Sunday, April 27, 2008

Are we @ starting point of a major bull market ???

Markets have faced many hurdles since August.....

Markets have struggled with discounting mechanism for most issues....

Fed has been in the driver seat of dealing with unprecedented fallout from "greed is good syndrome"

Fed has done an admirable job of fixing what was broken for market psychology/psyche

Treasury has been active with initiatives to resolve regulatory issues....

White house has been in forefront to deal with "crisis of confidence"

Consumers will feel much better with "check in the mail...No return to the sender song"

When consumers feels better.....then markets will move UP......

Yes there are still challenges like "sky high gas/commodity prices"...but those are the function of a "crushed $"

I firmly believe that US$ will improve after last fed cut on wed.....

US$ move UP will bring commodity like oil lower......

When oil is lower economy & stock market will charge ahead .....

When economy is better & GDP is improving then markets will take off.....

Fed job will be done this wed.......

Markets will pick up the momentum @ the first sign that confidence recession is coming to an end....there will be no economic recession.....just a brief dip & positive GDP growth in Q2.....

March was the dipping point in economic slowdown.........

April & spring is ...looking good !!!!!

If spring is looking good .....then are you positioned to benefit from upcoming SURGE in markets !!!

Markets will go UP without you.......if you are not in it.......

So which sectors are looking good.......

Tech,Ag,Solar,Coal,home builders,refineries,financials,gold.......

Some sectors listed above have tripled but others have been crushed......

So...be in each sector in a DIVERSIFIED approach & benefit from upcoming surge in markets......

My allocation are listed as of Friday close :

EGO gold 11.6%

ICO coal 14.4%

SEED Ag 11.7%

PMCS tech 4.5%

TSO refinery 17.9%

TOL home builder 16.3%

V financial 23.6%

Important ER this week are :

V is reporting after CLOSE Monday cc @ 5 PM

FSLR reporting before open wed.

Please do your own due diligence with FA/TA/Tape reading and find your own comfort level with markets usual UPS & DOWNS.....

BLOG does NOT give buy or sell.

Saleem

10 comments:

madmax said...

SALEEM

CSCHWAB rating of TOL:

B
TOLL BROTHERS INC: TOL
Schwab Equity Rating: Outperform
Rating Scale: A, B, C, D, F
Rating based on price data as of Apr 18, 2008

Important Disclosures and Regulation Analyst Certification Percentile Ranking: 14
Schwab has assigned TOLL BROTHERS INC an overall rating of "B" based on the following grades:

Poor Average Superior



Fundamentals: A
Valuation: C
Momentum: C
Risk: C

Stocks100 said...

Hi Madmax,

Thanks for posting TOL rating by Schwab.......

TOL is ready to runUP......

Saleem

theHedge said...

Good morning Saleem,
Their is no doubt in my mind that the Fed did a great job the past six to eight months.
Deep in my mind, I truely believe the world is acting differently as a whole today than a decade ago.
I am just not sure ALL is over yet.
Could something far worst than the Bear Stearns collapse happen?
I am just scared in a weak economy (and lets face it, it is only weak for now) to have sky rocketing commodities, weak US dollar, low yield bonds, lost of land value, weak confidence. And one did not automatically lead to another.
Anyway, I love your blog for your special point of view and caring for others.
Thank you
Ghoad

Stocks100 said...

Hi Ghoad,

Once the problems are known to the whole world...then it is safe that the "turn is just around the corner"

It IS always "dark before sunshine"

Market always looks six months ahead.....

Solutions are "chipping away @ all problems"

Have faith in the "resiliency of consumers & investors/traders"

We shall "fight this one out also"

Appreciative post like yours wants me to do more in terms of my take on economy,markets,stocks & caring approach.

Saleem

Bruce said...

GRMN reports 4/30/08. Any opinion? It sure took a beating from the beginning of the year (chopped in-half).

Stocks100 said...

Hi Bruce,

There are better opportunities in the markets right now than play something which is losing margins.

GPS has become commodity..imho

Saleem

madmax said...

SALEEM

SEED is OH so strong here.

Things are looking up
Hurray

Madmax

Stocks100 said...

Hi Madmax,

Conviction IS very important after doing DD before buying.....

SEED has been laid and watch the fruit grow grow & grow...

Saleem

madmax said...

SALEEM

WOW is all htat I can say!

I am so glad that the seed has beed laid
Now for a plesant journey to $9 smackers
Thanks for your honesty and friendship.

M

Stocks100 said...

Hi Madmax,

Thanks for your kind words.....

Pleasure is always MINE !!!!

Saleem