SmartStocks - Page 2

Yes I have FIBONACCI. Hopefully this site is of benefit to us all. I know that if people stick around, they will truly reap the rewards of this system. 15 people have joined

Remember that I offer a 7 - day free subscription for anyone interested. However, if people truly want to maximize their profits, you have to at least stick around for a month.

Not at all MC, especially coming from you
The site is still under development, so any and all suggestions are welcomed. By the way, glad you joined.

Lets do it!

For those of you who have joined or are looking to join, I would really appreciate if you shared all comments (testimonials) about the site here. If would be nice for other people to see what other people who are currently in the system think about it.

Thank to all of you. Lets do this!

There was some good commentary shared over at seekingalpha by John Tobey. He argues that the recent outflow (liquidation) of mutual funds (stock funds) is perhaps a good sign because money managers use it as a contrarian indicator. He states: "Thus, large purchases can be a danger signal and large sales, an opportunity sign. The latter is where I believe we are today.".

I couldn't disagree more; whenever there is massive liquidation by mutual funds of stock funds and massive inflows into bond funds, it does not simply mean that the public is scared and risk averse, it means a host of other things. For one, it means people dont have enough money to invest. Just because money goes out of stocks and into bonds does not mean people have the money. In other words, the number of sellers of equities greatly overshadows the number of buyers in bonds. What is that telling you? Nearly half the money that left stock funds, went into bonds funds. What about the other half? Second. Whenever you get such a big outflow of stocks and into bonds it doesn't necessarily mean that people are risk averse, it means people are putting their money in the safest "place" you can possibly put your money, US BONDS. People think for some reason (rightfully so) that bonds are safer than banks (although with mounting debt, I beg to differ). Third, part of the problem with this market run is the lack of liquidity (or fresh money). If people flee stocks in such a manner, it may also be because they know the stock market is not a place to be involved in, with evident manipulation, and an uncertain regulatory landscape in the future. In other words, people are leaving not because they are scared, but because they do not know where else to put their money that is not exposed to any risk and this leads to an apathetic investor who will not participate in the stock market for quite some time (timees have changed).

What I am tryong to explain is that the author is looking at this from a single vantage point, as opposed to looking at it from different angles.

Relevant graphs:

I encourage more people to come visit my site. As stated on the website, I offer a 7 - day free trial. After that, each month is affordable for just about everyone that trades. Come join the growing number of traders that want to profit. 24 subscribers so far.

Will post this here as well. In relation to the following commentary. http://delong.typepad.com/sdj/2010/0...icits-now.html

"Restructuring" in what manner? Meaning imposing higher traiffs on most finished goods coming into the U.S, in an attempt to curb spending (credit)? I do not think thats going do much of anything because a) Americans will simply substitute away from foreign made goods and start making their own here (albeit still at a higher marginal cost) and b) again, the crux of the problem goes to over-leverage and endless money (debt) creation, that with higher interest rates (even the smallest of spikes) could derail this so called economic 'recovery' and send us to what I believe is a deflationary recession, followed by a post inflationary (possibly hyperinflationary) depression.

"Restructuring" free trade as suggested would actually revamp our manufacturing base, but not to the size that it will have a significant impact.

What needs to happen is not the "restructuring" of free trade, but the 'restructuring of debt", meaning that all creditors must assume all representative losses from making these bad loans. Obviously this will theoretically wipe out the entire financial system, but if that is what needs to happen, then is exactly what needs to happen. Otherwise, your just fooling yourself.

Of course you and I know this will not happen.
Stay small, stay nimble and if people do not need to be in this market, then by all means do not be in this market.

Although equities have rallied as of late and credit spreads have narrowed for some European debt, the LIBOR rate here in the U.S and in Europe continue remain at relatively high levels; This, of course, cannot be compared to what happened in ’08, were global trade basically came to a screeching halt, but current rates are still sitting at high levels. This is something people cannot just shrug off and ignore. The fact is that whatever small increase there is for banks to loan money (debt) to each other, the less revenues they will make. This is the real reason why financials, in particular banks have not participated in this rally. Rumors have it, that some of these banks will post good quarters, but nothing like what was seen in 2009 and early 2010 (however, remember that banks have now effectively become hedge funds, so the lion share of their revenues have and will continue to come form trading). Although rates will remain low for quite some time, dot be surprised when rates are eventually hiked drastically, causing huge price dislocations in this market and of course, cutting directly into the banks revenues. We are ways from this, but the point is, keep an eye on the LIBOR, any further widening in these spreads, especially in the overnight lending rate is a cause for concern.

That is my brief take on the matter. To get more detailed commentary and stock picks proven to not only outperform the markets but consistently generate gains for our subscribers, visit smartstocks.org.

So far, 5 trades have closed. 3 have been winners and 2 have been losers. However, net-net, the closed trades have generated a whopping 22% gain for our subscribers. Come join the group of eager traders that are already profiting. For the latest trades, visit smartsotcks.org and click on the “Previous Trades” tab to see the results.
For people who are currently subscribed, I’d appreciate if you attest to this.

Good Week.

Closed trades:
S - 4% loss
LVS - 6% loss
VXX - 14% gain
CLNE - 10% gain
ATHR - 8% gain

First off, thank you jbrand1 (again) for your testimonial

mburns813,
For a free trial, send me an email to the email shown on the website, and you will automatically recieve a 1 free week subscription. To be honest though, if you really want to see the results, you'll have to stick around for at least a month. Again, current subscribers will probably tell you the same thing. The reason for it is because most of the trades I set up usually take anywhere from 2 - days up to 2 - weeks to close.

I've had a few people ask me about the system in the last few hours. Two more have subscribed and a couple are ready to join the group.

Hope to see more fo you join the eager group of investors who are set to reap the rewards of the markets.

A great way tool gauge market breadth is to look at the percentage of stocks in the S&P that are above their corresponding 50-DMA. As of yesterday, 36% of stocks in the S&P were above their 50-DMA. Today, only 34% of stocks in the S&P are above their 50 DMA. For markets to head higher, more stocks in the S&P need to trade above their 50 DMA.


Note: 3 more trades closed between yesterday and today. 2 were winners and 1 was a loser. Between these three trades, the picks averaged a 10% cummlative gain, or a 3.3% gain per stock. One of the stocks recommended just yesterday already hit its target today. Cummluative gains stands at 33%!

A few more people joined. For more stock picks and detailed and unbiased daily and weekly market commentary, visit smartstocks.org.

Are stocks cheap when comparing the markets actual value (capitalized profits) Vs its theoretical value (market cap)? In other words, are companies selling at a discount to valuations?

Looks like stocks are cheap on a nominal count, but that alone does not imply higher share prices (growth will still need to be there for profits to keep up with groing market caps). With economic headwinds on the horizon, stock do look cheap (on a nominal basis), but how cheap?

For detailed commentary and winning stock picks, visit smartstocks.org

A couple more have subscribed. Hope to see more pople join the eager group of investors who are ready to reap the rewards of the markets.



Good Weekend.

Whenever high yield (junk rated) bonds trend upwards so do equties. With swaps narrowing for some European debt this week, what does this imply for the high yield debt market and equities? Does it necessarily mean lower equities (not necessarily)? Investors must keep an eye on this relationship for future reference.



For more detailed daily and weekly commentary, plus stock picks proven to outperform and yield subscirbers profitable returns, visit smartstocks.org.

Note: In this weeks weekly newsletter, I will talk in detail about this and other market related events and tell subscribers what it means and what they can expect to see in the trading week ahead (given this).

Come join us (3 more people joined).

Enough promo (free info) on my behalf here. Thought I give people a glimpse of what smartstocks is all about

In the past, I've shared with subscribers the idea that the U.S is most likely going to enter another deflationary recession, followed by a inflationary depression (possibly hyper-inflationary) as is described in the video shown below. For investment ideas (how to protect yourself from this), stock trading ideas and unbiased and comprehensible market commentary visit smartstocks.org. Join the growing group of investors who are already profiting from the erratic market swings.

60% success rate!(so far). We guarantee 70%> success rate. 34% Cummulative gains!

Simultaneous Monetary Inflation, Asset Deflation and Infaltion Taxes
http://www.youtube.com/watch?v=PGJem...embedded#at=27

For all current subscribers, I'd appreciate if you share your comments and success stories on this thread
Thank you.

Some people have asked me what a typical newsletter looks like (although I offer a 7 - day free trial). In an attempt to show those interested what your getting when you subscribe, this will be the first and last newsletter that I will post here. This is Friday's newsletter (June 25th, 2010). I have omitted, for obvious reasons, any predicitons and stock recommendations from the newsletter. This is strictly reserved for subscribers.

3 more pople joined. I hope to see more people join the group

Friday, June 25th, 2010

On a day were regulatory reform was on the forefront of investor’s minds, the major indexes, for the exception of the DJIA, were able to snap out of a 6 – day losing streak. Small caps led the major indexes higher today with the Russell 2000 adding 1.9% for the day; the S&P and NASDAQ both added 0.25% and the DJIA was the laggard, closing UNCH to slightly down (on a % basis). Investors feared the new financial reform bill would “nickel and dime” Wall St in some of its key revenue segments, as it targeted derivates and prop trading at large institutions (institutions with capital north of $10B), yet did little to actually regulate Wall St itself. After a long night in Washington, congressional leaders were able to put together a 2,000 page bill that would “regulate” Wall St and prevent another AIG type collapse from happening again. The proposed bill included an amended Volker rule that basically states that large institutions need to separate proprietary trading activities (were banks have and still are generating the lion share of their revenues (earnings)), from plain vanilla banking activities (i.e. loans, swap transactions, etc). The bill surprised many on Wall St, because it actually still allowed Wall St to operate like it has been able operate in recent years but with higher capital requirements. The other segments (clauses) of the bill to us was a bunch of noise to cover (embellish) what little changes where actually made by the bill. It is our belief that no matter what type of a reform you put on the table to appease both Wall St and Washington, periods of massive bubbles and bust will re-appear in the future as long as the expansion of uncollateralized credit continues to grow. In other words, creditors that take on risky bets must be willing to eat up all potential losses that might arise from a risky transaction. A bailing of the creditors by a third party in the event that the “bet” goes wrong will only postpone the problem instead of solving it. Of course, this was left out of the bill, ergo our dissatisfaction and warning to subscribers (the bill proposes that creditors are only liable up the amount that they directly invest, not for the entire transaction. Furthermore, the bill does not disallow banks from engaging in risky transaction with its affiliates, i.e. other hedge funds. This means that banks can still engage in derivative transactions, just not internally witinh the bank. Think about it, what changes were really made?). Aside from this, today the Russell 2000 rebalanced; stocks are “dropped out” and added to the index, in an attempt that the index accurately represents changes in the market over time. Fortunately, the rebalancing did little to shake markets either way.
Commodities, financials and industrial goods were the best performing sectors, while tech and consumer good lagged the markets. XXXXXXXX-XXXXXXXXXX-XXXXXXXXX-XXXXXXXXX-XXXXXXXXX-XXXXXXXXXXX-XXXXXXXXXXXX-XXXXXXXXXXXXx-XXXXXXXXXX. As had been stated in last night’s newsletter, we expected markets to recoup some of this week’s losses today, as long as the University of Michigan sentiment number came in better than expected for the month of June. In fact, sentiment rose to a reading of 76 Vs the 75.3 consensus number, the highest seen in over 2 years, as consumers remain optimistic despite a slowing economy. Little attention should be paid to this number as it does not gauge (model) actual economic behavior (conditions); nevertheless, if sentiment is high, investors take it as good news.

Today, the SmartStocks portfolio yielded subscribers with a 2.7% gain. 3 out of the 4 stocks in the SmartStocks portfolio yielded subscribers with gains today. We bought XXXXXXXXXXXXX as had been outlined in yesterday’s newsletter. However, we did not buy XXXXXXXXXXXXX since the stock did not hit out entry price level of XXXXX(the stock traded as low as XXXXX, XXXX shy of our desired entry level of XXXXXX). Since this stock was not ranked as a high bet name, this “lenient rule” does not apply here. On Monday, we are not looking to buy/short any stock. We want to see how markets react on Monday after investors are able to properly asses and digest the financial reform bill. On this week weekly newsletter, we will recap this week’s events, their meaning and prepare you for the week ahead.

Should you have any questions, feel free to contact us via email and we will answer you within 24 hours of receipt.

Kind Regards,
The SmartStocks Team