Birchtree's Account Talk

[walli1]

Re: Birchtree's account talk

These so call strong earnings are coming from the energy companies.

That is NOT a good thing.

Keep posting em Mr Big.

He's just posting what other people are reporting. Why are you attacking him? I don't know how much you know (but I could make an educated guess) about it nor do I really know how much Birchtree knows. But I do know one thing. You're beginning to just sound like a jerk.

 

[Birchtree]

Revenge of the large-cap stocks.

From TWSJ:

The markets's bruised giants finally may be getting off the mat.

Since the end of March, shares of the largest stocks are leading the market higher. In that period, the Dow Jones Industrial Average has climbed 4.2%, compared with a gain of 2.2% for the Russell 2000 Index, which tracks smaller companies. The largest 100 stocks in the S&P's 500-stock index climbed 2.6%, compared with a 1.2% gain for the Russell Microcap Index, which tracks the smallest companies. The rebound is still young. But for fans of large-company stocks, who have watched their favorite shares trail the market's small fries for five years, the results are reason to start to get excited...

[edited]

 

[Birchtree]

Anyone like trains besides me?

This information was relevant before the recent correction but is informative nonetheless.

From TWSJ:

Transportation stocks have worked up a big head of steam. Last week, the Dow Jones Transportation Average rose 293.42 points, or 6.3%, to 4957.91. It was another record high for the 20-stock index and its biggest one-week percentage gain in a year. The index is up just over 18% this year, more than double the DJIA's 8% gain. Over the past year, the index has risen almost 41%.

Along with the usual too-far-too-fast comments, some Wall Streeters are puzzled about why this is happening when energy prices are surging. Fuel is a major cost for transportation companies. When fuel prices go up, profits ought to get squeezed. Jet-Blue Airways- one of the few sore spots in the transportation average- blamed fuel prices when it posted weak first-quarter eranings last month. One explanation is simple. After years of high-profile bankruptcies, airline shares don't count for much in the transportation index anymore, just 8% of its market value. The companies that carry the most weight in the index- trucking firms, delivery services and railroads- have had an easier time passing soaring energy costs on to their customers.

The real theme in the transportation stocks is pricing power. Any cost coming their way, they're dumping it on their customers and their customers are eating it. They're able to do this, in part, because they face relatively few competitors. There are only a handful of big U.S. railroads, and there's only so much track. Meanwhile, a shortage of drivers has restrained competition in trucking.

Transportation companies also are benefiting from America's voracious appetite for overseas goods. The U.S. imported $1.7 trillion of goods last year. That's a lot of stuff that had to get moved from the edge of the country inward. The limited number of companies doing all this hauling also means there aren't that many companies in which to invest. That may have as much to do with the rally in the Transportation Average as the rosy outlook for the companies themselves. Having so many investors crowded in one small room means the transports are likely to keep doing splendidly as long as the economy keeps humming along. But if growth slows down, the screeching sound you hear might be the brakes being put on the sector.

 

[Wizard]

Re: Birchtree's account talk

It looks to me like you're just trying to start some crap.

The same could be said about you. And it is.

 

[Birchtree]

Re: Birchtree's account talk

The Wizard was recently on another board where his investing strategy came in last. That may be very telling. He could just be overly envious because I make a few dollars here and there. It doesn't really mean a thing - Hooah!!

 

[walli1]

Re: Birchtree's account talk

The Wizard was recently on another board where his investing strategy came in last. That may be very telling. He could just be overly envious because I make a few dollars here and there. It doesn't really mean a thing - Hooah!!

Now that I don't doubt one bit. People who spend all their time criticizing normally have something to hide.

 

[Fivetears]

Re: Birchtree's account talk

Now that I don't doubt one bit. People who spend all their time criticizing normally have something to hide.

Matthew 7:1 (NIV) Do not judge, or you too will be judged.
Matthew 7:2 (NIV) For in the same way you judge others, you will be judged, and with the measure you use, it will be measured to you.
Matthew 7:3 (NIV) Why do you look at the speck of sawdust in your brother's eye and pay no attention to the plank in your own eye?
Matthew 7:5 (NIV) You hypocrite, first take the plank out of your own eye, and then you will see clearly to remove the speck from your brother's eye.
It's almost Mothers Day Guy's!

 

[tsptalk]

Re: Birchtree's account talk

Tom, has warned him about this. Would hate to see this site shutdown but sooner or later it will be. Just a matter of time.

Yes, please give a link to your source when posting an article.

Thank you,
Tom

 

[Wizard]

Re: Birchtree's account talk

The Wizard was recently on another board where his investing strategy came in last. That may be very telling. He could just be overly envious because I make a few dollars here and there. It doesn't really mean a thing - Hooah!!

That is in inaccurate. Link to the board where I came in last? Chirp, chirp.

Last Friday I posted "if you know how to go short - now would be a good time ". Since I have been on this board I have been saying buy precious metals. The best investment from the start of the year. :nuts:

Really Birchy - you have not made a few dollars here and there - you are just getting some back from your hold and hope strategy. If you go back to 1999 to now you are probably still underwater. However due to "real" inflation those few dollar here and there are really worth 60% less. Do not worry in time you figure out what that means. :embarrest:

I challenge you because the stuff you post is from fleecers. You are listening to the same people that burned many during the last tech bubble.

Some people never learn and they go right back to that electric fence.

Now tell me us again why the fed should stop raising rates?

Tell me why the insiders are selling at levels higher then 2000? While the "experts" are telling us to buy now?

Refute if you back out the energy companies earnings - earning are really HORRIBLE. Energy companies earnings are the reason the earnings are still at high levels - that is not good for the economy. Have you look at the charts of DELL/MSFT/INTC to name a few? Their earnings - SUCK.

Tell us why are are in the worst performing stock fund C fund - AGAIN? Another year you hold and hope in the underperformer.

Go, Birchy, Go.

Basically you post stuff and can not back it up because you do not really understand what you are posting. I understand the economics and while Tom allows me on this board I will break it down so others understand it is a bunch of permabull bung.

 

[Wizard]

Re: Birchtree's account talk

Now that I don't doubt one bit. People who spend all their time criticizing normally have something to hide.

I got nothing to hide. I understand true economics and will challenge anyone that posts spin. Thank you for your concern.

Notice how Birchy never has an intelligent reply to my questions? He just post another story with other peoples thoughts. Just saying, ya know.

 

[Birchtree]

Re: Birchtree's account talk

Here's my intelligent reply: If you don't like it Peterhead don't read it. And you know the other board I mentioned.

 

[nnuut]

Re: Birchtree's account talk

FOTFLMAO!!!!!!!!! Children, children, you shouldn't fight!

 

[Birchtree]

Cathy's clown

There is nothing wrong with the C fund - I gave back $11,000 last week and that is certainly not going to break my bank - it's only a temporary setback. And if I give back another $10,000 this week, well that's life in the game. When you dollar cost average these downtimes are silver threads - cheaper pricing over the long hall. I hold because I'm bullish on the future.

Tom,

Some of the stuff I post doesn't have a link - it's printed material. I provide information to be informative - a participant has to go to my account talk to access this data - it can simply be ignored. You have to be proactive to find it. And you know I can't mention the other board - but it was funny. I'll try and do better.

Dennis

 

[Birchtree]

Revenge of the rustbelt

Check out the earnings - not all energy. Very positive for stocks to make higher highs - no top yet.

http://money.cnn.com/2006/05/02/markets/secondquarter_earnings/index.htm

 

[Wizard]

Re: Birchtree's account talk

And you know the other board I mentioned.

I sure don't. Got a link?

 

[Birchtree]

Re: Birchtree's account talk

Sorry Wizard - it's my mistake. You are obviously someone else. As always,

Dennis - permabull #1

 

[tsptalk]

Re: Cathy's clown

Some of the stuff I post doesn't have a link - it's printed material. I provide information to be informative - a participant has to go to my account talk to access this data - it can simply be ignored. You have to be proactive to find it. And you know I can't mention the other board - but it was funny. I'll try and do better.

Thanks Birch! Just do what you can to avoid copyright infringements.

Thanks again,
Tom

 

[Birchtree]

Trading the CRB Index

"While the fearless contrarians have already earned fortunes since this bull stealthy started galloping higher in 2001, all the increasing commodities exposure in the mainstream financial media is bringing legions of new traders to the table. Many of these new investors and speculators cut their teeth trading in tech stocks in the late 1990"

http://safehaven.com/article-5155.htm

Been there already done that - not for me this time around. I'll stick with the individual industrial and materials companies that are making the profits.

 

[tsptalk]

Re: Birchtree's account talk

Just a follow up... We also have to be careful not to copy and paste any pay service's material.

 

[Birchtree]

They still like our markets

Capital flows to U.S. in March fall to $69.8 billion after reaching a revised $90.5 billion in February. Data from the U.S. Department of Treasury show that the foreign purchases of long-term domestic securities arrived at $89.2 billion. An amount of $1.6 billion were net purchases by foreign official institutions while $87.6 billion were net purchases by private foreign investors. U.S. residents purchased a net $19.4 billion in foreign issued securities.

http://www.fxstreet.com

Are the Chinese on their way?