U.S. Dividend Watch List: December 22, 2023

Posted on December 25, 2023 by | Leave a comment

December has been a strong month thus far and this Santa Claus rally could push the market to all-time high by end of 2023. This rally pushed many companies our of our range for the watch list. As a result, the number of companies reduced dramatically from a month ago. Below is the last dividend watch list for the year. Continue reading →

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Dow Jones Utility Average Price Momentum

Posted on December 4, 2023 by | 2 comments

Below is a chart of Dow Jones Utility Average, reflecting Price Momentum data.

Continue reading →

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Posted in DJUA, Dow Jones Utility Average, PMI, Price Momentum

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Coppock Stock: November 2023

Posted on December 3, 2023 by | Leave a comment

November was an astonishing month as equities rebounded from their October losses. The Coppock Curve provided us with some good companies as well as major index to consider.

At the end of November 2023, there are 7 companies and 1 major index with ‘Buy’ signal. Continue reading →

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Transaction Alert

Posted on December 1, 2023 by | Leave a comment

We executed the following transaction(s): Continue reading →

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U.S. Dividend Watch List: November 24, 2023

Posted on November 25, 2023 by | Leave a comment

It has been a strong November for the market as major indexes rebounded toward year end. S&P 500 is approaching 4,600 level and up nearly 20% for the year. Nasdaq rose 37% YTD. The weakest area is small cap with Russell 2000 up only 3%. Continue reading →

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Disney (DIS)–Fundamental Review

Posted on November 11, 2023 by | Leave a comment

Disney (DIS) shares struggled over the past 5 years. The house of Mickey saw a rapid dropped from $160 to $85 in 2020 from impact of COVID. Shares quickly reached all-time high of nearly $200 in 2021. Since then, the entertainment conglomerate struggled to find its footing and we are setting in just below $90.

Share price aside, we wanted to explore one fundamental measure that shows sign of hope for long-term investor. That measure is Price to Book value. We utilized data from Valueline to get various metrics such as Price to Earning  (P/E), Price to Cash Flow (P/CF), Price to Book (P/B) and Dividend yield. By far, the highest correlation to stock price is P/B. Our team ran a quick analysis of P/B, build out a historical range of low to high and compute conservative target of price target. Below is the chart for illustration. Continue reading →

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Gold Price Momentum Indicator

Posted on November 9, 2023 by | Leave a comment

Since our January 16, 2023 posting, the price of gold has increased less than 3%.

This makes our commentary at the time seem appropriate when we said: Continue reading →

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Dow Jones Industrial Average Coppock Curve Review

Posted on November 4, 2023 by | Leave a comment

Review:

"For now, the PMI indicates that the low has been achieved."

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U.S. Dividend Watch List: October 27, 2023

Posted on October 29, 2023 by | Leave a comment

It was a tough week for the market as the market continue to give back gains for the year. The S&P 500 was down 2.4% for the week. The number of companies on our watch list continue to grow and you will find many Aristocrats that is trading near historical valuation metrics like P/E or P/B. Below is the watch list for week. Continue reading →

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Bottom 10 PMI Review

Posted on October 16, 2023 by | Leave a comment

From our posting on October 8, 2022: Continue reading →

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U.S. Dividend Watch List: October 13, 2023

Posted on October 15, 2023 by | Leave a comment

The market continued to bounce around and the S&P 500 bounced off the 4,280 level this week. That being said, the chart shows lower-low and lower-high which is a bearish technical pattern. Will see if the market can breakout of this pattern and establish a new pattern.

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Below is our dividend watch list for the week. Continue reading →

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National Home Price Targets

Posted on October 10, 2023 by | Leave a comment

Our first housing target from January 22, 2023 have been achieved.

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U.S. Dividend Watch List: September 29, 2023

Posted on October 2, 2023 by | Leave a comment

Market was relatively flat for the week but there are pockets of weakness. Small-cap (Russell 2000) is trading in range and struggle to break above 2,000 and is looking to test 1,700 level. Breaking out of this range of 1,700-2,000 will indicate the direction. Continue reading →

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U.S. Dividend Watch List: September 15, 2023

Posted on September 17, 2023 by | Leave a comment

The market pulled back a bit this week with S&P 500 falling 0.5% while the Nasdaq dropped nearly 1%. A retest of recent low at 4,370 on the S&P will be a crucial point. With 3 months T-bill sitting at 5.56%, the risk free return is putting tremendous pressure on equity. Our dividend watch list contain large number of companies with range of dividend yield and payout ratio to focus on. Below is the dividend watch list for the week. Continue reading →

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Market Signals

Posted on September 17, 2023 by | Leave a comment

Below is an interesting find that may prove helpful for determining if the market is really a buy. Continue reading →

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