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Investment Ideas Weekly – Monday Sep 14, 2015


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(Monday – Sep 14, 2015)

A weekly 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 Sep 11 was Mildly Bullish , the price trend has moved Downward though the 20 day moving average and  20 has moved below the 50 day average .

The primary trend is Up over the past five day, the longer trend (two weeks) is Down. MACD turned Positive. YTD the S&P 500 is negative at -3.34 %.

The markets are trading down this morning, with the FOMC meeting later this week I suggest we take a wait and see position before making any long trades. However I do like the possibility of selling some puts (options) if the premiums are attractive enough.

Wilshire index Price: (Total Wilshire 5000 value divided by 5000)

Sep 11 –           $4.138

Sep 04 –           $4.061

Aug 28 –          $4.194

Aug 21 –          $4.154

Aug 14 –          $4.402

Aug 07 –          $4.371

Jul 31 – $4.436

Jul 24 – $4.381

Jul 02 – $4.390

Jun 26 –           $4.449

Jun 19 –           $4.470

Jun 12 –           $4.439

Wilshire 5000 Index

Wilshire 5000 Index

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.


Technical analysis is the study of past market prices and trading volume. It will keep you trading with the market, rather than against it.

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.

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.
———-

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 Mildly Bullish in a Bull Market as of 2015-09-11. This means traders and investors should consider trading with a Neutral or Bullish bias by buying (going long) stocks. The rank of the Bull Market is 0.4649 which indicates the current market conditions are Extreme, Risk of a reversal is high.

Top Relative Timing – Industries (in order of timing)

Building (A/C Heating)

Building (Cement)

ETFs (Short)

Food (Candy)

Personal (Tabacco)

Top Relative Timing – Sectors (in order of timing)

Building

Bank

Container

Insurance

Market

Stocks to consider based on dividend yield

Dow 30

 

Chevron (CVX) 5.66 %
Verizon (VZ) 4.97 %
Caterpillar (CAT) 5.59 %
Exxon (XOM) 4.03 %
Percent change, 200-day moving average

Not Available

Stocks going up fast

Yamana Gold (AUY)

IGI Laboratories (IG)

Incontact (SAAS)

William Lyon Homes (WLH)

New 52 week High ( random selected)

Dynavax Tech. (DVAX)

Equinix (EQVI)

H&R Block (HRB)

Wellcare (WCG)

Zacks Investment Research

Bull of the Day – Sep 11

Ohr Pharma (OHRP)

The last earnings estimate revision for the current year saw EPS loss shrink from $1.18 to $1.06. What’s been a big shot in the arm has been a couple of huge earnings beats over the last two quarters. Last quarter a 10 cent beat followed up on the 5 cent beat we saw in Q1

Daniel Iuculano, AAMS CMFC

Accredited Asset Management Specialist

Chartered Mutual Fund Counselor

Investment Ideas Weekly – Monday Sep 07, 2015

Morningstar Stocks Funds

FREE Portfolio Software & newsletters
Receive my best financial and investment strategies for free.
You will also receive a free portfolio management software program.

 Sign Up
it’s Free

(Monday – Sep 07, 2015)

A weekly 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 Sep 04 was Bearish , the price trend has moved Downward though the 20 day moving average and  20 has moved below the 50 day average .

The primary trend is Down over the past five day, the longer trend (two weeks) is Down. MACD is Negative. YTD the S&P 500 turned negative at -5.36 %.

The stock market is closed today in the US…..

Remain on the sidelines for now as the overall market is still declining.

Wilshire index Price: (Total Wilshire 5000 value divided by 5000)

Sep 04 –           $4.061

Aug 28 –          $4.194

Aug 21 –          $4.154

Aug 14 –          $4.402

Aug 07 –          $4.371

Jul 31 – $4.436

Jul 24 – $4.381

Jul 02 – $4.390

Jun 26 –           $4.449

Jun 19 –           $4.470

Jun 12 –           $4.439

Jun 05 –           $4.472

Wilshire 5000 Index

Wilshire 5000 Index

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.


Technical analysis is the study of past market prices and trading volume. It will keep you trading with the market, rather than against it.

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.

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.
———-

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 Bearish in a Bull Market as of 2015-09-04. This means traders and investors should consider trading with a Bearish bias by raising stop levels on winners and selling losers. Aggressive traders should consider buying put options or shorting stocks with 10% or less of their portfolio. The rank of the Bull Market is 0.9119 which indicates the current market conditions are Extreme, Risk of a reversal is high.

Top Relative Timing – Industries (in order of timing)

ETFs (Short)

Building (A/C Heating)

Personal (Tabacco)

Building (Mobile/Mfg/RV)

ETFs (Fixed Inc, Treasury

Top Relative Timing – Sectors (in order of timing)

Bank

Building

Market

Container

Insurance

Stocks to consider based on dividend yield

Nasdaq 100

 

Vodafone (VOD) 6.92 %
Mattel (MAT) 6.66 %
Garmin (GRMN) 5.59 %
Seagate (STX) 4.48 %
Percent change, 200-day moving average

Kraft Foods (KRFT) 17.31 %

Amazon (AMZN) 14.51 %

Activision (ATVI) 12.63 %

Catamaran Corp (CTRX) 9.38 %

Stocks going up fast

Express Inc (EXPR)

Linn Energy (LINE)

Quicklogic (QUIK)

Whiting Petroleum (WLL)

New 52 week High ( random selected)

Cardionet (BEAT)

Navidea Biopaharm. (NAVB)

Rentech (RTK)

Xueda Education (XUE)

Zacks Investment Research

Bull of the Day – Sep 4

Ixia (XXIA)

Ixia has crushed earnings for four quarters in a row by an average of 7 cents per quarter. The most recent beat coming in June saw earnings come in at 15 cents versus our Zacks Consensus Estimate for 6 cents. Revenue exceeded the high end of management’s guidance range, coming in at $131.6 million versus expectations of $121.

Daniel Iuculano, AAMS CMFC

Accredited Asset Management Specialist

Chartered Mutual Fund Counselor