phomans

phomans

its really a short on the 20yr Treasury-tapering, or its removal when investors become too concerned-is not going to work.

phomans

breaking down from a 2 yr head and shoulders-this quarter-probably reported around 7/23, will be up 2-3% in rev.-How is that worth 43 times GAAP earnings---?

phomans

This is one of those times when the automatic buying of dips to make new highs is not going to work, but its going to happen anyway-short rallies-short the "slope of hope"-

phomans

We have ended (as of Dec of last year when the Fed announced QE3, and rates went up from there), a 30+ yr bull market in bonds which began in Volcker's reign, when friends of mine were able to buy MA municipals at a 14% yield. Who knows what affect this will have on stocks? My guess is negative because this entire recent recovery in the market is based on a...

phomans

LULU will miss earnings meaningfully this week. Were the last quarter's tax rate not lowered, presumably by the CFO hoping to keep the stock elevated at 50+ times earnings, to 19% from the 36% of the past two+ years, earnings in the most recent quarter would have been $.17/shr vs. $.27/shr (for those of u not familiar with arithmetic) rather than $.39 (I forget,...

phomans

This is a "long" chart? No way-its below all of the relevant moving averages-of course it came down to super solid support, so why wouldn't it be expected to bounce-so far the rally is well below 50% of the decline. If you go into Best Buy or comparable stores count how many tablets and Smartphones there are, and note the prices. The bull case I saw most today...

phomans

well, well, well-investors have really taken a bite out of this Apple-are they down to the stem and seeds yet, or are they still chewing around the top half? We approaching something resembling support-Is this the time to load the boat, fill the larder, consummate the relationship, etc. etc., or should we, like, Monty Python, "run and hide." My opinion is that...

phomans

A weekly Picture of AAPL-hard to describe it as other than a long term sell. Samsung today was quoted in the WSJ as lowering expectations for the Xmas quarter based on increasing price competition and aggressive marketing spending to address it-The IPHONE is by far the biggest contributor to Apple's profit-can't really afford to have a lot of competition and even...

phomans

Should be monitored Carefully-pull the same chart for CCJ-Uranium Spot Prices are bottoming-at a three year cyclic low-CCJ is the leading producer in the world-URRE, if it were a country would be the fifth largest Sovereign Country asset base of Proven reserves in the World. And based on CCJ's act announcement over the week in Australia, URRE's asset base is...

phomans

Even as the S&P and DJIA wiggle around new highs, causing shorts all manner of discomfort, the Value Line Arithmetic, the REAL market, un-cap-weighted average stocks is nowhere near and very close to the end of a clear double Zig-Zag......

phomans

Exeercisable in 5 years@$40/shr on KMI, leading Natural Gas Pipeline MLP-based Co. Run by one of the legends of the business.

phomans

the retracement is more than usual in a corrective wave, following the 5 wave decline from the top in April-but no one said that any of these analytical modalities are perfect, and that a 90% retracement is out of bounds-if the QQQ makes new highs, one has to reevaluate the whole pattern, but I think that will occur, with bonds doing what they ware