On Financial Tides we give you step by step instructions on how to pick stocks and manage your portfolio for returns that beat the pros. All our recommendations will be placed in 1 of 2 Marketocracy portfolios so you can see the results for yourself. November has ended and here are the results:
VMNHI -- This portfolio contains stocks hitting new highs that are trading more than 100K shares a day at the time of purchase.
Return since inception -- 57.59%
S&P return comparison -- .05% loss
VMNHI beats market -- 57.64%
VMNHI beat the market S&P 500 by an annualized rate of 10.06%
VMSLO -- This portfolio contains stocks hitting new highs that are trading less than 100K shares a day at time of purchase. This is the same portfolio that won the MSN/Investor Place Strategy Lab Open.
Return since inception -- 59.46%
S&P return comparison -- 16.85% loss
VMSLO beats the market -- 76.31%
VMSLO beat the market S&P 500 by an annualized rate of 38.51%
Links to these Marketocracy portfolios:
VMNHI
VMSLO
Jim Van Meerten is an investor who writes about financial matters here and on Financial Tides. Please leave a comment below or email FinancialTides@gmail.com
Disclosure: I do not hold positions in the stock recommended.
Tuesday, December 1, 2009
Monday, November 30, 2009
Insure your portfolio
This week I've decided to add American National Insurance (ANAT) to my Wall Street Survivor portfolio. ANAT is a multi-line insurance carrier having life, health, annuities, property and causality insurance plus mutual funds in its bag of products.
It came into my view when I used BarChart to screen for stocks hitting new highs and trading over 100K share per day. ANAT hit 16 new highs in the last 20 trading sessions and is 3 for the last 5 days. It has had a 36% price appreciation in the last 65 days. BarChart has 13 technical indicators and this stock has buy signals on all 13 for a 100% buy rating.
The stock doesn't have a Wall Street following but there also isn't any bad news on the Internet.
I always try to see how it is rated on other sites and on Wall Street Survivor Mark's checklist has a 5 of 5 Survivor Sentiment and a 5 for 5 technical rating. Over on Motley Fool CAPS members feel the stock will out perform the market 28 to 7 with the All Stars voting 10 to 2.
This stock has what I look for:
It came into my view when I used BarChart to screen for stocks hitting new highs and trading over 100K share per day. ANAT hit 16 new highs in the last 20 trading sessions and is 3 for the last 5 days. It has had a 36% price appreciation in the last 65 days. BarChart has 13 technical indicators and this stock has buy signals on all 13 for a 100% buy rating.
The stock doesn't have a Wall Street following but there also isn't any bad news on the Internet.
I always try to see how it is rated on other sites and on Wall Street Survivor Mark's checklist has a 5 of 5 Survivor Sentiment and a 5 for 5 technical rating. Over on Motley Fool CAPS members feel the stock will out perform the market 28 to 7 with the All Stars voting 10 to 2.
This stock has what I look for:
- It's hitting new highs all the time
- There aren't any brokerage analysts trashing it
- Other rating sites are favorably rating the stock
Recommendation: I'm adding American National Insurance (ANAT) to my Wall Street Survivor portfolio at around 108 and would hold it until it failed to trade above its 50 day moving average.
I also deleted Korea Electric Power (KEP) and Limited Brands (LTD) from the portfolio for failing to trade above their 50 DMA.
This was the last trading day of the month and 4 of our 8 Wall Street Survivor participants beat the market return of 5.51%. Anthony Mirhaydan beat us all with a 21.40% return and I came in second with a November return of 8.33%
Disclosure: I do not hold positions is any of the stocks in my Wall Street Survivor portfolio.
Jim Van Meerten is and investor who writes on financial matters here and on Financial Tides. Please leave a comment below or email FinancialTides@gmail.com
Targeting the youth market
Financial Tides is adding Aloy Inc - ALOY to its VMNHI Marketocracy portfolio as a highly speculative issue. ALOY is a multi-channel media company and direct marketer providing community, content and commerce to Generation Y, the approximately 58 million boys and girls between the ages of 10 and 24.
The stock came up on my BarChart screener of stocks hitting new highs with 15 new highs in the last 20 trading sessions and is 4 for 5 recently. The stock has had a 27% price appreciation in the last 65 days.
This issue is not followed regularly by Wall Street and is in our list only for technical reasons. The BarChart technical indicators have 13 out of 13 buy signals for a 100% buy.
The only analyst that follows the stock looks for a 24.9% sales growth next year.
On other site Motley Fool CAPS members rate the stock 35 to 7 to out perform the market but the All Star members are more positive with a 9 to 1 rating.
Recommendation : adding ALOY to VMNHI portfolio around 8 with a protective stop loss not lower that 6.50. This is a highly speculative recommendation and should have protective stop losses if you add it to your portfolio.
Jim Van Meerten is an investor who writes on financial matters here and on Financial Tides. Please comment below or email FinancialTides@gmail.com.
Disclosure : I do not hold a position in ALOY at the time of publication
The stock came up on my BarChart screener of stocks hitting new highs with 15 new highs in the last 20 trading sessions and is 4 for 5 recently. The stock has had a 27% price appreciation in the last 65 days.
This issue is not followed regularly by Wall Street and is in our list only for technical reasons. The BarChart technical indicators have 13 out of 13 buy signals for a 100% buy.
The only analyst that follows the stock looks for a 24.9% sales growth next year.
On other site Motley Fool CAPS members rate the stock 35 to 7 to out perform the market but the All Star members are more positive with a 9 to 1 rating.
Recommendation : adding ALOY to VMNHI portfolio around 8 with a protective stop loss not lower that 6.50. This is a highly speculative recommendation and should have protective stop losses if you add it to your portfolio.
Jim Van Meerten is an investor who writes on financial matters here and on Financial Tides. Please comment below or email FinancialTides@gmail.com.
Disclosure : I do not hold a position in ALOY at the time of publication
There's money in paper
Financial Tides is adding Kimberly Clark - KMB - to the VMNHI portfolio. KMB is one of the leading consumer products companies. Its global tissue, personal care and health care brands include Huggies, Pull-Ups, Kotex, Depend, Kleenex, Scott, Kimberly-Clark, Safeskin, Tecnol, Kimwipes and Wypall. Other brands well known outside the U.S. include Andrex, Scottex, Page, Popee and Kimbies. Kimberly-Clark also is a major producer of premium business, correspondence and technical papers.
The stock came up on my BarChart screener because it has hit 14 new highs in the last 20 trading sessions and is 4 for 5 recently. There has been a 15% price appreciation in the last 65 days. BarChart's technical indicators rate 12 of 13 buys with 1 hold for a 96% buy rating.
There are 14 analyst following this stock and 5 give it a buy. Consensus for sales growth is 5.9% and EPS growth of 13.1% is expected.
I always look for other votes of confidence and over on Motely Fool CAPS the members vote 633 to 44 that the stock will out perform the market. The All Star members rate it 216 to 5 and the Wall Street rating is 16 to 0.
This stock has what I look for:
The stock came up on my BarChart screener because it has hit 14 new highs in the last 20 trading sessions and is 4 for 5 recently. There has been a 15% price appreciation in the last 65 days. BarChart's technical indicators rate 12 of 13 buys with 1 hold for a 96% buy rating.
There are 14 analyst following this stock and 5 give it a buy. Consensus for sales growth is 5.9% and EPS growth of 13.1% is expected.
I always look for other votes of confidence and over on Motely Fool CAPS the members vote 633 to 44 that the stock will out perform the market. The All Star members rate it 216 to 5 and the Wall Street rating is 16 to 0.
This stock has what I look for:
- Hitting new highs
- Positive Wall Street press
- Confirmation from other rating sites.
Recommendation - Adding KMB to VMNHI around 65.50 with a protective stop loss no lower than 62.
Jim Van Meerten is an investor who writes about financial matters here and on Financial Tides. Please leave a comment below or email FinancialTides@gmail.com
Disclosure: I do not hold a position in KMB at time of publication
Model Portfolio deletions
Follow these portfolios on Financial Tides.
The following stocks have been deleted from my model Marketocracy portfolios:
From VMNHI - This portfolio contains stocks hitting new highs trading more than 100K shares a day
CPBY - Chinese Information Security Tech - failure to maintain positive price momentum
TSCO - Tractor Supply Co - failure to maintain positive price momentum
From VMSLO - This portfolio is the same as the one that won the Strategy Lab Open and contains stock hitting new highs but are trading less than 100K shares a day
MYN - Blackrock Muniyield - failure to maintain a positive price momentum
Disclosure: I do not hold position in these stocks at the time of publication
Jim Van Meerten writes on financial matters here and on Financial Tides. Please leave a comment below or email to FinancialTides@gmail.com
The following stocks have been deleted from my model Marketocracy portfolios:
From VMNHI - This portfolio contains stocks hitting new highs trading more than 100K shares a day
CPBY - Chinese Information Security Tech - failure to maintain positive price momentum
TSCO - Tractor Supply Co - failure to maintain positive price momentum
From VMSLO - This portfolio is the same as the one that won the Strategy Lab Open and contains stock hitting new highs but are trading less than 100K shares a day
MYN - Blackrock Muniyield - failure to maintain a positive price momentum
Disclosure: I do not hold position in these stocks at the time of publication
Jim Van Meerten writes on financial matters here and on Financial Tides. Please leave a comment below or email to FinancialTides@gmail.com
Market Scoreboard w/e 11/27/2009
I'm not real happy with the way the market acted last week. As you know each week I try to step back and look at which way the market trended in the past week and this week wasn't very good. I use BarChart to find my analytics and here's how they went this past week.
Value Line Index - 1700 stocks so its broader than just the Dow 30 or S&P 500
Value Line Index - 1700 stocks so its broader than just the Dow 30 or S&P 500
- The index was actually flat and unchanged for the week
- BarChart technical indicators - 32% sell with only 3 buys, 3 holds and 7 sells
- Index trending below its 20 and 50 day moving average but still above its 100 DMA
BarChart Market Momentum - 6000 stocks - percentage of stocks trading above its Daily Moving Average - overall very weak
- 20 DMA -- only 47.44% above
- 50 DMA -- only 44.40% above
- 100DMA -- 64.49% above
Ratio of stocks hitting new highs to new lows for various periods -- 1.0+ bullish, 1.0 neutral, under .99 bearish -- bearish this week
- 20 day new high/new low ratio -- 242/876 = .28
- 65 day new high/new low ratio -- 113/427 = .26
- 100 day new high/new low ratio -- 106/223 = .48
Summary - Market didn't perform in a positive manner and the 3 previous weeks poor performance caught up with the numbers -- Middle East credit crisis could cause concern. Please act defensively.
Wall Street Survivor results - Those who post stock recommendations to Top Stocks have a little friendly competition going on Wall Street Survivor and month to date Anthony Mirhayden is the leader with a 30.37% return, That's way ahead of my month to date return of 7.35% but I still managed to beat the market's 5.34% return. I sold SWIR -- Sierra Wireless because it failed to maintain price momentum above its 50 day moving average. I won't add a position today until I see how the market digests this Middle East credit crisis.
Disclosure: I do not hold any positions in the stocks I recommend on Top Stocks
Jim Van Meerten is an investor who writes about financial matters here and on Financial Tides. Please leave a comment below or email FinancialTides@gmail.com
Tuesday, November 24, 2009
Pharma has the cure
On Financial Tides I'm adding the Pharma Spider XPH to my VMSLO portfolio. This ETF is being bought for technical reasons only.
On BarChart XPH has hit 14 new highs in 20 trading sessions and has hit 4 new highs in the last 4 days. It is right at its 260 day high. BarChart's technical indicators have 12 of 13 buy ratings with one hold for a 96% Buy rating. There has been a 12.93% price appreciation in the last 65 days.
Recommendation: Buy XPH around 37 with a stop loss no higher that 35.
Jim Van Meerten is an investor who writes on financial matters here and on Financial Tides. Please leave a comment below or email FinancialTides@gmail.com
Disclosure: I hold no positions in XPH at time of publication
On BarChart XPH has hit 14 new highs in 20 trading sessions and has hit 4 new highs in the last 4 days. It is right at its 260 day high. BarChart's technical indicators have 12 of 13 buy ratings with one hold for a 96% Buy rating. There has been a 12.93% price appreciation in the last 65 days.
Recommendation: Buy XPH around 37 with a stop loss no higher that 35.
Jim Van Meerten is an investor who writes on financial matters here and on Financial Tides. Please leave a comment below or email FinancialTides@gmail.com
Disclosure: I hold no positions in XPH at time of publication
Model portfolio deletions
The following stocks have been dropped from Model Portfolios for trading under their 50 DMA and lack of positive price appreciation:
VMFIV -- Marketocracy S&P 500 fund -- OI -- Owens Ill
VMFOR -- Marketocracy S&P 400 fund -- PL -- Protective Life
VMETF -- Marketocracy ETF Portfolio -- TUR -- Turkey ETF
VMSLO -- Marketocracy new High tradin less than 100K shares
VMFIV -- Marketocracy S&P 500 fund -- OI -- Owens Ill
VMFOR -- Marketocracy S&P 400 fund -- PL -- Protective Life
VMETF -- Marketocracy ETF Portfolio -- TUR -- Turkey ETF
VMSLO -- Marketocracy new High tradin less than 100K shares
- EBIX -- EBIX Inc
- CASH -- Meta Financial Group
- HRP -- HRPT Properties
Wall Street Survivor -- SWIR Sierra Wireless
Monday, November 23, 2009
Fertilizers makes Agrium grow
On Financial Tides I feel it's important to have a portfolio of stocks that continue to hit new highs to keep your portfolio growing. Agrium -- AGU is just such a stock. Agrium Inc is a leading global producer and marketer of fertilizer and a major retail supplier of agricultural products and services in both North America and Argentina. They produce and market four primary groups of fertilizers: nitrogen, phosphate, potash and sulphur. Their strategy is to grow through incremental expansion of their existing operations and acquisitions as well as the development, commercialization and marketing of new products and international opportunities.
The buzz is on this stock with positive press almost every day. The analysts consensus is a 9.3% sales growth for next year and an unheard of 94% earnings per share growth projection. There are now 6 buy recommendations out there.
The stock came to my attention when a BarChart screening for stocks hitting new highs showed AGU has hit 13 new highs in the last 20 trading sessions and has hit 5 out of 5 recently. A new high was set today and at this time it's only 1.11% off that 260 day new high. Price appreciation in the last 65 days has been a respectable 19.54%. BarChart's technical indicators have 12 buy signals out of 13 for a 96% buy rating.
On other sites Wall Street Survivor Mark's checklist has a Survivor Sentiment rating of 5/5 and a fundamental rating of 4/5. On Motey Fool the CAPS members think it will out perform the market with a vote of 1651 to 40 with the All Star members giving it a 417 to 9 vote. The Wall Street consensus vote is 7 to 1.
This stock has the analysts giving positive buy ratings, a BarChart buy rating of 96% and positive confirmation from other opinion polls.
If you buy around 58 put in a protective stop loss of not less than 53.
Jim Van Meerten is an investor who writes on financial matters here and on Financial Tides. Please leave a comment below or email FinancialTides@gmail.com
Disclosure: I hold no positions in AGU at the time of publication.
The buzz is on this stock with positive press almost every day. The analysts consensus is a 9.3% sales growth for next year and an unheard of 94% earnings per share growth projection. There are now 6 buy recommendations out there.
The stock came to my attention when a BarChart screening for stocks hitting new highs showed AGU has hit 13 new highs in the last 20 trading sessions and has hit 5 out of 5 recently. A new high was set today and at this time it's only 1.11% off that 260 day new high. Price appreciation in the last 65 days has been a respectable 19.54%. BarChart's technical indicators have 12 buy signals out of 13 for a 96% buy rating.
On other sites Wall Street Survivor Mark's checklist has a Survivor Sentiment rating of 5/5 and a fundamental rating of 4/5. On Motey Fool the CAPS members think it will out perform the market with a vote of 1651 to 40 with the All Star members giving it a 417 to 9 vote. The Wall Street consensus vote is 7 to 1.
This stock has the analysts giving positive buy ratings, a BarChart buy rating of 96% and positive confirmation from other opinion polls.
If you buy around 58 put in a protective stop loss of not less than 53.
Jim Van Meerten is an investor who writes on financial matters here and on Financial Tides. Please leave a comment below or email FinancialTides@gmail.com
Disclosure: I hold no positions in AGU at the time of publication.
Healthy HMOs
Last month the sector that had the best overall price appreciation was the Medical - HMO sector with an average price increase of 38% for the month. A very good return considering the market as measured by the S&P 500 was up only about 1.15%. The member of the sector with the highest BarChart rating was Health Net (HNT) with an 96% buy rating.
What I found interesting about the sector was that although the sector as a whole had a great price appreciation HNT was the only standout in BarCharts technical indicators.
There are 6 analysts closely following this stock and 5 have upped their earning per share estimate in the last 30 days.
My personal view is that the investing public is like a deer in the headlights about the whole health care industry. Many are worried that Obama administration programs will take the profits from this industry and make anything related to health care either government price controlled or even worse nonprofit.
I think those fears are unfounded. Even in countries that we consider to have socialized medicine there is a great need for private health care insurance and private hospitals. Those with large disposable incomes will always get great health care, housing and education for their families.
Back to BarCharts rating of HNT. The stock has 12 out of 13 technical indicators signaling buy with just one hold. The stock has hit 9 new highs in the last 20 trading sessions and is just 1.28% off its 260 day high just hit recently on 11/18/2009.
As always I like to see what other sites rate the stock and over on Wall Street Survivor Mark's checklist has a 5/5 Survivor Sentiment with 4/5 on the fundamentals and 5/5 on his technical rating. Motley Fool CAPS members vote 102 to 24 that the stock will out perform the market and their All Star members vote 49 to 9 on out performance also.
I like the stock but can't add it to my portfolio because I'm fully invested at this time and can't see selling something just because I may have found something better. If you have some money to invest this might be a good play for your health care position.
Jim Van Meerten is an investor who writes about financial matters here and on Financial Tides. Please leave a comment below or email FinancialTides@gmail.com
Disclosure: I do not hold a position in HNT at the time of publication.
What I found interesting about the sector was that although the sector as a whole had a great price appreciation HNT was the only standout in BarCharts technical indicators.
There are 6 analysts closely following this stock and 5 have upped their earning per share estimate in the last 30 days.
My personal view is that the investing public is like a deer in the headlights about the whole health care industry. Many are worried that Obama administration programs will take the profits from this industry and make anything related to health care either government price controlled or even worse nonprofit.
I think those fears are unfounded. Even in countries that we consider to have socialized medicine there is a great need for private health care insurance and private hospitals. Those with large disposable incomes will always get great health care, housing and education for their families.
Back to BarCharts rating of HNT. The stock has 12 out of 13 technical indicators signaling buy with just one hold. The stock has hit 9 new highs in the last 20 trading sessions and is just 1.28% off its 260 day high just hit recently on 11/18/2009.
As always I like to see what other sites rate the stock and over on Wall Street Survivor Mark's checklist has a 5/5 Survivor Sentiment with 4/5 on the fundamentals and 5/5 on his technical rating. Motley Fool CAPS members vote 102 to 24 that the stock will out perform the market and their All Star members vote 49 to 9 on out performance also.
I like the stock but can't add it to my portfolio because I'm fully invested at this time and can't see selling something just because I may have found something better. If you have some money to invest this might be a good play for your health care position.
Jim Van Meerten is an investor who writes about financial matters here and on Financial Tides. Please leave a comment below or email FinancialTides@gmail.com
Disclosure: I do not hold a position in HNT at the time of publication.
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