Peanut's Potent Plethora of Profit

[peanuts]

Peanuts,
Could you post a chart of the PEI's performance periodically? Maybe the 3 month point would be significant. Thanks

---------------billy

I have not been charting the performance of the PEI. I can give you a snapshot of the performance at any time you desire, however. Just let me know what you want to know: overall, individual best, worst, biggest, smallest, p/e ranges, etc, etc...

Peanuts,
50 days after gapping the 3 PEI stocks in the gapfib study results:
From 61.8 retracement ABB- +1.68%--75 days +17.85%--currently -2.33%

AEE-50 days- -9.86%--75 days--+7.39%---currently -14.1%

XEL-50 days---4.66%--75 days--+2.7%----currently -6.43%

Is this the correction in the PEI we've been waiting for before the big move? Lows for the past several months were ABB-7/11 AEE-7/18
XEL-7/17. Haven't checked the rest.

----------------billy

I am buying many of these right now. I think these discounts will not last very long. CPN, RRI, DYN, all are pretty cheap relative to the rest.

[mrmarket]

Peanuts is a genius! Genius!

[peanuts]

...My research indicates that over the next few years, we will see very nice returns from this sector. Assumptions for this include the continued high growth rate of Asian economies, some industry consolidation, and increased energy prices...

SEEEEE..... I told ya so! Peanuts will lead you to the pot of gold!

"TransAlta was among the biggest gainers by weight after private U.S.-based firms LS Power Equity Partners and Global Infrastructure said they wanted to buy the Canadian company for C$7.8 billion ($7.8 billion).

TransAlta, which runs coal- and gas-fired power plants and renewable energy facilities in Canada and the United States, jumped C$4.86, or 15.1 percent, to C$37.11."

I'm telling you about the consolidation in this industry BEFORE it really gets going!!!! I cannot stress this enough. These power producers and distributors offer steady earnings, and after the 1980's deregulation, the industry became a garden of opportunity for firms wanting to purchase a few fine assets. It is now harvest time! Do you get this metaphor???

Not only this fact, but also the huge growth across the globe in the need for power will, in turn, drive the growth of the power generators and providers! Think about what is must have been like in India or China just 10 years ago. How many people do you think had either the basic electricity or even the appliances and such that, along with the HUGE industrial sector growth, drive the demand for kilowatts? Electricity growth is a no-brainer! As the world become more modern, electricity must be generated!!

[billyjoe]

Peanuts,
50 days after gapping the 3 PEI stocks in the gapfib study results:
From 61.8 retracement ABB- +1.68%--75 days +17.85%--currently -2.33%

AEE-50 days- -9.86%--75 days--+7.39%---currently -14.1%

XEL-50 days---4.66%--75 days--+2.7%----currently -6.43%

Is this the correction in the PEI we've been waiting for before the big move? Lows for the past several months were ABB-7/11 AEE-7/18
XEL-7/17. Haven't checked the rest.

----------------billy

[billyjoe]

Peanuts,
Could you post a chart of the PEI's performance periodically? Maybe the 3 month point would be significant. Thanks

---------------billy

[peanuts]

Well, ILA is gone to acquisition. PEI bought 260 @ $3.85, last trade $4.04

The PEI now has cash holdings of $1,049.40

AES was added to the PEI today- 62 shares purchased at $16.90. $1047.80 taken from $$CASH account, current balance of $1.60

[peanuts]

The Power Portfolio - PEI

...
My research indicates that over the next few years, we will see very nice returns from this sector. Assumptions for this include the continued high growth rate of Asian economies, some industry consolidation, and increased energy prices...

Well, ILA is gone to acquisition. PEI bought 260 @ $3.85, last trade $4.04

The PEI now has cash holdings of $1,049.40

[peanuts]

There are a few companies out there growing their revenues and earnings (besides the energies and fly by night energies)....I still think that the financials are oversold and the homebuilders are getting there as well.

hmmm... I have a feeling that financials are hurt for a long time. It will take more than 6 years and a change of leadership within the financials before any faith is restored in them. I also think that foreign investment will come in to the US banking system and will drive a significant amount of this change. I think it is now very obvious to the rest of the world that the current leadership in historically solid financial firms had it wrong. Big guys don't like to lose money just like everyone else. These shieks are going to make sure the boards make better decisions with their money going forward. Either this, or they pull out completely and really sink this ship. Damned if you do, damned if you don't...

I'm staying clear of financials and would suspect that the long term investment in them will eventually be OK, but not in the next few years. That being said, a current 'oversold' rating may be spot on in the coming months. But Mr. M, I think this is short term.

[mrmarket]

There is currently so much hope in the market... and skiracer has it right about hope- it won't fill your hand with anything.

Another poster noted that earnings season is upon us. I am postulating that we will be witness to missed estimates from former stalwarts, warnings from large and historically financially stable pillars of business, downgrades across the majority of sectors and by a variety of firms, as well as a continuation of the weakness of the dollar.

Yes, it IS that bad out there. But the market doesn't yet reflect it. I think that it will. And I think it will happen quite soon and quite suddenly. I think it will follow a weak rally from early earnings reports. But any legs that this market can stand on are more like a newly born calfs... wobbly and weak.

The good news... maybe that calf will grow up to be a big bull

There are a few companies out there growing their revenues and earnings (besides the energies and fly by night energies)....I still think that the financials are oversold and the homebuilders are getting there as well.

[peanuts]

prognostication

There is currently so much hope in the market... and skiracer has it right about hope- it won't fill your hand with anything.

Another poster noted that earnings season is upon us. I am postulating that we will be witness to missed estimates from former stalwarts, warnings from large and historically financially stable pillars of business, downgrades across the majority of sectors and by a variety of firms, as well as a continuation of the weakness of the dollar.

Yes, it IS that bad out there. But the market doesn't yet reflect it. I think that it will. And I think it will happen quite soon and quite suddenly. I think it will follow a weak rally from early earnings reports. But any legs that this market can stand on are more like a newly born calfs... wobbly and weak.

The good news... maybe that calf will grow up to be a big bull

[peanuts]

Peanuts,
16 in your PEI also appear in the top 37 weighted alpha rankings of electric utilities sector from Barchart.com. 2 of yours that really standout are ABB and MDU.The others that I'd buy would be TE , FE , D , ETR , EXC, and PEG.

-----------------billy

The PEI is down $1,696.74, or 4.84%. I'm still bullish on this sector. Everyone needs power in today's world.

[billyjoe]

Peanuts,
16 in your PEI also appear in the top 37 weighted alpha rankings of electric utilities sector from Barchart.com. 2 of yours that really standout are ABB and MDU.The others that I'd buy would be TE , FE , D , ETR , EXC, and PEG.

-----------------billy

[peanuts]

An hourly update would be fine...Thanks, Doug

A the time of this post, the PEI is up .4%, or $139.50

[peanuts]

Brilliant! Congrats Peanuts.....and tanks.

I am, and anyone who ain't be a landlubber.

Tanks in advance me hearty.

May it reward ye enough to make you buy a new treasure chest to fill with the new riches!

Nice parrot!

[spikefader]

There are 35 companies that make up the Peanuts Electricity Index.

RRI looks a gem. Tanks.