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 USA Stock Discussion v6, Midterm Elections! U.S. Jobs Report!

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AVFAN
post Feb 20 2015, 11:16 AM

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QUOTE(yok70 @ Feb 20 2015, 02:34 AM)
anyway, i have apple stocks but not ibm so far. i still think ibm is overpriced at current valuation for its not so pretty earnings in mid term, until it shows us earnings recovery.  hmm.gif
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yalor... ibm earnings not good. like microsoft.... poor earnings lately, nothing exciting coming yet...

only monitoring for now.

i m also watching healthcare etf xlv closely. this one looks strong...
AVFAN
post Feb 21 2015, 10:11 AM

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QUOTE(yok70 @ Feb 21 2015, 01:46 AM)
may i know what's the catalyst on heathcare? thanks.  icon_rolleyes.gif
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i just started to look at it only. been reading about major funds investing more in healthcare this year. xlv being the major etf has done better than spy, xle or xlf in the last 1, 3, 5 years - that interests me. smile.gif


us indices at records again. aapl at record again. so, have a fat dinner this weekend! thumbup.gif

This post has been edited by AVFAN: Feb 21 2015, 10:14 AM
AVFAN
post Feb 22 2015, 11:11 AM

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QUOTE(yok70 @ Feb 22 2015, 03:09 AM)
thanks.

cannot, because tak sell. later drop back down gotta vomit out the dinner.  tongue.gif
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can't worry too much, eat first la...

more fruit dinners coming... tongue.gif
AVFAN
post Feb 23 2015, 04:59 PM

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QUOTE(yok70 @ Feb 22 2015, 03:09 AM)
thanks.

cannot, because tak sell. later drop back down gotta vomit out the dinner.  tongue.gif
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got yr dividend, yes?

usd1=rm3.64. sure u can afford a nice dinner with that!

if not, wait tonite... another dinner coming, i think... laugh.gif

QUOTE
US factory activity edges up in February: Markit
(Channel News Asia) The US manufacturing sector expanded in February at its fastest rate since November,
after notching its lowest reading in a year in the prior month, an industry report showed. Financial data firm
Markit said its preliminary or "flash" U.S. Manufacturing Purchasing Managers Index rose to 54.3 in February,
up from the January's final reading of 53.9. Factory output growth ticked higher for a second successive month
in February, suggesting the goods-producing sector is on course to make a robust contribution to the economy
in the first quarter. However, the rate of growth remains well down on last year's peaks, and a slowing of new
orders growth to the weakest for just over a year looks to have caused employers to take a more cautious
approach to hiring. Worries over Russia and the eurozone also continue to dampen risk appetite.


This post has been edited by AVFAN: Feb 23 2015, 05:37 PM
AVFAN
post Feb 24 2015, 09:27 AM

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greece is no longer rattling markets much.

oil price seems to want to hang around 50-55, now only affecting oil n energy counters.

there is already an awful lot of money in bonds.

dax, ftse, nikkei, dow/s&p/nasdaq all at or near all time highs.

emerging markets not attracting much attention.

so much money, no where else to go? laugh.gif



it will take yellen to talk very hawkish next 48 hrs to bring the big bears out... tongue.gif



while the fruit co. gains almost session. 150 possible by mid year. tongue.gif
AVFAN
post Feb 24 2015, 05:37 PM

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QUOTE(yok70 @ Feb 24 2015, 01:25 PM)
the fruit, i think correction should be around the corner for now.....only time will tell. tongue.gif
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the fruit is not ripe yet... many people haven't tasted it, want to buy.

wait till it crosses 150. tongue.gif
AVFAN
post Feb 25 2015, 10:51 AM

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auntie yellen is basically saying no rate hike consideration until fall. so, 6 months more to stay long! tongue.gif

there was a flash video on cnbc last nite showing nikkei, ftse, dax all up >10% for 2015. us markets up only 5%, has plenty of room to catch up! laugh.gif

been looking for a good enough dip to buy a bit more but in the last few weeks, little chance...
AVFAN
post Feb 25 2015, 06:41 PM

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QUOTE(yok70 @ Feb 25 2015, 04:03 PM)
for me, if high just sell some, if low just buy some.  icon_rolleyes.gif
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if it keeps going up long enough w/o dipping low enough to buy, u will hv nothing left?! laugh.gif



ok, we watch auntie yellen again tonite. rm gained a bit today. if my monitored one(s) dip enough, may buy. brows.gif

This post has been edited by AVFAN: Feb 25 2015, 06:42 PM
AVFAN
post Feb 25 2015, 09:07 PM

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QUOTE(yok70 @ Feb 25 2015, 09:03 PM)
Yellen not finished yet?
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continuing tonite...

QUOTE
Yellen is set to continue her testimony on Wednesday in front of the House Financial Services Committee


unlikely she'll get hawkish...
AVFAN
post Feb 27 2015, 01:35 PM

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gdp nos. out before trading tonite.

aapl took a breather, may boost nasdaq to record 5000 with coming apple watch event! brows.gif

AVFAN
post Feb 28 2015, 01:43 AM

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it is pretty slow tonite...

took my own sweet time to buy xlv! biggrin.gif

as usual, i can't stay up too late. so, it's buy or sell and go to sleep! laugh.gif



just read: sad.gif
QUOTE
Leonard Nimoy, Spock in 'Star Trek' Series, Dies at 83

AVFAN
post Feb 28 2015, 07:37 AM

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small bear came. next week, big bull will arrive brows.gif

QUOTE
(Bloomberg) -- Global equities from Europe to Asia rallied in February to multiyear highs, while the best month since 2012 for the Nasdaq Composite Index left the technology barometer within striking distance of its dot-com era record.
The Nasdaq Composite surged 7.1 percent, climbing within 60 points of its March 2000 high, as Apple Inc. rose 9.6 percent. The Standard & Poor’s 500 Index increased 5.5 percent, rebounding from its worst month in a year with the biggest gain since October 2011. The MSCI All-Country World Index added 5.4 percent after rising to an intraday high on Feb. 26. The Chicago Board Options Exchange Volatility Index fell 36 percent for its biggest monthly drop on record.
“What we’re seeing is better signs of economic growth, strong earnings outside the energy and materials sectors,” Michael Strauss, chief investment strategist and chief economist at Commonfund Group in Wilton, Connecticut, said in a phone interview. The firm oversees about $25 billion. “That’s a support point for Nasdaq, given its lower exposure to energy.”
The Nasdaq is flirting with 5,000 after advancing for 10 straight days through Feb. 24, and is now 1.7 percent from its bubble peak. At its current pace, the index is poised to rise for nine straight quarters, a feat it’s never accomplished.
It has taken two bull markets and more than 4,500 days for the technology index to get close to making up all the ground lost in the dot-com collapse. The S&P 500 and Dow Jones Industrial Average reached all-time highs in October 2007 and again in March 2013.
http://www.bloomberg.com/news/articles/201...adds-66-billion

AVFAN
post Mar 3 2015, 12:37 AM

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QUOTE(danmooncake @ Mar 2 2015, 11:11 PM)
XLE is looking interesting again with this pull back to 77/78.. hopefully, it can go below 75 area for another round for dip buying.  brows.gif
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doesn't look like that'll happen anytime soon. i actually think oil price will stay rangebound 48-52 for months!

so, i'm taking my eyes off oil/energy for a while.

looking to add to tech and healthcare...

This post has been edited by AVFAN: Mar 3 2015, 12:47 AM
AVFAN
post Mar 3 2015, 09:43 AM

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QUOTE(Kaka23 @ Mar 3 2015, 07:05 AM)
Bull bull..  Still can continue charging?!!
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i think so - for a few more months.
bull is good. laugh.gif

eu starting to release qe.
usd getting stronger n stronger.
never mind oil stays at 50.
what is there not to like? tongue.gif
AVFAN
post Mar 3 2015, 06:22 PM

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QUOTE(yok70 @ Mar 3 2015, 04:05 PM)
overall PE is not so high though, just a little overpriced, not yet bubble i guess.  laugh.gif
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Ya, pe not too high. many now making real good money, big cash flow unlike those dotcoms with nothing.

Low oil price is also fueling growth n profits for some.

If oil price n usd stay calm n cool, Dow can hit 19000 before Xmas! brows.gif


My take tonite.... Bull again. laugh.gif

This post has been edited by AVFAN: Mar 3 2015, 06:24 PM
AVFAN
post Mar 4 2015, 06:42 PM

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QUOTE(Brother J @ Mar 4 2015, 05:11 AM)
such an awesome volatility for daytrading
cheers.gif  Happy Chap Goh Meh
*
cheers.gif

not for day trading but usd1=rm3.6475! laugh.gif
AVFAN
post Mar 5 2015, 02:00 AM

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QUOTE(danmooncake @ Mar 5 2015, 01:41 AM)
Wow.. I haven't check exchange rate for a while.. how come ringgit getting weaker and weaker every month? 
I thought this is Oil related but then Oil price seems to have bottom and rising back above $60 now.  hmm.gif
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strength of rm is surely oil price related esp when everyone is watching how big the fiscal budget deficit will actually be for the year.

but it's probably now being wrangled by the strength of the greenback, lack of fdi confidence and a string of juicy news incl 1mdb.

well... if you haven't noticed, the media is now harping less on the pain and more on the joy of how good a weak rm is for exports!

and i think a rate cut is on the cards...

This post has been edited by AVFAN: Mar 5 2015, 02:03 AM
AVFAN
post Mar 5 2015, 09:19 AM

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QUOTE(yok70 @ Mar 5 2015, 05:52 AM)
last year, everyone kept saying rate hike. now, rate cut. what a ride, always unpredictable.  thumbup.gif
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precisely - things changed over the past year with the dramatic fall of commodity prices incl oil, much to the shock n chagrin of gomen.

viewing a protracted low oil price scenario, add heated currency wars, chances are bnm can't afford not to cut rates in the next few months.

QUOTE(danmooncake @ Mar 5 2015, 08:37 AM)
IMO, Msia real inflation is considered high relative to income and the rising household debt is big issue now because too many people borrowing too much speculate on real estate property and other gimmicks.

I think BNM should continue raise its OPR to another 25 basis point to 3.50 to curb these easy money.  biggrin.gif
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bnm may be prudent but gomen is not. debt has been viewed as good, actually the prime fuel for domestic consumption and hence gdp growth in recent years which explains the massive buildup in household debt.

the fallback was oil but that's broken. between a rock and a hard place, limited options. can't do much on the fiscal side, so back to the monetary side, cut rates to incr debt and spending to keep growing. last resort, devalue the currency! tongue.gif

latest: usd1=rm3.658.

This post has been edited by AVFAN: Mar 5 2015, 09:23 AM
AVFAN
post Mar 6 2015, 10:03 PM

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another volatile session coming, i think:

http://www.cnbc.com/id/100746255?region=world#.

looking at likely int rate hike, stronger usd, oil price drop...



the only counter on my watchlist now showing green futures is heathcare... and appl which lost 5% from peak.

Apple to replace AT&T in the Dow Jones Industrial Average.



we'll see in 30 mins. biggrin.gif

This post has been edited by AVFAN: Mar 6 2015, 10:16 PM
AVFAN
post Mar 6 2015, 10:40 PM

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QUOTE(yok70 @ Mar 6 2015, 10:33 PM)
after joining Dow, it will no longer in Nasdag? Is one company can only listed in 1 index?  notworthy.gif
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i think aapl will be in both now.

dow is price driven index of 30 stocks (very few from nasdaq),; nasdaq is capitalization of 4000.

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