Goldstreet&Bond Wealth Report

Those that are bear on the future of this county will go broke-J.P Morgan

Tue, 17 Mar 2009 16:42:55 -0500

This is a model of a screen of stocks with market cap of billion or more under 5 dollars done 10 day ago. The model made 7.5% last week and with the rally in effect This is a model of "buy low sell high theory".One thing that I know for sure For every $1,000 dollars invested in this fund will make you a millionaire in 20 years .There is PROFIT in chaos

Election of 2008

Wed, 05 Nov 2008 12:43:55 -0500

Any comment's on the election and effect's that the new adminastration will have on the market?

A SHORT DROP AND A SUDDEN STOP

Sat, 11 Oct 2008 10:47:23 -0500

As the stock market was crasing last week I made a mint. I made a short fund some of these positions are up 80% in 1 week, here is the model efu,sdk,dug,smn,ss,dxd.dto,sdd,skf,srs.Any thoughts on on this model and this type of model would be appreciated

Wynn resort's

Mon, 14 Jul 2008 17:14:03 -0500

Wynn's number in las vegas are busted all the number's are down.Operating income.adjusted property ebitda,table game drops,slot machine handle.all down from same period of 07.All hotel numbers are down.I believe there are to many room's and the opening of any more room's ie The encore project will add to this over capacity.Wynn has some good land that they got cheap.but what that worth in todays realestate market in las vegas.Most of the revenue in las vegas comes from slots as more states legalize slot's this area of revenue will take a hit.Wynn will have to increase the COMP"S to sucker people in.Low rollers are near done in america.Consumer confidence is very low in america.The economy is in a conjuction of dysfunction as one jp morgan analyst put it.I honestly believe that we are heading into a deep recession.The gaming industry will take a hit.The operating enviroment in las vegas will not improve.They should start flying in the chinese "high roller's" from their macau operation,which should see some increased revenue from the olympics.I'm concerned about the chinese manipulation of the yun to the dollar.The stock buy back program is nice,but what about a dividend and pension for their employes.If america goes into a deep recession the effect's will hurt their macau operation For me and gaming stock's "all bet's are off" You can sucker some people some of the time,but not all the people all of the time. Cerca Trova

Score a goal with coal

Wed, 09 Jul 2008 14:32:16 -0500

I've spent that last few days catching up on the coal industry and arch coal.First energy is in a bubble.To me the energy bubble is a lot different then the dot con bubble.People where buying the stock of company's that where not making a "Profit"or Future potential.The effect of the bubble bursting was more bottom's up then top's down as energy will be when the fed get's out it's neddle to bust the bubble.And I still did'nt forget the analyst role in it all.Take enron not one analyst had a "sell" on the stock. More recently take the financial's how in the world could you honestly follow the rec'c of an analyst for bear sterns or lehman's .My father said it best"opinion's are like asshole's we all got one and they all stink.Back to arch coal,Coal as a hole is in high demand as more giga watts of power come online.Arch should be able to increse profit margin with it's new streamed lined operation's.As cost per ton price increase's so should profit's.Arch has a lot of reserve coal.The recent decline in the stock price to me is the stock setting a new base and some profit taking.Watch the moving average's and volume.3-6 months price target of 95

Casey's at bat

Sun, 22 Jun 2008 19:19:54 -0500

First the chart's Casey's is down 32% for the year,but has been in an extreme rally on better then expected earning's report.This rally should stall/stop.Gas margin's are down and people are buying less gas per trip.Casey makes most of its profits on soda and prepared food.What I'm most worried about is the economy in the mid west .crop failures flooding and a contracting economy will hurt convience stores as consumers look to save money.Casey's at bat,but he's no home run king

United Health Prognosis

Tue, 20 May 2008 16:24:34 -0500

Prognosis-physical 11yrs double digit earning's growth.Growth by acquisition model positive.Positive stock buy back program.Now the bad news.The quote that comes to mind when I look at united health is from sigmund freud- All human society is constructed on a complicity in a great crime. When you look at their record its full of corruption from option back dating to the igenix database.IMHO this data base should be run indepent third party.In game theory you got two hawks (doctors and insurers) fighting to pass the buck on to one dove.There is profit in confusion.I would buy unh at this low. With a price target of 3-5 yrs 80-105.United is physically well,but mentally ill

Croc's Fad or folly

Mon, 12 May 2008 14:56:05 -0500

I've come to the conculsion that they need to fire some people at croc's for underproduction then overproduction, stale inventory.In the word's of Donald Trump "Your fired".This is the first year that croc's will have a world wide prensence.What i'm concerned about is that a fad in america is not a fad in praque. From the tech side the stock is extremly over sold and may go sideways and get a "dead cat bounce" I honestly belive that the party is over for croc's and company is going to be made into purse's You are bottom guessing and speculating on a poorly run company with a product that is in my opinion is a fad.This is a high risk play suited for the more aggressive investor .Price targets for 90 day's 7 to 13

SLO and the cnbc portfolio challenge

Wed, 07 May 2008 15:08:01 -0500

Would anyone care to take part in the portfolio challenge with me.Make a model to submit.This is a great way to get some national attention to investorplaceblogs.com and the slo community. I need to get some bonus bucks by refering people to the challenge if you would like to be invited please e mail me@ ronald.stach@yahoo.com with your address cerca trova ron

Market sentiment trumps earnings report's-Model portfolio Report 4-18-08

Fri, 18 Apr 2008 10:51:28 -0500

Overall market sentiment trumped earning's report's this week.At the time of this report the model was up close to 4% for the week. Sell's today ( lagging ) nvo, spwr,eslr Buy to 4% Ibm. I continue to have a 20% position in New market corp(neu) With a positive 90 day outlook also,Life cell (lifc) 18% position.I would appreciate any thoughts on life cell which is under review IMHO ron

The red pens and skeleton's - Portfolio Report 4-14-08

Mon, 14 Apr 2008 14:16:58 -0500

The model has repositioned and as they say in blackjack "I'm sticking" this model has done well since I sarted to actively maintain it. I only hope that there is another round , best of 2 out of 3,.Its been a tough market out there. I thought that if this contest was a short contest I would of won. Any thoughts on the duration of this reccession?. Will it be V shaped or U shaped.This is not the first down turn I've been through 2000-01. .One thing that I remember the and is still good today.The market alway's makes money. In a constricting market you must identify a sector or as the model toady,a group of equites that you can count on.You must'nt pay attention to the daily bear report's in a long fund.IT'S A MARATHON FOR CHESS PLAYERS , NO SPRINT'S OR CHECKERS One of my favorites quotes is " Any man who is a bear on the future of this country will go broke"-JP MORGAN

Model portfolio report Thursday 4-10-08

Thu, 10 Apr 2008 12:07:00 -0500

It seeem, that the general concenus today, ahead of the earnings season is that earnings estimates are Puffed up and expecting alot of earnings to come in below analyst estimates.I see that the S&P is in a sideway's trading pattern and the vix is also saying that a rally is not likely to continue Today and friday I'm going to restructer the model . Any thoughts as to the current model and stock's could be added Sell today bucy from 20% to 4% Sold, wmb,agu Buys-swn to 4%,neu to 20% Solar stock's-eslr,spwr

Portfolio Report 4-9-08

Wed, 09 Apr 2008 13:22:40 -0500

Today ,sell's mostly motivated to raise cash for repositing.No profit taking on top performers rrc,lifc,ma,neu Today sell's-Lagging-amed,wfr,cprt,wdc,anss.oi,ctx,axys. Todays buy"s-Increased positing in POT from 1% to 4%,MON-from 1 share to 4% ,V -from 1% to 4%,neu from 2% to 4% The Week Ahead Report The model is being ajusted to take profits from the top performer's at the close of the market friday All gain's and laggard's taken , will be redistribtued to these sectors's,Chemical(basic),Petroleum(producing),Coal. Please comment on the model and your 90 day outlook on equites

Potash= Cash

Tue, 08 Apr 2008 15:27:02 -0500

Potash has been on a roll since july 2006 what has fueled this growth is record demand and growth of corn crop's and wheat demand.What I like most about potash is that they own three mines (cutting out the middle man).Record crops drain soil necessitating fertlizer need and also underfertilization.There are 195 ethanol plants in america taking anywhere from 25-50% of the usa corn crop for 2008.Some plants are expanding and demand for ethanol in the near term should stay at current levels or increase.Congress could stop or limit new license's for ethanol plants. Foreign demand and Potash price increse for fertilizer should fertilize profit margin's and stock price momentum . The prudent bear in me is looking for the perfect storm.I have faith in the US economy with it's keynesist policy's.The world economy in general is stable.It would not be a suprise to see potash @ 300 in a year or so IMHO e pluribus unum Ron Stach

xmsr/siri

Wed, 05 Mar 2008 15:32:00 -0500

Let's look at the chart's-Interactive performance comparison chart,Both stock have been tracking together since mid Dec 2006. From the chart point of view 50 /50 neutral rating.It seem this is a purely "buy on the rumor sell on the new's " play .Speculative play. The human factor,It seem that the deal is being held up more by the DOJ than the FCC and could be killed or delayed by REP.Green and the broadcast radio lobby.if and when approved both companies may have to give concession's The delay or denial of this merger is more political the regulatory, Also external product factor's from Ipod to 10 disk cd changers This merger is for the more aggressive investor .This could be a Led Zepplin