The current state of the stock markets

[Value Buy]

Well, the portfolio took a big hit today.
The utilities and oil stocks are still taking a beating.
Surprised that JPM took a hit today after passing the stress test. With potential rising interest rates, banks should be a good pick for the year.

[tyfighter3]

It's all in the earnings.
www.marketwatch.com/story/heres-the-toll-europe-took-on-dow-industrials-revenues-2015-03-08

Go to the bottom of the page.

You will see that only 11 of the 30 companys of the DOW broke down their Q's for the UE, the other 19 must haven't seen that much to post to see. LOL Thank goodness Mommy needed a new pair of shoes but the rest had their problems. I think the rest of the World will make their mark on the DOW before long. !8,000 for the DOW may be a little overpriced for it right now. I'm not a Bear at heart but being burnt a couple of times in my life has made me more observement to what is going on around me. JMO

[Value Buy]

In June of 2012 I said I thought the Euro should be at par with the dollar at that time.
Looks like three years later, I might have gotten it right!
Like a broken clock, I eventually get it right

[ModE98]

[Value Buy]

Well this was a funky week
Up 200  
down 100
up 200
down yesterday
And then up again today

Dow back up above 18,000, Nasdaq within spitting distance of record high.

[Steady As She Goes]

What a ride!!!!!!!!!

Hope you had your Dramamine pills handy!

Can't wait to see what next week brings!

[ModE98]

Not very good news from the world's developing economies. 

"Developing economies are suffering their biggest capital outflows since the financial crisis, with the 15 largest emerging economies seeing their biggest capital outflow since the crisis during the second half of 2014. These trends, analysts say, may signal a “great unravelling” of an emerging markets debt binge that has swollen to unprecedented dimensions. The pain inflicted by this capital flight is being felt in the real-life economies of vulnerable countries and in a surging number of emerging market corporations that are forecast to default on their debt."

[ModE98]

Agree, allow them to fall.  It seems the rest of the world is forever bailing them out, one way or another.  Time to take a stand against these free-loaders.  I'm all for helping people out of a jam; but not repeatedly, time and time again. 

[Value Buy]

Dow down Friday over 200
Dow Monday up over 200
Getting a little seasick......

We have seen this roller coaster before, but will have to wait a while to see if we will be laughing at the end of the year with a fun ride this year.

[Value Buy]

Apr 20, 2015 15:32:53 GMT -5 Value Buy said:

Dow down Friday over 200
Dow Monday up over 200
Getting a little seasick......

We have seen this roller coaster before, but will have to wait a while to see if we will be laughing at the end of the year with a fun ride this year.

What a roller coaster this week!
These markets are crazy from day to day.
Dow up 232 right now at 9:20 am central time.

I just wonder if it ends the day down 200 or up 300

[Value Buy]

Terrific stock markets yesterday, but it seems we cannot put a three or four day positive market together. Flat opening and drifting lower at 9:30 central time.
Up one day, then if we are lucky flat one, but usually a big up day leads to a 2 or 3 day downward trend.
I see 30 yr mortgages cracked 4% yesterday.
Ten year is drifting down off it's highs earlier this week.
WTI seems to have temporarily plateaued.
Natural gas broke $3.00 this morning but now under $2.99.

[Value Buy]

And now economists say they discovered the government has been under reporting the GDP for years, and the economy is better than what we think?

So, why do citizens agree with the government in believing the economy sucks?
Life experience, maybe?

[Value Buy]

U.S. housing starts jumped 20.2% in April

www.cnbc.com/id/102690006

This should be good news for Home Depot, and bad news for interest rates.
Whether it hurts the stock market, remains to be seen.

[ModE98]

That's a big jump for housing starts.  Will pay closer attention to the Fed and interest rates now.             

[Value Buy]

May 19, 2015 10:59:22 GMT -5 ModE98 said:

That's a big jump for housing starts.  Will pay closer attention to the Fed and interest rates now.             

Month before was a negative number, about -5%, if I remember correctly, so it kind of evens out a little.
DOW hit another all time high but did not jump much.I think interest rates held it back today

[Value Buy]

My two largest stock holdings keep hitting all time highs 
NiSource, a utility
And JPM.
I thought JPM might take a hit this afternoon when the announcement came out late this afternoon saying many banks have settled  the currency trading scandal, but JPM remained strong this afternoon.

Wondering if I should trim the holdings, but really have no clue where to put the proceeds, so will let them ride a whle longer.
NiSource will be splitting into two companies and I believe traders are piling in now anticipating the gas distribution portion might be a winner, and the electric utility will be bought out at a premium by a major utility 

[Value Buy]

Markets are in a funk over consumer sentiment and when the heck the Fed will actually raise rates a quarter of a percent.
Today it was announced Greek loan payment talks have collapsed.
Will the markets go south today or this week, or is this just say, ho hum, it finally happened?
Does the Euro go down this week making the dollar stronger, forcing the Fed to not raise rates?
We have a two day fed meeting too.
Is it time to pull some winners out of the market and accumalate some money?

[Value Buy]

Dow down 173 points twelve minutes into trading.

[Tennesseer]

Jun 15, 2015 8:44:08 GMT -5 Value Buy said:

Dow down 173 points twelve minutes into trading.

Moved/sheltered my monies last week.

[Value Buy]

Janet Yellen wasted another two hours today telling the markets absolutely nothing again.
Interest rates will stay the same until September.
Or maybe January.
Or whenever.

Markets hate indecision.

[Value Buy]

Well, we just finished one "wild and crazy time" of the second quarter.

Dow has turned negative on the year, S&P 500 and Nasdaq are still in the green. 

[Ombud]

Sold MDIV Friday. All 4000 shares. Turned out to be an ok move

[Value Buy]

Jun 30, 2015 16:02:18 GMT -5 Ombud said:

Sold MDIV Friday. All 4000 shares. Turned out to be an ok move

We sold some positions in May, but only because we were buying some property, hated to do it, but in hindsight, everything I sold is lower than what I sold it for, and I do not see any big increase this year in those stocks.

[Ombud]

Not sure what to do with the 80k as SPY crossed below the 200 day moving average during the trading session & that's my barometer (not QQQ)

[Value Buy]

Jun 30, 2015 16:13:19 GMT -5 Ombud said:

Not sure what to do with the 80k as SPY crossed below the 200 day moving average during the trading session & that's my barometer (not QQQ)

I cannot help you on that one.
I hate selling almost everything!
I am a terrible investor.....

[Ombud]

It's staying in cash for now.

Does this summer swoon seem more exaggerated to anyone?

[Value Buy]

Jun 30, 2015 16:29:27 GMT -5 Ombud said:

It's staying in cash for now.

Does this summer swoon seem more exaggerated to anyone?

I cannot say this is a summer swoon this year.
Between Greece, EU, and China, as well as our fascination with the Fed and interest rates, we have a super duper roller coaster going on.

[Value Buy]

The stock market indexes were really sloppy in trading today, based on earnings of some big companies yesterday.

After Amazon and Visa reported today, we could be off to the races tomorrow.
Amazon was expected to post a 14 cent loss, and reported a 19 cent a share earnings. Revenue estimates were beat by a billion dollars.
This is huge. Stock was up 18 to 20% in after hours trading. Up over $72 a share right now.
Visa had excellent numbers beating all estimates on earnings.
ATT beat their numbers
Starbucks beat by a penny and on revenue.

[Value Buy]

On the negative side, there are more professionals saying get your investments out of China now, as everything is going to fall. Stocks, real estate are imploding.

If it does, it does not bode well for the U.S. markets. 

[ModE98]

Dow chart looks "toppish" to me.....going into a swoon soon? 

stockcharts.com/h-sc/ui

Of course, the Dow Index will probably do what one would least expect at most any time.  It's all guess work.