Birchtree's Account Talk

[MrJohnRoss]

The Hulbert Survey has gone from 68.8% at the beginning of January to 0% - that means very few are investing - all platform sitters. Contrarians celebrate when everyone else is gloomy. I've given back -$342K in the last three weeks - I know that's not pretty but sometimes you just have to accept the pain. I haven't sold anything so it's all a paper loss - but if Draghi gives us a nice surprise we'll be moving much higher - it's time for patience to be a virtue.

We could be in a "buy the rumor, sell the news" scenario.

 

[wavecoder]

Time for the bears to eat hoof dust! :nuts:

 

[hotwings]

Energy Stocks: The Opportune Time Is When Both A And B Occur | Seeking Alpha

BT,

Check out this link, particulary the comments from "samadamsftw" at the bottom.. Your thoughts??

The North Antelope Rochelle Mine: An Important Competitive Advantage For Peabody Energy - Peabody Energy Corporation (NYSE:BTU) | Seeking Alpha

 

[Birchtree]

I like the article and am holding all my coal positions - thanx for the read.

 

[Birchtree]

It might be time to think about European stocks with the IEV ishares Europe ETF. It contains 350 European stocks.

 

[MrJohnRoss]

It might be time to think about European stocks with the IEV ishares Europe ETF. It contains 350 European stocks.

You may want to consider an ETF that hedges out the weakening of the Euro due to their QE. I'd recommend HEDJ.

 

[Geaux4it]

You may want to consider an ETF that hedges out the weakening of the Euro due to their QE. I'd recommend HEDJ.

Good call- The Euro is getting slammed

-Geaux

 

[Birchtree]

The day is designed to scare the Allah out of you - try not to over react. Sometimes slow money is the best money. I have 4 dividends to be reinvested today and I'll take lower prices and more shares. It all adds up into my income stream. Volatility seems to be here for awhile - no rate hikes on the horizon.

 

[Birchtree]

Today is one of those rare occurrence days when I have no dividends to be reinvested. I have two tomorrow and eight on Friday. It might be time to buy some HAL. I've received 15 dividend increase announcements ytd - only 160 more to go.

 

[Birchtree]

This market feels like it is just percolating below the surface before a stupendous eruption develops - don't be in a rush - learn before you churn. A properly allocated portfolio doesn't need to be rejiggered every time the weather changes. There is so much fear causing investors to sit on the sidelines, this bull market has a long ways to run as they gradually warm up to taking risks again - no fear here.

 

[wavecoder]

I got my bull horns on

the market's gonna have to do better than -1.5% to shake me out

 

[Birchtree]

My Hanesbrands (HBI) just announced a 4 for 1 stock split - I'll take it. No need to be proud at a moment like this. I expect several more stock splits before 2015 ends.

 

[Birchtree]

I'm catching a few energy nibbles today: HP, HAL, FCX. There is still a huge amount of skepticism about the equity market rally. I'm thinking we'll have a third speculative phase. Yup, the bull market no one but bulldaddy believes in.

 

[hotwings]

I'm catching a few energy nibbles today: HP, HAL, FCX. There is still a huge amount of skepticism about the equity market rally. I'm thinking we'll have a third speculative phase. Yup, the bull market no one but bulldaddy believes in.

Might this be a good alternative or option to investing directly in energy stocks?

MyGallons.com - Is It A Good Idea To Buy A Prepaid Gas Card? | The Fun Times Guide to Personal Finance

 

[wavecoder]

I believe!

May take a bit of patience but I think 2015 will be a strong year.

I'm catching a few energy nibbles today: HP, HAL, FCX. There is still a huge amount of skepticism about the equity market rally. I'm thinking we'll have a third speculative phase. Yup, the bull market no one but bulldaddy believes in.

 

[Birchtree]

It was the week that was and the month was even worse. Here is how my oceanic acted this week: +$76K, -$31K, -$138K, +$68K, -$83K for a not so pleasant give back of -$108K. I'm going to build some cash next week and start dollar cost averaging some of my weaker positions. I just can't stanz it no more - I need more commodities now that they are so cheap. I'll be buying steel, oil, coal and a few other favorites that are being given away. I've waited long enough and I need more pain for 2015.

 

[rktect1]

Drill baby drill.

 

[DreamboatAnnie]

It was the week that was and the month was even worse. Here is how my oceanic acted this week: +$76K, -$31K, -$138K, +$68K, -$83K for a not so pleasant give back of -$108K. I'm going to build some cash next week and start dollar cost averaging some of my weaker positions. I just can't stanz it no more - I need more commodities now that they are so cheap. I'll be buying steel, oil, coal and a few other favorites that are being given away. I've waited long enough and I need more pain for 2015.

Hi Birchtree, I've never heard you like this...you actually sound a little bummed. But hey... 2015 will be an awesome year!! Start buying tons of those wallflowers you love. I sometimes think you buy stock to make you feel happy......kinda like when I go clothes shopping!! Best wishes!!

P.S. I love these new moving thing-a-ma-jigs!! I'm going to use them everywhere!! :ban: :1244:

 

[Birchtree]

I don't think rates are going up this year, but if they do a one and done I have no fear of the Fed. The S&P 500 has risen in most periods when the Federal Reserve boosts interest rates. For example back in Dec. 2003 - July 2007 the gain was 46.9% Also Oct. 1986 - Sept. 1987 the gain was 43.4%. There are other periods of gains but I don't want to bore you. Well alright, one more for fun. July 1961 - Nov. 1966 saw a gain of 47.5% I'd be buying all the energy I can right now.

 

[wavecoder]

The sweet smell of bull tinky, mmmmm