Podcast: A Look at Gold

Pete, May 22, 2008 @ 7:44AM ET | Link | RSS | Read via Email | Start a Discussion

On May 13, we alerted Portfolio Strategy subscribers to the overlooked outlook for gold.

While researching Trading Ideas for Wednesday, I noticed there was a new-found flight to safety into gold stocks. It seems that The Goldbugs were getting excited over a broken downtrend line to the upside.

Right click ON THIS LINK and select “Save Target/Link As…” to save the MP3 file to your computer.

Five gold-related companies found by the stock scan: AEM, AUY, EGO, GG and NEM. Today, we will look at three of the strongest performing companies of late: EGO, AEM, and GG.

streetTRACKS Gold Trust (GLD)

Metals - Gold higher as weak dollar, strong oil support buying
Gold was higher in early afternoon trade as the dollar continued to weaken against the euro and as oil prices remained steady close to their record above $127 a barrel, fuelling buying of gold as an inflation hedge.
Gold price may double in long-term: Citigroup
Profit-taking by investors on a firmer U.S. dollar and a seasonal slowdown in fabrication may be working against gold, but spot prices continue to remain strong near the US$920 per ounce mark. And bullion could climb much higher if things don’t change significantly, according to a new report from Citigroup.

CHARTS

Daily bar chart with 50- and 200-day moving averages

Daily bar chart with Swing Line applied

Daily bar chart with InVivo.RMI.Stops and InVivo.RMI.Histogram applied

CLICK HERE for more Podcast: A Look at Gold

Podcast: Oil & Gas Operations Industry and BRK

Pete, May 21, 2008 @ 2:43PM ET | Link | RSS | Read via Email | Start a Discussion

In a recent podcast for Portfolio Strategy subscribers, we discussed crude oil and oil-related ETF’s.

Right click ON THIS LINK and select “Save Target/Link As…” to save the MP3 file to your computer.

Our daily stock scan found 88 Trading Ideas for Monday. What stood out was the fact that 22 of those were companies in the energy sector. Today, we will focus on the oil & gas operations industry and look at three of the strongest performing companies (PXP, EOG, ECA).

As an extra bonus, we’ll be looking at a short call made by Doug Kass that is getting a lot of attention.

These are some recent articles concerning the oil companies in general:

Oil Producers Mask Decade’s Worst S&P 500 Profit Drop
Take away Exxon Mobil Corp., Chevron Corp. and ConocoPhillips and profits at U.S. companies are the worst in at least a decade.
“The easy money is behind us, for both the oil companies and investors.”
Not Enough Oil Is Lament of BP, Exxon on Spending
Never have so many oil and gas companies spent so much to produce so little.
Oil Rises on Skepticism Saudi Supply Increase Will Cut Prices
Crude oil rose to a record close on skepticism that Saudi Arabia’s decision to increase output by 300,000 barrels a day will be sufficient to reduce prices.
Pickens: Oil Going to $150, So Move to Gas
Legendary Texas oil billionaire Boone Pickens says President Bush was wasting his time traveling to Saudi Arabia to ask for increased oil production.
House passes bill to sue OPEC over oil prices
The House of Representatives overwhelmingly approved legislation on Tuesday allowing the Justice Department to sue OPEC members for limiting oil supplies and working together to set crude prices, but the White House threatened to veto the measure.
Betting On Rising Oil
Hedging your bets against rising oil prices, with CNBC’s Matt Nesto.

Plains Exploration & Production Company (PXP)

Plains Exploration & Production 1st-quarter profit rises
Oil and gas producer Plains Exploration & Production Co. said late Wednesday its first-quarter profit rose as a result of recent acquisitions and higher commodity prices.

CHARTS

Daily bar chart with 50- and 200-day moving averages

Daily bar chart with Swing Line applied

Daily bar chart with InVivo.RMI.Stops and InVivo.RMI.Histogram applied

Mexco Energy Corporation (MXC)

A speculator’s dream come true type of move. Our friend Charles Kirk from the KirkReport.com wrote a great post on a Simple Moving Average Screen and MXC was his list.

Daily bar chart with InVivo.RMI.Stops and InVivo.RMI.Histogram applied

CLICK HERE for more Podcast: Oil & Gas Operations Industry and BRK

Podcast: Managing a Portfolio

Teresa, May 19, 2008 @ 12:00PM ET | Link | RSS | Read via Email | 2 Comments

In today’s podcast, we discuss the New Realities of Personal Finance, the technical differences between trading and actively managing an investment portfolio, and why true diversification coupled with a dynamic asset allocation process is the only way to respond to market forces.

Right click ON THIS LINK and select “Save Target/Link As…” to save the MP3 file to your computer.

In case you missed it yesterday, we did a podcast exclusive to subscribers that reviewed the InVivo objective sentiment survey, crude oil, ETF rankings and digressed a little into the philosophy of Wu Wei.

Performance of InVivo Model Portfolios

The table below shows the performance of our model portfolios on a total return basis as of the close on May 16, 2008.

Model Portfolio	May 2008	Year to Date
Strategic Performance	+3.43%	+17.38%
Ex-U.S.	+2.99%	+12.99%
Conservative Retirement	+0.85%	+1.47%

Podcast: A Look at Gold

streetTRACKS Gold Trust (GLD)

Podcast: Oil & Gas Operations Industry and BRK

Plains Exploration & Production Company (PXP)

Mexco Energy Corporation (MXC)

Podcast: Managing a Portfolio

Performance of InVivo Model Portfolios

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Podcast: A Look at Gold

streetTRACKS Gold Trust (GLD)

Podcast: Oil & Gas Operations Industry and BRK

Plains Exploration & Production Company (PXP)

Mexco Energy Corporation (MXC)

Podcast: Managing a Portfolio

Performance of InVivo Model Portfolios

For Investors

For Traders

Read Blog By Category

In My Library

Programming For

My Bookmarks

Blog Archives