Classic Dow Theory

A lot of times you hear clowns spout dow theory which is basically the three cores to the US economy rising together or not. The three cores (maybe there are more now?) Industrial, Utility, and Transportaion - and currently Utility hit a new high which Industrials didnt and Transportations have been woefully lagging. That's it. No predictive ability but an observation that some things are weaker than other and possibly an indicator for more volatility?

Uranium? Nuclear

Saw that Excelon is moving up and so is Cameco after its vicious sell off. Even USEC (now Centrus) seems to recommence its rally. I feel that the articles about Hillary selling 20% of USA uranium assets is bullish as it shows that it wasnt a scam and that there are real asset which has a demand now and most likely an even greater one in the future.

Office Depot and Telecoms

Office Depot is trading below book value and they do a good business as it is Go into their stores and you'll see they are setup for business and they now did a big $1 billion dollar bet on selling more No one will touch the stock until they show results so for a small guy it give him a chance to speculate in a reasonable manner Is Teleco, like Tobacco? I mean they said Tobacco will die and yet it didnt while paying monster dividends Now All these companies are paying over 5% yields Will everyone go to using WhatsApp and Wi Fi? See, this is classic value outlook - do i chase the hot money or buy dogs and sit on them for a few years? IDT T VZ FTR DISH Tmobile S

Dilemma

Do you buy the stocks that are rising? Or do you still follow your strategy that may take longer to rise? Essentially do you go for the "easy" money you see or do you stick to your principles? Not everything is rising - in fact, when stocks are not - they are being punished and give you little time as the markets tend to pummel them instantly with 5-20% drops And rises are relentless as well Tough market in the sense you dont know if these gains are real.

Buying at Tops/ and Bottoms recently

If you have noticed I spoke about pot 8 years before they legalized it, but having a notion as to the trend doesnt make you money. The hard work is finding and verifying your investment pick which I did not do. I lazily picked Universal Tobacco for this but in reality it was Canopy Growth. Even though I missed the 'easy' money, it's always a good time to buy the top when one of the largest liquour companies takes a 20% interest in the company. And to my astonishment its so they will market liquid Cannibis. Go figure. Canopy Growth is 2 billion dollar CAD but if they are the leader and at the cost of cannibis and the expected demand, this is chump change and if you hold it for a long time, they will pay a dividend most likely. As for buying at bottoms, telecom FTR which pays a 20% dividend. Its crazy to buy, but yet they keep paying a dividend. And General Electric which cant seem to have good news anymore is maybe a buy as I have been buying and losing money on this sinkhole since 2001.

Screwing around with options

With the markets shooting up like nuts, whose portfolio doesn't make them feel golden? So I putzed around with expiry options on GE and TEVA and lost $150. Why did I do this? I should have maintained my fixed money allocation even for small dollar speculation. In the midst of this, I love seeing my picks as top percentage gainers - it says my nose knows how to smell a good deal. Even though I like to read and pay for info, the bottom line is with me.