ifal-tradingideas.blogspot.com
Investing For a Living****trading ideas****: October 2009
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Investing For a Living. Thursday, October 29, 2009. Why We Avoid Longs in Corrections Even When Underlying Assets Act Bullishly. In our write up of August 28. We urged taking a position in gold on a break out by buying the GLD ETF. We entered the position on September 2. As price began its move and have a comfortable cushion in the position. Simply stated gold miners are companies that have underlying fundamentals that go beyond the price of gold. Their stocks are equities, not commodities, and will ...
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Investing For a Living****trading ideas****: Randgold Resources Ltd (GOLD)
http://ifal-tradingideas.blogspot.com/2009/12/randgold-resources-ltd-gold.html
Investing For a Living. Wednesday, December 23, 2009. Randgold Resources Ltd (GOLD). We predicted an uncomfortable correction in gold and recommended taking some profits off the table in our GLD ETF trade several weeks ago. We thought the quick move higher in gold would lead to a correction that was sufficiently disorderly that traders would question whether gold had topped or was simply undergoing a correction. When sentiment shifts like that it can make it hard to hold a winning position. The price of ...
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Investing For a Living****trading ideas****: Potash Corp Saskatchewan (POT)
http://ifal-tradingideas.blogspot.com/2009/12/potash-corp-saskatchewan-pot.html
Investing For a Living. Wednesday, December 2, 2009. Potash Corp Saskatchewan (POT). The move by Potash (. Lately serves as a prime example of what we are looking for. It fits two of our profiles of what is working in the current environment, being both a commodity stock and a big cap with international exposure. And the price and volume action, not to mention the chart, are superb. We’d recommend purchase on a pullback to the $119 - $120 area. Of note. Subscribe to: Post Comments (Atom).
ifal-politicsandthemarkets.blogspot.com
Investing For a Living***Politics and the Markets***: September 2009
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Investing For a Living. Politics and the Markets* *. Tuesday, September 29, 2009. Eight years later the jury is in and they have done neither. That would be worse than the heretofore unprecedentedly “horrid” Bush recovery. So this is what an Obama recovery looks like. And we know that unemployment is a lagging indicator. Employers won’t hire until they are more certain that a nascent recovery has staying power. Until then they will drive their current staff as hard as they can, piling on ov...Lost on the...
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Investing For a Living****trading ideas****: Barrick Gold Corp (ABX)
http://ifal-tradingideas.blogspot.com/2009/12/barrick-gold-corp-abx.html
Investing For a Living. Thursday, December 10, 2009. Barrick Gold Corp (ABX). The reason is that Barrick has traditionally heavily hedged their production. This shielded them from the volatility in gold's price, but with this asset in a clear uptrend for the better part of a decade the company has robbed itself of the benefit of gold's rise. Subscribe to: Post Comments (Atom). Links to our companion sites. IFAL - Market Commentary. IFAL - Politics and the Markets. Subscribe To Our Blog.
ifal-tradingideas.blogspot.com
Investing For a Living****trading ideas****: July 2009
http://ifal-tradingideas.blogspot.com/2009_07_01_archive.html
Investing For a Living. Thursday, July 30, 2009. This provider of interconnection switches for telecom companies dominates its niche, allowing phone companies to avoid using major phone company switches and their heavy costs. The company is in a very sweet spot. But institutions haven’t demurred. 59% of the float is now held by mutual funds, according to numbers released at the end of June. And the number of funds holding the stock has increased in the last two quarters from 79 to 114 to 129. TNDM will r...
ifal-politicsandthemarkets.blogspot.com
Investing For a Living***Politics and the Markets***: December 2009
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Investing For a Living. Politics and the Markets* *. Thursday, December 3, 2009. The Senate is likely to reappoint Ben Bernanke as Fed chairman. But there is a cabal of senators on both the left and right that want him ousted. And some want the Fed’s powers restricted, a course of action that would only end up politicizing policy, which would be a disastrous turn. The process of turning on the liquidity spigots has had the effect of fighting off deflation and its pernicious economic effects. Unemploy...
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Investing For a Living***Politics and the Markets***: Defeat of the Entrepreneurial Spirit
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Investing For a Living. Politics and the Markets* *. Thursday, September 3, 2009. Defeat of the Entrepreneurial Spirit. Maybe they want to spend more time with their families. Maybe they are enduring mid-life crises and are leaving their posts for greater fulfillment. But this morning two key executives of Amedisys Inc have resigned. They were responsible for much of the company’s tremendous growth and abruptly they are leaving. But we’d venture another cause: defeat of the entrepreneurial spirit. While ...