Peanut's Potent Plethora of Profit

[IIC]

Now is a great time to take profits from your investments in the steel industry!

This is my last post regarding the steel industry. Nobody was interested in my thoughts in the first place. The PSI has increased 437% in a little more than 2 years. That is a group of 52 stocks that were simply bought and held.

I will now be focusing on the electricity generation and transmission industry. The Peanuts Electricity Index will be posted at some point in the near future. How many people are interested in the PEI?

Peanuts...Even tho I'm not the type to throw accolades all over the place...I do read what you have to say and I do consider your opinions worthwhile...Best, Doug(IIC)

[peanuts]

The PEI - "Peanuts Electricity Index"

OK, here we go with the PEI! Each position was initiated at today's opening price, and approximately $1000 was put into each stock. There are 35 companies that make up the Peanuts Electricity Index. The notes indicate whether they generate electricity from plant assets (gen), distribute electricity (dist), include natural gas interests (NG), or offer generation services.

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.

If you ever want an update of the the performance of the PEI, just let me know. Here is the index:

[billyjoe]

Peanuts,
3 in my gapfib study are on your PEI index the first and second

ABB and AEE and the last, XEL. ABB is about 1.40 over the 61.8% buy zone

with a target of 34.39 currently 30.65 gaps 4/23 4/24 4/28. AEE is 3.30

below the 100% stop with a target of 50.87 currently 43.36 gap of 5/2. XEL

also gapped 5/2 and is about .75 below 100% stop at 20.61 with 22.03 target.

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

[IIC]

If you ever want an update of the the performance of the PEI, just let me know.

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

[spikefader]

...The PSI has increased 437% in a little more than 2 years.

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

I will now be focusing on the electricity generation and transmission industry. The Peanuts Electricity Index will be posted at some point in the near future. How many people are interested in the PEI?

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

Tanks in advance me hearty.

[spikefader]

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

RRI looks a gem. Tanks.

[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!

[peanuts]

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

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

[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]

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.

[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

[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]

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.

[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]

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