Wednesday, October 31, 2018

4th Quarter 2018: Storm front moves in

4th Quarter 2018
Busy times sorry for the 4 month delay, so here goes

 Marijuana stocks were a hit this late summer,
my picks were Tilray ($270  high; I got geedy)
Aurora Cannabis ($13 high). They're at lows presently
which makes for accumulation trades.
(Canada legalized Oct 17 for some provinces)

Dividend achievers are down as yields have risen.
Sold some names during the summer months.

  Oil down at $66; UnEmployment down 3.9%, Inflation up 2.1%
Feds are waffling on the target of 2% inflation again, but have
indicated quarterly increases (3 this year) .
On a yearly basis wages were up 3.1%, as more people leave the
work force.

Hold close to cash reserves 30%.
Jun - Oct  Dow DIA Yield up 1.9%  S&P 500 down 0.83%

however the October massacre was
Dow DIA Yield down 5.7%  S&P 500 down 7.2%

Oil production up year over year 11.2M
Energy stocks NRT, chinese NFEC, brazil CIG & CIG.C
natural gas UNL & UNG

Closer than ever to Washington DC as Midterms shows surprises.