonresearch.com/1-5-2015-Market-Strategies.pdf
The document provides an investment weekly market update from Goodbody Wealth Management. It discusses recent bond market volatility and recommends a short-duration bond strategy. It also summarizes the results of the UK election and its positive impact on reducing political uncertainty. Additionally, it comments on recent easing measures by China's central bank and remaining cautious on emerging markets due to China's economic performance.
Are the good times here to stay or are we hearing the Sirens’ call? Since 2008, investors have been on an odyssey. Gradually, stock markets have managed to recover from the disastrous carnage precipitated by the financial crisis of 2007 and 2008. It has been an uneven path back to current market levels as there have been many occasions when it appeared that the fragile recovery would be stymied by bickering politicians, slowing emerging economies, deflationary pressures, regulatory zeal, civil unrest in the Middle East, over spent consumers, etc
The portfolio manager discusses the Third Avenue Focused Credit Fund. They reiterate their commitment to maximizing value in the portfolio and returning capital to shareholders in a timely manner. Eight of the top ten holdings have restructured in the past two years, reducing debt levels. The manager believes the portfolio contains significant embedded value that will be realized as market conditions normalize and corporate events occur. They intend to provide transparency to shareholders through monthly fact sheets and quarterly commentary on the fund's website. The manager also discusses recent volatility in the high yield and distressed debt markets, noting that credit spreads spiked in 2015 but it is unclear if this will lead to recession or opportunity.
- The fund posted a very profitable 2004, returning 27.1% gross and outperforming the broad market which was up about 9%.
- The fund aims to achieve "twice the performance for half the risk" compared to the market.
- The fund manager discusses some of the holdings that could see significant price movements in 2005, both positive like Primus Guarantee, and negative like Sirius Satellite Radio and Stamps.com.
- Insider selling at VCA Antech could signal deteriorating fundamentals at the animal hospital roll-up company.
Weekly Economic Update For The Week Of March 7, 2011tjsulli1
The document provides a weekly economic update from DSA Financial Group. It summarizes recent economic data reports including a better-than-expected jobs report showing 192,000 new jobs added in February and the unemployment rate falling to 8.9%. Service and manufacturing sectors continued expanding in February according to new surveys. Commodity prices such as gold, oil, and silver increased last week. Despite volatility, major stock indexes posted weekly gains.
The fund returned +6.6% in August compared to -8.3% for the MSCI Europe index. Positive performance came from holdings in consumer discretionary (+4.2%), energy (+1.4%), and materials (+0.9%). Las Vegas Sands (+1.3%) and Sands China (+0.9%) were top performers, while Sky (-0.8%) and LM Ericsson Telefon (-0.4%) underperformed. The manager believes developed markets face earnings risk with high valuations and sees further global economic adjustments ahead, rather than the crisis being over, as China addresses debt, competitiveness and slowing growth issues in a deflationary environment.
The document discusses expectations for the US and global economy and markets in 2016. It predicts:
- US economic growth of 2.5-3% driven by increases in manufacturing, business spending, and net exports taking larger roles than in 2015.
- Returns of mid-single digits (5-6%) for the S&P 500 as stocks may offer near historical routine returns with earnings growth normalizing.
- Limited returns for bonds as interest rates rise, reducing bond prices, though bonds still provide diversification.
The year may follow an unfamiliar path but end with routine outcomes, though investors must prepare for potential unexpected turns and volatility.
The document provides an investment weekly market update from Goodbody Wealth Management. It discusses recent bond market volatility and recommends a short-duration bond strategy. It also summarizes the results of the UK election and its positive impact on reducing political uncertainty. Additionally, it comments on recent easing measures by China's central bank and remaining cautious on emerging markets due to China's economic performance.
Are the good times here to stay or are we hearing the Sirens’ call? Since 2008, investors have been on an odyssey. Gradually, stock markets have managed to recover from the disastrous carnage precipitated by the financial crisis of 2007 and 2008. It has been an uneven path back to current market levels as there have been many occasions when it appeared that the fragile recovery would be stymied by bickering politicians, slowing emerging economies, deflationary pressures, regulatory zeal, civil unrest in the Middle East, over spent consumers, etc
The portfolio manager discusses the Third Avenue Focused Credit Fund. They reiterate their commitment to maximizing value in the portfolio and returning capital to shareholders in a timely manner. Eight of the top ten holdings have restructured in the past two years, reducing debt levels. The manager believes the portfolio contains significant embedded value that will be realized as market conditions normalize and corporate events occur. They intend to provide transparency to shareholders through monthly fact sheets and quarterly commentary on the fund's website. The manager also discusses recent volatility in the high yield and distressed debt markets, noting that credit spreads spiked in 2015 but it is unclear if this will lead to recession or opportunity.
- The fund posted a very profitable 2004, returning 27.1% gross and outperforming the broad market which was up about 9%.
- The fund aims to achieve "twice the performance for half the risk" compared to the market.
- The fund manager discusses some of the holdings that could see significant price movements in 2005, both positive like Primus Guarantee, and negative like Sirius Satellite Radio and Stamps.com.
- Insider selling at VCA Antech could signal deteriorating fundamentals at the animal hospital roll-up company.
Weekly Economic Update For The Week Of March 7, 2011tjsulli1
The document provides a weekly economic update from DSA Financial Group. It summarizes recent economic data reports including a better-than-expected jobs report showing 192,000 new jobs added in February and the unemployment rate falling to 8.9%. Service and manufacturing sectors continued expanding in February according to new surveys. Commodity prices such as gold, oil, and silver increased last week. Despite volatility, major stock indexes posted weekly gains.
The fund returned +6.6% in August compared to -8.3% for the MSCI Europe index. Positive performance came from holdings in consumer discretionary (+4.2%), energy (+1.4%), and materials (+0.9%). Las Vegas Sands (+1.3%) and Sands China (+0.9%) were top performers, while Sky (-0.8%) and LM Ericsson Telefon (-0.4%) underperformed. The manager believes developed markets face earnings risk with high valuations and sees further global economic adjustments ahead, rather than the crisis being over, as China addresses debt, competitiveness and slowing growth issues in a deflationary environment.
The document discusses expectations for the US and global economy and markets in 2016. It predicts:
- US economic growth of 2.5-3% driven by increases in manufacturing, business spending, and net exports taking larger roles than in 2015.
- Returns of mid-single digits (5-6%) for the S&P 500 as stocks may offer near historical routine returns with earnings growth normalizing.
- Limited returns for bonds as interest rates rise, reducing bond prices, though bonds still provide diversification.
The year may follow an unfamiliar path but end with routine outcomes, though investors must prepare for potential unexpected turns and volatility.
The S&P 500 finished 2018 in negative territory for the first time since 2008, down -4.6% for the year. Volatility increased significantly across global markets as economic growth moderated and trade tensions rose. The CBOE Volatility Index increased 130% in 2018 compared to 78% in 2008, indicating a more turbulent decline. Investor unease over trade and monetary policy contributed to the rise in volatility, exemplified by an 8% market fall following the Federal Reserve's signal of slightly more aggressive rate hikes than expected in 2019.
- U.S. stock futures are mixed with Nasdaq down 0.28% while S&P and Dow futures are up slightly. Asian markets closed higher taking cues from stronger U.S. markets while European markets are mixed.
- Home Capital Group wrapped itself in the Canadian flag in ads appealing for deposits as it expects a Q2 loss. Walgreens terminated its Rite Aid deal but will buy some stores and assets for $5.18B after struggling for antitrust approval.
- Several big banks announced significant increases to capital return plans after passing the Fed stress test, with Citigroup doubling its dividend and announcing a $15.6B buyback.
- The Federal Reserve announced it would sell short-term Treasury securities and buy longer-term securities to lower interest rates and stimulate the economy, which succeeded in lowering bond yields. However, the stock market declined 6.4% as fears grew of a Greek default and slowing global economic growth.
- While price appreciation gets more attention, dividends have accounted for about one-third of stock market returns over 80 years and allowed investors to benefit in both rising and falling markets. Receiving and reinvesting dividends added an average of 2.3% annually to S&P 500 returns over the past decade.
The Great Fall in China August 2015 - Special market bulletin St. James's PlaceMichael de Groot
Monday 24th August 2015 saw one of the biggest stock market crashes in China. St. James's Place published a special bulletin to let their investors know to stay clam and that the incident wasn't unexpected. This bulletin contains some great advice.
- US and Asian stock futures fell, while European stocks dropped, as concerns over global growth weighed on investor sentiment.
- Data showed the eurozone economy contracted 0.3% in Q4, with declines in investment, exports and consumer spending.
- In Greece, private investors holding about 20% of bonds involved in the country's debt restructuring have agreed to the swap deal terms so far.
- Canadian equity futures were also lower ahead of the market open.
It has been seven years since the last financial crisis. In that seven-year period, the total global debt has increased by even more than it did in the seven years previous (2000-2007). From the end of 2007 through to the end of the first half of last year, total global debt increased by 40%, or $US 57 TRILLION! This massive increase in debt has been a consequence of easy money in a low interest rate environment aided and abetted by programs of quantitative easing (the provision of liquidity by central banks) in order to promote economic growth and investment.
The first quarter managed to record some positive results overall, despite severe declines in some sectors.
Geopolitical events continued to make headlines this quarter but did little to quell investors’ enthusiasm as markets continued to advance. Russia and the Ukraine managed to agree to a temporary ceasefire just as sectarian violence in Iraq exploded driving oil prices higher. China garnered attention with its hegemonic designs on the South China Sea much to the displeasure of Japan and Vietnam as well as pushing back on any pro-democracy desires in Hong Kong. In addition, Argentina once again threatens to default on its debt after losing a Supreme Court decision to creditors in the US.
Scott Minerd, Chairman of Investments and Global CIO, analyzes global macroeconomic trends most likely to shape the investment environment in 10 charts.
Market conditions at the fourth quarter’s outset largely reflected expectations of continued (albeit modest) economic growth and accommodative monetary policy. At mid quarter, the presidential election portended a period of fiscal stimulus and tightening monetary policy. Overall, the quarter witnessed a sharp rally in equities, tightening credit spreads, a downturn in Treasury prices and a strengthening of the U.S. dollar.
- US and European stock futures fell, along with Asian stocks, as concerns over global growth and the outcome of Greece's debt swap weighed on sentiment.
- Eurozone GDP contracted 0.3% QoQ in Q4, confirming an initial estimate, as investment, exports and consumer spending declined. A default by Greece could cost the eurozone over 1 trillion euros.
- Private investors holding around 20% of Greek bonds involved in the debt swap have agreed to participate in the restructuring, which aims to cut privately held Greek debt by 53.5% and help secure Greece's bailout.
- Aecon Group reported a 143% rise in quarterly earnings but revenue missed estimates, as margins improved on lower
The document summarizes three positive market developments that appear good at first glance but are actually far from good upon closer inspection. It discusses how oil prices have risen 58% but supply still exceeds demand. Earnings estimates were reduced by 8.5% despite some companies beating lowered estimates. And Canada's growth expectations were revised upwards despite factors pointing to slower growth such as weaker US growth and declining oil investment. The document cautions against only looking at superficial signs and emphasizes the need to dig deeper into underlying fundamentals and data.
Lots of under-currents this week. Is the economy expanding or is that expansion very moderate. How will the savings on cheaper gasoline help Christmas shopping and is OPEC behind the rout in crude oil? So many questions.
1) The document is the 1Q16 earnings release and conference call for a bank. It provides highlights of the bank's financial results and performance in key areas like loans, funding, expenses and capital ratios.
2) Loan portfolio decreased 4.7% year-over-year but the bank improved sector diversification. Expenses fell 14.9% due to cost control efforts. Liquidity remained strong with a cash position of 53% of deposits.
3) Business lines like corporate credit, treasury products and capital markets advisory contributed to revenue. The bank maintained a diversified funding profile and excess capital with BIS ratio of 15.1%.
The document discusses the volatility in markets at the start of 2016 due to falling oil prices and concerns about global growth. It then summarizes the performance of various asset classes in the first quarter, noting rebounds in March that helped offset losses. The document goes on to discuss risk parity strategies and their performance in recent years, noting headwinds they may face going forward in a rising rate environment. It concludes by discussing opportunities in emerging markets, shipping, timber, and other less popular asset classes that some investors are taking a closer look at.
This document discusses risks Australian exporters face from currency fluctuations in 2018. It notes the Australian dollar has appreciated significantly against other currencies this year, making Australian exports more expensive overseas and reducing competitiveness. This poses risks to exporters' profits and cash flows if they have not appropriately managed their foreign currency exposure. The document recommends exporters work with foreign exchange specialists to implement tailored hedging strategies to increase profit margins and protect against downside currency risks. It provides an example of one exporter that increased profits 5% by better timing its hedging strategies.
BoyarMiller Breakfast Forum: The Energy Industry 2016 – Looking ForwardBoyarMiller
As part of its ongoing Breakfast Forum series, BoyarMiller gathered industry experts for a discussion on the energy industry.
Speakers included David A. Pursell with Tudor, Pickering, Holt & Co., Matthew G. Pilon with Simmons & Company International and Robert A. Dye, Ph.D. with Comerica Bank.
This document provides an investment strategy report from Oppenheimer Asset Management. It discusses their preference for value stocks, finding that value companies currently offer more earnings growth potential than growth companies and trade at a larger discount than normal. The report screens for value stocks, finding opportunities in mid-cap companies in the discretionary and industrial sectors. It provides a list of 52 stocks that meet their value criteria.
Michael Durante Western Reserve WRHE 2Q04 letterMichael Durante
Western Reserve Hedged Equity, LP declined 1.5% in the second quarter but is up 3.6% for the first half of 2004. The fund's long positions saw strong earnings but disappointing stock performance, while short positions underperformed. The manager expects market volatility to continue but remains focused on identifying undervalued companies with strong fundamentals and high recurring revenues.
President Trump's election victory surprised markets. Interest rates rose sharply in response as markets anticipated less regulation, lower taxes, and stronger economic growth under Trump. However, nearly all forecasts predict more modest GDP growth of around 2.3% in 2017 rather than the 4% growth suggested by Trump. The future remains uncertain as Trump frequently tweets and singles out companies. Interest rates may soften in the first quarter but end the year only modestly higher than the start of 2017.
The document provides a weekly market outlook and commentary. It summarizes that UK assets received a boost from the general election results returning a Conservative majority seen as pro-business. It notes the key question is how long the positive sentiment lasts before questions around a European referendum. It also previews important upcoming economic data releases that could impact markets this week, including US retail sales and inflation reports from the Bank of England.
The S&P 500 finished 2018 in negative territory for the first time since 2008, down -4.6% for the year. Volatility increased significantly across global markets as economic growth moderated and trade tensions rose. The CBOE Volatility Index increased 130% in 2018 compared to 78% in 2008, indicating a more turbulent decline. Investor unease over trade and monetary policy contributed to the rise in volatility, exemplified by an 8% market fall following the Federal Reserve's signal of slightly more aggressive rate hikes than expected in 2019.
- U.S. stock futures are mixed with Nasdaq down 0.28% while S&P and Dow futures are up slightly. Asian markets closed higher taking cues from stronger U.S. markets while European markets are mixed.
- Home Capital Group wrapped itself in the Canadian flag in ads appealing for deposits as it expects a Q2 loss. Walgreens terminated its Rite Aid deal but will buy some stores and assets for $5.18B after struggling for antitrust approval.
- Several big banks announced significant increases to capital return plans after passing the Fed stress test, with Citigroup doubling its dividend and announcing a $15.6B buyback.
- The Federal Reserve announced it would sell short-term Treasury securities and buy longer-term securities to lower interest rates and stimulate the economy, which succeeded in lowering bond yields. However, the stock market declined 6.4% as fears grew of a Greek default and slowing global economic growth.
- While price appreciation gets more attention, dividends have accounted for about one-third of stock market returns over 80 years and allowed investors to benefit in both rising and falling markets. Receiving and reinvesting dividends added an average of 2.3% annually to S&P 500 returns over the past decade.
The Great Fall in China August 2015 - Special market bulletin St. James's PlaceMichael de Groot
Monday 24th August 2015 saw one of the biggest stock market crashes in China. St. James's Place published a special bulletin to let their investors know to stay clam and that the incident wasn't unexpected. This bulletin contains some great advice.
- US and Asian stock futures fell, while European stocks dropped, as concerns over global growth weighed on investor sentiment.
- Data showed the eurozone economy contracted 0.3% in Q4, with declines in investment, exports and consumer spending.
- In Greece, private investors holding about 20% of bonds involved in the country's debt restructuring have agreed to the swap deal terms so far.
- Canadian equity futures were also lower ahead of the market open.
It has been seven years since the last financial crisis. In that seven-year period, the total global debt has increased by even more than it did in the seven years previous (2000-2007). From the end of 2007 through to the end of the first half of last year, total global debt increased by 40%, or $US 57 TRILLION! This massive increase in debt has been a consequence of easy money in a low interest rate environment aided and abetted by programs of quantitative easing (the provision of liquidity by central banks) in order to promote economic growth and investment.
The first quarter managed to record some positive results overall, despite severe declines in some sectors.
Geopolitical events continued to make headlines this quarter but did little to quell investors’ enthusiasm as markets continued to advance. Russia and the Ukraine managed to agree to a temporary ceasefire just as sectarian violence in Iraq exploded driving oil prices higher. China garnered attention with its hegemonic designs on the South China Sea much to the displeasure of Japan and Vietnam as well as pushing back on any pro-democracy desires in Hong Kong. In addition, Argentina once again threatens to default on its debt after losing a Supreme Court decision to creditors in the US.
Scott Minerd, Chairman of Investments and Global CIO, analyzes global macroeconomic trends most likely to shape the investment environment in 10 charts.
Market conditions at the fourth quarter’s outset largely reflected expectations of continued (albeit modest) economic growth and accommodative monetary policy. At mid quarter, the presidential election portended a period of fiscal stimulus and tightening monetary policy. Overall, the quarter witnessed a sharp rally in equities, tightening credit spreads, a downturn in Treasury prices and a strengthening of the U.S. dollar.
- US and European stock futures fell, along with Asian stocks, as concerns over global growth and the outcome of Greece's debt swap weighed on sentiment.
- Eurozone GDP contracted 0.3% QoQ in Q4, confirming an initial estimate, as investment, exports and consumer spending declined. A default by Greece could cost the eurozone over 1 trillion euros.
- Private investors holding around 20% of Greek bonds involved in the debt swap have agreed to participate in the restructuring, which aims to cut privately held Greek debt by 53.5% and help secure Greece's bailout.
- Aecon Group reported a 143% rise in quarterly earnings but revenue missed estimates, as margins improved on lower
The document summarizes three positive market developments that appear good at first glance but are actually far from good upon closer inspection. It discusses how oil prices have risen 58% but supply still exceeds demand. Earnings estimates were reduced by 8.5% despite some companies beating lowered estimates. And Canada's growth expectations were revised upwards despite factors pointing to slower growth such as weaker US growth and declining oil investment. The document cautions against only looking at superficial signs and emphasizes the need to dig deeper into underlying fundamentals and data.
Lots of under-currents this week. Is the economy expanding or is that expansion very moderate. How will the savings on cheaper gasoline help Christmas shopping and is OPEC behind the rout in crude oil? So many questions.
1) The document is the 1Q16 earnings release and conference call for a bank. It provides highlights of the bank's financial results and performance in key areas like loans, funding, expenses and capital ratios.
2) Loan portfolio decreased 4.7% year-over-year but the bank improved sector diversification. Expenses fell 14.9% due to cost control efforts. Liquidity remained strong with a cash position of 53% of deposits.
3) Business lines like corporate credit, treasury products and capital markets advisory contributed to revenue. The bank maintained a diversified funding profile and excess capital with BIS ratio of 15.1%.
The document discusses the volatility in markets at the start of 2016 due to falling oil prices and concerns about global growth. It then summarizes the performance of various asset classes in the first quarter, noting rebounds in March that helped offset losses. The document goes on to discuss risk parity strategies and their performance in recent years, noting headwinds they may face going forward in a rising rate environment. It concludes by discussing opportunities in emerging markets, shipping, timber, and other less popular asset classes that some investors are taking a closer look at.
This document discusses risks Australian exporters face from currency fluctuations in 2018. It notes the Australian dollar has appreciated significantly against other currencies this year, making Australian exports more expensive overseas and reducing competitiveness. This poses risks to exporters' profits and cash flows if they have not appropriately managed their foreign currency exposure. The document recommends exporters work with foreign exchange specialists to implement tailored hedging strategies to increase profit margins and protect against downside currency risks. It provides an example of one exporter that increased profits 5% by better timing its hedging strategies.
BoyarMiller Breakfast Forum: The Energy Industry 2016 – Looking ForwardBoyarMiller
As part of its ongoing Breakfast Forum series, BoyarMiller gathered industry experts for a discussion on the energy industry.
Speakers included David A. Pursell with Tudor, Pickering, Holt & Co., Matthew G. Pilon with Simmons & Company International and Robert A. Dye, Ph.D. with Comerica Bank.
This document provides an investment strategy report from Oppenheimer Asset Management. It discusses their preference for value stocks, finding that value companies currently offer more earnings growth potential than growth companies and trade at a larger discount than normal. The report screens for value stocks, finding opportunities in mid-cap companies in the discretionary and industrial sectors. It provides a list of 52 stocks that meet their value criteria.
Michael Durante Western Reserve WRHE 2Q04 letterMichael Durante
Western Reserve Hedged Equity, LP declined 1.5% in the second quarter but is up 3.6% for the first half of 2004. The fund's long positions saw strong earnings but disappointing stock performance, while short positions underperformed. The manager expects market volatility to continue but remains focused on identifying undervalued companies with strong fundamentals and high recurring revenues.
President Trump's election victory surprised markets. Interest rates rose sharply in response as markets anticipated less regulation, lower taxes, and stronger economic growth under Trump. However, nearly all forecasts predict more modest GDP growth of around 2.3% in 2017 rather than the 4% growth suggested by Trump. The future remains uncertain as Trump frequently tweets and singles out companies. Interest rates may soften in the first quarter but end the year only modestly higher than the start of 2017.
The document provides a weekly market outlook and commentary. It summarizes that UK assets received a boost from the general election results returning a Conservative majority seen as pro-business. It notes the key question is how long the positive sentiment lasts before questions around a European referendum. It also previews important upcoming economic data releases that could impact markets this week, including US retail sales and inflation reports from the Bank of England.
The document provides a weekly market review covering the period of May 8, 2015. It summarizes that in the US, stocks ended higher for the week despite falling earlier, in response to a positive jobs report on Friday. International markets also closed slightly higher. Treasury bond yields increased to five-month highs. Commodity indices were mixed for the week.
This document discusses investing in mutual funds and provides an overview of Primerica, a financial services marketing organization. It notes that mutual fund investing entails some risk and shares may be worth more or less than the original investment. It then provides details on Primerica, including that it is the largest independent financial services marketing organization in North America, has over 5 million insured lives and 2 million client investment accounts, and clients have over $61 billion in asset values. The document aims to demonstrate why now is always a good time to invest using market cycles, proven investment fundamentals like dollar cost averaging and discipline, and investment solutions.
Yield differentials and US retail sales key this weekRichard Perry
After a few weeks of recovery on the dollar there are now a few question marks over the longevity of the rebound. Economic data and yield differentials are playing a big role again. We consider the outlook for forex, equities and commodities this week.
ClearPath Investment Perspectives - Nov 17 2014bcdconna
The document is a weekly investment newsletter from ClearPath Capital Partners dated November 17, 2014. It provides an overview of the US and global economic outlooks, recent market performance, and commentary on stocks, bonds, and consumer spending. Global GDP and inflation are forecast to increase in 2014 and 2015. US GDP is expected to grow 2.9% in 2014 and stock markets posted gains last week, with the S&P 500 up 7.21% for the month. Retail sales rose slightly in October and lower gas prices are expected to boost consumer spending.
There are thousands of resources to get stock market tips online, Epic Research is a advisory firm provide online stock market tips, calls via Email or message.
The weekly economic update from Major League Investments provides the following information:
- Job growth increased in July with 163,000 new jobs added, though the unemployment rate ticked up to 8.3%.
- Personal incomes rose but consumer spending was flat, and the personal savings rate increased.
- Home prices rose 2.2% in May according to the S&P/Case-Shiller Home Price Index.
- The manufacturing sector contracted again according to the ISM manufacturing index.
Special report 10 apr 2019 epic researchEpic Research
- Wall Street stocks fell as trade tensions rose between the US and Europe. Asian stocks also declined on lowered global growth outlook from IMF.
- Oil prices rose towards 5-month highs supported by OPEC supply cuts and US sanctions on other producers.
- The report provides stock market commentary and analysis, commodity prices and recommendations, and the day's most active options.
This document provides a weekly market and investment update from Goodbody Wealth Management. It discusses ongoing negotiations between Greece and its creditors but notes that some progress has been made on taxation and industry reforms. However, pensions and labor market reforms remain sticking points. It also discusses the US Federal Reserve minutes signaling that a June interest rate hike is unlikely due to concerns about the strength of the US economy. Finally, it recommends investing in consumer staples companies and notes their attractive returns in recent years while addressing concerns about higher valuations.
The unemployment rate fell slightly to 9.7% in May, though many of the new jobs were temporary census positions. Manufacturing and non-manufacturing activity continued to expand according to surveys. Pending home sales rose significantly in April due to the homebuyer tax credit deadline. Stocks closed lower for the week despite some positive economic news as investors remained concerned about government debt issues in Europe.
Brenen Sieber,Partner with Baker Tilly Virchow Krause, LLP and Managing Director with Baker Tilly Capital, LLC, spoke at our November Chapter Meeting on the Current State of the M&A Market.
Active Trading Plan: Insights & Opportunities 09 & 10 August 2021Unum Capital
The document provides an active trading plan and analysis for the week ahead, covering various global markets, sectors, and stocks. It identifies technical setups and trading opportunities based on chart patterns and recent price action. Key areas discussed include the strong US jobs report supporting the US dollar, weakness in gold and other commodities, mixed opportunities across South African sectors, and long and short setups developing on individual stocks based on technical indicators.
- The document provides a report on global economic data and commentary on commodity markets from Global Research Limited dated 24th February 2014.
- It includes flash services PMI data from Markit and commentary on movements in gold, silver, copper, crude oil prices and provides technical support and resistance levels for these commodities.
- Economic data from the US pointed to a fall in existing home sales to its lowest level since Q3 2012 but US manufacturing activity remained brisk, supporting commodity prices.
There's a reason why 6 out of 10 of the top performing hedge funds are quant firms, and on a typical trading day 90% of trades are made by computers . In the next decade quantitative investing will become THE way to invest. Don't get left behind, learn how to use algorithms to invest.
Successful stock market traders are registered with Epic Research, after getting lose in the stock market. Epic Research guides you for stock market trading
The document discusses principles of behavioral finance and long-term investing. It notes that investors tend to be overconfident and influenced by short-term gains. Successful long-term investing requires discipline, focusing on asset allocation and diversification, and ignoring short-term noise and market hype. The key is developing a personalized investment policy and sticking to a plan through different market conditions.
U.S. economic growth is expected to remain steady in 2016, though risks remain. Global growth is slowing, which could impact the U.S. through trade and capital flows pushing up the dollar. Consumer spending and the labor market are improving, but weak productivity growth may limit income gains. Business investment is also expected to increase but risks remain from low oil prices. The Federal Reserve will continue raising rates gradually based on economic data. Residential investment is also expected to strengthen as household formations increase.
The document provides an investment weekly report from Goodbody Wealth Management. It discusses recent developments in the US and European markets. In the US, weak first quarter GDP growth supports fears of a growth scare, though not a recession. This pushes out potential interest rate hikes. In Europe, changes in Greek negotiations give hope that Greece and international lenders will reach an agreement. Cyclical stocks with domestic exposure in Europe may outperform as the euro bounces back against the dollar.
The euphoria of the past year carried into the first quarter of 2014 only to be rudely interrupted by geopolitical events as Russia took over the Crimea. The hue and outcry was heard around the world and global markets were shaken by this event.
New Visa Rules for Tourists and Students in Thailand | Amit Kakkar Easy VisaAmit Kakkar
Discover essential details about Thailand's recent visa policy changes, tailored for tourists and students. Amit Kakkar Easy Visa provides a comprehensive overview of new requirements, application processes, and tips to ensure a smooth transition for all travelers.
OJP data from firms like Vicinity Jobs have emerged as a complement to traditional sources of labour demand data, such as the Job Vacancy and Wages Survey (JVWS). Ibrahim Abuallail, PhD Candidate, University of Ottawa, presented research relating to bias in OJPs and a proposed approach to effectively adjust OJP data to complement existing official data (such as from the JVWS) and improve the measurement of labour demand.
South Dakota State University degree offer diploma Transcriptynfqplhm
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KYC Compliance: A Cornerstone of Global Crypto Regulatory FrameworksAny kyc Account
This presentation explores the pivotal role of KYC compliance in shaping and enforcing global regulations within the dynamic landscape of cryptocurrencies. Dive into the intricate connection between KYC practices and the evolving legal frameworks governing the crypto industry.
The Rise and Fall of Ponzi Schemes in America.pptxDiana Rose
Ponzi schemes, a notorious form of financial fraud, have plagued America’s investment landscape for decades. Named after Charles Ponzi, who orchestrated one of the most infamous schemes in the early 20th century, these fraudulent operations promise high returns with little or no risk, only to collapse and leave investors with significant losses. This article explores the nature of Ponzi schemes, notable cases in American history, their impact on victims, and measures to prevent falling prey to such scams.
Understanding Ponzi Schemes
A Ponzi scheme is an investment scam where returns are paid to earlier investors using the capital from newer investors, rather than from legitimate profit earned. The scheme relies on a constant influx of new investments to continue paying the promised returns. Eventually, when the flow of new money slows down or stops, the scheme collapses, leaving the majority of investors with substantial financial losses.
Historical Context: Charles Ponzi and His Legacy
Charles Ponzi is the namesake of this deceptive practice. In the 1920s, Ponzi promised investors in Boston a 50% return within 45 days or 100% return in 90 days through arbitrage of international reply coupons. Initially, he paid returns as promised, not from profits, but from the investments of new participants. When his scheme unraveled, it resulted in losses exceeding $20 million (equivalent to about $270 million today).
Notable American Ponzi Schemes
1. Bernie Madoff: Perhaps the most notorious Ponzi scheme in recent history, Bernie Madoff’s fraud involved $65 billion. Madoff, a well-respected figure in the financial industry, promised steady, high returns through a secretive investment strategy. His scheme lasted for decades before collapsing in 2008, devastating thousands of investors, including individuals, charities, and institutional clients.
2. Allen Stanford: Through his company, Stanford Financial Group, Allen Stanford orchestrated a $7 billion Ponzi scheme, luring investors with fraudulent certificates of deposit issued by his offshore bank. Stanford promised high returns and lavish lifestyle benefits to his investors, which ultimately led to a 110-year prison sentence for the financier in 2012.
3. Tom Petters: In a scheme that lasted more than a decade, Tom Petters ran a $3.65 billion Ponzi scheme, using his company, Petters Group Worldwide. He claimed to buy and sell consumer electronics, but in reality, he used new investments to pay off old debts and fund his extravagant lifestyle. Petters was convicted in 2009 and sentenced to 50 years in prison.
4. Eric Dalius and Saivian: Eric Dalius, a prominent figure behind Saivian, a cashback program promising high returns, is under scrutiny for allegedly orchestrating a Ponzi scheme. Saivian enticed investors with promises of up to 20% cash back on everyday purchases. However, investigations suggest that the returns were paid using new investments rather than legitimate profits. The collapse of Saivian l
13 Jun 24 ILC Retirement Income Summit - slides.pptxILC- UK
ILC's Retirement Income Summit was hosted by M&G and supported by Canada Life. The event brought together key policymakers, influencers and experts to help identify policy priorities for the next Government and ensure more of us have access to a decent income in retirement.
Contributors included:
Jo Blanden, Professor in Economics, University of Surrey
Clive Bolton, CEO, Life Insurance M&G Plc
Jim Boyd, CEO, Equity Release Council
Molly Broome, Economist, Resolution Foundation
Nida Broughton, Co-Director of Economic Policy, Behavioural Insights Team
Jonathan Cribb, Associate Director and Head of Retirement, Savings, and Ageing, Institute for Fiscal Studies
Joanna Elson CBE, Chief Executive Officer, Independent Age
Tom Evans, Managing Director of Retirement, Canada Life
Steve Groves, Chair, Key Retirement Group
Tish Hanifan, Founder and Joint Chair of the Society of Later life Advisers
Sue Lewis, ILC Trustee
Siobhan Lough, Senior Consultant, Hymans Robertson
Mick McAteer, Co-Director, The Financial Inclusion Centre
Stuart McDonald MBE, Head of Longevity and Democratic Insights, LCP
Anusha Mittal, Managing Director, Individual Life and Pensions, M&G Life
Shelley Morris, Senior Project Manager, Living Pension, Living Wage Foundation
Sarah O'Grady, Journalist
Will Sherlock, Head of External Relations, M&G Plc
Daniela Silcock, Head of Policy Research, Pensions Policy Institute
David Sinclair, Chief Executive, ILC
Jordi Skilbeck, Senior Policy Advisor, Pensions and Lifetime Savings Association
Rt Hon Sir Stephen Timms, former Chair, Work & Pensions Committee
Nigel Waterson, ILC Trustee
Jackie Wells, Strategy and Policy Consultant, ILC Strategic Advisory Board
A toxic combination of 15 years of low growth, and four decades of high inequality, has left Britain poorer and falling behind its peers. Productivity growth is weak and public investment is low, while wages today are no higher than they were before the financial crisis. Britain needs a new economic strategy to lift itself out of stagnation.
Scotland is in many ways a microcosm of this challenge. It has become a hub for creative industries, is home to several world-class universities and a thriving community of businesses – strengths that need to be harness and leveraged. But it also has high levels of deprivation, with homelessness reaching a record high and nearly half a million people living in very deep poverty last year. Scotland won’t be truly thriving unless it finds ways to ensure that all its inhabitants benefit from growth and investment. This is the central challenge facing policy makers both in Holyrood and Westminster.
What should a new national economic strategy for Scotland include? What would the pursuit of stronger economic growth mean for local, national and UK-wide policy makers? How will economic change affect the jobs we do, the places we live and the businesses we work for? And what are the prospects for cities like Glasgow, and nations like Scotland, in rising to these challenges?
Falcon stands out as a top-tier P2P Invoice Discounting platform in India, bridging esteemed blue-chip companies and eager investors. Our goal is to transform the investment landscape in India by establishing a comprehensive destination for borrowers and investors with diverse profiles and needs, all while minimizing risk. What sets Falcon apart is the elimination of intermediaries such as commercial banks and depository institutions, allowing investors to enjoy higher yields.
How to Invest in Cryptocurrency for Beginners: A Complete GuideDaniel
Cryptocurrency is digital money that operates independently of a central authority, utilizing cryptography for security. Unlike traditional currencies issued by governments (fiat currencies), cryptocurrencies are decentralized and typically operate on a technology called blockchain. Each cryptocurrency transaction is recorded on a public ledger, ensuring transparency and security.
Cryptocurrencies can be used for various purposes, including online purchases, investment opportunities, and as a means of transferring value globally without the need for intermediaries like banks.
Economic Risk Factor Update: June 2024 [SlideShare]Commonwealth
May’s reports showed signs of continued economic growth, said Sam Millette, director, fixed income, in his latest Economic Risk Factor Update.
For more market updates, subscribe to The Independent Market Observer at https://blog.commonwealth.com/independent-market-observer.
Abhay Bhutada, the Managing Director of Poonawalla Fincorp Limited, is an accomplished leader with over 15 years of experience in commercial and retail lending. A Qualified Chartered Accountant, he has been pivotal in leveraging technology to enhance financial services. Starting his career at Bank of India, he later founded TAB Capital Limited and co-founded Poonawalla Finance Private Limited, emphasizing digital lending. Under his leadership, Poonawalla Fincorp achieved a 'AAA' credit rating, integrating acquisitions and emphasizing corporate governance. Actively involved in industry forums and CSR initiatives, Abhay has been recognized with awards like "Young Entrepreneur of India 2017" and "40 under 40 Most Influential Leader for 2020-21." Personally, he values mindfulness, enjoys gardening, yoga, and sees every day as an opportunity for growth and improvement.
"Does Foreign Direct Investment Negatively Affect Preservation of Culture in the Global South? Case Studies in Thailand and Cambodia."
Do elements of globalization, such as Foreign Direct Investment (FDI), negatively affect the ability of countries in the Global South to preserve their culture? This research aims to answer this question by employing a cross-sectional comparative case study analysis utilizing methods of difference. Thailand and Cambodia are compared as they are in the same region and have a similar culture. The metric of difference between Thailand and Cambodia is their ability to preserve their culture. This ability is operationalized by their respective attitudes towards FDI; Thailand imposes stringent regulations and limitations on FDI while Cambodia does not hesitate to accept most FDI and imposes fewer limitations. The evidence from this study suggests that FDI from globally influential countries with high gross domestic products (GDPs) (e.g. China, U.S.) challenges the ability of countries with lower GDPs (e.g. Cambodia) to protect their culture. Furthermore, the ability, or lack thereof, of the receiving countries to protect their culture is amplified by the existence and implementation of restrictive FDI policies imposed by their governments.
My study abroad in Bali, Indonesia, inspired this research topic as I noticed how globalization is changing the culture of its people. I learned their language and way of life which helped me understand the beauty and importance of cultural preservation. I believe we could all benefit from learning new perspectives as they could help us ideate solutions to contemporary issues and empathize with others.
Independent Study - College of Wooster Research (2023-2024)
Where to invest in 2015
1. Princeton Research Market Strategies Newsletter P a g e 1
January 5, 2014
Market Strategies Newsletter
Sample Issue
Covering High Return Balanced Investing Strategies To
Make Money In Up Or Down Markets
A Publication of Princeton Research, Inc. (www.PrincetonResearch.com)
Contributing Staff: Michael King, Charles Moskowitz
Where To Invest In 2015 and
Options Trading Newsletter Covering:
Options Trading Strategies
How To Trade Options
Stock Options Trading Alerts
Best Stocks To Buy January 2015
Where to Invest in 2015
2014 Profits = $ 20,443
Over 204% Returns
$20,443 Profits for $10,000 Trading Account
By Following all trades in 2014 a
$10,000 account would be worth $30,443
For Free Where To Invest Your Money Now
High Return Investments Trade Alerts
Go To: PrincetonResearch.com/alerts.htm
2. Princeton Research Market Strategies Newsletter P a g e 2
NOTE: This is a Sample Issue Only!
TO GET OUR TRADE ALERTS BY TEXT MESSAGE AND
THE COMPLETE VIP MEMBERS ONLY
MARKET STRATEGIES NEWSLETTER ISSUES
Visit: PrincetonResearch.com/join.htm
Market Strategies
$10,000 Trading Account Traders Comments
We have 5 open positions:
AA Jan 15 Calls
FB Jan 77.50 Calls
GILD January 96 Calls
NAT January 9.87 Calls and
Short 2 GILD 100 Calls
Funds in Use $ 617
As expected Week 52, the last week of the year was mostly unimpressive. The selloff on
Wednesday did nothing to harm the overall technical position of the markets but the weak stocks
got a little weaker on the last day to take losses for the tax-year.
We finished the year as posted last week since we had no closing trades in the account.
3. Princeton Research Market Strategies Newsletter P a g e 3
The only change was that we sold some GILD 1/100 calls against our position in the 1/96 calls and
cut our funds in use back from $1,113 to only $617.
This also made the trade riskless since we now have a credit in the position and we also have profit
potential of roughly $4-6 / share should the stock close near $100 on Friday expiration on 1/16…..
The final gain for the year is $20,443 or 204%.
As of today, we will roll back the starting value of the account to $10,000. Some think that this is
unnecessary as most people don’t take the money out of the account, but it is easier for record
keeping so we will roll it back.
While I’m not one to make predictions, I think that there are several observations that can be drawn
from the year just concluded…..Oil is not immune to oversupply, Gold is not a one-way market,
although it seems so this year, Geopolitical news will always move the markets, and everyone is
never right…..
I’d also like to touch on the unintended consequences that appear from time to time from political
considerations as well as “disruptive new companies.” I listened to an interview on NPR just this
morning that talked about the unintended consequence of solar power, clearly a disruptor. It seems
that roughly 25% of all solar is located in California and this is starting to hurt the biggest utility
company out there, PG&E….Besides the drop in usage of those with solar there is also the cost of
buying back any excess energy added to the grid. The guest was calling this a “Death Spiral” for the
utility. Less income, more costs to utility are only the start. Those without solar will likely see prices
increase as their demand remains the same. One guest said that one of the ways that might be
explored would be a nominal charge of $10/month or $120 /year for everybody who is a customer of
that utility. Solar City says that is unfair and makes solar less attractive for new installations……All
that said, this was certainly the first argument using the fact that too much solar may result in the lack
of money available for the electric utilities to maintain and upgrade the electrical grid……
This year will be no different than last year in that there will be opportunities in both directions. You
can count on the fact that just about every morning there will be a pharma or biotech stock that will
double or be cut in half due to either excellent or failing results of a new drug trial or a takeover.
Our risk adverse stand on the opening of new positions works in both up and down markets and we
will continue to utilize the “right or right out” strategy to keep our risk profile favorable.
While we may be facing some headwinds for international companies due to the strong US Dollar,
there will still be plenty of opportunities to make money. We will continue to look for the best
opportunities.
… CAM
For Free Where To Invest Your Money Now
High Return Investments Trade Alerts
Go To: PrincetonResearch.com/alerts.htm
4. Princeton Research Market Strategies Newsletter P a g e 4
Market Strategies $10,000 Trading Account Trade Table
New Trades will be both texted and emailed.
New Trades:
We Sold 2 GILD Jan 16th
GILD 100 Calls @ $ 2.46
Buy 10 NYT January 13 Calls @ $ 0.20 ( Or Better )
All trades were based on your participation in the texting service to receive updates. Previous closed
out trades not listed here may be seen in previous market letters.
DATE TRADES PRICE COST PROCEEDS RESULTS
12/30 Sold 2 GILD January 100 Calls 2.46 496
Credit
12/26 Sold 2 GILD January 96 Calls 3.00 600 284
Gain
12/22 Bought 4 GILD January 96 Calls 1.58 632
12/19 Sold 2 FB January 77.50 Calls ( leaves 2
lots Open )
3.30 660 270
Gain
12/18 Sold 8 NAT January 9.87 Calls ( 100%
Profit Rule Leaves 7 lots Open )
0.50 400 200
Gain
12/16 Bought 4 AA January 15 Calls 0.58 232
12/08 Bought 4 FB January 77.50 Calls 1.95 780
12/04 Buy 15 NAT January 9.87 Calls 0.25 375
Options Trading Strategies Notes: In Texting we have a limited amount of words. In the interest of
brevity: we use 8=August , 9=September . The Quantity and Strike Price for each trade is specific.
We may trade weekly options and they are noted: SPY 1/25 147 for SPY Jan 25th
147 calls or puts.
MARKET LABORATORY – WEEKLY CHANGES
Prices are copied from Barron's Weekly and Yahoo Finance and may be incorrect.
Dow
17,832.99
-220.72
-1.22%
Nasdaq
4726.81
-80.05
-1.67%
S&P 500
2058.20
-30.57
-1.46%
Transportation
9098.98
-100.67
-1.09%
Russell
2000
1198.80
-16.41
-1.35%
Nasdaq
4230.24
-83.86
-1.94%
Gold (spot)
1186.00
-9.30
-0.8%
Silver (July)
1576.8
-37.9
-2.4%
Crude
52.69
-2.04
-3.7%
Heating Oil
179.57
-8.85
-4.7%
Unleaded
Gas
1.4334
-0.0913
Natural Gas
3.003
-0.030
-0.9%
5. Princeton Research Market Strategies Newsletter P a g e 5
-5.9%
VIX
17.79
+3.29
+22.7%
Put/Call
Ratios
S&P 100
104/100’s
-79/100’s
Put/Call Ratios
CBOE Equity
66/100’s
+13/100’s
Bonds
145-16 + 2-04
2.72% -0.10%
10 Yr. Note
127-05 +1-
046 2.13% -
0.08%
Copper
281.75
+0.35
+0.12%
CRB Inflation
Index
228.41
-6.24
-2.7%
Barron’s*
Confidence
80.5%
+1.1%
S&P100
907.50
-14.98
-1.62%
5 Yr. Note
119-03 +216
1.62% -0.04%
Dollar
91.16
+1.13
+1.3%
DJ Utilities
621.61
-13.93
-2.19%
AAII
Confidence
Index
Bullish
51.7%
+0.8%
Bearish
19.3%
+0.4%
Neutral
29.0%
-1.2%
M1 Money
Supply
+9.54%
December
22nd
M-2 Money
Supply
+5.85%
December
22nd
* Component Change in the Confidence Index
M1...all money in hands of the public, Time Deposits Traveler's Checks, Demand Deposits
M2.. adds Savings and Money Market Accounts both compared with the previous year.
For Free Where To Invest Your Money Now
High Return Investments Trade Alerts
Go To: PrincetonResearch.com/alerts.htm
Market Strategies Technical Information
Support Levels S&P 500 2020
Resistance S&P 500 2088
Support Levels DOW 17,465
Resistance DOW 17,850
Support Levels QQQ 101.65
Resistance QQQ 105.90
Support Levels NASDAQ 4615
Resistance NASDAQ 4778
6. Princeton Research Market Strategies Newsletter P a g e 6
Closes below support triggers sales/above highs buys
$100,000 Trading Portfolio Stock Positions and
New Stock Recommendations
1) Buy 100 MOS at Mkt
2) Buy 1000 ARRY @ Mkt
3) Buy 1000 TVIX @ $ 2.56 ( Or Better )
Each stock is allocated a theoretical $ 5,000 share of the portfolio unless otherwise indicated.
Stock Purchase
Price
Purchase
Date
Stop/Loss Price/Date
Sold
Profit/Loss)
BAC. Wts
5,000 lots
0.7411 12/26
SWHC 500 9.81 12/22
BSBR 500 4.84 12/18
BCRH 300 17.50 12/18
SAN 600 8.40 12/16
SLXP 50 100.80 11/25
FB 100 74.18 11/24
XCO 1200 3.10 11/28
INO 500 9.92 11/17
AA 500 14.21 10/16
FCX 150 34.99 09/09
NBG 300 2.95 05/19
XRGYF 5000* 0.407 03/14
RPTP 400 15.37 01/16
NBG 300 4.08 8/12
TEXQY* 200 6.56 7/11
REPR* 5000 0.22 10/22/12 .12 sco
For those of you who do not buy puts to protect your portfolio, there are many ETF's that are the
inverse of the DOW. The symbols are DOG, DXD, SDS,TZA and RWM, which go up when the
DOW, S&P 500 and Russell 2000 go down and down when they go up. The DZZ goes up double
when gold goes down.
Market Strategies $100,000 Trading Account
New Options Trades:
1) Buy 20 NYT January 13 Calls @ $ 0.20 ( Or Better )
7. Princeton Research Market Strategies Newsletter P a g e 7
There were no closed option positions. There were no closed out stock positions.
We added the sale of 4 GILD 100 Calls as a credit against the long GILD January 96 Calls which are
profitable.
For the full year to date, not-counting the GILD Options credit of $ 984,
we have gains of $ 48,416.
Over 48% Returns
Open position losses increased to $ 5,602.
There are four long Open Options positions:
AA Jan 15 Calls
FB Jan 77.50 Calls
GILD January 96 Calls and the
NAT Jan 9.87 Calls
The Stock table has the following remaining 17 positions:
AA, BAC.B.WS, BCRH, BSBR, FB, FCX, INO, NBG (2),
REPR, RPTP, SAN, SLXP, SWHC, TEXQY, XRGYF
The options call for a $ 2,500 investment unless otherwise stated; each stock position requires
$5,000 unless otherwise specifically stated.
We are basing money management on a hypothetical
$ 100,000 and are using a total of
$67,517 for 17 open stock positions plus four option positions requiring
$ 1,267 making a total of
$ 68,784 leaving
$ 31,216 in cash.
These figures are approximate and there might be errors. We have not counted the dividends
received from Apple, JP Morgan, Blue Capital Reinsurance and others.
We do not count commission costs and all trading once again is hypothetical.
Executions that have occurred at or near the open or close of trading sometimes vary from our actual
numbers. For example, when something opens down and it is through our price, we take the next
trade whether it is an uptick or continues lower. This sometimes results in a 50% trade that is slightly
above or below the exact number...
For Free Where To Invest Your Money Now
8. Princeton Research Market Strategies Newsletter P a g e 8
High Return Investments Trade Alerts
Go To: PrincetonResearch.com/alerts.htm
Previous Week’s Recommendations and
Rules for the Market Strategies
$100,000 Portfolio Trading Account
All options count for about $ 2,500.00 for model portfolio calculations unless
otherwise stated
When the option has doubled sell half the position
Stop Loss protection is either half or offered with each trade
The cost of the option is the asking price (or the price between the bid and ask,
whichever is more realistic)
The options will be followed until closed out.
Option Symbols are stock symbol with expiration month and strike price
Option Cost Date Sold Date Profit/(Loss)
GILD Jan 100 Calls 1.58 Wrote 4 12/20/14 $ 492 credit
GILD Jan 96
8 lots; 4 remain
Open
Calls
1.58
12/23/14 3.00 Sold 4
lots
12/26/14 $ 568
AA Jan 15
Calls
8 lots
Calls
0.58
12/16/14
FB Jan 77.50
8 lots
4 Open
Calls
1.95
12/08/14 3.30 ( sold 4
leaves 4
12/19/14 $ 540
NAT Jan 9.87
30 lots
15 lots Open
Calls
0.25
12/04/14 0.50 ( 100%
Profit Rule
sold half )
12/18/14 $ 375
Note: Previous closed out stock and option positions can be found in past Market Strategies
Newsletter issues available in the VIP Subscribers Members Area.
NOTE: This is a Sample Issue Only!
TO GET OUR TRADE ALERTS BY TEXT MESSAGE AND
THE COMPLETE VIP MEMBERS ONLY
MARKET STRATEGIES NEWSLETTER ISSUES
Visit: PrincetonResearch.com/join.htm
9. Princeton Research Market Strategies Newsletter P a g e 9
This Weeks' Economic Numbers and Media Data
Earnings Reports Before the Open on Top of the Row; After the Close are Below the
Economics Numbers.
MONDAY 14:00 hrs Auto Sales Dec ( NA vs 6.1 Mln Units Annualized )
Truck Sales ( NA vs 7.9 Mln Units )
TUESDAY Calavo Growers ( CVGW 0.46 vs 0.42 )
Commercial Metals ( CMC 0.27 vs 0.39 )
Lindsay Crorp ( LNN 0.76 vs 0.39 )
Zep ( 0.12 )
10:00 hrs Factory Orders Nov ( -0.4% vs -0.7% )
10:00 hrs ISM Services Dec ( 58.5 vs 59.3 )
A Schulman ( SHLM 0.61 vs 0.57 )
Micron ( MU 0.92 vs 0.77 )
Sand Ridge Energy ( SD -0.01 vs 0.07 )
Sonic ( SONC 0.16 vs 0.13)
Team ( TISI ( 0.75 vs 0.62 )
WEDNESDAY Greenbrier ( GBX 0.74 vs 0.56 )
Monsanto ( MON 0.35 vs 0.67 )
07:00 hrs MBA Mortgage Index 01/03 ( NA vs +0.9% )
08:15 hrs ADP Employment Change Dec ( 230K vs 208K )
08:30 hrs Trade Balance ( -$42.0B vs -$43.4B )
10:30 hrs Crude Inventories 01/03 ( NA vs -1.754 Mln Bbls )
14:00 hrs FOMC Minutes from the meeting on 12/17/2014
DragonWare ( DRWI ( -0.06 vs -0.12 )
Greif ( GEF 0.77 vs 0.76 )
Mistras Group ( MG 0.26 vs 0.31 )
Res Connect ( RECN 0.16 vs 0.18 )
WD-40 ( 0.80 vs 0.70 )
THURSDAY Apollo Group ( APOL 0.42 vs 1.04 )
Constellation Brands ( STZ 1.14 vs 1.10 )
Family Dollar ( FDO 0.63 vs 0.68 )
Schnitzer Steel ( SCHN 0.09 vs -0.18 )
07:30 hrs Challenger Job Cuts 12/27 Dec ( NA vs -20.7% )
08:30 hrs Initial Claims ( 290K vs 298K )
Continuing Claims 12/27 ( 2365K vs 2353K )
10:30 hrs Natural Gas Inventories ( NA vs -26bcf )
14:00 hrs Consumer Credit Nov ( $ 15.3Bln vs $ 13.2Bln )
Barracuda Networks ( CUDA 0.05 vs 0.01 )
Bed Bath ( BBBY ( 1.19 vs 1.12 )
10. Princeton Research Market Strategies Newsletter P a g e 10
Container Store ( TCS 0.07 vs 0.11 )
Helen of troy ( HEHE 1.31 vs 1.16 )
Progress Software ( PRGS 44 vs 42 )
Ruby Tuesday (-0.15 vs-0.43 )
FRIDAY Acuity Brands ( AYI 1.13 vs 0.96 )
AZZ ( AZZ 0.73 vs 0.72 )
INFY and
SYRG ( NA )
08:30 hrs Nonfarm Payrolls Dec ( 250K vs 321K )
Private Payrolls ( 238K vs 314K )
Unemployment Rate ( 5.7% vs 5.8% )
Hourly Earnings ( 0.2% vs 0.4% )
Average Workweek in December ( 34.6hrs vs Same )
10:00 hrs Wholesale Inventories Nov ( 0.4% vs 0.4% )
Market Strategies Fundamentals
Investors bought dollars as the greenback closed at 91.14, its best level since September2003. The
Greenback traded at 112.95 September 2001 and appears on track to head there again. The dollar
has risen 13.4% for just the year. The whole world expects the U.S. economy to outperform. New
challenges will appear to all industries whether, tourism, retail or manufacturing. Clothes, shoes,
entertainment and hotels, all will be more expensive to the rest of the world which has not yet been
factored into corporate earnings. The expensive greenback will be especially difficult for domestic
corporate earnings, which will need to find other incentives to encourage sales.
The dollar’s strength reflects confidence in the Central Bank and their outstanding management and
balance sheet which is has risen to record numbers. Expectations are for the Fed to raise rates from
near zero, while employment and the economy improve. The Fed needs to see some inflation to
about 2% per month, which has been lacking, before they will take action. Falling oil prices has put an
additional impediment to rate increases. In addition reluctance of the European Central Bank to take
serious action has kept the dollar from catapulting. The meeting with Mario Draghi is not until Jan
22nd
. Some of the German bankers, which are extremely opposed to any kind of monetary expansion,
would rather expel Greece from the EEU than support them. Higher U.S. rates would attract even
more funds to the dollar. Strong demand for American assets has caused dollar values to increase
which also placed downward pressure on interest rates.
Utilities were the outstanding performer for 2014, leading all indexes with a gain of 27.4%. The Dow
Jones Transportation Index was next up 23.8%. Nasdaq gained 13.7%; Dow Industrials gained 8.2%.
The Russell 2000 rose just 3.3%. The drop in oil prices and low interest rates has been a boon for
Utilities as well as bond investors.
Market Strategies Economic Data
Consumer sentiment has a major impact on consumption. As long as payroll levels continue to
expand, the resulting income growth should keep consumer spending on an upward slant. Over the
last month, gasoline prices dropped to their lowest point in more than five years, equity markets have
reached historic highs, and the employment situation has notably improved.
11. Princeton Research Market Strategies Newsletter P a g e 11
Category DEC NOV OCT SEP AUG
Conference Board 92.6 91.0 94.1 89.0 93.4
Expectations 88.5 89.3 93.8 86.4 93.1
Present Situation 98.6 93.7 94.4 93.0 93.9
Employment ('plentiful' less 'hard to get') -10.6 -12.5 -12.5 -13.1 -12.4
1 yr inflation expectations 5.1% 5.1% 5.3% 5.3% 5.5%
Stocks and ETF’s bought over the past few weeks:
Notice the Flexibility for whatever the market direction. Both the VIX and SPXU protect against
declines while the UDOW and various stocks are from the long side. Last week the UDOW lost 3.4%
following gains of 11.8% the previous week. T
he VXX ( volatility ) gained 9.5% for the week. The VXX remains quite lofty and higher for the
month reflecting uncertainty and fear of the market. The SPXU gained 1.29% last week.
Both the Deere ( DE: $ 88.34 ) - $ 1.92 or -2.1% and DuPont ( DD: $ 73.71 ) – 0.08% had some
profit taking following explosive gains for the year. Exon has held quite well considering the huge
drop in oil prices.
Symbol Name Business
Description
PE P/S MV
mln
Price Buy
Limit
Stop
Loss
Or
sold
SWHC Smith and Firearms; 8.5 0.93 527.37 9.48 9.81
12. Princeton Research Market Strategies Newsletter P a g e 12
Wesson
Holding Corp
Handguns Metal
Processing
AA Alcoa Aluminum and
Metals
14.30 0.8 17.53B 15.88 14.57 13.60
DSX Diana
Shipping
Dry Cargo Shipping N/A 3.7 611 6.65 6.60 5.60
STNG Scorpio
Tankers
Oil Transportation 26 5.6 1.47B 8.54 7.46 6.48
IIIN Insteel
industries
Metal fabrication 29 0.7 411 23.22 21.22 21.22
KR Kroger Retail Food 17 0.24 24.6K 63.53 48.90 46
XOM Exxon Mobil Energy 13.4 1.1 420K 92.83 90.50 92 sco
UAL United Cont
Hld
Transportation 16 1.2 18.1K 66.34 46 48
UDOW Ultra Pro Dow
30
ETF 141.33 104.81 131
DE John Deere Farm Equipment 9.4 0.80 29.0K 88.34 80 83
BELFB Bell Fuse Inc
B
Electronics 9.5 0.74 276 26.03 23 24.50
SPXU Ultra Short
S&P
Hedge purposes 38.09 43.20 38sco
DD DuPont Chemicals 21 1.71 61.3K 73.71 64.80 63
VXX VIX Volatility Hedge Portfolio 30.99 27.10 26
MOS Mosaic
Company
Agriculture
Chemicals
70 2.10 15.3K 45.77 42.28 42.70
Undervalued Small Cap Stocks
We have bought positions in each of these companies.
Target Energy* ( TEX.AX 0.03 Australia ), In the USA, ( TEXQY: $ 2.50 ) a new ADR.
This company trading at a nickel could earn more than where it is now trading.
Perhaps 7 to 10 cents is in the cards.
Their business valuation exceeds market cap.
Leo Motors ( LEOM $ 0.08 )*
Has merged with LGM, a wholly owned subsidiary has filed two patents that will significantly improve
efficiency in the refrigerated cargo transportation of fresh food while dramatically reducing the carbon
footprint of bulk refrigerated vehicles.
They have the exclusive use of a new short-circuit technology for use in Cars, Boats, and energy
storage world-wide. Many new breakthroughs in electric energy are coming.
13. Princeton Research Market Strategies Newsletter P a g e 13
Please go to www.leomotors.com ( English Version ) Risk is 3 cents.
RMS Medical Systems, Inc ( REPR 0.45 )*
Has doubled this year already and can double again .
RMS designs, markets, manufactures portable easy to operate infusion devices, including needles
and tubing. It is easy to handle by patients. The Freedom 60 is being marketed in Europe as well as
gaining a footing among home-care professionals in America. The RescueVac is used in ambulances
and planes for emergency suction.
Cleveland BioLabs, Inc ( CBLI $ 0.31 )*.
CBLI has done much research on cancer as well as developing a prevention for radiation sickness.
This is a two for one play both cancer research and radiation protection. Just imagine the catastrophe
if radioactive material falls into the wrong hands. The Russian Medical Federation has also invested
heavily ( $ 23 million ) in this.
The Roswell Park Cancer Institute ( PPCI ) announced the publication of studies in “ Oncotarget”
describing the preclinical efficacy of Curaxin CBLO137 as a single agent and in combination with the
current standard-of-care therapy, gemcitabine, against different models of pancreatic ductal
adenocarcinoma ( PDA ), including models of gemcitabine-resistant tumors. The studies were
conducted by scientists at Roswell Park, SUNY Downstate Medical Center and Buffalo Biolabs, LLC.
Pancreatic cancer is the fourth leading cause of cancer-related death in the United States and is one
of the few cancers for which survival has not improved. Pancreatic cancer has the highest mortality
rate of all major cancers; 94% of pancreatic cancer patients will die within five years of diagnosos. (
American Cancer Society: Cancer Facts and Figures 2014 )
Entolimod is being developed as a radiation treatment. Please go to www.cbiolabs.com for more
pertinent information.
Top line sales growth is significant.. LTNC delivers labor solutions at assigned jobsites ready for work
while other services are still sending candidates to be interviewed. Labor Smart delivers people-
power to small and medium sized businesses in warehousing, freight handling, light industrial
services, manufacturing, social events, and retail industries. They also support commercial
construction and demolition industries with general labor and skilled trades people. Labor Smart was
founded in 2011, is based in Hiram, Georgia and currently operates 30 branch locations in the
Southeast and Central States. Their growth model includes both new office establishments in addition
to acquisitions.
Labor Smart, Inc. ( LTNC: $ 0.0013 )*
Top line sales growth is significant. They have grown with higher sales every month the last two years
They deliver labor solutions at assigned jobsites ready for work while other services are still sending
candidates to be interviewed.
Labor Smart delivers people-power to small and medium sized businesses in warehousing,
freight handling, light industrial services, manufacturing, social events, and retail industries.
14. Princeton Research Market Strategies Newsletter P a g e 14
They also support commercial construction and demolition industries with general labor and skilled
trades people.
Labor Smart was founded in 2011, is based in Hiram, Georgia and currently operates 30 branch
locations in the Southeast and Central States. Their growth model includes both new office
establishments in addition to acquisitions.
See Corporate Site
SEE Small Cap Stock To Buy Research Report – Click Here
Southern ITS (SITS: $ 0.11 )*
Southern ITS delivers proprietary innovative electronic security systems to highly regulated market
sectors. Such installations include Gaming Properties, Medical Marijuana (MMJ) dispensaries and
similar businesses with high compliance mandates.
Their systems go beyond simple security and are designed to support their clients in dealing with the
expanding burden of compliance and financial auditing. Greeniosk is complete system that allows
Medical Marijuana (MMJ) Dispensaries and Recreational Marijuana (MJ) Dispensaries to document
and provide an audit and verification trail of each individual MMJ/MJ dispensary transaction.
The majority of MMJ Dispensaries have limited bank service access mainly due to requirements of
the Racketeer Influenced and Corrupt Organizations Act (RICO).
The Greeniosk system incorporates a large physical ATM Kiosk, with a state of the art CRM reporting
system that provides a detailed financial transaction audit trail and addresses and resolves issues of
the propriety of the dispensary operations. MMJ Dispensaries currently transact between $250,000
and $5,000,000 in annual revenues. The majority consist of cash transactions, however small
numbers of dispensaries accept debit card payments.
Because RICO concerns cause the majority of banks to decline dispensary deposits, they also miss
out on potential MMJ credit card transactions.
15. Princeton Research Market Strategies Newsletter P a g e 15
Market Strategies Cycles
The Santa Claus Rally began on the shortened trading day December 24th. As defined on page 114
of the Stock Trader’s Almanac 2015 , SCR is the last 5 trading days of the year and the first two of
the New Year. As tax-loss selling abates and retail investors revel in holiday cheer, the pros left on
The Street gobble up bargains and drive the S&P up an average of 1.5% over the 7-day period. So
Far the bears have an upper hand. On the 24th of December, the first day of the Santa phenomenon,
the S&P was up 2 points; On the 26th
the gain was 67 points and the 29th
up 28 for a three day rally
total of 97 points. However, the 30th
found the index off 84 and the 31st
2.06 for a negative total of
290, which means there us a deficit of 193 S&P points to be made up Monday, the final day of the
Santa Claus cycle.
Yale Hirsch discovered this phenomenon in 1972. But its real value is as an indicator. Santa’s failure
to show tends to precede bear markets, or times stocks could be purchased later in the year at much
lower prices. To wit: “If Santa Claus should fail to call, bears may come to Broad & Wall.” Santa’s
failure to show tends to precede bear markets, or times stocks could be purchased later in the year at
much lower prices. To wit: “If Santa Claus should fail to call, bears may come to Broad & Wall.” This
is the first indicator to register a reading in January. The seven-trading day period begins on the open
on December 24 and ends with the close of trading on January 5. Normally, the S&P 500 posts an
average gain of 1.5%. The failure of stocks to rally during this time tends to precede bear markets or
times when stocks could be purchased at lower prices later in the year.
On January 8, the First Five Days “Early Warning” System will be in. In pre-presidential election years
this indicator has a solid record. In the last 16 pre-presidential election years 12 full years followed the
direction of the First Five Days; however, 2007 and 2011 did not. The full-month January Barometer
has an even better pre-presidential-election-year record as 14 of the last 16 full years have followed
January’s direction.
In 1999-2000 the period suffered a horrendous 4.0% loss. On January 14, 2000, the Dow started its
33-month 37.8% slide to the October 2002 midterm election year bottom. NASDAQ cracked eight
weeks later falling 37.3% in 10 weeks, eventually dropping 77.9% by October 2002. Saddam Hussein
cancelled Christmas by invading Kuwait in 1990. Energy prices and Middle East terror woes may
have grounded Santa in 2004. In 2007 the third worst reading since 1950 was recorded as subprime
mortgages and their derivatives lead to a full-blown financial crisis and the second worst bear market
in history.
Utilities benefit not only from low interest rates, but also the lower cost of energy, Natural gas,
coal, and oil. It has been the best atmosphere for them in fifty years and it is far from over.
16. Princeton Research Market Strategies Newsletter P a g e 16
January Effect Trades also developed the expression and is published by the Stock Trader’s
Almanac: Stocks that have been sold near year-end for tax purposes trading at a $ 1.00 or higher that
have a market Cap of at least $ 20 million and average at least 25,000 shares per day to be
considered for a “bounce” are listed below the December table. These stocks are not considered on
the basis of quality, but on momentum down from tax selling and then a possible rebound in early
January.
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Rule 17B Attestations and Disclaimers
Princeton Research, Inc. has approximately 2,581,578 shares of AIVN both free and restricted and
represents them for Investor relations. Princeton also has about 40,000 shares of TXGE. Princeton is
paid $ 1,500 per month from RMS Medical Products. Princeton has bought 81,100 shares of RMS
Medical Products. Princeton was paid $ 2,500 to write a report on Xinergy. Princeton has signed a
contract with CBLI to be paid $ 2500 for July and August for investor relations. Princeton has been
engaged by Target Energy. No contract is currently in place. Princeton was paid about 500,000
restricted shares of Leo Motors.
When there is no movement in penny stocks, even though there is none or very small losses, we will
liquidate ( sold AIVN on stop ) even though we like the company, if money is needed for better
opportunities.
We now believe REPR represents upside opportunity. The Target ADR trades at about $ 4.50 in U.S.
vs 0.05 in Australia. Princeton owns 400,000 Australia shares and about 900 U.S. ADR’s.
Pursuant to the provisions of Rule 206 (4) of the Investment Advisers Act of 1940, readers should
recognize that not all recommendations made in the future will be profitable or will equal the
performance of any recommendations referred to in this e-mail issue. Princeton may buy or sell its
free-trading shares in companies it represents at any time.
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