10-Year Treasury Review

Posted on January 10, 2023 by | Leave a comment

Our commentary on the 10-Year Treasury on January 8, 2021:

“Following a similar decrease of -40%, the 10-Year Treasury had an increase of at least an annualized increase of 24% over the following 2 year period with a high level of probability.”

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U.S. Dividend Watch List: January 6, 2023

Posted on January 9, 2023 by | Leave a comment

The market rallied in the first week of trading. Below is the first watch list for the year. Continue reading →

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Posted in Dividend Achiever Watch List, Dividend Achievers, Dividend Watch List

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2023 Dogs of the TSX 60

Posted on January 4, 2023 by | Leave a comment

Below is the Dogs of the TSX 60 for 2023 with the breakdown of the other categories that we track. Continue reading →

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2023 Dogs of the Dow

Posted on January 3, 2023 by | Leave a comment

Below is the Dogs of the Dow for 2023 with the breakdown of the other categories that we track. Continue reading →

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2022 Book List

Posted on January 2, 2023 by | Leave a comment

Below are the books that we’ve read cover-to-cover from January 2022 to December 2022.  Don’t forget to check out our 2021, 2020, 2018, 2017, 2016 and the Dow Theory Letters book lists.

Title   Author
Revolution That Wasn't, The by Spencer Jakab
Panic! by Michael Lewis
Warren Buffett's Ground Rules by Jeremy C. Miller
Great Quake, The by Henry Fountain
Pacific by Simon Winchester
How to Tell a Story by Aristotle
African Founders by David Hackett Fischer
How the Hippies Saved Physics by David Kaiser
Music Is History by Questlove
Coal by Barbara Freese
Titans of History by Simon Sebag Montefiore
A Brief History of Motion by Tom Standage
Ascent of Money, The by Niall Ferguson
Mark Inside, The by Amy Reading
Plagues Upon the Earth by Kyle Harper
Mutiny on the Rising Sun by Jared Ross Hardesty
A Brief History of Korea by Michael J. Seth
Money by Jacob Goldstein
Story Paradox, The by Jonathan Gottschall
Boom and Bust by William Quinn
Players Ball, The by David Kushner
Unseen Body, The by Jonathan Reisman
Things are Never So Bad That They Can't Get Worse by William Neuman
Body, The by Bill Bryson
Icepick Surgeon, The by Sam Kean
Why You Like The Science & Culture of Musical Taste by Nolan Gasser
Reason for the Darkness of the Night: Edgar Allan Poe and the Forging of American Science, The by John Tresch
A (Very) Short History of Life on Earth by Henry Gee
In the Shadow of Liberty by Kenneth C. Davis
Prisoners of Geography by Tim Marshall
Joy of Sweat, The by Sarah Everts
Forgetting: The Benefits of Not Remembering by Scott A. Small
Spinning Magnet, The by Alanna Mitchell
Midnight in Chernobyl by Adam Higginbothham
Science of James Smithson, The by Steven Turner
Knowledge Machine, The by Michael Strevens
Breathe by James Nestor
Lithium by Walter A. Brown
Genetics in the Madhouse by Theodore M. Porter
An Elegant Defense by Matt Richtel

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2022 Dogs of the TSX 60

Posted on January 2, 2023 by | 2 comments

Below is a chart of the performance of the Dogs of the TSX 60 from December 31, 2021 to December 31, 2022. Continue reading →

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2022 Dogs of the Dow Review #DogsoftheDow

Posted on January 1, 2023 by | Leave a comment

In our January 2, 2022 posting on the Dogs of the Dow, we said the following:

  • "In the coming year, we’re expecting the market to underperform generally and accept that there is no real 'safe haven.'”
  • "As shown in the 2017 article, the assumption is that if the year ends in the negative, these two categories will lead the way down. Meanwhile, if the year ends on the downside, the high yield stocks should have the market beating performance."

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Market Historical Returns and Subsequent Year

Posted on December 31, 2022 by | Leave a comment

Major indexes ended the year down -10% to -30% for the year. Tables below shows the historical market return and what occurred in the subsequent year. Hopefully this provides some framework of what to expect in 2023. Continue reading →

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Posted in DJIA, Market cycles, Nasdaq Composite, S&P 500

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Tesla Price Momentum

Posted on December 21, 2022 by | Leave a comment

Below is a chart of Tesla Inc. (TSLA) from 2012 to 2022, reflecting Price Momentum data.

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Transaction Alert

Posted on December 21, 2022 by | Leave a comment

We executed the following transaction(s):

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Technical Review–ASML #GoldenCross

Posted on December 21, 2022 by | 1 comment

There is an underlying technical pattern emerging within the chip sector. One of the most crucial component in chip making is the Lithography process and the leading (or perhaps only) company in this sector is ASML. Anyone wanting to understand the background behind this company can watch this CNBC video call Why The World Relies On ASML For Machines That Print Chips.

With that understanding in mind, chip making is a cyclical business with ups and downs and depended heavily in CapEx from companies such as TSMC, Intel, and Samsung. Our chart review today shows a very simple pattern known as Golden Cross which is when the 50 SMA is crossing above 200 SMA. Although it is consider to be a Bullish indicator, not many have back test this logic and provide some statistics behind it. We’ve done just that and the table below shows the detail.

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Posted in ASML, Golden Cross, technical, technical review

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Coppock Stock: November 2022

Posted on December 4, 2022 by | 1 comment

November was a strong month for the market as the S&P rose 4.6% that pushed up many companies into Buy territory for the Coppock curve. Below are 12 companies this indicator flag as a ‘buy’. Continue reading →

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NYSE Oil & Gas Stock Index Update #OOTT

Posted on November 28, 2022 by | Leave a comment

Review:

On July 6, 2022, we said the following: Continue reading →

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U.S. Dividend Watch List: November 25, 2022

Posted on November 27, 2022 by | Leave a comment

The market continued to move upward as the Dow Industrial has risen almost 20% from the low seen in early November. Continue reading →

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Posted in Dividend Achievers, Dividend Watch List, NLO Dividend Watch List

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Essex Property Trust Price Momentum $ESS

Posted on November 17, 2022 by | Leave a comment

Below is a chart of Essex Property Trust Inc. (ESS) from 1996 to 2022, reflecting Price Momentum data.

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Posted in ESS, PMI, Price Momentum

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