On November 22, 2017, we executed the following transactions: Continue reading
- Japan
- Market Indicator
- Price Momentum Indicators
- Richard Russell
- Silver
- Speed Resistance Lines
- U.S. Dividend Watch List
Category Archives: Uncategorized
Performance Review: November 13, 2009
Below is the 8-year performance of our Dividend Watch List from November 13, 2009 to November 14, 2017 as compared to the Dow Jones Industrial Average.
Posted in NLO analysis, Uncategorized
California Real Estate Trends
Two indicators of the California real estate market that we’re tracking are the median price of existing detached homes and the violations of California regulations for real estate licensees, agents, brokers and non-licensed individual/firms involved in real estate transactions*. Below we have the monthly and 12-month moving average data for these two series from 1990 to the present.
Posted in Uncategorized
Performance Review: October 18, 2013
Below is the 4-year performance of our Dividend Watch List from October 18, 2013 to October 18, 2017 as compared to the Dow Jones Industrial Average.
| symbol | Name | total return |
| LLY | Eli Lilly & | 94.00% |
| SYY | Sysco Corp. | 89.40% |
| NWN | Northwest Natural Gas | 76.71% |
| CAT | Caterpillar | 74.84% |
| ED | Consolidated Edison | 72.60% |
| PPL | PP&L Corporation | 58.85% |
| PM | Philip Morris International | 54.29% |
| KO | Coca-Cola Co | 35.75% |
| T | AT&T Inc | 26.86% |
| VMI | Valmont Industries, Inc. | 25.31% |
| SCG | SCANA Corporation | 22.83% |
| MAC | Macerich | 18.13% |
| XOM | Exxon Mobil Corp. | 7.79% |
| IBM | IBM | 4.23% |
| Average % change | 47.26% | |
| DJIA | Dow Jones Industrial Average | 67.71% |
The total return for the Dow Jones Industrial Average was +67.71% while the average total return for the entire watch list was +47.26%.
Posted in NLO analysis, Uncategorized
Performance Review: October 14, 2011
Below is the 6-year performance of our Dividend Watch List from October 14, 2011 to October 13, 2017 as compared to the Dow Jones Industrial Average.
Posted in NLO analysis, Uncategorized
Feb 2016 Canadian Watch List Highlights
On our February 17, 2016 Canadian Dividend Watch List we listed quite a few companies. This is a review of standout performers and what investors might want to look for going forward. The first company we’ll highlight is Ag Growth International (AFN.TO). At the time of the watch list, AFN.TO was trading at CAN$26.64. After just short of one year, the stock price for AFN.TO has doubled. Below we have set downside targets and take a look at the Altimeter to determine the best points to buy and sell.
Posted in Uncategorized
Transaction Alert
The NLO team executed the following transaction(s): Continue reading
Transaction Alert
The NLO team executed the following transaction(s):
Transaction Alert
The NLO team executed the following transaction(s):
Coppock Curve: January 2016
We started the year off on with a big market selloff. The Dow Jones Industrial Average fell -5.4% in January. For the first time since June 2008, the Coppock Curve dipped into negative territory. This is a welcoming sign for our team and any long-term investors. Below is the current chart of the Coppock Curve. Continue reading
In-Depth Analysis: W.W. Grainger
We came across W.W. Grainger (GWW) on last week's U.S. Dividend watch list. At the time, Grainger traded down to its yearly low and on the surface appeared to be very intriguing. As such, we did some research and would like to share some findings. Continue reading
A Fundamental Case for Toy Maker, Mattel (MAT)
It hasn’t been fun and games for the leading toy maker, Mattel (MAT). Last week, the struggling company announced that the CEO, Bryan Stockton resigned. The preliminary result from the holiday season was dismal with profits falling -59% from a year earlier. The stock was one of the worst performing in S&P 500 over the last year. Shares fell -34% in 2014 and are already down as much as -14% in 2015. Continue reading
Analysis of Long-Term Return – Equity Market
Ask any market participate for their estimated long-term rate of return from equity market and majority of the time they will say 9%-10%. That's a fact most of us know. What market participants may not know is that the average is obtained through big volatility and market never return 10% year in and year out. The nature of the market is to overshoot on the upside as well as the downside.
Let's take a look at the market return of the S&P 500 from the start of its inception in 1957 through 2013. The average return for this time frame is 9% per year. Interestingly, we rarely see returns in the range of 9% plus or minus 3% deviation. Out of 64 years, we saw only 7 instances (11% of the time) when the market registered a return between 6% to 12% (a 3% standard deviation). We'd have to widen the range to 11.2% standard deviation to achieve a 50/50 split. This mean that out of 64 years, the market had a gain/loss between -2% and 20% in 32 years.
What does all of this mean? Simply put, don't expect an average gain, of +10%, from the equity market in the short-term. As the chart shows, market return are nearly random with gains as high as 44% and losses as big as -38%.
Posted in S&P 500, Uncategorized
U.S. Dividend Watch List: January 3, 2014
Below are the 23 companies on our U.S. Dividend Watch List that are on our radar. Stocks that appear on our watch lists are not recommendations to buy. Instead, they are the starting point for doing your research and determining the best company to buy. Ideally, a stock that is purchased from this list is done after a considerable decline in the price and rigorous due diligence.