DFI Wealth Management Blog

Wealth of Financial Information

Investment Ideas Weekly has moved to my faster loading blog and future financial posts will be found at DFI Wealth Strategies Blog.

 

Please visit me there for timely articles on a variety of financial planning topics to include investments, tax and estate planning, consumer financial tips and other topics concerning your financial health.

Daniel Iuculano, AAMS CMFC

Accredited Asset Management Specialist

Chartered Mutual Fund Counselor

 

Investment Ideas Weekly – Monday Oct 05, 2015

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(Monday – Oct 05, 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 Oct 02 was Neutral , 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 remains Negative. YTD the S&P 500 is negative at -3.72 %.

Market is moving upward this morning; the trend is still neutral with the bias to the upside for the moment. Be cautious if you wish to go long and choose wisely.

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

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

Jul 31 –            $4.436

Jul 24 –            $4.381

Jul 02 –            $4.390

Jun 26 –           $4.449

Jun 19 –           $4.470

Wilshire 5000 Insex

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 Neutral Market as of 2015-10-02. This means traders and investors should consider trading with a Neutral or Bullish bias by buying stocks and setting tight stops.

Top Relative Timing – Industries (in order of timing)

Electrical (Connectors)

Retail (Major Chains)

Food (Meat Products)

Personal (Soap & Clng)

Media (Periodicals)

Top Relative Timing – Sectors (in order of timing)

Container

Bank

REIT

Insurance

Market

Stocks to consider based on dividend yield

Dow 30

 

Verizon (VZ) 5.28 %
Chevron (CVX) 5.25 %
Caterpillar (CAT) 5.73 %
Exxon (XOM) 3.85 %
Percent change, 200-day moving average

N/A

Stocks going up fast

Castle AM (CAS)

Edwards Lifescience (EW)

Momo Inc. (MOMO)

Rovi Corp (ROVI)

New 52 week High ( random selected)

Peabody (BTU)

HR Block (HRB)

Pool Corp (POOL)

Xueda Education (XUE)

Zacks Investment Research

Bull of the Day – Oct 02

TubeMogul (TUBE)

The company posted positive revenue surprises in each of the last five quarters, but the big surprise came in the most recent report. The company posted revenue of $45M when the Zacks Consensus was calling for $39M, that $6M beat translated into a positive revenue surprise of 16.6%, the biggest surprise since the September 2014 quarter which saw a 30% topline surprise.

 

Daniel Iuculano, AAMS CMFC

Accredited Asset Management Specialist

Chartered Mutual Fund Counselor