I made reference to one energy name on The PPT today, with unique seasonality trends. Here is another.
QUALCOMM, Inc. [[QCOM]]
| Month | Avg Return | Years Up | Years Down | Days Up | Days Down | Days Unchanged | Variance |
| January | 3.086% | 11 | 8 | 196 | 183 | 11 | -0.24 |
| February | -3.089% | 7 | 12 | 188 | 154 | 10 | -0.24 |
| March | 12.755% | 17 | 1 | 182 | 200 | 13 | -0.4 |
| April | -3.163% | 7 | 11 | 196 | 164 | 11 | -0.14 |
| May | -0.528% | 9 | 9 | 190 | 171 | 18 | -0.26 |
| June | 4.883% | 10 | 8 | 180 | 185 | 19 | -0.6 |
| July | 4.488% | 11 | 6 | 191 | 169 | 21 | -0.21 |
| August | 2.415% | 10 | 6 | 193 | 186 | 16 | -0.02 |
| September | 4.089% | 10 | 8 | 176 | 177 | 12 | -0.18 |
| October | 3.089% | 10 | 8 | 183 | 202 | 13 | -0.08 |
| November | 8.222% | 13 | 5 | 159 | 197 | 11 | 0.12 |
| December | 1.735% | 9 | 9 | 194 | 168 | 20 | -0.47 |
Hard to read last message- too small a font.
Fly — I appreciate your willingness to share some of the PPT with us. On another note, I recall from many months ago we were on a similar morning tea schedule – Earl Grey, with heavy cream – preferred by only the finest gentlemen. I’ve recently opted simply to melt two sticks of butter with a dash of sugar and call it good. Lastly, for those betting against the Fly – might I suggest a future headline: Losers Rejoice!
I always say, “why put heavy cream when there is non-salted butter in the fridge,” much to Mrs. Fly’s chagrin.
you’re all officially gayer than gay pet rocks
I am loving the PPT name and chart and will start building a position next week. Can you run one for GMCR as well..
Best month for GMCR is October, 12-5.
The PPT 2.0 is like Paul Allen’s business card. Bateman knows he cannot compete with it. http://www.youtube.com/watch?v=qoIvd3zzu4Y
Interesting how the energy sector was hammered today but regained pride, no? Im searching hi & lo for good dividends and low risk, yet energy is a conundrum not usually confounded.
XOM might be worth looking at. Decent dividend (2.5%) and it’s at 65.76. Lowest close during financial armageddon was 60.59.
I’ve been buying XOM for the past month. It got hammered on the XTO purchase and is near its March 9 low…risk/reward is stellar, IMHO.
Fly, wasn’t that energy play the one you dumped the other day …. ATPG?
I think we are going to dump down into March from here. Just an opinion. Thats what happened last year.
http://bit.ly/bAL3tT
You are starting to sound like the Elliot Wave guy, Darth.
By the Empire, pick a story-line and stick to it!
__________
We are heading back to 1110, at which point it will be time to get short. From that point, we’ll spend the next two months declining, not in great leaps, but in dribs and drabs.
dribs and drabs………….never underestimate a good panic
just sayin…………………..
Outside of the Big Three — Chicago, New York and Philthy-delphia (in that order), it’s mostly late industrial cities in the Midwest (Ohio, Illinois and Michigan and including Buffalo) and a smattering of California.
Outside of the corrupt barge town– Mumphis, TN — there’s only one Southern city — Miami — Chivas??
America’s 20 Most Miserable Cities.
_________
Miami is “southern” in geography only.
You clowns were all giddy BULLISH on Tuesday (Bears are TOAST!)
and all giddy BEARISH yesterday – Wednesday. You all need Prozac.
At least TMoe is someone who is consistent!
$5 says you are TMOE.
What is the best value hotel in Vegas (has to be a 4 or 5 star)?
Haven’t been and it is time. I hear South Strip is the only place to stay?
Planning a trip there in mid September. Where is best place to book hotel/air?
Mirage / TI are both pretty good properties with good locale….haven’t been in awhile.
Wynn Casinos would be on my hit list depending on your definition of Value and 4-5 stars
We go about once a year and my preference is the Mirage. We generally go for about 3 to 4 days in August when it’s really hot and hang out by the pool in the mornings with at least one Bloody Mary.
Also, I think it’s fun for one evening to take in the Fremont Street experience. Fremont street is located in old Vegas and you need to take a taxi.
Sometimes it just doesn’t pay to power up the laptop and day trade.
Up $2.20 net on an SMH trade.
Might as well go outside and get the skateboard out of the garage and pretend I am Shaun White.
I am starting to look at things a bit differently here… still unsure what direction the market goes, but I have come up with a scenario that I had not considered earlier.
This is a scenario that basically assumes “the west” (Europe and the US) are in an epic struggle versus “the east” (China and India). If we look at the current macro situation, there are several countries in the West, namely small European countries (PIGS) that are not big enough to service their debt in a market that is increasingly unwilling to lend. The countries of the west are not going to be willing to put their own economy at risk to support these smaller countries because, they basically still hate each other (namely Germany).
Then consider the situation the United States is in. This country has been the world’s consumer for decades. We stopped manufacturing years ago, and there is basically no way this country will ever recover from the debt it has taken on. No one is big enough to bail us out of our problems. Hyperinflation in the dollar is a foregone conclusion.
I am starting to think that maybe it will be the US that will try to bail out the PIGS and everyone else in order to save the west from the inevitable future servitude to the east.
If this happens, the dollar will implode, and there will be no double dip. Prices for everything will explode higher and there will be absolutely no turning back.
I am still looking at 1110 on the S&P, and I figure the direction of this market will be cleared up over the next several weeks.
The MACD on the 60 minute just crossed on the IWM so I bought a bunch of TZA. This seems to have been working well. Here we go.