The current state of the stock markets

[ModE98]

"VERY dangerous times for investors right now. Long term people will be fine, but everyone thinks they are a long term investor until the sh*t hits the fan and the panic begins. At that point most will bail."

You've got that one "nailed", wyxz, that's for sure!

[Deleted]

Apr 17, 2014 9:02:49 GMT -5 @wxyz said:

Not to mention the destruction of the US health, hospital, drug, and medical system.  There is NO WAY I would be invested in any of these industries.  The risk HUGE and future is WAY TOO OPAQUE.

www.weeklystandard.com/blogs/widows-dropped-health-care-due-obamacare-alabama_786961.html

www.breitbart.com/Big-Government/2014/04/16/Brain-Surgery-Patient-s-Obamacare-Plan-Denies-Meds-Drops-Doctors

VERY dangerous times for investors right now.  Long term people will be fine, but everyone thinks they are a long term investor until the sh*t hits the fan and the panic begins.  At that point most will bail.

If long term investors made it through the last 7 years,  I can't see them bailing now.. .. 

[Deleted]

Apr 17, 2014 9:43:17 GMT -5 @wxyz said:

The past five years have been EASY.  Big money made.  BUT...I suspect that most people did not participate since they were trying to figure out when to get back in.  It has only been over the past year or two that the extreme doom and gloom has abated.

The number of REAL long term investors is very small.  It is very difficult for most to take the heat.

I agree on the last 5 years.  That is why I went to 7.  If long term investors stayed the course through the last 7, I don't see them bailing now.  That was my point.  

I think the number of real long term investors is probably pretty small, too.   Better for the rest of us that are. 

[Ombud]

I have a very long horizon for my core portfolio -- hoping for a huge dip.

[Aman A.K.A. Ahamburger]

If you want to talk about terrible health care, as bad as it may seem.... Long Canadian wait times send patients south for surgery. My hope is that between the two market places we can get a decent system figured out.

[Aman A.K.A. Ahamburger]

Apr 17, 2014 9:51:02 GMT -5 Ombud said:

I have a very long horizon for my core portfolio -- hoping for a huge dip.

Never waist a good opportunity.    

It wouldn't surprise me to see a dish/bowl at this point.  A few years of lower market numbers.. At the same time, if there is a resolution to all these issues in the East, it will be onward and upword, JMHO. 

[Value Buy]

Mar 19, 2014 12:31:03 GMT -5 djAdvocate said:

Dec 31, 2013 17:00:50 GMT -5 Value Buy said:

I am looking to invest in Newmont mining Corp in January this year.

One of the big losers in 2013, and I think it will rebound in 2014

I am amazed the Utility index closed higher for the month with rising interest rates occurring, although it did not close on a record high.

Guess I will be holding my utility stock for a while longer as it sis still trading near the high for the year.

if you like mines, i would suggest SLW.  they are playing the royalty game, which is higher leveraging and lower risk than the mines themselves.  RGLD is the other big player, but is a much weaker value.

Now we have mind games with Barrick and Newmont Mining.

[The Virginian]

The Utilities are great for Dividends - Steady Income - I did notice that Texas Power Company was filing Bankruptcy - Usually don't see power companies doing that. They are going to miss a Bond Payment I thought I read.

[Value Buy]

I started this thread almost two years ago, in June of 2012, when I was depressed about the stock markets and direction we were heading price wise.

Now looking back two weeks shy of two years of professing my feelings where it was headed, I look like such a fool. Europe and Greece seem to have solved their banking problems without too much damage.

The Euro still stays in the high $130 range against the dollar.

My portfolio is now almost up to it's new high it hit in January of this year. It probably is higher as I have not updated the shares acquired in dividend reinvestments programs.

Now I think despite the talk of doom and gloom this spring/summer for stocks, I am looking for a good bump in June and a few weeks into July, then maybe the summer doldrums kick in for August and late summer vacations thru Labor Day.

I have to admit the stock rotation occurring where old favorites are being dropped for new favorites does perplex me, but we always have to have a stock rotation to continue a positive market. 

My only real concern is inflation right now. The government says it is practically non-existent, but we all know it is out there eating away at consumer wallets on a daily basis.

And yet, the ten year T note has fallen well below 2 1/2 percent again, signaling the lack of inflation.

Any thoughts out there on what everyone is thinking would be appreciated.

[Value Buy]

The one big error I did make two years ago, was I did buy more silver in the $27 and $28 an oz range, and never sold it, so I have taken a hit on those purchases at that time.

[Value Buy]

Dividends are driving my portfolio right now.

Just had $4,100 go into my Windsor II IRA this month!

Portfolio went up again yesterday, on a so so day for the markets, setting another new all time high.

[Value Buy]

S&P 500 index just hit another intraday all time high!

Great news for everyone in the index fund!

[Value Buy]

Well, today was a pain in the butt......

Leave for a few hours and KA POW......

[Deleted]

Watched this unfold today & all I could do was shake my head. Knowing that things are going to have a hell of a down day, but not when is one thing; watching it happen is a gut wrenching ball of wax.

[Value Buy]

July 3rd has supplied us with some fireworks in the stock market.

Currently up 74 points on the Dow.

I did not expect a jump today, due to long weekend and a short trading day today.

My portfolio is underperforming the markets today, showing only a slight gain so far.

[ModE98]

VB said......"My portfolio is underperforming the markets today, showing only a slight gain so far."
Your port is doing better than mine, some slightly up, more slightly down.  A minor downward bias.  But, that's just today, better days ahead...(hope).

[Value Buy]

Futures look real strong this morning.

Citi also announced good earnings, excluding, $7,000,000,000 settlement with the Feds.

I am anticipating some really good earnings reports from some big companies this week making the stock market look pretty good this week.

[Value Buy]

Well, after this week's stock performance with world tensions being where they are, and we still wound up with some good numbers.

This week we have a slew of large corporate earnings all week that if most show some good numbers, will propel the indexes to big new highs.

I expect a strong market this week.

[damnotagain]

My take on the current state of the market ! I know Aham likes good music. 

[Aman A.K.A. Ahamburger]

That I do. Lots of math/history seems to be pointing to a change of cycles that is for sure.

[damnotagain]

Get out ! Get out now! 

[ModE98]

damnot.... May be good advice, although not sure this is the "big one" yet.  As a long term holder, just going to take my chances and ride it out and will add shares when the mayhem is over later this or next year.

[Value Buy]

Aug 1, 2014 8:45:01 GMT -5 damnotagain said:

Get out ! Get out now! 

I took a big hit this week, but then I have some stocks who will be doing dividend distributions the next two months, so I will be doing some income averaging with drip plus extra purchases.

This market will go up before December

January, all bets are off for awhile

[damnotagain]

No disrespect VB. Just messing with the  pack.

[Value Buy]

Yesterday my portfolio was clobbered in the morning due to JPM NI, Chevron taking heat in the early trading, but recovered for a positive gain.

Today. same thing is happening, but does not look like I will recover, and other holdings are weak also.

Up 70 points yesterday, down 79 points as of right now, but a much larger hit today than gain yesterday.

Darn blue chips.

[Deleted]

With so many Stocks trading at $100+, with Companies basically refusing to split stock before the s*** started to hit the fan:

It is really hard to find Buying support on a good dip. Especially when Economic Reports are coming out showing that things are in fact better than folks have chosen to believe.

Which then gives credence to the argument some have been making for months; which is that in fact Inflation has been growing, is growing and could all to easily get out of control.

Which then lends credence to the thought that the FED is further behind the curve than anyone, including the FED want to acknowledge or admit..

It all adds up to a disconnect between reality & actions; and the disconnect is as it most always is when things get screwed up on the upswing: Complacency coming back to haunt folks. 

The thing that is interesting at this point is the "Holy S&$^" articles, which seek to downplay the severity of the current state & seek to get folks to actually plow more money in at this point..

[Value Buy]

Well, is the "correction" over, or taking a pause?

Iraq, Gaza, do not seem to effect the markets.

Russia, Ukraine, someone sneezes, and we fall apart.

Right now, I will be having several stocks kicking in their dividends, so I am not in a hurry to see this pause last another month, and then we can take off.

[Value Buy]

Just did a quick review of the portfolio this morning from last week's activity.

Another new all time high.

I know there are some stocks I should be trimming, but have no idea where to put the money to work.........

Do I finally forgive GE and dive back in on this poor performer?

Put more money in Wag since it took the public relations hit last month on the possible headquarters moving out of country?

[Value Buy]

Stocks seem to be stuck in a trading range right now.

We might have to wait for the new quarterly reporting to kick in before we see where stocks are headed.

Commodities are suffering from possible disinflation fears and a strong dollar, which should be good for American consumers this fall.

Investors should be anticipating some very nice 3rd qtr reports in the mail at the end of this month. 

[Value Buy]

Sept 11, 2014 19:12:50 GMT -5 Value Buy said:

Stocks seem to be stuck in a trading range right now.

We might have to wait for the new quarterly reporting to kick in before we see where stocks are headed.

Commodities are suffering from possible disinflation fears and a strong dollar, which should be good for American consumers this fall.

Investors should be anticipating some very nice 3rd qtr reports in the mail at the end of this month. 

Well, the trading range thought was totally wrong.......

I do believe third qtr reports should still be rather good. Fourth qtr reports due to economic woes adding up in Europe Asia and South America could be a problem.

Commodities continue there downward trend. wti down to $87.31, gasoline futures in 2.32 gallon range, grain complex is stabilizing as well as gold, imo.

Still holding out for strong Dow in November and December, but wondering if 18,000 Dow is now possible this year.