Jim's cycle trades

ANF and CAMH

ANF in meltdown mode


CAMH gapping above a three month downtrend on good volume....I think you buy some of this and put it away.....I think this is a 10x winner.


Oh, and shorting ZUMZ was a baaaad call on my part....

ZUMZ could be a short here

Kissing off the 50 day sma again....retail looks iffy except for JCP.....

<< The guys I read that are looking for a plunge in the market don't answer one question, where does all the money go? >>

On the sidelines in cash. Money market rates aren't bad for a short-term holding.

CAMH to be covered by Cigna

MTWA heart test to be covered by Cigna. Announced 5:57 pm est

[peanuts]

you nailed it

The guys I read that are looking for a plunge in the market don't answer one question, where does all the money go? Bond prices should continue to suffer. Realestate looks played out with higher rates. We have an excess liquidity issue here. My intuition is that there's a higher floor on this market than the doom and gloomers think. But, I can't advocate indexing. I think you'll find individual stocks that can soar. I would avoid consumer stocks, look what happened to NKE and ANF....Companies are awash in cash so suppliers to companies or countries like China and India are good. ...Just look at CLF. Tech is toast cuz I don't see the next hot thing ala Ipod. But China's oil demand is insatiable. Energy is hot going to get hotter. XOM is awash in cash, watch for acquisitions. I think the main theme is anti consumer pro industrial consumption.

Jim,

This is one of your best posts ever. Industrials and the companies that service them are the places to put your money... no matter what Lye tells you, Steel is a good place to be.


If you stare directly into the sun, you will have severe eye problems for life. If you stare directly at Chuck Norris, it will bring you death.

Where's the money going to go?

The guys I read that are looking for a plunge in the market don't answer one question, where does all the money go? Bond prices should continue to suffer. Realestate looks played out with higher rates. We have an excess liquidity issue here. My intuition is that there's a higher floor on this market than the doom and gloomers think. But, I can't advocate indexing. I think you'll find individual stocks that can soar. I would avoid consumer stocks, look what happened to NKE and ANF....Companies are awash in cash so suppliers to companies or countries like China and India are good. ...Just look at CLF. Tech is toast cuz I don't see the next hot thing ala Ipod. But China's oil demand is insatiable. Energy is hot going to get hotter. XOM is awash in cash, watch for acquisitions. I think the main theme is anti consumer pro industrial consumption.

Clf

buy on weakness......damn, damn, damn, I had this on my watch list cuz it was snuggling up to the 30 day ema.....now it's above it on great volume...I am buying weakness as I believe this is a $100 stock in August.

SHFL....might buck the trend

watch for SHFL top possibly test its 50 day ma next week.

Irf

Followed your short rec. on this one. Paying off, thanks. You've been awfully quiet...

the last four year cycle

From the close of the week before the July 4th holiday through the end of july 2002, the S&P lost 21.6%......I am seeing a lot of busted bear flag patterns screaming caution: LM for one.

[spikefader]

Another play brought to you by Jim's cycle trades.

Better late than never jejejeje

http://technicaltrading.phpnet.us/technicalanalysis/?p=51

[IIC]

Another play brought to you by Jim's cycle trades.

Nice call Jim...Doug(IIC)

[jiesen]

thanks, Jim! you're awesome!

CELG breakout, volume up

Another play brought to you by Jim's cycle trades.

[peanuts]

Looking for possible move to 1238 Friday.

COMPQ is holding 13 day moving avg chart
SPX is holding 13 day moving avg chart
INDU is holding 150 day moving avg chart

If these are held at the end of the day, I think we'll be OK for Friday



Chuck Norris owns the greatest poker face of all time. It helped him to win the 1983 Wolrd Series of Poker despite him just holding a Joker, a Get Out of Jail Free Monopoly card, a 2 of clubs, a 7 of spades, and a green #4 Uno card.