Investing Research

Bottom Fishing In Oil? Sure It’s Possible, And Here’s How

It’s not often that one gets to go bottom fishing as US equities are trading at all-time highs and still in the midst of the strongest bull market in recent memory.  But, where there is a bull market in one place, there is likely a bear market in another. And

Recent Posts

Ford Stock (F) Nearing 2 Important Price Levels

Perhaps Ford (F – Quote) investors were biding their time for the launch of the new aluminum body F-150. Or perhaps this is just an oversold bounce? Time will tell. Last month, with the stock trading at $13.78, I wrote a post highlighting how oversold Ford stock price was and why investors should have it on their watch list. Here’s an excerpt from that post: So what makes this an interesting setup? Well, a

Chipotle Stock: Will Elliott Wave Pattern Slow CMG?

The story of Chipotle (CMG – Quote) is amazing… yes, they only make burrito’s but Chipotle stock is at $657/share AND it’s the story of the American Dream. We’ll get to that high share price in a minute, but first let’s celebrate Chipotle’s background (from Wikipedia): “…Founder Steve Ells, attended the Culinary Institute of America in Hyde Park, New York. Afterward, he became a line cook for Jeremiah at Stars in San Francisco.[16] There, Ells observed the popularity of

How To Apply WACC: Weighted Average Cost Of Capital

In previous articles, using Caterpillar, Inc. (CAT) for the figures, we have looked at different ways in which to value the company. Those considered so far have been Asset Valuation, Calculated Intangible Value and P/E Method. In a future article we will consider perhaps the most reliable – the discounted cash flow. To calculate this, we need a weighted average cost of capital (WACC) for CAT, and that is what

Why Investors Should Watch This NYSE Divergence

The New York Stock Exchange Index (NYSE) is an extremely important gauge of overall market health. Why? According to the New York Stock Exchange website (www.nyse.com): “..The NYSE Composite Index is designed to measure the performance of all common stocks listed on the NYSE, including ADRs, REITs and tracking stocks. In January 2003 the NYSE reintroduced the NYSE Composite Index under a new methodology that is fully transparent and rule-based.

Crude Oil Prices Pop And Fade: How Far Can The Rally Go?

The big news of the morning is the global effort to ease continues with China’s rate cut and Mario Draghi’s strong words, “It is essential to bring back inflation to target and without delay.” Crude Oil (WTI – Quote) certainly has gotten the message ahead of OPEC’s key Thanksgiving Day meeting next week. As we speak, Crude Oil has broken a 1 month downtrend and is attempting to regain an important

SP 500 Update: Oops, Central Banks Did It Again

It’s the rally that just doesn’t want to exhale. And this morning the S&P 500 (SPX – Quote) has taken market shorts to the brink. Futures are up about 16 points, reaching as high as 2070.95 over night.  What set off this overnight euphoria? The same thing that occurred just 3 weeks ago out of Japan… yup, more easing. This time it comes courtesy of China, as the Chinese central bank

Japanese Yen: The World’s Favorite Short Trade Is Ripe For Reversal

Amidst a market environment in which certain trades aren’t simply working well but are perceived to be without any risk whatsoever, the short Japanese Yen trade is arguably perceived to be the surest thing around. According to CFTC’s Commitments of Traders, speculative shorts continue to amble along with negative volume around record levels: After a year-long consolidation of the massive drop that began in late 2012 with Japanese Prime Minister Shinzo

Back-Testing The Tony Robbins All-Weather Portfolio

Tony Robbins has a new book out this week called MONEY Master the Game: 7 Simple Steps to Financial Freedom. The interviews that Robbins did with some of the greatest investors of all-time (Buffett, Dalio, Tudor-Jones, Icahn, Swensen, etc.) sound like they’re worth the price of admission alone. In a piece Robbins wrote for Yahoo Finance he discusses an all-weather strategy he developed for the book with the help of Bridgewater’s Ray Dalio.