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IBDvalueinvestin (99.64)

September 2010

Recs

5

Window Dressing Selloff

September 30, 2010 – Comments (2)

Midday Window dressing going on by fundmanagers that have underperformed the market this qtr.   [more]

Recs

9

Crash of all Crashes coming.

September 29, 2010 – Comments (4)

No I am not talking about stock market this time.  [more]

Recs

2

Chinese stocks back in Focus

September 29, 2010 – Comments (0)

Traders are focusing on Chinese stocks again as can be seen from the upward bias in Chinese stocks.

byddf +0.37

cfsg +0.29

cga +0.24

chbt +0.86

rino +0.27

llen +0.37

cisg +0.83

sol +0.51

htht +1.15

csiq +0.93

 

Recs

5

Rare Earth Required for Wind Turbines

September 28, 2010 – Comments (0) | RELATED TICKERS: REE , MCP

FAN Wind-power stocks may be in focus on report that China may allocate 30% of alternative energy spend on wind power (10.32 +0.13)
Last night Bloomberg ran an article discussing reports that China may allocate 30% of alternative energy spend on wind power. We'd note that BWEN is up +19.7% today (with no other news out), while APWR and AMSC are each up ~0.9%. WPCS, which was recently selected by Meskwaki Nation for wind energy project, is up +1.2%. The wind ETF (FAN) is +1.0%. APWR ran up 14% yesterday on rumors of a Chinese contract, and today announced the delivery of one prototype 2.05MW wind turbine generator set at its factory in Shenyang, Liaoning Province, China. Finally, we'd also note that China Ming Yang Wind Power Group (ticker MY), is a Chinese wind power company that will IPO this week, potentially drawing further interest to the sector.  [more]

Recs

4

Dips in Rare Earth stocks has proven to be buying chances

September 28, 2010 – Comments (0) | RELATED TICKERS: MCP , REE , ACH

in the last 5 straight dips that have occurred since August.  [more]

Recs

3

$20M buyback could have started at NPD today.

September 27, 2010 – Comments (2) | RELATED TICKERS: NPD

The company in August said it was going to make open market buys of shares at anytime within the next 12 months.  [more]

Recs

1

SGEN shares like a rocket out of a bottle.

September 27, 2010 – Comments (0) | RELATED TICKERS: SGEN

UPDATE - Seattle Genetics lymphoma trial succeeds, shrs jump

at Reuters(Mon 11:24AM EDT)

Recs

3

Drilling ban to be Lifted soon,

September 27, 2010 – Comments (0) | RELATED TICKERS: RIG , DO

So what is happening to drilling stocks? The are rallying ahead of lifting the ban news which will cause retail shorts to cover or new retail investors to buy shares of drillers once they see actual news the ban has been lifted. Thats not how smart money acts though, they are covering and adding shares of RIG stocks before the news hits the wires in a few weeks.  [more]

Recs

1

I would not be surprised if RIG shares rally +5/shr today

September 27, 2010 – Comments (0) | RELATED TICKERS: RIG , HAL , APC

I have seen RIG shares in the past run for numerous days and as much as +5/shr whenever they have had news which has been positive for RIG against BP.  [more]

Recs

1

"RARE EARTH WAR"

September 24, 2010 – Comments (0) | RELATED TICKERS: LYSCF , MCP , REE

China has the Rare Earth but wants to keep it for itself which is 95% of current world production, leaving the entire rest of the world only 5% to share among each other.  [more]

Recs

1

Mr. Abbate says "Bet on Horses"

September 23, 2010 – Comments (0) | RELATED TICKERS: HPQ , IBM , AAPL

Bet on the Horse, Not the Jockey   by: Tony Abbate August 19, 2010  | about: HPQ    

   [more]

Recs

1

Tech Geek explains Tablet War of the "4 Horsemen"

September 23, 2010 – Comments (1) | RELATED TICKERS: HP , AAPL , DELL

Tablet Wars: Apple iPad vs. JooJoo vs. HP Slate vs. Dell Streak 5

HP won't have to win the war, they just need to win a battle or two because HP is not a 1 trick pony.

 

 

Recs

4

Can't win on the bearside even on supposedly bad news today.

September 23, 2010 – Comments (2)

I am going to throw the towel and join the bandwagon before its too late   [more]

Recs

3

FED> forcing American Car buying Worldwide.

September 22, 2010 – Comments (0) | RELATED TICKERS: F , TM , HMC

How are they doing it? Very easily thru dropping the US dollar value. Why would they do it? Ever heard of GM? Government Motors, the US government now is biased toward lowering the US dollar because it benefits them greatly. Ford also see's this reality and recently announced to hire another 1,000 workers in India to a total of 4,000 to try and make a major push into India's 1.2 Billion population market. or 1/6 th of the total world population.  [more]

Recs

3

American car maker has cheapest PE while Americans change cars more often than anyone.

September 22, 2010 – Comments (1)

FORD Motors cheapest PE Value among 5 top traded Motor Vehicle Companies   [more]

Recs

4

Can't believe we have not crashed in Sept.

September 22, 2010 – Comments (0)

Oh well, if this is really a rally heading into 3rd Qtr earnings then the Mega large caps should be moving up alot faster than they have because the low interest rates favor the Mega large caps which can refinance their debt at unheard of lowest interest rates in the history of the world. That refinancing of debt would reduce their payments for interest dramatically and therefore increase their earnings by the same amount. Its almost the same as people that refinance their homes.  [more]

Recs

5

BIDU is looking more Google like everyday.

September 21, 2010 – Comments (0) | RELATED TICKERS: BIDU , GOOGL , YHOO

This is what FORBES says about BIDU.  [more]

Recs

2

Holy Jihad in USA

September 20, 2010 – Comments (0)

Sen. Kaufman: GOP waging 'holy jihad' to extend tax cuts By Michael O'Brien - 09/20/10 09:42 AM ET

Republicans are fighting to extend tax cuts for high earners with the intensity of a "holy jihad," a Democratic senator charged Monday.

Sen. Ted Kaufman (D-Del.) said he didn't see any room for compromise with Republicans on the extension of income tax cuts that are set to expire at the end of the year, blaming the GOP for being unflinching on tax rates.

"We talk about bending — it's incredible. There's no bending! Pick up your morning Washington Post and find out what Republicans are willing to bend on," Kaufman said during an appearance on CNBC. "This is like a holy jihad to keep the tax cuts going."

At issue are the tax cuts passed early in the presidency of George W. Bush, which will revert to their rates preceding the tax cuts, unless Congress acts. Democrats, led by President Obama, want to extend all the breaks except for households earning more than $250,000 per year and individuals earning over $200,000 per year.

Republicans have pushed for a permanent extension of the current tax rates, or, barring that, at least a two-year freeze on all tax rates.

Sen. Bob Corker (R-Tenn.), in a separate interview on CNBC on Monday morning, said that he saw a two-year extension in current rates as the most likely outcome of the tax debate.

"I think we're going to end up with two years of tax policy being exactly like it is today," Corker said. "I think that's a good thing."

The tax debate has taken center stage in Washington with six weeks left to go before the election, and both parties believe the issue works to their advantage.

Obama himself has shown little willingness to compromise on the taxes, though some Democratic leaders in Congress haven't ruled out the two-year extension, the kind of compromise that would kick the issue down the road for lawmakers, and possibly shield vulnerable Democratic incumbents on the tax issue.

Kaufman said, though, that he hasn't heard any interest from either party in compromising, setting up the possibility that the tax debate could be kicked back beyond the elections and into a lame-duck session of Congress.

"I don't hear any compromise coming out of anybody," he said.  [more]

Recs

2

Recession is not over. Its just beginning.

September 20, 2010 – Comments (3)

Read my prior post from last week..

Recs

2

A sudden market rally

September 20, 2010 – Comments (2)

About stocks:   [more]

Recs

16

Recession Likely in 2011

September 16, 2010 – Comments (6)

U.S. Economy "Gradually Deteriorating," Levy Says: Recession Likely in 2011 Posted Sep 16, 2010 04:04pm EDT by Aaron Task Related: ^DJI, ^GSPC, SPY, DIA, TBT, XHB, RTHShareretweetEmailPrintThursday brought another round of economic data to fuel the raging debate about whether the U.S. economy is on the mend, heading for a double-dip or still in recession.

If you step back from the day-to-day (and minute-by-minute) focus on the latest data, "the state of the economy is...gradually deteriorating," says David Levy, chairman of the Jerome Levy Forecasting Center. "We had a very weak recovery and we are more likely than not going to have another recession in 2011."  [more]

Recs

3

Silver stock AUMN going Balistics up 40% in 24 hours

September 15, 2010 – Comments (2) | RELATED TICKERS: SLW , PAAS

Others to watch SLW, and PAAS.

Recs

4

Gold looks to turn Green, following Silver, Palladium and Platinum higher.

September 15, 2010 – Comments (0) | RELATED TICKERS: GLD , SLV

http://www.kitco.com/market/

 

It won't take much for yesterdays late day shorts to get scared and head for the hills to live another day.

Bulls are running wild on Warren Buffett's call..this week.

Recs

7

Warren may be too old and out of touch these days.

September 13, 2010 – Comments (18) | RELATED TICKERS: BRK-B , BRK-A

How can he make such a blanket statement is beyond me??? Unless he is trying to pump his company thru an article that certainly remind people that his BRK.B, BRK.A shares are still trading.  [more]

Recs

8

Next Monster Bubble Identified by Jack Lifton

September 08, 2010 – Comments (6)

In his opinion the next big bubble "Commodities Inflation" an inflation of the likes the world has never seen. I can see it building already but its at the very earliest stages at this point. In my Opinion it will take another 5 years minimum and maybe 10 before we get to a bubble situation in commodities. There will be lots of folks that get rich quick on this next bubble of the future and alot of folks "retail that enter between 2015-2020 will also lose big once it gets too high and the demand craters".   [more]

Recs

4

Whats Platinum worth? $400M according to SWC

September 08, 2010 – Comments (0) | RELATED TICKERS: SWC

Stillwater plans to develop a $400 million pit mine near Marathon, Ontario over the next three years, chief executive Frank McAllister said.

The mine would allow the Columbus-based company to increase its platinum and palladium production by 40 percent. That's equal to about 1,250 pounds annually of the metals used in jewelry, in industrial processes and to make catalytic converters for vehicles -- a market that's been booming in developing countries such as China and India.  [more]

Recs

5

It happens Sept. 7 - 8

September 07, 2010 – Comments (0) | RELATED TICKERS: MCP , REE

The Rare Earth Element Crisis
A Congressional Research Service report considers whether U.S. dependency on foreign sources of rare earth elements threatens the defense and technology industries. By Thomas Claburn
InformationWeek
August 28, 2010 08:10 AM
There are 17 rare earth elements (REEs). They have names like lanthanum, europium and yttrium. And they're critical to a variety of high-tech products and manufacturing processes, including catalytic converters, petroleum refining, color TV and flat panel displays, permanent magnets, batteries for hybrid and electric vehicles, medical devices, and various defense systems like missiles, jet engines, and satellite components.

About 124,000 metric tons of REEs were produced in 2009, with worldwide demand during this period estimated to be 134,000 metric tons -- the difference have been made up from existing stockpiles. By 2012, worldwide demand is expected to reach 180,000 metric tons while mining operations are not expected to keep up with demand in the near term.   [more]

Recs

8

The Truth and only the Truth

September 06, 2010 – Comments (3)

The unemployment figures are far worse than the government admits. (Bernanke himself said as much. "The small decline in the unemployment rate is attributable more to reduced labor force participation than to job creation," he said. Think about that for a second if your definition of "unemployed" doesn't include those who have ceased to participate in the labor force, what use is it?).

We can find the real numbers for ourselves. The Labor Department's own data show that among adult men of prime working age, 25 to 54, just 81.2% have a job of any kind at the moment. (The figure until the crisis was nearly 90%, and back in the fifties it was around 95%).  [more]

Recs

2

TTWO Sales Triple "X-BOX " redesign in part Responsible

September 03, 2010 – Comments (0) | RELATED TICKERS: TTWO , MSFT , SNE

Red Dead Redemption, more than four years in development, was created by Rockstar Games, a unit of Take-Two that also makes Grand Theft Auto. The game, set in the Wild West in the early 20th century, has been well received by critics.   [more]

Recs

6

ARNA a Drug stock that should Rally big ahead of FDA decision.

September 02, 2010 – Comments (4) | RELATED TICKERS: ARNA , VVUS , OREX

ARNA's Lorcaserin is up on FDA approval decision on 9/16/2010  [more]

Recs

13

Today is just another Trap..

September 01, 2010 – Comments (20)

After a 3 week bashing on longs, shorts lift the hammer this morning but I don't expect it will be for long before the hammer comes crashing back down on long holders.  [more]

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