Investment Ideas Bi-Monthly – Monday Nov. 23, 2015
Investment Ideas
Action Alerts PLUS: Jim Cramer & Jack Mohr from Katie Miller on Vimeo.
(Monday – Nov. 23 2015)
A bi-monthly forecast and investment ideas covering a range of technical and fundamental analysis securities to assist you in when to buy and when to sell a specific security.
This is informational only and is not meant as a recommendation to buy or sell any security, but a guide to start the research process before making any stock purchase or a sell recommendation.
The information provided is based on timely fundamental, technical analysis or both. Technical analysis can change hour by hour; tick by tick so keep that in mind as to the timeliness of the information especially if you are reading this days or even weeks later.
The market trend as of this past Friday Nov 20 was Bullish , the price trend has moved Upward though the 20 day moving average and 20 has moved above the 50 day average .
The primary trend is Up over the past five day, the longer trend (two weeks) is Down. MACD remains Negative. YTD the S&P 500 is positive at 3.40 %.
The markets are heading downward this morning; suggest you wait until a turnaround before making a new long positions later today or early this week.
Wilshire index Price: (Total Wilshire 5000 value divided by 5000)
Oct 20 – $4.336
Oct 13 – $4.209
Oct 06 – $4.373
Oct 30 – $4.330
Oct 23 – $4.323
Oct 17 – $4.256
Oct 09 – $4.232
Oct 02 – $4.091
Sep 25 – $4.063
Sep 18 – $4.136
Sep 11 – $4.138
Sep 04 – $4.061
Aug 28 – $4.194
Aug 21 – $4.154
Aug 14 – $4.402
Aug 07 – $4.371
Jan 02 2015 – $4.333
MACD is a simple momentum indicator. Buy signals occur when the black line crosses over the red line. Sell signals happen when the black line crosses beneath the red line.
3 types of analysis.
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Technical analysis is the study of past market prices and trading volume. It will keep you trading with the market, rather than against it.
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Fundamental analysis is the study of business quality and value. It will help you pinpoint great businesses at great prices… and avoid bad businesses at inflated prices.
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Sentiment analysis is the study of the opinions of market participants. You can use it to make sure you’re not standing with the crowd just as it’s about to get dumped overboard.
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Market Watch
Trailing Stop Loss
Don’t forget to place a trailing stop loss on all your positions as you make the purchases. Depending on your risk tolerance place a stop loss anywhere between 10 and 25 percent for mid to large cap stocks, ETF’s and mutual funds. Consider even large percentage for small cap stocks including mutual funds and ETFs.
Last Week:
Market conditions are Bullish in a Bull Market as of 2015-11-20. This means traders and investors should consider trading with a Neutral or Bullish bias by buying stocks and setting tight stops
The Momentum Indicator is currently at 77.58 indicating a bullish trend in stocks. Risk of a trend reversal is low. This means the current short term bullish trend is likely to continue.
Top Relative Timing – Industries (in order of timing)
Software (Desktop)
Computer (Makers)
Building (A/C Heating)
ETFs (Sector/ Tech)
ETFs (Industrials)
Top Relative Timing – Sectors (in order of timing)
Office
Paper
Bank
Diversified Companies
Instruments
Stocks to consider based on dividend yield
S&P 500
Noble Corp (NE) 9.54 %
Avon Products (AVP) 9.02 %
Kinder Morgan (KMI) 8.62 %
Oneok (OKE) 8.49 %
Percent change, 200-day moving average
Airgas (ARG) 38.22 %
Nvida (NVDA) 34.61 %
Amazon (AMZN) 31.22 %
VeriSign (VRSN) 29.69 %
Stocks going up fast
Black Diamond (BDE)
Kohl’s (KSS)
Plum Creek (PCL)
Vipshop Holdings (VIPS)
New 52 week High ( random selected)
Activision (ATVI)
Alphabet(GOOGL)
Valero (VLO)
Tal Education (XRS)
Zacks Investment Research
Bull of the Day – Nov 20
Cincinnati Financial (CINF)
The company reported third-quarter 2015 results on October 27. Operating income of $1.04 per share was way ahead of the Zacks Consensus Estimate of $0.69. Strong results were driven by property casualty underwriting profits and increase in investment income, partly offset by higher catastrophe losses
Daniel Iuculano, AAMS CMFC
Accredited Asset Management Specialist
Chartered Mutual Fund Counselor
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