JTH's Account Talk

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JTH said:
Good evening

It was yet another mixed-flat day across the indexes, my first impressions were it was consolidation and I'm fine with that but at some point these recent markets need to choose a direction. We've heard all this talk of money flowing into the markets, if this is true, then why isn't it translating into price? Perhaps it is, only difference being we don't see the sellers making the quiet exit out the back door...
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And who would those sellers be?
 
JTH said:
Good evening

It was yet another mixed-flat day across the indexes, my first impressions were it was consolidation and I'm fine with that but at some point these recent markets need to choose a direction. We've heard all this talk of money flowing into the markets, if this is true, then why isn't it translating into price? Perhaps it is, only difference being we don't see the sellers making the quiet exit out the back door...
Click to expand...
The big players have left little in their business for fear of the tax issue. Even with the new tax from the last vote, there is still hesitation due to the fact that all the code and all the accountants have to figure out how to best "play the system." Now, if there is to be spending cut, many companies are affected by this, and they are still holding cash. Look @ Apple, they started talking about "on-shoring their billions", and the stock went up...Now that it looks like they will have to pay higher taxes, their stock is retreating (dividends won't increase now either) and the money isn't coming back. But you don't see people burning their iPods/i-whatever in protest. (Another thread maybe.) Hang in there, find the right things to invest and go there, you will win for investing in the long run!
 
I think dividends will increase throughout the year - I've already received 4 dividend increase announcements this year. I want to beat my 136 number of last year.
 
Birchtree said:
I think dividends will increase throughout the year - I've already received 4 dividend increase announcements this year. I want to beat my 136 number of last year.
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Sorry, I meant to say wouldn't be exorbanate. Increase should still occur as long as business and profits remain lucrative. Many people bought APPL on the hopes it would be a dividend windfall...But apparently, based on the performance of the stock, it is no longer expected to be as "giving"!
 
I'm not going to sell anything until my back is up against the wall. I've got a +$500K buffer at this point but a 20% consolidation can change that in a heaertbeat.
 
Good evening

I took an exit to the G-lines today. While I have my own thoughts and strategies, I'm not going to call a top here, I'm simply following the plan and stepping out.
 
JTH said:
Now that's what I like to see, let's get some competition going up in this joint, catch me if you can... :D
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Yeah, not. I know my limitations... I think BT will take that challenge, he SWEARS 2013 is THE year for massive gains in the I fund... or was that 2012... 2011...
 
RealMoneyIssues said:
Yeah, not. I know my limitations... I think BT will take that challenge, he SWEARS 2013 is THE year for massive gains in the I fund... or was that 2012... 2011...
Click to expand...

Bt's no dummy, he's knows that the majority of the time it's smarter to stay in the market consistently than to try and time it. While I don't trade like him, I do admire his keen ability to not get caught up in the noise, step back, and look at the bigger picture. I dare say his cat could out-trade me any day of the week...
 
It's apparent the rails are running red hot - what are they transporting. It has to be more than just crude oil out of the Bakken. New historic all time highs in the DJTA - now if Dow 13,596 is overtaken we'll rally to 14,000 without looking back. Mindylou wants to thank you for the article about Orlando - she thinks he's handsome.
 
Many good folks hitting the clucker button today - I think that may hurt worse than most think. The anxiety of missing the Grand Trunk is much worse than loosing money. When you loose money at least you know where your bottom could be - but in a strong bull market the top may be 100 SPX points higher.
 
Good evening

Congrats to those who got the win today, clearly I didn't time the top with my Wednesday G-fund exit, but that's ok, I didn't expect to be perfectly on target. I expect to re-enter the market's within the last week of January, this supports my preference to start off the beginning of the next month invested. While I do see some subtle signs the markets could begin to pullback, truth-be-told it is much harder for me to predict a top than it is a bottom. I still believe SPX 1490-1500 is the high side target, that's only 5-15 points away from the most recent high.
 
We just had the best two months of money inflow into mutual funds since 2000. If this rotation gains momentum we'll all have to take a mountain climbing course - anybody with the 10th Mountain Division around here. Do those Camaro tail lights I see up ahead belong to you?
 
Good morning

Not much to report, with options expired, no immediate signs of a pullback, and earnings reports, I'll be curious to see how the week transpires. Are the earnings reports priced in?

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