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| Friday Oct 13, 2006
Nasdaq near five-year highsTaipan Group's Dynamic Market AlertBy J. Christoph Amberger-- Nasdaq near five-year highs ---------------------------- The most lucrative Chinese energy partnership in over a decade could net you 1084% almost overnight! Once a simple piece of government legislation is approved, one $1.50 Australian company will quickly become one of the world’s largest suppliers of energy to China’s 1.3 billion citizens. For early investors who get in before the law is passed, this company could hand you a quick quadruple-digit gain and send you into an early retirement! For all the details on this historic energy deal, please read on... --------------------------
Nasdaq near five-year highsby J. Christoph Amberger Snow instead of Indian summer in upstate New York... Frost on the lawns in the mid-Atlantic region. When I picked up the newspaper from my driveway this morning, I felt transported back into the mid-1970s, when scientific and media consensus had coagulated the dire warning that a new ice age was getting ready to lock up the French Riviera under a towering sheet of blue ice. Things are indeed changing -- especially in the media. Have you noticed they now like to use “climate change” instead of “global warming”? Maybe that turn of phrase requires less commitment. After all, if you’re just predicting change, you’re pretty much right as long as things don’t stay the same. My children, however, appeared to be placing their bets on global warming: Notwithstanding paternal exhortations that they should put on long pants and sweatshirts, they piled into the car wearing shorts, t-shirts and a very short skirt. -- While the Dow remained subdued today, the Nasdaq was steadily moving toward fresh five-year highs. The media talking heads called GE earnings “uninspiring”… go figure. When we’re looking at the recovery in U.S. equities, all-time highs (or the lack thereof in certain indices) may be an incomplete gauge to measure the strength of the upward trend. Post-low highs are far more telling!
Energy’s Attractionby Steven Lord In spite of the drubbing stocks in the energy sector have taken over the past several months, we think it is crucial that investors understand how much it will eventually pay to hold and/or buy integrated oil and oil-service stocks. Why? Because in spite of oil falling from the mid-$70s per barrel to just over $59 today, nothing in the strategic picture has changed one bit. And yet some of the more leveraged oil plays have just been crushed. This, as they say, is an opportunity. Just about the only good news for oil since the summer has been a much less active hurricane season than originally feared -- which itself was merely a testament to Wall Street’s short-term memory fixation rather than any structural or long-term improvement in the oil market. It’s so Wall Street: Last year was a terrible hurricane season so that means this year must be a terrible hurricane season. Nature doesn’t work that way. This summer may have been better than “expected,” but one thing we can all take to the bank is that hurricanes will hit the Gulf again. And the demand issues remain. We are not getting any more oil out of the ground, yet more and more people around the world are demanding it. And a lot of it, too: An article in today’s Wall Street Journal, buried on page A3, is headlined “China’s Oil Imports Surge Amid Relentless Demand,” a bullish statement for oil no matter how you cut it. The article goes on to say China imported a record amount of crude last month, a whopping 24% more than in September 2005, and 2.4% more than the previous record set in January. Think about that for a minute... at that rate China’s oil imports more than double every three years. Meanwhile, the difference between global production and consumption still remains roughly 1.5 million barrels -- a pitifully narrow margin when one takes the likes of Iran, a nuclear North Korea and Iraq into account. Oh, and in case you missed it, Buffalo was socked with two feet of snow this morning, and New York City woke up to a sunny 34 degrees. It’s that time of year again... The bottom line is that the overall, strategic picture for oil, and thus energy stocks, remains one of rising demand and static (at best) supply. All those Chinese and Indians clamoring for vehicles are not going to go back to riding bikes, and we don’t think the overall global economy will slow enough to meaningfully dent global oil demand for more than a quarter or two (if at all). Finally, OPEC has greatly enjoyed the last few years and we would be very surprised if they allowed oil to dip much lower than the mid-$50s. This means prices will remain robust, which, in turn, means that profits at integrated and oil-service stocks will be high. All other things being equal, this should mean higher stock prices for energy-related firms. And right now, they are Cheap with a capital “C” -- Wall Street has sold them off with abandon as oil has corrected, and in many cases, far in excess of oil’s actual drop. For some, earnings are going to double or more between this year and next, and that is regardless of whether oil is at $55 or $75. Note that the leverage in the service sector -- the drillers, technology firms, etc. -- is higher than in those companies pulling the stuff out of the ground. The November issue of Trend Investor will go over the specific stocks to consider in detail. If you don’t have any energy exposure, we suggest you get some. If you already have energy stocks in your portfolio, and you’ve suffered through the past several weeks, take heart -- the bull market in energy stocks is far from over. ---------------------------- TAIPAN TIDINGS Exclusive: A “Secret Blueprint” of gold and oil, long hidden from the public eye, has finally been revealed! Now, you can be among the small group of investors who learn how to use its clockwork timing to haul in gains as high as 427%. This could be the best opportunity you’ll ever have to use the power of the world’s two most sought-after commodities to save your retirement dreams from collapse. Your FREE report with all the details is available here.
Earnings Announcements Monday, October 16, 2006 Cogeco Cable Inc, Eaton Corporation, LaBranche & Company Inc, Mattel Inc, Sonic Corporation, Stanley Furniture, and Wachovia Corporation are releasing earnings.
Unlock Dates for October 2006 Brought to you by http://www.vixtrader.com
Upgrades and Downgrades Constellation Brands downgraded by Matrix Research from Buy to Hold. Sony upgraded by Morgan Stanley from Equal Weight to Overweight. Brought to you by http://www.gressor.com
Quote of the Day: “John Kerry says he is serious about running again in 2008. He’s already practicing his concession speech.” - Conan O’Brien, Oct. 11, 2006
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