15-Year Flag Pattern Ending in This Stock
On 10/11 we introduced IG when it was at $2.03. We noted it was working on what appeared to be a break-out from a ~15-year flag/triangle pattern. At the time of the first post the break-out hadn’t happened yet. As…...
Additional Details to Build on Yesterday’s Cycle Analysis Post
Yesterday we updated a cycle analysis post originally conducted in mid-August 2012. While the original post from mid-August 2012 suggested the DJIA would be up with 91% probability one year forward (i.e., into mid-August 2013) with a sizable median expected…...
Revisiting Last Year’s Analysis that Foresaw the Rally of 2013 and What it Says about the Future
One of the better pieces of analytical work I’ve done on this site since launching it is this piece from last August. That analysis showed that during 2Q12 the DJIA’s weekly YoY went to >20% in a quarter after being…...
Random Long Opportunity of the Day
RNO is plotted on a daily basis below. This one is a coal-focused MLP. Not something you see all the time. This has been one strike against it since it came public in 2010. The second strike against it is…...
Jeff Macke’s “You Will Never See Those 5-Year Highs Again” Update
On 7/22 we had a post on MSFT that attempted to poke some fun at Yahoo Finance writer and glib, hyperbole-prone CNBC personality, Jeff Macke. The Friday before, on 7/19, on the heels of MSFT’s poorly received EPS and 10%…...
Where to “Search”?
Anybody remember Looksmart? This was once an internet search darling from the late 90s tech craze that once traded at a split adjusted ~$300. Today it’s a penny stock and though I’m somewhat embarrassed to be putting a post about…...
Obscure Measure of Market Internals Pointing to a “Bull Treat”?
I’d like to think nobody has ever considered using the RSI of the ratio of XLP vs. SPX to gauge market internals and overall macro risk before. As far as I know, I’ve never seen anybody use or write about…...
More Thoughts on Global Equity Allocations
Over the past two months or so we have become increasingly bearish / less bullish on the U.S. from an intermediate-term cyclical standpoint. We first began questioning the remaining intermediate-term upside of this 46 month cyclical rally in the U.S. in…...
Rising 60% in 13 Months, GOOG Hits Our $1,000 Price Target
13 months ago, on 9/12/12, when the stock was trading at $692, we had a post on GOOG with the following title: “GOOG’s Day in the Sun is Likely Arriving with $1,000 in the Cards” At the time we said…
China Single-Stock Long Opportunities Update
CJJD, one of the 12 names from our chart dump 10 days ago, is now in the +90% club with today’s gains. Just wanted to show those who care a quick snapshot of what all 12 stocks from that chart…...