FTÍ in absentia - MARKETS UP 2012!

[Aman A.K.A. Ahamburger]

More of that happiness not GDP

China Welcomes Greater American Role in Asia as Focus Shifts
www.businessweek.com/news/2012-03-05/china-welcomes-greater-role-for-u-dot-s-dot-in-asia-amid-obama-s-strategic-pivot

Boeing Forms Alliance With Chinese Jet Maker
online.wsj.com/article/SB10001424052970203370604577265630346576056.html

[dothedd]

The New GE Way: Go Deep, Not Wide
In Break With Old Paradigm, GE's Top Managers Relocate Less, Concentrate Expertise in One Field

online.wsj.com/article/SB10001424052970204571404577257533620536076.html?mod=WSJ_article_forsub


Collaboration with General Electric Healthcare

As announced in December 2007, Novavax is partnered with GE Healthcare to co-market a pandemic solution that can quickly scale-up production of influenza VLP vaccines at high yields using fully closed, disposable, and mobile equipment. Such an integrated production approach could address issues of cost and timely supply, both relevant for preparing a global vaccine solution for a pandemic situation. A traditional egg-based inactivated influenza vaccine plant with 50 million doses/annum capacity may cost $150-200 million, take four years to build and commission. Furthermore, the only planned U.S. cell-culture facility with capacity of 100 million doses/annum of seasonal flu vaccine has been projected to cost over $1 billion. By way of comparison, a Novavax VLP vaccine plant capacity of 75 to 100 million doses could be built and commissioned for $35-40 million within 24 months. Importantly, this plant would be able to begin shipping VLP vaccine within 12 weeks ensuring a rapid response during a pandemic. And unlike other traditional vaccine plants, the Novavax facility can support other vaccines beyond pandemic. This creates even greater value and vaccine self-sufficiency for the country and its citizens.

www.novavax.com/go.cfm?do=Page.View&pid=9

[Aman A.K.A. Ahamburger]

GE is everywhere right now.. I was just about to write my next entry on the American Renaissance thread.. I think you will like it DOT..

[Aman A.K.A. Ahamburger]

If the job numbers are good, the market is going to be as happy as hell, 85.5% of bond holders agree, they don't want to collapse the financial system.

Caterpillar Sits On Record Backlog
www.dailymarkets.com/stock/2012/03/07/caterpillar-sits-on-record-backlog/

[Aman A.K.A. Ahamburger]

I was.. When I read it.. I am going to be looking at some CAT for my retirement portfolio. They are going to build the globe up.. No time for imitators to come along..

[dothedd]

GE on the move again ....

GE Healthcare Acquires Xcellerex

By: Zacks Equity Research

March 13, 2012 |Comments: 0

Recommended this article (0)

GE


GE Healthcare, a unit of General Electric Company (GE) has signed an agreement to acquire Xcellerex, Inc., a supplier of innovative manufacturing technologies for the fast-growing biopharmaceutical industry. Through this acquisition, GE intends to expand its Healthcare offering of products and services for the manufacture of biopharmaceuticals such as recombinant proteins, antibodies and vaccines.

The financial terms of the deal were not disclosed; however the deal is expected to close by the second quarter of 2012, subject to regulatory approvals.

Xcellerex is a leading developer and producer of turn-key bio-manufacturing systems and production-scale bioreactors based around single-use components. These products provide major advantages such as faster installation, lower capital investment, reduced risk of cross-contamination and huge flexibility unlike the traditional manufacturing technologies.

Xcellerex has a modular technology that can be well integrated with GE Healthcare's cell culture products. Also being of a modular nature they will go down well with customers because of easier installation. This in turn will speed up deployment, thus showing quickly on GE Healthcare's top line.

For fiscal 2011, GE’s Healthcare segment reported revenue growth of 7% and operating profit growth of 2% year over. Revenue growth for the year was primarily driven by increased volume from higher equipment sales and services and the effects of the weaker U.S. dollar. Geographically, the revenue growth was strongest in the emerging markets, followed by the U.S. and other international markets.

GE Healthcare (comprising 12.3% of the total revenue in fiscal 2011) is one of the world’s leading providers of essential healthcare technologies to developed, developing and emerging countries. Its Medical diagnostics and life sciences segment develops and manufactures diagnostic imaging agents used in medical scanning procedures, drug discovery, biopharmaceutical manufacturing and purification and tools for protein and cellular analysis for pharmaceutical and academic research.

General Electric currently holds a Zacks #3 Rank, which implies a short term Hold’ rating.

Read the full analyst report on GE

[Aman A.K.A. Ahamburger]

IDK, personally it's hard not to like the direction the GE is going. Back big into industry and away from finance. Edison would be happy, JMO.

[dothedd]

WXYZ...

GE is one of my long term holds, but I am not a fan of Immelt either because of his "insider status" at the White House!

God bless America, [IT] really needs HELP!

dot

[Aman A.K.A. Ahamburger]

Is it the same thing that bugs dot, wxyz? I know your not a fan, I just can't remember why..

[bimetalaupt]

Re: "I"SN'T GREAT?-IT'S WEEK 8 OF THE "'NEW" STREA
« Reply #136 Today at 8:08am »

[Modify] [Delete]
WERE DO’N FINE IN WEEK 9...."I” OPIONE!!!!!

Yes it’s true if you stick to your plan it will all come back to you…hopefully in a good way![image]

Like fine wine…which starts on a vine and slowly develops into the kind of grapes for which you mine and favor when you dine….”I” still pine for the kind of line that appears on charts that heads for the stars and not the brine [image]

Yes friends the moment you were waiting for when the conventional thinkers are scratching their heads and are having a DUH moment…in regards to what we knew instinctively would occur. [image]

Total inflows to long-term mutual funds were $12.09 billion for the week….YIPPEEEE![image]

Equity funds had outflows of $126 million for the week, compared to estimated outflows of $2.84 billion in the previous week…..well maybe when these “investors” pull their heads out of their collective asses….we’ll get some traction [image]

Domestic equity funds had outflows of $1.38 billion, while inflows to foreign equity funds were $1.25 billion…..WTF?[image]

Hybrid funds had inflows of $1.48 billion for the week, compared to inflows of $1.65 billion in the previous week….moving on up! [image]

Bond funds had inflows of $10.73 billion, compared to inflows of $6.60 billion during the previous week…..this a train wreck…just keep watching [image]LOOKS LIKE THE LITTLE GUY IS WRONG AGAIN..BONDS ARE SET TO CRASH UNLESS BEN B. GOES TO QE3..BTI

Taxable bond funds saw inflows of $9.08 billion, while municipal bond funds had estimated inflows of $1.66 billion…this is the reverse of the above[image]

SO the trend continues as many who missed this move up...and missed the "opportunity" to get their money back and have their portfolio's return to pre 2008 values must be smarting as to why this occurred and how they could have missed the move...all the while watching it occur [image]

Go Long and be smart as we near the 14,167 mark...I will have more to say on strategizing and preventing once again the enevitavble correction...before the next move up to historically higher levels in ALL INDEXES!!![image]

[bimetalaupt]

Mar 15, 2012 12:23:29 GMT -5 @wxyz said:

Yes, I will NOT own that stock while Immelt is involved. I dont trust his management or judgement on business matters. I sold off the stock originally at the start of the current financial crises due to it being primarily a financial business with much exposure to what I was seeing at that time as future events. I might be interested in it again if it ever becomes a manufacturing conglomerate again. As a "bank" I am not interested.

I sold and Shorted GE on the same Idea.. It WAS a bank that SOLD for a Growth PE..made money on both ends of the deal.. Wrote covered Puts and made a killing...

CHANGED IS TO WAS &SOLD.. THAT WAS 10 YEARS AGO...ME BAD...BTI

[Aman A.K.A. Ahamburger]

I thought that a lot of their "banking" was behind them? From what I can tell it seem like they have re invented themselves to a point?

[bimetalaupt]

Mar 16, 2012 13:04:30 GMT -5 Aman A.K.A. Ahamburger said:

I thought that a lot of their "banking" was behind them? From what I can tell it seem like they have re invented themselves to a point?

A++,
THIS SHOULD QUALIFY YOU AS CHIEF OF GRAMMATICAL POLICE.

BTI

[bimetalaupt]

Re: "I"SN'T GREAT?-IT'S WEEK 9 OF THE "'NEW" STREA
« Reply #136 Yesterday at 8:08am »

[Modify] [Delete]
WERE DO’N FINE IN WEEK 9...."I” OPIONE!!!!!

Yes it’s true if you stick to your plan it will all come back to you…hopefully in a good way![image]

Like fine wine…which starts on a vine and slowly develops into the kind of grapes for which you mine and favor when you dine….”I” still pine for the kind of line that appears on charts that heads for the stars and not the brine [image]

Yes friends the moment you were waiting for when the conventional thinkers are scratching their heads and are having a DUH moment…in regards to what we knew instinctively would occur. [image]

Total inflows to long-term mutual funds were $12.09 billion for the week….YIPPEEEE![image]

Equity funds had outflows of $126 million for the week, compared to estimated outflows of $2.84 billion in the previous week…..well maybe when these “investors” pull their heads out of their collective asses….we’ll get some traction [image]

Domestic equity funds had outflows of $1.38 billion, while inflows to foreign equity funds were $1.25 billion…..WTF?[image]

Hybrid funds had inflows of $1.48 billion for the week, compared to inflows of $1.65 billion in the previous week….moving on up! [image]

Bond funds had inflows of $10.73 billion, compared to inflows of $6.60 billion during the previous week…..this a train wreck…just keep watching [image]

Taxable bond funds saw inflows of $9.08 billion, while municipal bond funds had estimated inflows of $1.66 billion…this is the reverse of the above[image]

SO the trend continues as many who missed this move up...and missed the "opportunity" to get their money back and have their portfolio's return to pre 2008 values must be smarting as to why this occurred and how they could have missed the move...all the while watching it occur [image]

Go Long and be smart as we near the 14,167 mark...I will have more to say on strategizing and preventing once again the enevitavble correction...before the next move up to historically higher levels in ALL INDEXES!!![image]

[Aman A.K.A. Ahamburger]

Mar 16, 2012 18:28:34 GMT -5 bimetalaupt said:

Mar 16, 2012 13:04:30 GMT -5 Aman A.K.A. Ahamburger said:

I thought that a lot of their "banking" was behind them? From what I can tell it seem like they have re invented themselves to a point?

A++,
THIS SHOULD QUALIFY YOU AS CHIEF OF GRAMMATICAL POLICE.

BTI

Thanks.. I need to hire and editor... ;D

[Aman A.K.A. Ahamburger]

More signs of growth for this year.

Brazil's new consumer class flocks to US to buy
www.dailyfinance.com/rtn/pr/brazil-s-new-consumer-class-flocks-to-us-to-buy/rfid540192776/?channel=pf

Investors Eye China Services as the Next Big Thing
www.cnbc.com/id/46816443

Caterpillar expanding excavator plant in China
www.cbsnews.com/8301-505245_162-57401788/caterpillar-expanding-excavator-plant-in-china/

[flow5]

testing:

Bruce:

www.ssa.gov/oact/ProgData/investheld.html

The Social Security trust funds, managed by the Department of the Treasury, are the Old-Age and Survivors Insurance (OASI) and Disability Insurance (DI) Trust Funds. Since the beginning of the Social Security program, all securities held by the trust funds have been issued by the Federal Government.

There are two general types of such securities:

1.special issues—securities available only to the trust funds; and
2.public issues—securities available to the public (marketable securities).
The trust funds now hold only special issues, but they have held public issues in the past.

Monthly reports from the Bureau of Public Debt provide data on the amount held at the end of the month by type of security, interest rate, and maturity date. The two forms below allow you to access such data. Data are available for 1990 and later.

============

February was the first month in the last 23 years (as far back as I chose to check) where money flows (MVt), increased over the January seasonals. And that was due to an increase in the transactions velocity of money, not an increase in the money stock (M1).

Changes in Vt can be corroborated using several stats, one being the currency-deposit ratio (which I have yet to check). Even so, the strength in MVt is due to reverse in June. I used crash to describe the downswing. That's hyperbole. The upcoming decrease in MVt is a flight-to-safety anomaly. But stocks will fall, & that will be tradable. As we get closer to that date the evidence will be clearer.

===============

As Operation Twist ends in June, June, will be an excellent time to short long-term bonds (or perhaps have already started falling), . Contrary to Operation Twist's $400b Maturity Extension Program's objective (the program was initiated on Sept 21, 2011 -- when the Daily Treasury Yield Curve for the 10 year security was 1.88%), has failed to keep a lid on interest rates, leaving yields higher, now @ 2.29%.

With stagflation (business stagnation accompanied by inflation), levels increasing, inflation expectations will increase, and as that is the largest component of long-term interest rates, bond prices will probably fall substantially.

[rovo]

Mar 26, 2012 9:42:20 GMT -5 @wxyz said:

Sounds good to me. I am dying for a chance to lock in some great interest rates for 30 years.

Me too. I'll be doing a ladder on CDs when I see the rates peak. Then I'll be able to forget about the market for the years I have left. ;D

[Steady As She Goes]

rovo,

I laddered my CD's a while ago. My original plan was to ladder with 5yr CDs. A few years ago, my Credit Union started offering 7 year CDs at a better rate than the 5 yr. I'm currently systematically converting to a 7 year ladder. It works well and I'm pleased with the results. They helped me weather the market crashes with a bit less pain and worry. When the rates go back up (sooner rather than later I hope), I'll continue to roll them at increased rates with increased ballances. So far, the lowest rate on my worst performing CD is just a smidge under 3%. My best rate is just a smidge under 5% and I still have another year on that one.

[Aman A.K.A. Ahamburger]

And the bull run in bonds continues...

Thought this was interesting..

China Is America's Biggest Opportunity
www.forbes.com/sites/forbesleadershipforum/2012/02/17/china-is-americas-biggest-opportunity/?feed=rss_asia

[Aman A.K.A. Ahamburger]

JMO, they won't be able to keep up the way they do business much longer. They have the whole international world looking at them now. They won't be able to just keep hiding. Since they have to up their consumers base big time they have no choice, really, but to turn to their American/International friends for help. Now they have to stop trying to steal our tech because we can just block their big companies from doing business with us.

Boeing Shanghai Signs Maintenance Agreement with LOT Polish Airlines
www.aviationpros.com/news/10649248/boeing-shanghai-signs-maintenance-agreement-with-lot-polish-airlines

The trouble with China's Huawei
money.cnn.com/2012/03/27/technology/huawei/index.htm?section=money_news_international&utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A

More bad news for Chinese telecom giant Huawei this week is raising questions about the company's ability to do business with the West.
Huawei, which is second only to Sweden's Ericsson in telecom equipment sales, was blocked on Monday from bidding on a $36 billion Australian national broadband contract.

[Aman A.K.A. Ahamburger]

Pretty interesting stuff. I guess the press is slowly getting it USAWON..

U.S. Economy Enters Sweet Spot as China Slows
www.bloomberg.com/news/2012-04-03/u-s-economy-enters-sweet-spot-as-china-slows.html

[Aman A.K.A. Ahamburger]

LOL... That is a FACT Mr. Z. You could be right, I was thinking about something last night. There is a possibility that Spain will drag out this year, Italy will hit the papers next year, then by 2014-2015 it will be USA, China and Japan. By 2016... The USA housing market will really be moving along again and the euro problems should finally be behind us, really we could just see what we are seeing now for another 6 years it will be a bull run up to like 15k-16k with pretty steep corrections every year. Then just like you said 2017 things are all clear.... Just in time for a good final correction to push the markets forward into the '20s.... LOL... Who knows though, in the end, that's why it's good to be a long term investor/spectator.

[Aman A.K.A. Ahamburger]

Auto sales are recovering, which has the railroads recovering. Fannie Mae's first profit since the crash, housing prices appear to be somewhat stabilizing and longer hours in the work week. As things slowly get better, the hiring starts from there because the workers are at full capacity and it's time to expand to keep productivity going.

Auto Sales Rise Puts U.S. on Pace to Best Year Since 2007
www.bloomberg.com/news/2012-05-10/auto-sales-rise-puts-u-s-on-pace-to-best-year-since-2007.html

Auto Sales Fastest Since 2008 Ripple to Union Pacific
www.bloomberg.com/news/2012-05-09/auto-sales-fastest-since-2008-ripple-to-union-pacific.html

[Aman A.K.A. Ahamburger]

These should be in here as well, pretty big news..

Fannie Mae Posts Profit; Seeks No Aid
www.nytimes.com/2012/05/10/business/fannie-mae-profit-signals-a-stabilizing-housing-market.html

Home Prices Are Stabilizing, Signifying A Housing Market Bottom
www.forbes.com/sites/morganbrennan/2012/05/09/home-prices-stabilizing-signifying-a-housing-market-bottom/

[jarhead1976]

Lol , housing , That fat lady is not even to the stage yet.

[Aman A.K.A. Ahamburger]

May 11, 2012 14:04:09 GMT -5 @wxyz said:

YES Mr A.

In a number of markets housing is starting to turn positive. I AM CALLING THE BOTTOM TO HOUSING, RIGHT NOW.

From here on it is going to be erratic but generally upward prices. At least for those still considering buying mortgage rates are still at record lows and prices are at the bottom. However, better act within the next year to year and a half, or you will be caught in an upward market and multiple offer situation. (some markets like Portland, Seattle, etc, etc are already seeing multiple offers)

I think you're dead on the money Mr. Z...

March's revenues were greater than expenses. If that can be attained at this level, full capacity is going to be something else. Just adding a SLOWLY recovering housing market onto what is going on at this level, will lead to a self sustaining recovery faster than some think; especially when you factor in what's really going on.

[jarhead1976]

Wxyz, I respect your optimism.

[usaone]

Housing is much much better than 4 years ago. Most states have a stable housing market at this point.

Nevada, Arizona and parts of Florida excluded.

[Aman A.K.A. Ahamburger]

Good points USAWON, I know I'm hoping to get in on some of the recovery action that is going on..

Nice article Mr. Z

Kinda goes along with this one...

Homes for Sale Grow Scarce as Sellers Await Higher Prices
finance.yahoo.com/news/homes-sale-grow-scarce-sellers-171311171.html