Saturday, March 29, 2014

"SIDEWAYS"

                                                      "THAT'S JUST MY OPINION" - VOL. - 41
"Gonna get a little bit sideways" - recorded by Dierks Bentley released in on 03- 02 - 2009.
Where did the DOW close on December 31st, 2009? Answer 10,428!!!
Where did the DOW close on Friday? Answer 16,323.05!!!!!!!!!!!!!!!!!
So what is happening - this market is going a "little bit sideways" Let's look at the last 2 weeks!!!
2 weeks ago - the DOW high was 16,460.33.
The low was 16,046.99.
This week the DOW high was 16,466.04.
The low was 16,191.79!
Do you see what I see?
HIGHER HIGH'S AND LOWER LOW'S!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
As a chart person - when you see this action there is only one conclusion!!!!!
THIS MARKET IS GOING HIGHER!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
So what will be the catalyst going forward???
IN LATE APRIL AND EARLY MAY _ WE WILL HAVE COMPANIES REPORTING EARNINGS!!!
MOST EARNINGS WILL BEAT THE STREET EXPECTATIONS!!!!
SPINOFFS - THERE ARE 34 COMPANIES SPINNING OFF DIVISIONS!!!
THAT WILL BE HUGE FOR INVESTOR RETURNS 14 MONTHS FROM NOW!!!!
I'LL GIVE YOU JUST ONE EXAMPLE:
GE has a pending spinoff of part of its GE Capital Financial Unit!!!
This spinoff will be handled through an IPO of its consumer lending business. The offering of the companies leanding unit, which will be called SYNCHRONY FINANCIAL is sheduled to take place later in 2014.
The IPO could raise as much as $27 BILLION!!!!!!
According to Marc Courtenay a writer for the "THE STREET"
Other companies doing spinoffs include TWX, OXY, KMB, DD, HES,CHK, SLM, PFE JUST TO NAME A FEW!!!!!
Believe me - THERE ARE MORE TO COME!!!!!!
THEY WILL ALL UNLEASH ENORMOUS SHARE HOLDER WEALTH!!!
WHY??
ANALYST'S CANNOT FIGURE OUT CORPORATE PROFITS WITH THESE SPINOFFS UNDER THE UMBRELLA OF THEIR ORIGINAL COMPANIES - ITS TOO HARD!!!!
YOU WILL SEE WHAT I MEAN 14 MONTHS FROM NOW!!!!
\"SIDEWAYS" - LOOK AT THE ROTATION GOING ON IN THE MARKET - OUT OF BIOTECH INTO ENERGY.
THERE IS A LOGICAL REASON - BIOTECH HAS BEEN ON FIRE FOR OVER 14 MONTHS!!
ENERGY HAS BEEN A DOG - MAKES SENSE TO ME!!!
NOW LET'S LOOK AT LAST WEEK'S ACTION!!
THE DOW CLOSED @ 16,323.05 or up 20.29 or up 0.12%
REMEMBER WHAT I TOLD YOU ON THE LAST BLOG!!
THIS IS NOT A SPRINT-IT'S IS LONG TERM THINKING!!!
DIS closed @ $78.99 or down $1.36 or down 1.69%
Remember winter will finally end!!!
All of you that live up north and have children and have cabin fever- ROAD TRIP!!!!
ORLANDO - DISNEY LAND!!!!
NKE closed @ $73.54 or down $1.67 or down 2.22%
We are coming up to the World Cup in Brazil!
New soccer shoes - New uniforms for the NFL - THIS STOCK IS A STEAL!!!!
AIG closed @ $49.88 or down 0.14 cents or down 0.28%
ITS NET VALUE IS OVER $58!!!!
ANOTHER STEAL!!!!
SD closed @ $ 6.27 or down 0.18 cents or down 2.79%
WAIT - THIS STOCK WILL BE A TAKEOVER!!! - STAY TUNED!!!!
MU closed @ $ 21.91 or down $1.75 or down 7.40%
ANY LOWER - THIS IS ANOTHER TAKE OVER TARGET!!!!
MAYBE AAPL - WE WILL SEE!!!!
RIG - closed @ $ 41.19 or up 0.79 cents or up 1.96%
This stock will hit over $ 60 by the end of the year!!!
Stay tuned!!!
JCI - closed @ $46.55 or down 0.46 cents or down 0.98%
THIS STOCK NEEDS TO SPIN _OFF AT LEAST 2 UNITS!!!
Stay Tuned!!!
FDML - closed @ $ 18.22 or up 0.90 cents or up 5.20%
CHK closed @ $ 25.67 or up $1.00 or up 4.05%
SPIN-OFF COMING!!!
Stay Tuned!!!

Have a good week!!!
Len Dwelle
lendwelle@hotmail.com

  



Friday, March 21, 2014

"UNBELIEVABLE"

                                                  "THAT'S JUST MY OPINION" - VOL - 40
"UNBELIEVABLE" - recorded in 1990!
Where did the DOW close on December 31st, 1990?  Answer 2633.66!!!!!
The DOW closed today at 16,302.77!!!!!!!!
Anyone that is 45 or younger - please scroll down to VOL. - 20. IT IS IMPORTANT FOR YOUR FINANCIAL FUTURE!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
Look do not get me wrong - nothing and I mean nothing goes straight up!!!!!!!!!!
You have to think long term!!! Like Warren Buffett, Lee Cooperman -ect. -BILLIONAIRES THAT KNOW WHAT THEY ARE DOING!!!! THEY DID NOT MAKE BILLIONS BY DAY TRADING - THEY LOOK LONG TERM - REPEAT LONG TERM!!!!!!!!!!!!!
I started with "UNBELIEVABLE" for a reason!!!! Have any of you noticed that every Friday the market approaches new highs - early in the trading day - only to the market fall off it's highs!!!!!
I'm beginning to understand why the AMERICAN PUBLIC IS NOT INVOLVED IN THE US STOCK MARKET!!!
THE MARKET HAS TOO MANY DAY TRADERS - HIGH FREQUENCY TRADERS - IDIOTS BUYING STOCK ON MARGIN - FOR THE REGULAR GUY TO HAVE FAITH IN THE MARKET!!!
PEOPLE - PLEASE DO NOT FRET ON THE DAY TO DAY ACTION - THINK LONG TERM!!!!
THIS IS NOT A SPRINT - IT IS A MARATHON!!!
MY RULES FOR BEING SUCCESSFUL IN THIS MARKET!!!!!
1) NEVER BUY STOCKS ON MARGIN!!!!!
2) NEVER PUT MORE THAN 2% OF YOUR PORTFOLIO IN SPECULATIVE STOCKS!!!!
3) WHAT WHAT THE BILLIONAIRES ARE BUYING - FOLLOW THE $$$$$$$!!!!!!!
4) BE DIVERSIFIED - NEVER _ NEVER PUT ALL YOUR EGGS IN ONE BASKET!!!!
5) HAVE AT LEAST A FIVE YEAR HORIZON!!!!
6) NEVER THINK SHORT TERM!!!!
OK - NOW FOR MY RANT!!!!
ANYONE COMPLAINING  ABOUT THE US PRICE OF GASOLINE - THINK ABOUT THIS YOU COMPLAINERS -
US - AVERAGE PRICE PER GALLON IS AROUND $3.42
THE UNITED KINGDOM PER GALLON IS AROUND $7.75
GERMANY PER GALLON IS AROUND $8.01
AS FAR AS THE EUROPEAN UNION DOING ANYTHING ABOUT THE RUSSIAN TAKEOVER
OF CRIMEA - FORGET IT - THEY GET MOST OF THEIR NATURAL GAS SUPPLY FROM RUSSIA - SO THEY WILL DO NOTHING!!!!!!
HERE'S SOMETHING US AMERICANS MAY WANT TO KEEP AN EYE ON IN THE FUTURE!!!!
IN 2013, CHINA PASSED INDIA AS THE GLOBE'S LEADING GOLD CONSUMER!!!!
WHY? - THINK ABOUT IT - EVENTUALLY THE CHINESE CURRENCY WILL BE BACK BY GOLD!!!!
NO OTHER COUNTRY HAS IT'S CURRENCY BACKED BY ANYTHING!!!!
SOMETHING TO KEEP AN EYE ON!!!!!!
NOT NOW - BUT !) YEARS FROM NOW!!
MAYBE THAT'S WHY GOLD HAS NOT GONE DOWN????
FOR THE WEEK
THE DOW CLOSED @ 16,302.77 - UP 237.10 OR UP 1.48%
THE HIGH FOR THE WEEK WAS 16,456.45
REMEMBER WE NEED TWO CLOSES OVER 16,460.33
THEN WE ARE OFF TO THE RACES!!!
DIS CLOSED @ $ 80.35 or up 0.28 cents or up 0.36%
NKE CLOSED @ $75.21 or down $3.11 or down 3.97%
"UNBELIEVABLE" - THERE EARNINGS WE'RE GREAT!
AND YET EVERYONE IS POUNDING ON THIS STOCK!
I'LL QUOTE JOHN MAcENROE " YOU CAN'T BE SERIOUS"
THIS STOCK IS A STEAL!!!!
AIG CLOSED @  $50.02 or up $1.43 or up 2.94%
This stock is worth between $64 to $66 a share!!!
WHAT A STEAL!!!!
RIG CLOSED @ $ 40.40 or up $1.56 or up 4.02%
Their dividend is coming soon! - with a yield over 5.60%
You need to own this stock - by the end of the year - I believe this stock will trade over $60 a share!!!
CHK CLOSED @ $ 24.67 or down 0.36 cents or down 1.44%
This stock is going to spin off one of it's parts.
When they do - in 14 months both parts will equal a double!
SD CLOSED @ $ 6.45 or up .11 cents or up 1.74%
Lee Cooperman believes this is an $8 stock!!
He's the best billionaire stock investor on the planet!!!!!!
MU CLOSED @ $ 23.66 or down .33 cents or down 1.25%
I believe this stock in 14 months will be trading at $28 or higher!!
JCI CLOSED @ $ 47.01 or up $1.20 or up 2.62%
When this stock spins off some of it's parts - this stock will sky-rocket!
FDML CLOSED @ $ 17.32 or down 0.32 cents or down 1.93%
Again a steal!!!
SO WHY IS THE DOW NOT MAKING NEW HIGHS- WHEN THE S&P'S CONTINUE TO DO SO?
THE DOW IS WEIGHTED !!!!!!
IBM down $1.23 - 7.35% of the DOW
BA down - 5.06% of the DOW
NKE down 5.12% and is 3.04% of the DOW
THAT'S WHY!!!!
                                                    "THAT'S JUST MY OPINION"
HANG IN THERE LONG TERM TRADERS!!!
Thank You;
Len Dwelle
lendwelle@hotmail.com

Friday, March 14, 2014

"WHAT GOES UP - MUST COME DOWN!!!

                                               "THAT'S JUST MY OPINION" - VOL. - 39
"Spinning wheel got to go round"  Blood, Sweat & Tears - 1969!
Where did the DOW close Dec. 31st, 1969?  Answer - 800.36!
This week the DOW was down - for reasons we have seen before!!!
Egypt crises the DOW was down big!!!
Syrian crises the DOW was down big!!!~
Guess what? 1 to 2  months later - NEW ALL-TIME HIGHS!!!!
Here we go again.
Ukraine crises and the supposed slow down in CHINA!!
REALLY!!!
China - everybody is worried about China slow growth!
WELL - CHINA HAS A CHANCE OF 7.50% OR HIGHER ANNUAL GROWTH!!!!
Think about this - IF THE GREAT US HAD 7.50% GROWTH - THE DOW WOULD BE AT 30,000!!!!!!
I'M GOING TO RANT!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
Why do we -and I mean our news stations - HAVE ANY REAL INVESTIGATIVE REPORTERS ANYMORE????
For example:
UKRAINE AND CRIMEA!
History lesson!!!
Did you know back in 1954, Soviet Leader Nikita Krushchev transferred the the pennisula of Crimea to the Ukraine as a "GIFT"
WHY? HE WAS UKRANIAN!!!!!
He never thought the USSR would ever split up - OOPS!!!
NOW HERE'S THE PROBLEM PUTIN HAS.
1) Russia needs the Crimean port!
2) TWO-THIRDS of RUSSIAN NATURAL GAS EXPORTS TO EUROPE TRAVEL THROUGH THE UKRAINE.
3) 16% OF NATURAL GAS CONSUMED IN EUROPE FLOW THROUGH THE UKRAINE!!!!!
4) OIL AND NATURAL GAS RESERVES ACCOUNT FOR MORE THAN 50% OF RUSSIA'S FEDERAL REVENUES!!!!!
I ASK YOU - HAVE YOU HEARD THAT ON YOUR NIGHTLY NEWS??!!!!
THAT"S WHY PUTIN IS INVOLVED IN THIS REGION!
NOT TO WORRY - IT WILL BE SETTLED!!!
THEN THE MARKET WILL MAKE ALL-TIME HIGHS!!!!
                                                     "THAT'S JUST MY OPINION"
OK - OK We may have a little more downside in the market - mainly due to factors.
1) NEWS NETWORKS REPORTING NEGATIVE NEWS!!!
2) THIS IS WHAT I BELIEVE IS EVEN MORE IMPORTANT!!
NEVER - NEVER BUY STOCKS ON MARGIN!!!!
WHAT IS MARGIN YOU ASK?
THAT IS WHEN YOU ONLY PUT UP 50% OF THE STOCK PURCHASE!
ONLY MORONS DO THIS - WHY?
BECAUSE WHEN THE MARKET GOES DOWN AGAINST YOU - YOU WILL BE FORCED TO SELL OUT OF YOUR POSITION - NO MATTER WHERE THE STOCK IS TRADING AT!!
3) THERE MUST BE A LOT OF MORONS!!!
MARKET PARTICIPANTS BUYING STOCK ON MARGIN SOARED TO $412.5 BILLION ON THE NEW YORK STOCK EXCHANGE - THAT NUMBER REPRESENTS A 13.2% INCREASE FROM THE BEGINNING OF 2013 AND IS 50% HIGHER THAN THE LEVEL IN 2012!!!!!!!
THAT'S WHY WHEN THE MARKET STARTS TO GO DOWN -THESE IDIOTS THAT BOUGHT STOCKS ON MARGIN HAVE TO BAIL OUT - CAUSING A BIGGER DOWNDRAFT ON THE MARKET - THAT NORMALLY WOULD NOT OCCUR!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
THIS SOON WILL PASS - BECAUSE I BELIEVE THAT THESE MORONS ARE NOW OUT OF THE MARKET!!!!
4) Think about this for a second!
LET'S SAY YOU HAVE MONEY AS A CITIZEN IN EGYPT, SYRIA AND UKRAINE - WHERE DO YOU PUT YOUR MONEY - THE GREAT USA!!!!! - THEY PUT IT IN OUR 10 YEAR BOND MARKET - DRIVING THE INTEREST RATE DOWN. SO WHAT YOU SAY! I'LL TELL YOU SO WHAT!!
5) THAT INPUT OF CASH FORCING OUR INTEREST RATES DOWN - HAD AN EFFECT ON OUR BANK STOCKS!!! HOW? BANKS NEED INTEREST RATES TO STEEPEN  _ THE YIELD CURVE TO STEEPEN - THAT WAY BANKS CAN MAKE MORE PROFIT!!!
                                       I HAVE MADE BOLD PREDICTIONS IN THE LAST 14 MONTHS!!!
THEY HAVE ALL BEEN RIGHT AS FAR AS MARKET DIRECTION!!!!
BUT THIS ONE - WILL PROVE WHETHER I AM A MORON OR VERY GOOD AT WHAT I DO!!!!
                              THE DOW WILL HIT 17,900 SOME TIME THIS YEAR!!!!!
LET ME REPEAT THAT - THE DOW WILL HIT 17,900 SOME TIME THIS YEAR!!!!!!!!!!!
WRITE IT DOWN - YOU HEARD IT HERE FIRST!!!!!!!!!!!!!!!!!!!!!!!
WHY?
EARNINGS -EARNINGS - EARNINGS!!!!!
Most surprises to the upside!! They start big time in the middle of April!
Mergers and stock spin offs - creating share holder wealth!!!
I JUST WANT TO REMIND EVERY AMERICAN AND EVERYONE INVOLVED IN THE STOCK MARKET!!!
THAT GOD CREATED THE GREATEST COUNTRY IN THE WORLD AND THAT IS THE USA!!!!!!!!!!!!!!!!
Thank You;
Len Dwelle
lendwelle@hotmail.com

Friday, March 7, 2014

"WHAT A DIFFERENCE A DAY MAKES- 24 LITTLE HOURS"

                                                   "THAT'S JUST MY OPINION" VOL. - 38
"Brought the sun and the flowers - where there used to be rain"  Recorded by Dinah Washington in 1959.
Where was the DOW in 1959? Answer on December 31st 1959 closed at 679.36!!!!!!!!
That's why anyone who is 45 or younger - must scroll down to VOL. - 20!!!! For your financial future!!!
Monday we woke up to the Russian invasion of  the Ukraine!!!!
If you watched any news channel that day - you would have thought - OH GOD WORLD WAR 111!!!!!
Monday the DOW closed DOWN 154 and closed around 16,167. At it's low of the day it was at 16,071.25!!!
Now I'm going to rant!!!
The world population is around 7.046 BILLION PEOPLE.
The US population is around 313.9 MILLION PEOPLE!
With what you see going on in the rest of the world - YOU SHOULD THANK GOD - THAT YOU WERE BORN HERE OR LIVE HERE - IN THE GREATEST COUNTRY GOD EVER CREATED!!!!!
If you do not appreciate your blessing - PLEASE LEAVE!!!!
Ukraine - HISTORY LESSON and why PUTIN wants the CRIMEA!
Let's start with geography. CRIMEA offers RUSSIA what it sorely lacks - access to the sea.
Remember most of Russian ports are in area's where the water freezes at least 6 months of the year!
For much of it's history Russia was a landlocked state. Being landlocked limited it's access to world markets! It left it's leaders feeling isolated and marginalized - a second-rate power! and on the periphery of the civilized world.
CRIMEA OFFERED RUSSIA AN ICE-FREE PORT, not so much for shipping,but as a base for it's NAVEL POWER!!!
Sevastopol makes a great navel base! It has a large , deep, defensible harbor and its located almost in the middle of the Black Sea, offering easy jumping-off point to project power in all directions in all seasons!
By the way CRIMEA  has a Russian population consisting of 58.32% of the population whereas Ukrananians are only 24.32%! Just so you know why PUTIN is so interested in CRIMEA!!
I bet you will not here that on your news networks!!!!
Goggle it - you'll see!
SO MUCH FOR NEWS!
LET'S GET TO THIS WEEKS MARKET.
I was asked why is the S&P making new high after new high and the DOW is dragging it's feet?
VERY COMPLICATED - because the DOW 30 stocks are weighted - for instance VISA , BOEING, EXXON were all down for the week.
VISA makes up 8.75% of the DOW
BOEING makes up 5.06% of the DOW
EXXON makes up 3.68% of the DOW
That's why it's lagging behind the S&P.
THIS WEEKS ACTION.
The DOW closed @ 16,452.72- up 131.01 or up 0.80%
Remember this # 16,576.66 - that's where the DOW closed on December 31st,2013
Two closes over that figure - look out we will be off to the races on the upside!!!
AIG closed @ $51.25 - up $1.60 or up 3.23%
This stock is still a steal - it's net asset value is $68!!!
CHK closed @ $25.85 - down 0.06 cents or down 0.23%
This stock is poised to run up to $30
SD closed @ $ 6.45 - flat @0.00
This stock is headed to close to $10
JCI closed @ $ 48.98 - down 0.20 cents or down 0.41%
Still waiting for this stock to spin off its parts to create more value!
RIG closed @ $ 42.07 - down 0.32 cents or down 0.78%
I guess this stock is going to stay oversold for a little while longer!
FDML closed @ $ 18.92 - up 0.08 cents or up 0.42%
I'm waiting for this stock to come down to around $17.25 to buy more!
NKE closed @ $ 79.46 - up $1.16 or up 1.48%
This stock is poised to go to over $100 a share!
DIS closed @ $ 82.21 = up $ 1.40 or up 1.70%
If this stock goes any higher - look for a 2 for 1 stock split!!!

Stay tuned!!!
Thank You;
Len Dwelle
lendwelle@hotmail.com