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Strategies & Market Trends : John Pitera's Market Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: The Ox who wrote (18009)	3/21/2016 5:11:39 PM
From: 3bar	Read Replies (2) \| Respond to of 33421

Do you think the low volume on appl is no demand or a bull move with few on board ? How could one know the difference ? Thks for your input .

To: The Ox who wrote (18009)	3/21/2016 8:21:01 PM
From: John Pitera	3 Recommendations Recommended By roguedolphin sixty2nds toccodolce Respond to of 33421

Hi Ox, NTFX is a pipedream in terms of it's valuation and in their ability to have a growth trajectory with so many other deep pocketed content producers moving to the new models of viewing content. DIS has been getting penalized in it's stock price due to them possibly widely overpaying and locking in long term contracts on college and pro sports and the advent of the skinny bundle of cheaper more limited cable TV viewing options and the way millennials are viewing content. net income is not always the best metric to look at in valuing a stock. We want to see topline revenue growth... expanding gross margins ... obviously price to sales, P/E, Price to book.. Free cash flows are very important to look at and especially Discretionary Free Cash Flows which are cash flows that are not committed to paying any specific expense and can be utilized in the way the company sees as being the best use of capital for investors. JJP

To: The Ox who wrote (18009)	3/23/2016 10:40:39 PM
From: John Pitera	1 Recommendation Recommended By 3bar Read Replies (1) \| Respond to of 33421

Property Bubble Ghost Haunts Central Bankers Trying to Boost Prices by Jana Randow March 22, 2016 — 10:10 AM EDT The *property market is an animal almost every central banker is worried about* and hardly anyone can control. As the Federal Reserve downshifts into go-slow mode while the European Central Bank and other monetary authorities ease, expect to hear a lot of concern about property prices. Here's the dilemma: How do you cut rates to goose too-low inflation and *support growth without lighting a fuse under real estate?* The U.S. is still feeling the consequences of a housing-market collapse that is widely blamed for triggering the Great Recession. The world’s largest economy stopped contracting in the second quarter of 2009, but house prices continued to fall over the next three years. While property costs since then have risen at a faster annual pace than an aggregate of 23 countries tracked by the Dallas Fed, prices are still 3.8 percent below their peak. Since the global property market bottomed out at the start of 2012, house prices have risen most in New Zealand, Australia and South Africa. Increases of more than 30 percent in the three countries compare with an average gain of 11 percent in the sample. Prices are still declining in some of Europe's largest economies. One exception is Germany, where property costs have surged more than 17 percent after prices slid for a decade and a half starting in the mid 1990s. Central bankers want to see their low rates transmit into economic activity. Prices and transactions in real-estate markets can serve as indicators for buyers' confidence in the economy, the strength of the labor market and spending prospects. Too much froth in property markets can also be an obstacle to cutting rates further. For Graeme Wheeler, governor of the Reserve Bank of New Zealand, the challenge is to boost inflation that has undershot the target band for more than a year without causing a housing bubble. Policy makers cut their benchmark interest rate to a record-low 2.25 percent this month. Sweden's central bank has cut its repo rate to minus 0.5 percent in an effort to lift prices back to its target of 2 percent, an inflation rate unseen since 2012. House prices there are up 25 percent since the fourth quarter of 2011, when the Riksbank began cutting interest rates, according to the Dallas Fed's Home Price Index, which has data through the third quarter. Moody's Investors Service, the credit and risk analysis firm, is warning that for *Sweden, "the sustained and strong growth in mortgage lending and house prices* risks *leading to an (ultimately unsustainable) asset bubble* bloomberg.com