Sunday, July 20, 2014

"I DON'T WANT TO WORK, I JUST WANT TO BANG ON THE DRUM ALL DAY"

                                                     "THAT'S JUST MY OPINION" - VOL. - 57
"I DON'T WANT TO WORK, I JUST WANT TO BANG ON THE DRUM ALL DAY" by Todd Rundgren in 1983. Where did the DOW close in 1983? Answer on December 30th, 1983 the DOW closed at 1258.64. Where did the DOW close on Friday? Answer - 17,100.18!!!
NOW FOR MY RANT!!!
POLITICIANS IN WASHINGTON FOR YEARS HAVE BEATING THE DRUM TO THE AMERICAN PUBLIC - THAT TAKING THE MONEY THAT IS TAKEN OUT OF YOUR PAY CHECK FOR SOCIAL SECURITY AND PUTTING THAT MONEY INTO AN ACCOUNT UNDER YOUR NAME INTO EITHER A DOW FUND OR AN S&P FUND- WAS TOO RISKY!!! REALLY!!!
POLITICIANS WANT TO CONTROL YOUR LIFE, YOUR MONEY AND YOUR FUTURE!!!
THEY DO NOT CARE ABOUT YOU AND ME - THEY ONLY CARE ABOUT GETTING RE-ELECTED!!! THAT IS WHY WE AND I MEAN WE HAVE TO VOTE ALL OF THEM OUT OF OFFICE AND START OVER - IT CANNOT GET ANY WORSE!!!
THE UNITED STATES IMPORTS 10% TO 15% OF OUR CRUDE OIL WE USE ON A DAILY BASIS FROM COUNTRIES THAT WANT TO KILL AMERICANS!!! THE BILLIONS OF DOLLARS WE GIVE THESE COUNTRIES - A LOT OF THAT MONEY GOES TO TERRORISTS WHO WANT TO DESTROY AMERICAN!!! LET ME ASK YOU - DOES THAT MAKE ANY SENSE TO YOU? SO ASK YOURSELF THIS - WHY IS WASHINGTON DRAGGING IT'S HEALS ON THE KEYSTONE PIPELINE? IF THEY DO NOT GET THIS STARTED SOON - I WILL MAKE YOU A PREDICTION - CANADA WILL BUILD A PIPELINE TO THE WEST COAST - AND SEND THEIR OIL TO CHINA - STAY TUNED!!! AND WE AMERICANS WILL CONTINUE SENDING OUR DOLLARS TO COUNTRIES THAT SUPPORT KILLING US!!! UNBELIEVABLE!!!
NICE JOB WASHINGTON - CONCENTRATE ON YOUR RE-ELECTIONS AND NOT THE AMERICAN PEOPLE!!!
NOW - LET ME GET BACK TO THE SOCIAL SECURITY ISSUE - PLEASE BARE WITH ME HERE!!!
I READ WHERE A HYPOTHETICAL $10,000 INVESTMENT ON 12/30/1983 INTO A DOW OR S&P FUND - WOULD BE WORTH $295,407 TODAY!!! THAT IS WITHOUT DIVIDEND RE-INVESTMENT!!!!
STAY WITH ME NOW
I STARTED FULL TIME EMPLOYMENT IN 1969.
HAD I BEEN ABLE TO INVEST THE MONEY TAKEN OUT OF MY PAY CHECK FOR SOCIAL SECURITY INTO A DOW FUND OR AN S&P FUND - I WOULD HAVE OVER $800,000 IN MY ACCOUNT AND THAT IS WITHOUT DIVIDEND RE-INVESTMENT!!!
PLEASE STAY WITH ME HERE.
1969 TO 2014 IS 45 YEARS.
NOW ASSUMING THAT USING DIVIDEND RE-INVESTMENT - EVERY 8 YEARS MY TOTAL STOCK SHARES WOULD DOUBLE - IN THAT AMOUNT OF TIME - MY SHARES WOULD HAVE DOUBLE 5.625 TIMES - MY ACCOUNT WOULD BE WORTH $1,661,664.38!!!!! TODAY.
IF YOU DID NOT UNDERSTAND THE MATH THE FIRST TIME AROUND - PLEASE GO OVER IT AGAIN - UNTIL YOU DO!!!
THE NEXT TIME YOU HERE A POLITICIAN TELL YOU IT IS TOO RISKY TO USE YOUR SOCIAL SECURITY MONEY YOU PAY EVERY PAY CHECK INTO A DOW FUND OR AN S&P FUND - VOTE THEM OUT OF OFFICE!!!!
ENOUGH OF MY RANT.
LET'S LOOK AT THIS WEEKS ACTION.
FOR THE WEEK
THE DOW - HI - 17,151.56
                 LOW - 16,950.93
               CLOSE - 17,100.18 OR UP 156.37 OR UP 0.92%
LET'S LOOK AT MY WIFE'S, MY SON'S AND OTHERS WEEKLY ACCOUNT PERFORMANCE.
DIS - CLOSED @ $ 85.81 OR DOWN $ 1.08 OR DOWN 1.24% FOR THE WEEK.
IN THE PAST - WHEN DIS WAS TRADING AT THIS PRICE OR A LITTLE HIGHER - THEY DECLARED A STOCK SPLIT - I'M FORESEE A 2 FOR 1 STOCK SPLIT - IN THE NEAR FUTURE!!! STAY TUNED.
AIG - CLOSED @ $ 55.20 OR UP 0.68 CENTS OR UP 1.25% FOR THE WEEK.
REMEMBER THIS STOCK IS STILL TRADING AT A 20% DISCOUNT TO BOOK VALUE!!!
MU - CLOSED @ $ 33.15 OR UP .35 CENTS OR UP 1.07% FOR THE WEEK.
THIS STOCK IS GOING TO AT LEAST $ 40 A SHARE BY THE END OF THE YEAR!!!
JCI - CLOSED @ $ 49.16 OR DOWN $ 1.57 OR DOWN 3.09% FOR THE WEEK.
JCI REPORTED EARNINGS THAT BEAT THE STREET - HOWEVER - IT IS NOT UNCOMMON FOR A STOCK TO RUN UP BEFORE EARNINGS - ONLY TO DROP OFF AFTER THEY REPORT EARNINGS - WHAT I LIKE IS THAT THE CEO SAID THAT THE COMPANY IS GAINING MARKET SHARE AND ALSO INCREASING PROFIT MARGINS - AND RAISED FORWARD GUIDANCE - WHATS NOT TO LIKE!!! - THIS STOCK WILL REACH $ 60 A SHARE BY YEAR END!!!
RIG - CLOSED @ $ 42.82 OR DOWN 0.07 CENTS OR DOWN 0.16% FOR THE WEEK.
THIS IS THE ONLY STOCK WE ARE LOSING MONEY ON - HOWEVER THIS IS A 5 YEAR HOLD - GREAT YIELD - WITH WHAT IS GOING ON IN THE MIDDLE EAST - SOONER OR LATER THIS STOCK SHOULD ACHIEVE A $ 65 STOCK PRICE - JUST BE PATIENT - BESIDES IF THIS STOCK GETS TOO CHEEP - IT COULD BE A TAKE OVER TARGET - STAY TUNED!!!
CHK - CLOSED @ $ 27.00 OR DOWN $1.09 OR DOWN 3.89% FOR THE WEEK.
BY THE END OF THE YEAR - I BELIEVE THIS STOCK COULD BE A $ 45 STOCK!!!
FDML - CLOSED @ $ 20.17 OR UP 0.16 CENTS OR UP 0.80 % FOR THE WEEK.
I BELIEVE THIS IS A $ 25 STOCK BY YEAR END!!!
NKE - CLOSED @ $ 77.52 OR UP 0.23 CENTS OR UP 0.30% FOR THE WEEK
WHEN THEY REPORT EARNINGS IN AUGUST - THEY WILL BLOW AWAY STREET EXPECTATIONS - LOOK FOR THIS STOCK TO GO TO $ 100 A SHARE BY YEAR END - THEN LOOK FOR A 2 FOR 1 STOCK SPLIT!!!
GE - CLOSED @ $ 26.46 OR DOWN 0.09 CENTS OR DOWN 0.34% FOR THE WEEK.
THERE HAS BEEN SOME INSIDER TRADING ON THE BUY SIDE IN THIS STOCK RECENTLY.
AS SOON AS JEFFREY IMMELT STEPS DOWN AS CEO - THIS STOCK WILL EXPLODE TO THE UPSIDE!!! WHEN HE TOOK OVER AS CEO IN 2000 - 13 YEARS AGO - GE WAS TRADING @ $ 60.75 - HE HAS BEEN A HUGH DISAPPOINTMENT AS CEO!!!
IT REMINDS ME OF WHEN STEVE BALMER STEPPED DOWN FROM MICROSOFT AND SATYA NADELLA TOOK OVER - MSFT WAS TRADING @  AROUND $30 A SHARE - IT IS NOW TRADING @ Around $ 44 A SHARE!!!! THE SAME WILL HAPPEN TO GE - STAY TUNED!!!
NOW EVEN WITH ALL THE NEWS OUTSIDE THE UNITED STATES - THE MARKET CONTINUES IT'S UPWARD MOMENTUM! WHY? EARNINGS - EARNINGS - EARNINGS - SO FAR SO GOOD!!!
NOW FOR THE STOCK I TOLD YOU ABOUT IN MY LAST BLOG.
OPK - OPKO HEALTH INC. - THERE IS AN INSIDE BUYER ALMOST EVERY DAY - LOOK FOR THIS STOCK TO ANNOUNCE A HUGH DISCOVERY - OR GET TAKEN OVER ON A BUY OUT!!!
I BOUGHT THIS STOCK @ $ 8.62.
ANOTHER STOCK THAT I STARTED TO BUY WAS QEP - IT'S AN OIL AND GAS PIPELINE COMPANY - LEE COOPERMAN RECENTLY BOUGHT THIS STOCK. I BOUGHT IT @ $ 33.95.
AS FAR AS LAST WEEK'S ANNOUNCEMENT THAT I SOLD SD, WHICH IS OWNED BY LEE COOPERMAN - I SAW A HUGH SPIKE IN VOLUME ON A DOWN DAY FOR SD - I ASSUMED IT MAYBE UT WAS LEE COOPERMAN - HOWEVER, HE SAID ON THURSDAY THAT HE STILL OWNED THE STOCK - HE HAD SO MANY SHARES - THAT I BELIEVE HE MAY HAVE SOLD OUT PART OF HIS POSITION AND WITH THE PROCEEDS - HE STARTED BUYING QEP - WE SHALL SEE!!!

THANK YOU FOR YOUR PRAYERS!!!
THANK YOU;
LEN DWELLE
lendwelle@hotmail.com

Sunday, July 13, 2014

ERROR - ERROR

I DID NOT SELL MU - I MEANT I SOLD SD
REPEAT SOLD SD!!!!!!
SORRY FOR THE ERROR!!!
I STILL OWN MU!!!!!

"I AIN'T IN NO HURRY TODAY" - WAITING FOR EARNING!!!!

                                       "THAT'S JUST MY OPINION" - VOL. - 56
I have been battling a serious medical issue for the last two weeks - hopefully it will be resolved soon!
So any prayers you can send my way - would be deeply appreciated!
I hate to sound like Jim Cramer - but I'm here for one reason and one reason only - "TO MAKE YOU MONEY".
"I AIN'T IN NO HURRY TODAY" by the Zac Brown Band - released in 2013.
Where did the DOW close on December 31st, 2013? ANSWER - 16,576.73 or up 26.5% for the year!
Where did the DOW close on Friday? ANSWER - 16,943.81!!!
WITH ALL THAT'S GOING ON IN THE WORLD - AND WITH ALL THE TURMOIL GOING ON IN WASHINGTON - YOU WOULD THINK THAT THE MARKET WOULD BE ACTING WORSE THAN IT HAS!!! WHY? THE MARKET IS WAITING FOR EARNINGS!!! I BELIEVE THAT FOR THE MOST PART - EARNING WILL SURPRISE EVERYONE TO THE UPSIDE!!!
I LOOK AT THE RAILROAD STOCKS - WHICH ARE VERY CLOSE TO 52 WEEK HIGHS - AND I SAY TO MYSELF - SELF - SOMEBODY IS BUYING PRODUCTS IN THEIR RAIL CARS!!!
THAT TELLS ME THE ECONOMY IS SLOWLY BUT SURELY HEADED IN THE RIGHT DIRECTION!!!
NOW - I HAVE TO MENTION THAT ON FRIDAY LATE IN THE TRADING DAY - I SOLD OUT MY ENTIRE POSITION IN MU - WHY? THE REASON WHY I OWNED IT WAS THAT LEE COOPERMAN - BILLIONAIRE STOCK TRADER OWNED A LARGE POSITION IN THIS STOCK. WELL I NOTICED THAT ON FRIDAY - MU HAD TRADED 16,838,477 SHARES - MORE THAN DOUBLE IT'S NORMAL TRADING VOLUME!!!!
REMEMBER I BOUGHT THIS STOCK WITH AN AVERAGE OF $ 5.79 A SHARE. I SOLD IT AT $ 6.81 A SHARE - A RETURN OF 17.62%!!!
I HAVE A FEELING LEE COOPERMAN WAS EXITING THIS STOCK - I WAS NOT GOING TO WAIT AROUND AND FIND OUT LATER - STAYED TUNED - WE SHALL SEE IF HE DID SOON!!! 
I HAVE A STOCK I WANT TO BUY WITH THE MONEY I COLLECTED!
I HAVE TO WAIT TILL FRIDAY TO BUY IT - THAT IS THE DAY THE FUNDS SETTLE FOR TRADING.
I'LL LET YOU KNOW ON FRIDAY - I'LL JUST BLOG THE SYMBOL.
INSIDERS IN THIS STOCK HAVE PURCHASED  4,788,000 SHARES IN THE LAST 6 MONTHS!
INSIDERS HOLD 211,770,000 SHARES!!!
ALL RIGHT - LET'S LOOK AT THIS WEEK'S ACTION.
THE DOW -  HI - 17,063.83
                  LOW - 16,805.38
               CLOSE - 16,943.81  OR FOR THE WEEK DOWN 124.45 OR DOWN 0.73%
NOW LET'S LOOK AT MY WIFE'S, MY SON'S AND OTHERS ACCOUNT HOLDING.
REMEMBER THEY HAVE AIG - WHICH IS 21.96% OF THEIR PORTFOLIO.
DIS - WHICH IS 20.96% OF THEIR PORTFOLIO.
MU - WHICH IS 15.41% OF THEIR PORTFOLIO.
IT DID NOT START OUT THAT WAY - BUT BECAUSE THESE STOCKS HAVE APPRECIATED SO MUCH - THAT IS WHAT IT HAS BECOME.
DIS - CLOSED @ $ 86.89 OR UP 0.05 CENTS OR UP 0.06%
AIG - CLOSED @ $ 54.52 OR DOWN $1.12 OR DOWN 2.01%
REMEMBER THIS STOCK IS STILL TRADING AT A 20% DISCOUNT TO BOOK VALUE!!!
MU - CLOSED @ $ 32.80 OR DOWN 0.93 CENTS OR DOWN 2.76%
ON WEDNESDAY MORGAN STANLEY REPORT STATED SAMSUNG PLANS TO HIKE IT'S DRAM OUTPUT AND SAMSUNG PLANS ON BUILDING A NEW PLANT IN 2015 TO INCREASE DRAM OUTPUT - I DON'T KNOW ABOUT YOU - BUT WHEN YOU PLAN ON BUILDING A NEW PLANT IN 2015 - THEY WILL BE LUCKY IF IT'S FULLY OPERATIONAL BY 2017!!!
WHAT YEAR IS THIS? - OH YEAH - IT'S 2014!
WE HAVE AT LEAST 10 FULL QUARTERS OF EARNINGS BY MU BEFORE THIS NEW PLANT IS OPEN!!!!
BESIDES SAMSUNG ALSO SAID THAT DRAM CHIP PRICES COULD RISE TO $ 4.80 - $ 5.00 IN THE THIRD QUARTER AND IS PLANNING TO HIKE DRAM CONTRACT PRICES!!!
MAYBE I'M STUPID - BUT HOW COULD THAT POSSIBLY HURT MU'S EARNINGS IN THE NEXT 8 QUARTERS?????????
MU - IS GOING TO $40 A SHARE - IT'S A SCREAMING BUY!!!!
JCI - CLOSED @ $ 50.73 OR DOWN 0.70 CENTS OR DOWN 1.36% FOR THE WEEK.
CHECK OUT BARRON'S ARTICLE BY JACK WILLOUGHBY ON SATURDAY - "JOHNSON CONTROLS COULD JUMP 20%"
RIG - CLOSED @ $ 42.89 OR DOWN $1.45 OR DOWN 3.27%
CHK - CLOSED @ $ 28.09 OR DOWN $ 1.32 OR DOWN 4.47%
Check out SSE - THE SPIN-OFF OF CHK.
IT WAS UP 0.73 CENTS OR UP 2.91%
ON 5 TIMES NORMAL VOLUME!!!
FDML - CLOSED @ $ 20.01 OR DOWN 0.81 CENTS OR DOWN 3.89%
NKE - CLOSED @ $ 77.29 OR DOWN $ 1.16 OR DOWN 1.48%
LOOK UP THE ARTICLE IN FORBES ON SUNDAY - WHICH STATED THAT NKE POSTED A 21% INCREASE IN SOCCER REVENUES FOR THE MAY - JUNE PERIOD BEFORE THE WORLD CUP!!!!
GE - CLOSED @ $ 26.55 OR DOWN 0.31 CENTS OR DOWN 1.15%
RECENT INSIDER BUYING IN THIS STOCK.
IF THIS STOCK CLOSES OVER $28 A SHARE - IT COULD HAVE A RAPID MOVE TO $34!!!
SO EVEN THOUGH THE MARKET WAS SLOPPY THIS WEEK - TO SAY THE LEAST!!!
OUR PORTFOLIO'S ARE STILL UP BETWEEN 10.11% AND 12.19% FOR THE YEAR!!!

                                                 "THAT'S JUST MY OPINION"
THANK YOU;
LEN DWELLE
lendwelle@hotmail.com



Thursday, July 3, 2014

"OUR AMERICA" - HAPPY FOURTH OF JULY - AMERICA!!!

                                             "THAT'S JUST MY OPINION" - VOL. - 55
"OUR AMERICA" by Big and Rich released in 2005. I recommend you play that song tomorrow - all day long!!!!
So where did the DOW close on December 31st, 2005? Answer 10,717.50.
Where did the DOW close today? - Answer 17,068.26!!!!!!!
PLEASE TELL ME WHERE YOU ARE GOING TO MAKE THAT KIND OF MONEY?????????
IF YOU ARE NOT INVOLVED IN THIS MARKET - YOU ARE A LOSER!!!!!!!!!!!
I BELIEVE WE ARE IN THE 4TH INNING OF THE GREATEST BULL MARKET IN MY LIFETIME!!!
DOES THAT MEAN THE MARKET WILL GO STRAIGHT UP? - OF COURSE NOT - WE WILL HAVE DOWN DAYS AND EVEN MAYBE DOWN WEEKS - I CALL THOSE DOWN MOVES - BUYING OPPORTUNITY!!!!!!!
NOW FOR MY RANT!
I'M GOING TO READ YOU JUST 4 HEADLINES IN TODAY'S PAPER.
1) IRAQ AND SYRIA - "MILITANTS TIGHTEN GRIP ON TERRITORY"
2) AFGHANISTAN - " SUICIDE BOMBER KILLS 11 IN KABUL"
3)UKRAINIAN TROOPS PUMMEL REBELS
4) EXTREMISTS BLAMED IN ARAB TEEN'S DEATH
I ASK YOU FELLOW AMERICAN'S
WHY IN THE WORLD WOULD YOU GO ON VACATION TO THE MIDDLE EAST - OR FOR THAT MATTER MEXICO OR SOUTH AMERICA?
WE HAVE 50 BEAUTIFUL STATES IN OUR UNION!!!!!
SPEND YOUR MONEY  - HERE IN THE GREAT USA!!!!!!!

NOW LET'S LOOK AT THIS WEEK'S ACTION!
FOR STARTERS, MY WIFE'S, MY SON'S AND OTHERS ACCOUNTS MADE NEW ALL-TIME HIGHS - AND BETTER YET ARE UP ANYWHERE FOR 13.56% to 14.69% SO FAR THIS YEAR!!!
THE REASON FOR THE DISCREPANCY IS THAT SOME WERE INVOLVED SOON AND RECEIVED MORE DIVIDENDS! 
LET'S LOOK AT THE DOW FOR THE WEEK.
DOW - HIGH - 17.074.65
              LOW - 16,801.94
         CLOSE - 17,068.26 OR UP 216.42 OR UP 1.28%
NOW LET'S LOOK AT OUR PORTFOLIO HOLDING'S FOR THE WEEK.
DIS - CLOSED @ $ 86.84 OR UP $1.54 OR UP 1.28%
AIG - CLOSED @ $ 55.64 OR UP $1.03 OR UP 1.81%
MU - CLOSED @ $ 33.73 OR UP $2.22 OR UP 7.05%
SD - CLOSED @ $ 7.02 OR DOWN 0.10 CENTS OR DOWN 1.40%
JCI - CLOSED @ $ 51.43 OR UP $1.76 OR UP 2.72%
RIG - CLOSED @ $ 44.34 OR DOWN 0.19 CENTS OR DOWN 0.43%
FDML - CLOSED @ $ 20.82 OR UP 0.50 CENTS OR UP 2.46%
CHK - CLOSED @ $ 29.50 OR UP 0.75 CENTS OR UP 2.59%
REMEMBER CHK HAD A SPIN-OFF SSE
SSE - OPENED @ $23.75
SSE - CLOSED @ $ 26.87 OR UP $ 3.12 OR UP 13.14%
NKE - CLOSED @ $ 78.45 OR UP 0.77 CENTS OR UP 0.99%
GE - CLOSED @ $ 26.84 OR UP 0.43 CENTS OR UP 1.63%

I WANT EVERYONE TO HAVE A GREAT 4TH OF JULY!!!!!!
                                               "THAT'S JUST MY OPINION"
THANK YOU;
LEN DWELLE
lendwelle@hotmail.com