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Strategies & Market Trends : Quarter to Quarter Aggressive Growth Stocks -- Ignore unavailable to you. Want to Upgrade?

To: Jack Hartmann who wrote (6560)	1/1/2014 9:09:18 PM
From: Mike E.	Read Replies (1) \| Respond to of 6924

Happy New Year Jack and thanks for the update. Here's to a great 2014! Mike

To: Jack Hartmann who wrote (6560)	7/4/2014 2:42:47 PM
From: Jack Hartmann	Respond to of 6924

2014 First half. S&P 500 and DOW set records.. Stocks I own 5/8/08 NEE $57.43 to 54.39. to 51.99 to 55.93 to 57.46 to 52.04 to 60.88 to 61.08 to 68.81 to 70.33 to 69.19 to 77.68 to 81.48 to 80.41 to 85.62 to 98.02 7/7/09 VZ $29.80 to 32.59. to 35.85 to 38.50 to 37.23 to 36.80 to 40.23 to 38.23 to 44.44 to 45.57 to 43.27 to 49.15 to 50.34 to 46.79 to 49.14 to 49.71 8/17/09 INTC $18.50 to 19.50 to 21.05 to 19.70 to 22.16 to 21.33 to 24.20 to 28.12 to 26.65 to 22.61 to 20.62 to 21.84 to 24.23 to 22.89 to 25.96 to 31.14 1/4/10 XOM $68.87 to 73.12 to 84.68 to 81.38 to 72.63 to 84.76 to 86.73 to 85.57 to 91.45 to 86.55 to 90.11 to 90.35 to 86.08 to 101.20 to 102.59 1/4/10 GE $15.31 to 18.29 to 20.34 to 18.86 to 15.22 to 17.91 to 20.07 to 20.87 to 22.71 to 20.99 to 23.12 to 23.19 to 24.33 to 28.03 to 26.86 05/06/10 EMC $18.89 to 22.09 to 26.55 to 27.55 to 20.99 to 21.54 to 29.88 to 25.63 to 27.27 to 25.30 to 23.29 to 23.62 to 25.72 to 25.15 to 26.92 06/07/10 SNY $28.79 to 33.25 to 32.23 to 35.68 to 40.17 to 32.80 to 36.54 to 38.75 to 37.78 to 43.06 to 47.38 to 51.08 to 51.51 to 50.66 to 53.63 to 53.45 07/14/10 FCX $31.57 to 60.04 to 55.08 to 52.90 to 30.54 to 36.79 to 38.04 to 34.07 to 39.58 to 34.20 to 33.10 to 27.62 to 33.51 to 37.74 to 38.51 02/23/11 NVDA $22.51 to 18.20 to 15.94 to 12.51 to 13.86 to 15.40 to 13.82 to 13.34 to 12.29 to 12.83 to 14.04 to 15.44 to 16.02 to 18.85 5/10/12 EBAY $41.10 to 42.01 to 48.37 to 38.07 to 54.22 to 51.72 to 55.63 to 54.87 to 50.94 5/14/2012 JPM $35.92 to 35.73 to 40.48 to 43.97 to 47.63 to 52.79 to 50.79 to 58.48 to 57.04 8/23/2013 YHOO 27.97 to 40.44 to 36.14 Sold this half none Crude 44.60 to 45.93 to 44.76 to 51.46 to 50.88 to 66.02 to 79.36 to 84.56 to 75.26 to 81.25 to 91.38 to 108.31 to 94.93 to 79.20 to 99.20 to 102.90 to 83.86 to 82.19 to 91.68 to 97.13 to 96.49 to 103.72 to 98.70 to 104.06 Nat Gas 5.62 to 4.41 to 4.19 to 3.75 to 3.37 to 3.98 to 5.72 to 3.76 to 4.52 to 3.81 to 4.40 to 4.34 to 4.37 to 3.66 to 2.94 to 2.12 to 2.81 to 3.31 to 3.36 to 4.02 to 3.56 to 3.54 to 4.23 to 4.41 Milk 2.93 to 2.97 to 2.99 to 1.99 to 1.99 to 1.98 to 2.29 to 2.39 to 2.39 to 2.69 to 2.93 to 2.69 to 2.39 to 3.39 to 3.99 to 3.59 to 3.59 to 3.29 to 3.49 to 2.59 to 3.39 to 2.89 to 3.37 to 3.59 Gasoline 1.70 to 1.93 to 1.95 to 2.09 to 2.09 to 2.48 to 2.78 to 2.83 to 2.85 to 3.24 to 3.78 to 3.79 to 3.56 to 3.43 to 4.03 to 3.46 to 3.99 to 3.36 to 3.76 to 3.78 to 3.55 to 3.55 to 3.86 Gold 883 to 927 to 941 to 927 to 885 to 990 to 1095 to 1115 to 1243 to 1317 to 1421 to 1431 to 1502 to 1620 to 1564 to 1668 to 1592 to 1774 to 1674 to 1596 to 1234 to 1314 to 1198 to 1319 Silver 30.20 to 27.78 to 32.20 to 27.28 to 34.55 to 30.34 to 28.30 to 19.73 to 21.69 to 18.13 to 21.00 Copper 1.39 to 1.46 to 1.52 to 1.80 to 2.04 to 2.73 to 3.32 to 3.58 to 2.96 to 3.70 to 4.43 to 4.41 to 4.25 to 3.14 to 3.42 to 3.82 to 3.46 to 3.74 to 3.64 to 3.39 to 3.04 to 3.30 to 3.37 to 3.07 Corn 5.56 to 6.95 to 6.95 to 6.79 to 4.40 to 4.21 to 4.17 Dow – 11577 to 12376 to 12414 to 10913 to 12217 to 13212 to 12880 to 13437 to 13104 to 14578 to 14909 to 15111 to 15576 to 17068 NASDAQ – 2652 to 2789 to 2773 to 2415 to 2605 to 3091 to 2935 to 3116 to 3019 to 3267 to 3403 to 3815 to 4176 to 4485 S&P500 – 1257 to 1332 to 1320 to 1131 to 1257 to 1408 to 1362 to 1440 to 1426 to 1569 to 1606 to 1693 to 1848 to 1985 7/4/2014 Records everywhere for the indexes. The Job reports was five straight 200,000 jobs created. Unemployment was 6.1% The U6 rate, the broadest measure of joblessness dropped to 12.1% in June. Energy Commodities are at highs despite record productions. This can’t continue to 2015. I figure the Fed will have to consider raising rates and that will trigger a dip in the market. I like silver as a hard asset so continue to accumulate. Some like gold but it is tough to sell it if things actually go to hell. I have added some CGC modern comics also. Buy CGC #1s of new series of established new characters. Pump and dumpers are very prevalent in the sector. Rare coins are pricy as if silver and gold never crashed. 40% of the people are still underwater on their mortgage. I think we are getting ready for some real estate increases as the house flippers are advertising how it is easy to make money in real estate. My neighbor’s house is still $40,000 underwater after he bought in the peak in 2007. That same $40,000 would be $100,000 if he bought an index fund in 2007. Plenty of vacant retail spaces everywhere I look. People are lulled in thinking that this market run will last forever. I remember the nifty 50 stock crash, the Tech mania of the 1990s, 1987 crash and the horrible 2007 crash. The market can humble the best. You cannot put all the eggs in this market. Ideally you would have some real estate, stocks, cash and other assets. BTW I am working part time now since I took early retirement at work. This gives me a great chance to teach and other hobbies such as gardening. Dividend paying stocks have been the key to early retirement. Paying off every single debt is the other. Now the goal is to build the portfolio so I would not need to work at all. PAST COMMENTS 1/1/11 Everything accelerated in the last quarter. Silver and copper hit decade highs. Expect nat gas to run to 5.50. I see 2011 up another 10% 4/1/11 Gasoline might hit $5. Natural gas resisting any run. The japan Earthquake shook out the weak ones and did a 10% down and up in three weeks. The S&P 500 is the pivot point that I am watching to lighten up. We have ran so far up. 7/1/11 some downslide as the Greece situation hits markets. Gasoline hit $4.51 here. the summer should more declines. Take some money off. 10/1/11 If you took money off you escaped a double digit pounding. Greece is it. Then Spain, Portugal. Italy. Ugly. Stocks paying 4% have provided some income. Looking to add to FCX if it goes much lower. Despite all the stimulus, I can envision double digit unemployment in 2012. People are cutting cable TV, postponing medical, cutting out dining. Anything to sacrifice. Like the Great Depression. 1/1/12 A strong quarter for dividend stocks. I put my friends in all dividend 2.5% or higher stock and all beat the averages. Top 500, no junk stuff. This is shown by the Dow beating S&P and Nasdaq. The followers of the presidential cycle saw a loss for the most part despite history showing it good. I see 2012 better if Europe can hold it together. China bubble is one to watch as the US citizen cuts spending. 4/1/2012 The markets are up 30% since the 2011 lows. Maybe a little more than a pullback we might see the highs to date remain this year. 7/1/2012 JPM lost $9 in a trade. Greece and Spain unemployment around 24%. Euro is weak. The flight into dividend yields like VZ and NEE have pushed these stocks up. Tech having trouble 10/1/2012 Europe didn’t collapse. Romney made a fatal 47% comment that sunk his elections. Riots in Spain, Portugal, and Greece portend a rough 2013. The farm bill did not pass. Sequestration and end of Bush tax cuts on Dec 31. Think the Fall Congress will save us? Haha. 12/31/2012 Over the fiscal cliff we go. It is simple. $2.83 trillion in consumer debt. A Record. Withholding hits average family $1000. Taxes up $1000. States get hit. I can see two months of recession. It is that bad. The election was predictable. Prepare for an ugly quarter. I am telling people 75% cash. 3/29/2013 Ugly Quarter. Dow up, S&P record high. Ouch! S&P 1600 next. 6/30/2013 We hit the 1600 S& P and profit taking was rampant. Gold has collapsed to $1234. Is $1000 next? Gold companies are shutting mines due to weak demand. I think we had a great run for the year and being heavier in cash is good. The crops are having problems with all the storms and rain. I expect higher in the next few months. 9/30/13 Gold and the metals come back. The gov shutdown will last till the Oct 17 debt ceiling vote. The corn crop came in great. Set the S&P 500 high last week. Wow! 12/31/2013 We haven’t had a correction of 15% in a couple of years. Gold was the loser of the year down 29%. That is a 57% difference between the S&P 500 performances. Congress passed a two year budget and threats of shutdowns are no more. Unemployment is down to 7%. Natural disasters seem to be the treat to the portfolio if it happens. Earthquake? I think the energy and utilities will be sectors to start buying for 2014. I think you have to take some of the massive gains off the table. I am adding silver as it is below $20. In this Bull Run, many look like geniuses. One client thanked me for being up 50% in 2.3 years. I was surprised the JPM went up despite the fine and losses.