Author Archives: NLO Team

Recent Thoughts

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Dow Jones Industrial Average Coppock Curve Review

Review:

"For now, the PMI indicates that the low has been achieved."

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Bottom 10 PMI Review

From our posting on October 8, 2022: Continue reading

National Home Price Targets

Our first housing target from January 22, 2023 have been achieved.

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Lancaster Colony Price Momentum $LANC

We saw this posting from Eddy Elfenbein and took a look at Lancaster Colony (LANC).

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2023 Dogs of the TSX 60

Below is the Dogs of the TSX 60 for 2023 with the breakdown of the other categories that we track. Continue reading

2023 Dogs of the Dow

Below is the Dogs of the Dow for 2023 with the breakdown of the other categories that we track. Continue reading

2022 Book List

Below are the books that we’ve read cover-to-cover from January 2022 to December 2022.  Don’t forget to check out our 2021, 2020201820172016 and the Dow Theory Letters book lists.

Title   Author
Revolution That Wasn't, The by Spencer Jakab
Panic! by Michael Lewis
Warren Buffett's Ground Rules by Jeremy C. Miller
Great Quake, The by Henry Fountain
Pacific by Simon Winchester
How to Tell a Story by Aristotle
African Founders by David Hackett Fischer
How the Hippies Saved Physics by David Kaiser
Music Is History by Questlove
Coal by Barbara Freese
Titans of History by Simon Sebag Montefiore
A Brief History of Motion by Tom Standage
Ascent of Money, The by Niall Ferguson
Mark Inside, The by Amy Reading
Plagues Upon the Earth by Kyle Harper
Mutiny on the Rising Sun by Jared Ross Hardesty
A Brief History of Korea by Michael J. Seth
Money by Jacob Goldstein
Story Paradox, The by Jonathan Gottschall
Boom and Bust by William Quinn
Players Ball, The by David Kushner
Unseen Body, The by Jonathan Reisman
Things are Never So Bad That They Can't Get Worse by William Neuman
Body, The by Bill Bryson
Icepick Surgeon, The by Sam Kean
Why You Like The Science & Culture of Musical Taste by Nolan Gasser
Reason for the Darkness of the Night: Edgar Allan Poe and the Forging of American Science, The by John Tresch
A (Very) Short History of Life on Earth by Henry Gee
In the Shadow of Liberty by Kenneth C. Davis
Prisoners of Geography by Tim Marshall
Joy of Sweat, The by Sarah Everts
Forgetting: The Benefits of Not Remembering by Scott A. Small
Spinning Magnet, The by Alanna Mitchell
Midnight in Chernobyl by Adam Higginbothham
Science of James Smithson, The by Steven Turner
Knowledge Machine, The by Michael Strevens
Breathe by James Nestor
Lithium by Walter A. Brown
Genetics in the Madhouse by Theodore M. Porter
An Elegant Defense by Matt Richtel

2022 Dogs of the TSX 60

Below is a chart of the performance of the Dogs of the TSX 60 from December 31, 2021 to December 31, 2022. Continue reading

2022 Dogs of the Dow Review #DogsoftheDow

In our January 2, 2022 posting on the Dogs of the Dow, we said the following:

  • "In the coming year, we’re expecting the market to underperform generally and accept that there is no real 'safe haven.'”
  • "As shown in the 2017 article, the assumption is that if the year ends in the negative, these two categories will lead the way down. Meanwhile, if the year ends on the downside, the high yield stocks should have the market beating performance."

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Equity Residential (EQR) Q1 2020

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Industry representatives say that steadiness of FFO is more reflective of a REIT’s health.  For the purposes of determining the future direction of the stock price, we prefer the wide variability of the net income figure. (data source)

see also:

Equity Residential (EQR) Q2 2020

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Industry representatives say that steadiness of FFO is more reflective of a REIT’s health.  For the purposes of determining the future direction of the stock price, we prefer the wide variability of the net income figure. (data source)

see also:

Public Storage (PSA) Q2 2020

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Industry representatives say that steadiness of FFO is more reflective of a REIT’s health.  For the purposes of determining the future direction of the stock price, we prefer the wide variability of the net income figure. (data source)

see also:

Digital Realty Trust Inc. (DLR) Q2 2020

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Industry representatives say that steadiness of AFFO is more reflective of a REIT’s health.  For the purposes of determining the future direction of the stock price, we prefer the wide variability of the net income figure. (data source)

see also:

Digital Realty Trust Inc. (DLR) Q1 2020

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Industry representatives say that steadiness of FFO is more reflective of a REIT’s health.  For the purposes of determining the future direction of the stock price, we prefer the wide variability of the net income figure. (data source)

see also: