Monday, June 29, 2015

Cramer: Danger alert-don't buy on the market dip - Yahoo Finance

Cramer: Danger alert-don't buy on the market dip - Yahoo Finance



Jim Cramer has joined the bears over Greece and other problems in the world.  I agree with Jim 100% that you should not buy this dip.  The $NYMO indicator is only at -55 after a -350 down day on the Dow.  $NYMO will need to be probably be -80 or lower before it might be safe to buy the dip.  Then, even if you do buy stocks, it should only be a trade.  The Dow will probably be capped at around 18,000 for months to come.  That is where you should sell if you decide to buy any dips.

  

Grexit Panic Delivers Stocks’ Worst Beating Since 2013

Grexit Panic Delivers Stocks’ Worst Beating Since 2013



This is a very good article about how the bears triumphed on Greek Monday when the Dow fell -350 points.  Holding TVIX would have made you a 34% gain in one day.  Long term bonds are now in favor again in spite of a supposed bond bubble.  The Dow also closed below its 200 day average.  So, we should be buying bear protection stocks because the Greek situation is nowhere near over.  People have been downplaying this scenario for a long time, but the panic has begun as the day of reckoning really approaches.



  

Saturday, June 27, 2015

PureFunds

PureFunds



This is the website link for HACK, the cyber security ETF.  As I have mentioned before, I own the stock and I plan to buy more.  Computer security is an unstoppable future trend which will lead to higher investment gains than the general stock market.  HACK also owns the best names in the sector, and they post their top ten holdings on the home page.  For example, Palo Alto Networks, AVG, Vasco, Splunk, Infoblox, and Proofpoint are currently in the top ten.  This is a great way to invest in cyber security while not being overweighted too much in any one stock.


Cybersecurity stocks sell off following Fortinet downgrade - PureFunds ISE Cyber Security ETF (NYSEARCA:HACK) | Seeking Alpha

Cybersecurity stocks sell off following Fortinet downgrade - PureFunds ISE Cyber Security ETF (NYSEARCA:HACK) | Seeking Alpha



Here is a great article about why cyber security stocks sold off last week.  I still own HACK, the computer security ETF, because this is a long term trend.  I also plan to buy more on the pullback.  However, I did sell FEYE because it had too much volatility, and I agree with this report that it was overvalued.  If you think you have to sell security stocks, you should do it selectively or own HACK which will give you instant diversification in the sector.

HACK Surges With Rise In Cyber Crime - PureFunds ISE Cyber Security ETF (NYSEARCA:HACK) | Seeking Alpha

HACK Surges With Rise In Cyber Crime - PureFunds ISE Cyber Security ETF (NYSEARCA:HACK) | Seeking Alpha



This is an excellent article about HACK, the cyber security ETF.  It has advanced 24% this year while the general stock market has not done much of anything.  I own HACK, and I plan to buy more.  Owning this ETF is also less stressful than owning individual security stocks because popular FEYE and CYBR are highly volatile.  You get wonderful diversification and safety in 31 cyber security stocks by owning HACK.

  

Saturday, June 20, 2015

Is Biotech Finally In A Bubble? | Seeking Alpha

Is Biotech Finally In A Bubble? | Seeking Alpha



DoctoRx has written an outstanding article on the biotech sector.  I agree 100% with the doctor that biotech stocks are worth a good portion of your portfolio.  I own XBI, the small cap biotech ETF, and BIB, the 2x leveraged ETF for large cap biotech stocks.  These two stocks have far outperformed the S&P 500 in the past year.



The author also talked about leading large cap and small cap stocks that are held in the respective ETFs.  He gave us reasons to expect that biotech stocks will continue to outperform the market.  I plan to buy more XBI and BIB when the stocks pull back.  The 89-day moving average was a great place to buy these stocks when they pulled back a lot at the end of April of this year.  You will be hard pressed to find better stock picks.





Wednesday, June 17, 2015

NXP Semi: Extremely Cheap Based On Realistic Targets - NXP Semiconductors (NASDAQ:NXPI) | Seeking Alpha

NXP Semi: Extremely Cheap Based On Realistic Targets - NXP Semiconductors (NASDAQ:NXPI) | Seeking Alpha



Here is a very good article on NXPI.  The author believes the stock can reach $200 by 2018, and I agree.  This is also one of the few 100% gainers that will be possible in a topped out general stock market.  I own the stock and will probably buy more in the future.  In addition, NXPI has great value as a near-field chip making company because near-field devices are the wave of the future while card scanners will be declining.