Thursday, August 6, 2015

Plan To Survive: Be Systematic! - SPDR S&P 500 Trust ETF (NYSEARCA:SPY) | Seeking Alpha

Plan To Survive: Be Systematic! - SPDR S&P 500 Trust ETF (NYSEARCA:SPY) | Seeking Alpha



Harry Long has written another great article on how to beat the market with selected ETFs.  UPRO is a bet that the market will keep going up while TMF protects if it goes down.  I recently bought TMF when it crossed over its 50 day moving average line.  August and September are scary months to be long on stocks, and bad news could pop up at anytime.



Harry brought up the fact that TMF and EUO, the euro short ETF, balance each other out also.  The strength of the dollar causes the euro to fall while long term bonds (TMF) are hurt by the prospect of rising interest rates.  I'm planning to buy EUO in the next few days because I believe the euro short could be very profitable as the Federal Reserve strengthens the dollar by raising interest rates.

 

Tuesday, August 4, 2015

Short seller who called financial crisis sees calamity ahead

Short seller who called financial crisis sees calamity ahead



Here is a very good bearish article on stocks.  Bill Fleckenstein is a highly respected short seller who thinks the stock market is about to fall.  He was right between 2007 and 2009.  However, one big difference at the last market top was that interest rates were much higher than they are today.  I think we still have room to run until the 10-year bond gets to around 4% interest.  At that point, both businesses and individuals will lose borrowing power, and that will lead to a recession which will also bring down stocks.



Fleckenstein is probably right about a significant correction, though.  Moreover, it will also be hard to tell where the bottom is once the decline begins in earnest.  One way to play a pullback is to buy something like TQQQ once $NYMO is -65 or more negative.  There will probably be a tradeable bounce then before the next leg down.  Be sure you sell when $NYMO goes positive, and wait in cash until the next tradeable bottom.  The chart below shows what I am talking about.  Click on the picture to expand it.





  

Sunday, August 2, 2015

Clayton's Health Facts: L-Leucine. - Bodybuilding.com

Clayton's Health Facts: L-Leucine. - Bodybuilding.com



Here is another good article about the health benefits of leucine.  It helps to heal bones, skin, and muscles.  This can be very important for someone with weak bones.  Leucine also reportedly increases HGH which is the human growth hormone.  This in turn helps to repair joints and slows down the aging process.  Moreover, leucine is used to treat a nerve and muscle disease called Lou Gehrig's disease where the person gradually gets to the point of needing help for basic body movements. 


Leucine Supplement Side Effects | LIVESTRONG.COM

Leucine Supplement Side Effects | LIVESTRONG.COM



As I occasionally do, I will talk about subjects other than the stock market.  Leucine is a muscle-building nutrient that can help body builders as well as old people who are not getting enough protein.  This article talks about the good and bad aspects of leucine.  It appears to be safe as long as you don't overdo supplements.  As a person gets older, the body breaks down and cannot easily repair itself compared to young people.  This is why leucine can be helpful for some people.

Is It Time To Sell Skyworks Solutions? - Skyworks Solutions, Inc. (NASDAQ:SWKS) | Seeking Alpha

Is It Time To Sell Skyworks Solutions? - Skyworks Solutions, Inc. (NASDAQ:SWKS) | Seeking Alpha



This is an excellent article about Skyworks along with very good comments after the article.  I own SWKS myself, and I plan to buy more.  The author pointed out that Skyworks advanced 350% since January 2014 while Apple did not come anywhere near that kind of advance although it is certainly up.  In other words, Apple support stocks can gain a lot more than Apple itself.



I also like the fact that SWKS is involved in a lot more than just iPhones.  For example, Skyworks is involved in the automotive field, and cars will become increasingly connected to the world.  Admittedly, the stock is volatile, though.  Currently, the stock is below the 89 day moving average line.  I plan to buy more when the downtrend is reversed.

Saturday, August 1, 2015

After A Stunning Quarter, Starbucks Is Still A Buy - Starbucks Corporation (NASDAQ:SBUX) | Seeking Alpha

After A Stunning Quarter, Starbucks Is Still A Buy - Starbucks Corporation (NASDAQ:SBUX) | Seeking Alpha



This is a great article about Starbucks.  I own the stock myself and I plan to buy more in the future.  SBUX has grown more than 16,000% since the 1990's.  It is in rare multi-bagger territory along with Apple with a gain of over 19,000% since the 90s.



Starbucks has plenty of room to grow in China, and their acquisition of Teavana will also help in eastern countries where tea is popular.  Certainly, the company has a high PE, but that has always been true of growing companies.  Amazon has a much higher PE, but it is still growing like wildfire also.

Fed Stands Pat, Stocks And Income In The FTG Retiree Portfolio Soar To Record Heights | Seeking Alpha

Fed Stands Pat, Stocks And Income In The FTG Retiree Portfolio Soar To Record Heights | Seeking Alpha



Here is an outstanding article on making money with a stable dividend stock portfolio.  The author is using a $400,000 portfolio to gain over $20,000 in capital appreciation along with over $20,000 in dividend income.  This is a great American dream although a bear market would force changes in the portfolio so that money would not be lost.  I own Realty Income and plan to buy more.  I also want to own W. P. Carey.  The current portfolio is a very good plan to supplement Social Security as well as to advance at any time in a person's life.