I don't think so Joe. Too much money still wanting to come into this
market.
I agree it IS coming. But not until all the sheep have headed to the
slaughter..
Maybe, but have the shorts ready. Part of my January rebalance includes
short positions in the MSCI REIT and Russell 2000 Growth indices. Small
positions, 1-2% of total portfolio apiece.
If you track (and manage to) the standard deviation of your portfolio,
it is really quite amazing how even a couple of small, 2% short index
positions will hedge your overall risk.
When that money comes into the market, it's going into the Dow (IOW,
safest equities possible). Tech and small growth will languish, having
had its day. If I was looking for a new investing philosophy that looks
good over the next few years, the Dogs of the Dow may prove to have a
few barks left in it.
JG
Exactly. The people still holding Treasuries have yet to be fleeced.
My shears are ready. :-)
JG
I'm a heck of a lot more worried about what I'm going to do with the
money when my treasuries mature than I am about being fleeced.
One big bunch in April, and I have no doubt that rates at that time
will be just a fraction of what I am getting now. The damned
government is doing everything possible to force me into more riskier
assets than I want to be in at my age.
It is criminal imo. This IS their game plan. They want all the money
into the market to re-inflate it in order to hopefully get it so they
can start retiring some of this printed money they have flooded the
world with..
Criminal?
"When the President does it, that means it is not illegal." Richard M.
Nixon
> "When the President does it, that means it is not illegal." Richard M.
> Nixon
>
that means Barak can pork Michelle in the butt in Alabama !!
In April, you're probably right. I don't think that T's will have
*decent* returns (which I call > 5% for the 10 year) until late next
year. If we're surprised, we'll be surprised on the upside, though, I'd
imagine.
The muni market is now saturated, after being a steal for a lot of last
year.
There's not a lot of room in the short-term fixed income trade,
anywhere. Uncle Ben is obsessed with mortgage rates, and the only way he
can affect them is to buy all the short term paper he can find.
JG
Vito
"Joe Dolan" <auto3...@hushmail.com> wrote in message
news:Xns9CF3C6E...@69.16.185.250...
Only if they do it on the Presidental seal
Would someone please MEMO me a day in advance PDT before this downward
driving..
This market is going up because there is no place else to put the money.
Yep it will eventually get risky as hell but they need to re-inflate the
market. So it is going higher. Real smart money will be coming out as
the last money goes in. So watch out.
"d." wrote:
--
The Grandmaster of the CyberFROG
Come get your ticket to CyberFROG city
Nay, Art thou decideth playeth ye simpleton games. *Some* of us know proper
manners
Very few. I used to take calls from *rank* noobs but got fired the first day on
the job for potty mouth,
Hamster isn't a newsreader it's a mistake!
El-Gonzo Jackson FROGS both me and Chuckcar
Master Juba was a black man imitating a white man imitating a black man
Using my technical prowess and computer abilities to answer questions beyond the
realm of understandability
Regards Tony... Making usenet better for everyone everyday
-=DirtBag� wrote:
--
> now why am i the only one who seems to be able to figure it out?
It may have something to do with your sig lines.........
> Fundamentally nothing supports the DOW anywhere near the 10,000 mark
>
FUNDAMENTALLY speaking, all but 3 of the componants have a PE ratio, and
of those 27 with PE's, one sports a very tame and conservative single
digit ratio, and 8 more of them have PE ratios 16 or below. FUNDAMENTALLY
speaking this is a pretty strong group of stocks.
AA P/E Ratio: n/a
AXP P/E Ratio: 32.94
BAC P/E Ratio: n/a
CSCO P/E Ratio: 24.43
DIS P/E Ratio: 18.32
HD P/E Ratio: 21.12
HPQ P/E Ratio: 16.40
INTC P/E Ratio: 48.57
JNJ P/E Ratio: 14.06
JPM P/E Ratio: 34.44
KFT P/E Ratio: 16.57
KO P/E Ratio: 21.11
MCD P/E Ratio: 16.13
MMM P/E Ratio: 20.72
MSFT P/E Ratio: 19.79
PFE P/E Ratio: 15.29
PGP P/E Ratio: n/a
TRV P/E Ratio: 9.28
UTX P/E Ratio: 16.57
WMT P/E Ratio: 15.45
XOM P/E Ratio: 15.82
Tony <To...@TheDeli.Sandwich> wrote in
news:4B40B5E9...@TheDeli.Sandwich:
> Fundamentally nothing supports the DOW anywhere near the 10,000 mark
>
FUNDAMENTALLY speaking, all but 3 of the componants have a PE ratio, and
of those 27 with PE's, one sports a very tame and conservative single
digit ratio, and 8 more of them have PE ratios 16 or below. FUNDAMENTALLY
speaking this is a pretty strong group of stocks.
29 out of the 30 componants offer DIVIDENDS.
When you consider Barclays Bank owns over 211 MILLION SHARES OF XOM
that Trailing Annual Dividend Rate: 1.66, that translates to more than $350
million reasons to hold and not sell XOM
Pimco, PGP has the poorest ratios in the DOW, yet offers 18% dividends
Claymore Advisors, LLC owns 427 thousand shares
each share earns them Trailing Annual Dividend Rate3: 2.20
$939,000 per year... compelling reasons to hold their position and not sell
out. In fact 18% yield, (12% projected going forward) is a compelling
reason to BUY THE DIP when the DJI corrects
NONE of the 30 stocks have any sizeable short interest against them, which
would indicate investors do not see any colapse of the DJI's componants
TECHNICALLY SPEAKING the DJI has strong support at 10,000 & 9,000 below it
for any hysteria driven intra day leg down. THE DOW WILL NOT COLLAPSE. It
will pretty much go SIDEWAYS.
TECHNICALLY SPEAKING many of the componats have had spectacular run ups and
one would expect consolodation. There's been tremendous year end window
dressing. But TECHNICALLY SPEAKING, stocks like CSCO and INTC and perhaps
JPM look poised to pop
AA P/E Ratio: n/a
Price/Sales (ttm): 0.85 <===
Trailing Annual Dividend Yield3: 1.60%
AXP P/E Ratio: 32.94
Price/Sales (ttm): 2.61
Trailing Annual Dividend Yield3: 1.80%
BAC P/E Ratio: n/a
Price/Sales (ttm): 2.06
Trailing Annual Dividend Yield3: 0.30%
CSCO P/E Ratio: 24.43
Price/Sales (ttm): 4.00
DIS P/E Ratio: 18.32
Price/Sales (ttm): 1.67
Trailing Annual Dividend Yield3: 1.10%
HD P/E Ratio: 21.12
Price/Sales (ttm): 0.75 <===
Trailing Annual Dividend Yield3: 3.10% <===
HPQ P/E Ratio: 16.40
Price/Sales (ttm): 1.09
Trailing Annual Dividend Yield3: 0.60%
INTC P/E Ratio: 48.57
Price/Sales (ttm): 3.47
Trailing Annual Dividend Yield3: 2.70%
JNJ P/E Ratio: 14.06
Price/Sales (ttm): 2.96
Trailing Annual Dividend Yield3: 2.10%
JPM P/E Ratio: 34.44
Price/Sales (ttm): 2.60
Trailing Annual Dividend Yield3: 1.30%
KFT P/E Ratio: 16.57
Price/Sales (ttm): 1.01 <---
Trailing Annual Dividend Yield3: 4.20% <===<
KO P/E Ratio: 21.11
Price/Sales (ttm): 4.37
Trailing Annual Dividend Yield3: 2.80%
MCD P/E Ratio: 16.13
Price/Sales (ttm): 3.04
Trailing Annual Dividend Yield3: 3.30% <===<
MMM P/E Ratio: 20.72
Price/Sales (ttm): 2.64
Trailing Annual Dividend Yield3: 2.40%
MSFT P/E Ratio: 19.79
Price/Sales (ttm): 4.88
Trailing Annual Dividend Yield3: 1.70%
PFE P/E Ratio: 15.29
Price/Sales (ttm): 3.26
Trailing Annual Dividend Yield3: 4.30% <===<
PGP P/E Ratio: n/a
Price/Sales (ttm): 18.58 <---bzzzt
Trailing Annual Dividend Yield3: 11.80% <=====<
TRV P/E Ratio: 9.28 <===<
Price/Sales (ttm): 1.14 <---
Trailing Annual Dividend Yield3: 2.50%
UTX P/E Ratio: 16.57
Price/Sales (ttm): 1.26 <---
Trailing Annual Dividend Yield3: 2.20%
WMT P/E Ratio: 15.45
Price/Sales (ttm): 0.51 <===<
Trailing Annual Dividend Yield3: 2.00%
XOM P/E Ratio: 15.82
Price/Sales (ttm): 1.22 <---
Trailing Annual Dividend Yield3: 2.40%
http://finance.yahoo.com/news/AGIFM-Announces-Changes-to-bw-3656726510.html?x=0&.v=1
Don't know what this has to do with the Dow, but it seems like those
Pimco Funds may be buying more junk.
> =?ISO-8859-1?Q?-=3DDirtBag=A9?= <Di...@sonc.net> wrote:
>
>>On 1/3/10 10:41 AM, ausound wrote:
>>> Tony<To...@TheDeli.Sandwich> wrote in
>>> news:4B40B5E9...@TheDeli.Sandwich:
>>>
>>>
>>> PGP P/E Ratio: n/a
>>> Price/Sales (ttm): 18.58<---bzzzt
>>> Trailing Annual Dividend Yield3: 11.80%<=====<
>>
>>
>>http://finance.yahoo.com/news/AGIFM-Announces-Changes-to-bw-3656726510.
>>html?x=0&.v=1
> Don't know what this has to do with the Dow, but it seems like those
> Pimco Funds may be buying more junk.
>
pimco appears to be a componant of the DJI
Index Membership: Dow Jones Composite
Dow Industrials
From 10 to now 20% crap ccc or worse paper? I kind of always thought
of Bill Gross as a straight shooter. Maybe he really knows that there is
hidden value in some of it. Not my forte. Take this as such.
I dunno where Yahoo gets its information, but I think that should be
Procter & Gamble (PG).
> ausound wrote:
>> d...@noospam.com (d.) wrote in news:4b4102f7....@216.168.3.70:
>>
>>> =?ISO-8859-1?Q?-=3DDirtBag=A9?= <Di...@sonc.net> wrote:
>>>
>>>> On 1/3/10 10:41 AM, ausound wrote:
>>>>> Tony<To...@TheDeli.Sandwich> wrote in
>>>>> news:4B40B5E9...@TheDeli.Sandwich:
>>
>>>>>
>>>>> PGP P/E Ratio: n/a
>>>>> Price/Sales (ttm): 18.58<---bzzzt
>>>>> Trailing Annual Dividend Yield3: 11.80%<=====<
>>>>
>>>> http://finance.yahoo.com/news/AGIFM-Announces-Changes-to-bw-36567265
>>>> 10. html?x=0&.v=1
>>
>>
>>> Don't know what this has to do with the Dow, but it seems like
>>> those Pimco Funds may be buying more junk.
>>>
>>
>> pimco appears to be a componant of the DJI
>>
>> Index Membership: Dow Jones Composite
>> Dow Industrials
>>
>> http://finance.yahoo.com/q/cp?s=%5EDJI
>
> I dunno where Yahoo gets its information, but I think that should be
> Procter & Gamble (PG).
>
gawd I hope so
> ausound wrote:
>> d...@noospam.com (d.) wrote in news:4b4102f7....@216.168.3.70:
>>
>>> =?ISO-8859-1?Q?-=3DDirtBag=A9?= <Di...@sonc.net> wrote:
>>>
>>>> On 1/3/10 10:41 AM, ausound wrote:
>>>>> Tony<To...@TheDeli.Sandwich> wrote in
>>>>> news:4B40B5E9...@TheDeli.Sandwich:
>>
>>>>>
>>>>> PGP P/E Ratio: n/a
>>>>> Price/Sales (ttm): 18.58<---bzzzt
>>>>> Trailing Annual Dividend Yield3: 11.80%<=====<
>>>>
>>>> http://finance.yahoo.com/news/AGIFM-Announces-Changes-to-bw-36567265
>>>> 10. html?x=0&.v=1
>>
>>
>>> Don't know what this has to do with the Dow, but it seems like
>>> those Pimco Funds may be buying more junk.
>>>
>>
>> pimco appears to be a componant of the DJI
>>
>> Index Membership: Dow Jones Composite
>> Dow Industrials
>>
>> http://finance.yahoo.com/q/cp?s=%5EDJI
>
> I dunno where Yahoo gets its information, but I think that should be
> Procter & Gamble (PG).
YOU ARE CORRECT SIR
DJ.COM DIDN'T HAVE A COMPNANTS LIST
SHEESH
http://money.cnn.com/data/dow30/
Dow 30 Components
Company Price Change %Change Last Update �
3m Co 82.67 0.00 0.00% 12/31 4:01pm
Alcoa Inc 16.12 0.00 0.00% 12/31 4:00pm
American Express Company 40.52 0.00 0.00% 12/31 4:00pm
AT&T Inc. 28.03 0.00 0.00% 12/31 4:00pm
Bank of America Corporation 15.06 0.00 0.00% 12/31 4:04pm
Boeing Co. 54.13 0.00 0.00% 12/31 4:00pm
Caterpillar Inc. 56.99 0.00 0.00% 12/31 4:00pm
Chevron Corp 76.99 0.00 0.00% 12/31 4:00pm
Cisco Systems Inc 23.94 0.00 0.00% 12/31 4:28pm
E.I. du Pont de Nemours and Company 33.67 0.00 0.00% 12/31 4:01pm
Exxon Mobil Corp 68.19 0.00 0.00% 12/31 4:00pm
General Electric Company 15.13 0.00 0.00% 12/31 4:00pm
Hewlett-Packard Co. 51.51 0.00 0.00% 12/31 4:00pm
Intel Corporation 20.40 0.00 0.00% 12/31 4:00pm
International Business Machines 130.90 0.00 0.00% 12/31 4:00pm
Johnson & Johnson 64.41 0.00 0.00% 12/31 4:00pm
JP Morgan & Chase & Co 41.67 0.00 0.00% 12/31 4:00pm
Kraft Foods Inc. 27.18 0.00 0.00% 12/31 4:00pm
McDonald's Corporation 62.44 0.00 0.00% 12/31 4:00pm
Merck & Co Inc. 36.54 0.00 0.00% 12/31 4:00pm
Microsoft Corporation 30.48 0.00 0.00% 12/31 4:00pm
Pfizer Inc 18.19 0.00 0.00% 12/31 4:00pm
The Coca-Cola Company 57.00 0.00 0.00% 12/31 4:03pm
The Home Depot, Inc. 28.93 0.00 0.00% 12/31 4:01pm
The Procter & Gamble Company 60.63 0.00 0.00% 12/31 4:01pm
Travelers Companies Inc 49.86 0.00 0.00% 12/31 4:01pm
United Technologies Corporation 69.41 0.00 0.00% 12/31 4:00pm
Verizon Communications 33.13 0.00 0.00% 12/31 4:00pm
Wal-Mart Stores, Inc. 53.45 0.00 0.00% 12/31 4:01pm
Walt Disney Company (The) (Holding Company) 32.25
Tony <To...@TheDeli.Sandwich> wrote in
news:4B40B5E9...@TheDeli.Sandwich:
> Fundamentally nothing supports the DOW anywhere near the 10,000 mark
>
FUNDAMENTALLY speaking, all but 3 of the componants have a PE ratio, and
of those 27 with PE's, one sports a very tame and conservative single
digit ratio, and 8 more of them have PE ratios 16 or below. FUNDAMENTALLY
speaking this is a pretty strong group of stocks.
29 out of the 30 componants offer DIVIDENDS.
When you consider Barclays Bank owns over 211 MILLION SHARES OF XOM
that Trailing Annual Dividend Rate: 1.66, that translates to more than $350
million reasons to hold and not sell XOM
PG P/E Ratio: 14.13
Price/Sales (ttm): 2.30
Trailing Annual Dividend Yield3: 2.80%
---
William Ernest Reid
Post count: less than all the "Hairynut" aliases posting here
[[[REPOST FROM Mon, 04 Jan 2010]]]
FUNDAMENTALLY speaking, all but 3 of the componants have a PE ratio, and
of those 27 with PE's, one sports a very tame and conservative single
digit ratio, and 8 more of them have PE ratios 16 or below. FUNDAMENTALLY
speaking this is a pretty strong group of stocks.
29 out of the 30 componants offer DIVIDENDS.
When you consider Barclays Bank owns over 211 MILLION SHARES OF XOM
that Trailing Annual Dividend Rate: 1.66, that translates to more than $350
million reasons to hold and not sell XOM
NONE of the 30 stocks have any sizeable short interest against them, which
would indicate investors do not see any colapse of the DJI's componants
TECHNICALLY SPEAKING the DJI has strong support at 10,000 & 9,000 below it
for any hysteria driven intra day leg down. THE DOW WILL NOT COLLAPSE. It
will pretty much go SIDEWAYS.
TECHNICALLY SPEAKING many of the componats have had spectacular run ups and
one would expect consolodation. There's been tremendous year end window
dressing. But TECHNICALLY SPEAKING, stocks like CSCO and INTC and perhaps
JPM look poised to pop
AA P/E Ratio: n/a
Price/Sales (ttm): 0.85 <===
Trailing Annual Dividend Yield3: 1.60%
Shares Short (Nov-09): 65.88M
Shares Short (as of 31-Dec-09): 63.65M
Short % of Float (as of 31-Dec-09): 6.70%
AXP P/E Ratio: 32.94
Price/Sales (ttm): 2.61
Trailing Annual Dividend Yield3: 1.80%
Shares Short (Nov-09)3: 20.93M
Shares Short (as of 31-Dec-09)3: 19.66M
Short % of Float (as of 31-Dec-09)3: 2.00%
BAC P/E Ratio: n/a
Price/Sales (ttm): 2.06
Trailing Annual Dividend Yield3: 0.30%
Shares Short (Nov-09)3: 240.18M
Shares Short (as of 31-Dec-09)3: 251.17M
Short % of Float (as of 31-Dec-09)3: 3.90%
CSCO P/E Ratio: 24.43
Price/Sales (ttm): 4.00
Shares Short (Nov-09)3: 39.31M
Shares Short (as of 31-Dec-09)3: 39.22M
Short % of Float (as of 31-Dec-09)3: 0.70%
DIS P/E Ratio: 18.32
Price/Sales (ttm): 1.67
Trailing Annual Dividend Yield3: 1.10%
Shares Short (Nov-09)3: 59.44M
Shares Short (as of 31-Dec-09)3: 63.14M
Short % of Float (as of 31-Dec-09)3: 3.70%
HD P/E Ratio: 21.12
Price/Sales (ttm): 0.75 <===
Trailing Annual Dividend Yield3: 3.10% <===
Shares Short (Nov-09)3: 30.82M
Shares Short (as of 31-Dec-09)3: 35.27M
Short % of Float (as of 31-Dec-09)3: N/A
===============================================
AA AXP BAC CSCO DIS HD HPQ INTC JNJ JPM KFT
KO MCD MMM MSFT PFE PG TRV UTX WMT XOM
---30 DOW COMPONANTS----
Shares Short (Nov-09)3: 21.77M
Shares Short (as of 31-Dec-09)3: 25.17M
Short % of Float (as of 31-Dec-09)3: 1.10%
INTC P/E Ratio: 48.57
Price/Sales (ttm): 3.47
Trailing Annual Dividend Yield3: 2.70%
Shares Short (Nov-09)3: 54.38M
Shares Short (as of 31-Dec-09)3: 44.60M
Short % of Float (as of 31-Dec-09)3: N/A
JNJ P/E Ratio: 14.06
Price/Sales (ttm): 2.96
Trailing Annual Dividend Yield3: 2.10%
Shares Short (prior month)3: 22.83M
Shares Short (as of 31-Dec-09)3: 21.31M
Short % of Float (as of 31-Dec-09)3: 0.80%
JPM P/E Ratio: 34.44
Price/Sales (ttm): 2.60
Trailing Annual Dividend Yield3: 1.30%
Shares Short (Nov-09)3: 32.57M
Shares Short (as of 31-Dec-09)3: 30.05M
Short % of Float (as of 31-Dec-09)3: 0.80%
KFT P/E Ratio: 16.57
Price/Sales (ttm): 1.01 <---
Trailing Annual Dividend Yield3: 4.20% <===<
Shares Short (prior month)3: 27.87M
Shares Short (as of 31-Dec-09)3: 24.60M
Short % of Float (as of 31-Dec-09)3: 1.70%
KO P/E Ratio: 21.11
Price/Sales (ttm): 4.37
Trailing Annual Dividend Yield3: 2.80%
Shares Short (prior month)3: 23.13M
Shares Short (as of 31-Dec-09)3: 21.77M
Short % of Float (as of 31-Dec-09)3: 1.00%
MCD P/E Ratio: 16.13
Price/Sales (ttm): 3.04
Trailing Annual Dividend Yield3: 3.30% <===<
Shares Short (prior month)3: 9.34M
Shares Short (as of 31-Dec-09)3: 10.23M
Short % of Float (as of 31-Dec-09)3: 0.90%
MMM P/E Ratio: 20.72
Price/Sales (ttm): 2.64
Trailing Annual Dividend Yield3: 2.40%
Shares Short (prior month)3: 5.45M
Shares Short (as of 31-Dec-09)3: 6.58M
Short % of Float (as of 31-Dec-09)3: 1.00%
MSFT P/E Ratio: 19.79
Price/Sales (ttm): 4.88
Trailing Annual Dividend Yield3: 1.70%
Shares Short (prior month)3: 61.24M
Shares Short (as of 31-Dec-09)3: 64.85M
Short % of Float (as of 31-Dec-09)3: 0.80%
PFE P/E Ratio: 15.29
Price/Sales (ttm): 3.26
Trailing Annual Dividend Yield3: 4.30% <===<
Shares Short (prior month)3: 44.41M
Shares Short (as of 31-Dec-09)3: 46.56M
Short % of Float (as of 31-Dec-09)3: 0.70%