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Post by blygh on Jan 30, 2014 22:19:38 GMT -5
I am getting more impressed with railroad stocks. I have increased my holdings in equipment stock - especially GBX. UNP hit new high - it leads the industry. KSU bounced back very quickly from a sell-off. I picked up a basket of UNP, KSU, GWR, NSC and CSX.
I will post a chart when I can
Blygh
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Post by blygh on Feb 5, 2014 18:41:11 GMT -5
I think the jobs report will set the market direction for February. The Fed has not yet defeated deflation. They may have to inject more money into the economy by buying up more mortgages. The market is punishing investors for the Feds cut back. It remains to be seen if there will be any improvement in productivity to take up the slack and justify an increase in the money supply, I have my doubts. Byron Weans said on Bloomberg a while back, "There is just no demand." I am moving more into munis, muni funds, mortage ETFs. (MUH MYI ALY AHN MFAAX)
Blygh
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Post by bankedout on Feb 5, 2014 20:15:31 GMT -5
Deflation? Where have you witnessed deflation? Surely not at the grocery store. I am curious.
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Post by blygh on Feb 15, 2014 13:53:46 GMT -5
Housing suffered the most deflation - the whole strategy of the Fed has been to 're-flate' housing putting cash into the economy by buying up mortgages. When 10 year treasuries yield 2.7% (German 10 year bunds yield 1.6% and Japanese govt bonds yield 0.7% ) - that is deflationary. Cars are cheap, cruises, hotels, coal, oil (until recently) ,lead, copper, steel, lead, semiconductors, computers, smart phones, There is as Byron Weims said on CNBC, "no demand". No matter that the Fed can pump $80 billion in asset purchases into the economy every month but inflation still remains less than 2%.
Anyway I am moving out of railroads and into a basket of defense stocks GD LMT HEI UTX
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Post by blygh on Mar 6, 2014 19:00:39 GMT -5
I have taken profits on Biotech ETFs - BIB, FBT - and Fannie and Freddie (FNMA FMCC) too soon - Trying not to get greedy - I am moving profits into steady growers LII NOC POL EIRL HEI I am hanging on to AIRLINES DAL UAL BA AAL and dipping into oil services IEZ HP
Blygh
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Post by blygh on Mar 12, 2014 21:01:54 GMT -5
Heading for the sidelines. Things are getting too volatile. Nibbling at South America but mainly cash
Blygh
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Post by blygh on Mar 23, 2014 19:46:52 GMT -5
 Railroad equipment stocks ARII GBX WAB TRN - Buffet says we need 5300 new tank cars to move fracked oil |
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Post by blygh on Mar 28, 2014 8:23:21 GMT -5
WHOOPS !!!!!All down March 28 an average of 2% - " By the time you see a trend, its over." I sold holding and will wait for a base to establish
Blygh
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Post by blygh on Mar 28, 2014 8:49:14 GMT -5
South American country funds plus a general South American Fund (ILF)  |
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Post by blygh on Apr 26, 2014 9:31:10 GMT -5
I traded this week on the correlation of Apple and CRUS  When Apple had really good numbers but was suspended from trading I bought CRUS -  I did not expect it would outperform AAPL but I got it at 4:48 pm before Apple reopened |
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Post by blygh on Apr 28, 2014 20:41:45 GMT -5
Today - April 28 APPL- caught up to and passed CRUS
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Post by blygh on Jun 3, 2014 16:05:50 GMT -5
Taking profits in railroads and rr equipment - getting more into airlines (despite Buffets mantra = Never buy airlines) ]  Blygh |
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Post by blygh on Jun 13, 2014 19:45:04 GMT -5
I dumped airlines today (6/13/14) except for JBLU (Jet Blue) - bought back into solar/wind TAN/FAN and semiconductors (SOXL) . I am thinking about Coal - it has fallen far and fast yet coal exports are up feeding steel making - ACI BTU WMB CLF.
Blygh
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Post by blygh on Aug 13, 2014 17:38:06 GMT -5
Getting out of coal and back into rails and rail equipment. WSJ article today 8/23 predicts massive increase in rail shipments of Bakkan oil to west coast refineries ("In US Oil Boom, Alaska IS Unlikely Loser") Two baskets - UNP KSU GWR NSC CSX CP CNI - rails WAB GBX TRN ARII RAIL - for rail equipment
Blygh
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Post by blygh on Aug 24, 2014 20:11:05 GMT -5
This week (starting 8/25) I am picking up some investment banks GS JPM MS on Monday afternoon (a primary rule is NEVER buy stocks on Monday AM - I have almost always gotten a better price on Monday PM). Emerging markets seem to be on an upward trend (God knows why)- EEM is an easy way to play it. Also looking at automotive parts makers - Keeping an eye on DLPH BWA JCI AAP TWIN DORM.
Blygh
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