So I was able to put in a little work last weekend. I listened to CAT and Westport's conference call. Both calls were very positive. I want to focus on Caterpillar's numbers tonight. LOL! Only because I wrote down the key stats of the call. Westport will come later. Apple and Weatherford are still in the Que. I can happily say all of these stocks are up quite substantially since the last time I wrote!
I know a lot of you are looking for a Westport (WPRT) update. The progress towards natural gas infrastructure and the adoption of this phenomenal technology is gaining tremendous momentum! If that isn't enough of a sneak peak, then all I can say is there was a reason for the +12.86% pop last Friday 08/03. Westport has a great future! I can say that my largest stake in all of my brokerage accounts is in Westport Innovations. I'm putting my money where my mouth is!
Now let's move onto the Peoria Power House! Better known as Caterpillar! (CAT) Another great performance. I wouldn't expect nothing less than greatness!
Let the list begin
-Had record quarterly profits. The highest profit in it's 87 year history
-yoy $2.54 eps vs. $1.52 (earnings per share) That's a 67.10% increase vs last year!
-Sales and Revenue came in at $17.374 billion vs. $14.230 billion (a 22.0% increase vs 2011)
-Full year outlook increased from $9.50 a share to $9.60 on roughly 68-70 billion in revenue
-Inventories decreased in China, as equipment has been allocated to other areas of the world
-Backlog of equipment is still at a solid $28.2 billion (An increase of 11% vs last year)
-Gas compression business is doing quite well
-Some mining equipment have lead times into 2014
-A 31% organic growth in mining
This is a small list that I derived from the call, but this is only the start. From what I heard Caterpillar's management is confident in their earnings outlook through 2012. They did provide caution in China and slow growth in United States and other areas of the world for 2012, but did mention they see a brighter future in 2013. That being said we are investing for the future earnings! With the continued monetary easing in China and other areas of the world CAT believes this will help improve the global economy, which should spark growth in the next 12-24 months. With the current commodity prices many companies still continue to have an appetite for CAT's equipment. The backlog is impressive and should be a positive indicator as to the strength of this company.
In my personal opinion CAT has more than came through this quarter. Even with the economic headwinds this company was able to generate record profits. The management is excellent and they know how to execute to create strong results. Although caution was given the stock has been destroyed. At $87.22 a share the stock is trading at a P/E of 9.75 vs the S&P 500 P/E of 14.6. This is substantially lower. CAT should easily be trading at the same P/E level as the S&P 500. Put that into the equation and this stock would be trading at $130.00 a share. Last earnings call I mentioned Caterpillar should be trading at $130.00 a share by year end and I believe it still has a chance. If anything it should break through its 52 week high of $116.95 by year end. A 35% price appreciation in the next 5 months is definitely not out of the question.
In the end CAT is a steal at $87 a share and should be bought at these price levels. Once it blows through $92 a share the momentum will carrier this solid company past the $100 mark and onto its 52 week high! Plus the stock currently pays a dividend that provides a 2.40% yield
Currently I have a nice position in Caterpillar and plan on purchasing more in the near future. I have confidence and so should you!
Have a great night!
Clay-
Current Holdings:
Cosi Inc. (COSI)-Monster Portfolio
Caterpillar (CAT)
Westport Innovations (WPRT) Monster Portfolio
Kinder Morgan Energy Partners (KMP)
I'm not a licensed financial advisor. All recommendations is strictly my
personal opinion and the information is intended for learning purposes only.
Invest at your own risk!
Showing posts with label AAPL. Show all posts
Showing posts with label AAPL. Show all posts
Wednesday, August 8, 2012
Tuesday, April 24, 2012
Stock Talk In 150 Words Or Less
-Apple (AAPL) has yet another blow out quarter. $39.2 Billion in revenues. 35.1 million iPhone’s were sold in the 1st
qtr of 2012. Boom!
-Weatherford International (WFT) had a solid quarter. Revenues came in at $3.6 Billion, which was
25.87% higher than the same quarter last year.-On deck for tomorrow is Caterpillar the Peoria Powerhouse! I’m very eager to see how well CAT did in the 1st quarter. I need some good numbers to blow past the 52 week high of $116.95. At $108.40 its 29.15% off my price target by year-end of $140. Let’s go CAT!!!
-Now after CAT is all said and done the plan is to listen to
the conference calls to project the future trend of my closely followed
companies
P.S. Westport… What
the heck!!! All I can do is grit my
teeth in disgust and wait patiently for the tide to turn.Full Disclosure
Current Holdings:
Cosi Inc. (COSI)-Monster Portfolio
Caterpillar (CAT)
Westport Innovations (WPRT) Monster Portfolio
Kinder Morgan Energy Partners (KMP)
I'm not a licensed financial advisor. All recommendations is strictly my personal opinion and the information is intended for learning purposes only. Invest at your own risk!
Wednesday, February 1, 2012
APPLE-Solid/CAT-Solid
Did a little research since last week in regards to Apple and Caterpillar's earnings. From listening to Apple's conference call and reading Cat's earnings transcript 2012 should be yet another great year for both of these companies. Below is the link to Apple's earnings call.
http://www.apple.com/quicktime/qtv/earningsq112/
This is where I get all of my information. These calls are the key to my success in picking winning stocks. Management plays a huge part in the price of the companies stock. Great management equals higher stock prices. Investing in quality companies comes down to confidence. Confidence brings great quality investors, which is what you want when putting your hard earned money on the line.
Apple (AAPL) is a perfect example of a company that has great management. I enjoy listening to Tim Cook, Apple's CEO and Peter Oppenheimer, Apple's CFO. These are the guys that help you make a decision on Apple's future. This particular call was very upbeat.
-record sales in 3 of their 4 major products
-strong sales activity in the U.S.
-continued demand for the iPhone 4S. The channel inventory is lower than they predicted, which means they are moving them as fast as they can make them!
-Mac sales were up 26% yoy (year over year), that growth destroys the PC growth.
-Apple stores increased foot traffic in excess of 40% vs last year.
-Siri the iPhone 4S assistant has been a real hit.
-Increased convenience of purchasing Apple's products online. You can purchase most products online and pick them up just a few hours later at your nearest Apple store. (I like this feature!)
- iPhone 4S first quarter results didn't include sales in mainland China, due to release in January
Those were just a few of the things I heard on this conference call. In the end Apple will continue to outperform the market. The stock hit a 52 week high of $458.99 today, but I'm not a buyer just yet. If I were to purchase Apple it would be initiated around $435 a share. I need a little pullback...
Caterpillar (CAT) will be next up for discussion later this week. One thing I can tell you is the Peoria Powerhouse will shine in 2012.
P.S. Westport Innovations (WPRT) down -7.74% This stock is to hot to handle. It looks like I will have another shot at purchasing WPRT in the near future, before WPRT takes off again. Natural gas is the future bridge fuel for the United States. I expect a lot of activity to continue with businesses continuing to switch over to natural gas vehicles in order to save on fuel costs. Be ready! This type of stock doesn't come around very often.
I have yet to make a stock purchase in 2012! I'm waiting to pull the trigger.
Have a great night!
Clay-
http://www.apple.com/quicktime/qtv/earningsq112/
This is where I get all of my information. These calls are the key to my success in picking winning stocks. Management plays a huge part in the price of the companies stock. Great management equals higher stock prices. Investing in quality companies comes down to confidence. Confidence brings great quality investors, which is what you want when putting your hard earned money on the line.
Apple (AAPL) is a perfect example of a company that has great management. I enjoy listening to Tim Cook, Apple's CEO and Peter Oppenheimer, Apple's CFO. These are the guys that help you make a decision on Apple's future. This particular call was very upbeat.
-record sales in 3 of their 4 major products
-strong sales activity in the U.S.
-continued demand for the iPhone 4S. The channel inventory is lower than they predicted, which means they are moving them as fast as they can make them!
-Mac sales were up 26% yoy (year over year), that growth destroys the PC growth.
-Apple stores increased foot traffic in excess of 40% vs last year.
-Siri the iPhone 4S assistant has been a real hit.
-Increased convenience of purchasing Apple's products online. You can purchase most products online and pick them up just a few hours later at your nearest Apple store. (I like this feature!)
- iPhone 4S first quarter results didn't include sales in mainland China, due to release in January
Those were just a few of the things I heard on this conference call. In the end Apple will continue to outperform the market. The stock hit a 52 week high of $458.99 today, but I'm not a buyer just yet. If I were to purchase Apple it would be initiated around $435 a share. I need a little pullback...
Caterpillar (CAT) will be next up for discussion later this week. One thing I can tell you is the Peoria Powerhouse will shine in 2012.
P.S. Westport Innovations (WPRT) down -7.74% This stock is to hot to handle. It looks like I will have another shot at purchasing WPRT in the near future, before WPRT takes off again. Natural gas is the future bridge fuel for the United States. I expect a lot of activity to continue with businesses continuing to switch over to natural gas vehicles in order to save on fuel costs. Be ready! This type of stock doesn't come around very often.
I have yet to make a stock purchase in 2012! I'm waiting to pull the trigger.
Have a great night!
Clay-
Tuesday, January 24, 2012
Apple has done it again!
Apple continues to amaze me! Here is the breakdown of their recent earnings report today.
-Record quarterly revenue of $46.33 Billion on profits of $13.06 Billion
-$46.33 Billion vs. last yrs results of $26.74 Billion equates to a 73.2% increase in revenues
-Gross margins were 44.7% vs. last yrs results of 38.5%
Sales Results by product
-37.04 million iPhone sold- 128% increase vs. last year
-15.43 million iPads sold- 111% increase vs. last year
-5.2 million Macs sold- 26% increase vs. last year
-15.4 million iPods sold- 21% decrease vs. last year
-Numbers were derived from apple.com
On the surface Apple looks extremely strong, but I still must listen to the conference call. I did hear on the way home from work that Apple may have a plan for the large amount of cash they have on hand. That current number is a solid $97.7 Billion. My vote is to pay out a dividend to all of the loyal shareholders!!! LOL!
Apple is trading at $451.20 a share in after hours. Up +7.34% Another 52 week high
It seems like the 52 week high trend continues when I'm out of my favorite stocks. I have 0 shares of Apple (AAPL) at the moment. Oh wait! And I have 0 shares of Westport Innovations (WPRT), which conveniently hit a 52 week high as well closing at $38.06 a share. Up +6.91% on huge volume. It appears the big boys are betting Westport is going to go higher. I'm guessing that with the current prices of natural gas vs. oil prices that natural gas is becoming very enticing. Enticing as a bridge fuel to replace the reliance of crude oil. It just so happens that President Obama will be addressing energy and job concerns tonight at 9:00pm. The State Of The Union Address could uncover the recent upside action in Westport today.
Congratulations to those that own Apple and Westport as of today. I know someone is making money!
P.S. Weatherford is currently on my radar.
Happy Trading!
Clay-
-Record quarterly revenue of $46.33 Billion on profits of $13.06 Billion
-$46.33 Billion vs. last yrs results of $26.74 Billion equates to a 73.2% increase in revenues
-Gross margins were 44.7% vs. last yrs results of 38.5%
Sales Results by product
-37.04 million iPhone sold- 128% increase vs. last year
-15.43 million iPads sold- 111% increase vs. last year
-5.2 million Macs sold- 26% increase vs. last year
-15.4 million iPods sold- 21% decrease vs. last year
-Numbers were derived from apple.com
On the surface Apple looks extremely strong, but I still must listen to the conference call. I did hear on the way home from work that Apple may have a plan for the large amount of cash they have on hand. That current number is a solid $97.7 Billion. My vote is to pay out a dividend to all of the loyal shareholders!!! LOL!
Apple is trading at $451.20 a share in after hours. Up +7.34% Another 52 week high
It seems like the 52 week high trend continues when I'm out of my favorite stocks. I have 0 shares of Apple (AAPL) at the moment. Oh wait! And I have 0 shares of Westport Innovations (WPRT), which conveniently hit a 52 week high as well closing at $38.06 a share. Up +6.91% on huge volume. It appears the big boys are betting Westport is going to go higher. I'm guessing that with the current prices of natural gas vs. oil prices that natural gas is becoming very enticing. Enticing as a bridge fuel to replace the reliance of crude oil. It just so happens that President Obama will be addressing energy and job concerns tonight at 9:00pm. The State Of The Union Address could uncover the recent upside action in Westport today.
Congratulations to those that own Apple and Westport as of today. I know someone is making money!
P.S. Weatherford is currently on my radar.
Happy Trading!
Clay-
Wednesday, January 18, 2012
Sidelined For Earnings Season!
So Westport (WPRT) proved me wrong as the stock was playing tricks on me closing up +5.02% today! This stock has been a firecracker since the beginning of December and yet it still pushes higher. I love this company, but I can't comprehend as to why the stock continues higher. I haven't seen any type of catalyst for Westport and I can't back this stock at the current price. I can't really back any stock at the current price levels.
I'm holding strong on the sidelines with plenty of cash to invest, but I haven't had an opportunity to get back in. I'm going absolutely crazy right now! I missed my opportunity to get back into WFT yesterday as I was going to play the oil service earnings of Schlumberger (SLB) on Friday. SLB earnings determines the direction of the oil service companies. If SLB is positive the rest of the competition goes up as well. With Weatheford up +5.96% today it would an idiotic move to chase this stock into Friday.
Another key move that I missed was Caterpillar (CAT) as the stock has moved up +13.56% from the last day I was in the market with my Monster Portfolio. 12/22/11 is the date. That's right I have been out of the market since 12/22/11.
The only thing I can do now is listen to all of the conference calls to determine my next investment opportunity. The best thing I can do is be patient. Right?
Earnings Calendar- Here is a helpful link to get the dates on the upcoming earnings releases
http://biz.yahoo.com/research/earncal/today.html pulled from Yahoo Finance
I will be listening to the conference call on the following companies
SLB Earnings 01/20/2012
AAPL Earnings 01/24/2012 52 Week High today...
CAT Earnings 01/26/2012
WFT Earnings 02/21/2012
Have a great night!
"When in doubt buy more"
Clay-
I'm holding strong on the sidelines with plenty of cash to invest, but I haven't had an opportunity to get back in. I'm going absolutely crazy right now! I missed my opportunity to get back into WFT yesterday as I was going to play the oil service earnings of Schlumberger (SLB) on Friday. SLB earnings determines the direction of the oil service companies. If SLB is positive the rest of the competition goes up as well. With Weatheford up +5.96% today it would an idiotic move to chase this stock into Friday.
Another key move that I missed was Caterpillar (CAT) as the stock has moved up +13.56% from the last day I was in the market with my Monster Portfolio. 12/22/11 is the date. That's right I have been out of the market since 12/22/11.
The only thing I can do now is listen to all of the conference calls to determine my next investment opportunity. The best thing I can do is be patient. Right?
Earnings Calendar- Here is a helpful link to get the dates on the upcoming earnings releases
http://biz.yahoo.com/research/earncal/today.html pulled from Yahoo Finance
I will be listening to the conference call on the following companies
SLB Earnings 01/20/2012
AAPL Earnings 01/24/2012 52 Week High today...
CAT Earnings 01/26/2012
WFT Earnings 02/21/2012
Have a great night!
"When in doubt buy more"
Clay-
Tuesday, January 10, 2012
Stay Cautious!!!
Hello Everyone!
The message for today is to not get to excited! The market has been performing very well since the beginning of the New Year, but I believe many stocks are in overbought status. I'm basing this solely off technical analysis. The charts are telling me that in the near future we could have a pull back to lower prices.
I can honestly say that I have been out of the market for the past few weeks and have missed a portion of the upside. There were a few stocks that I had my eye on, but I was unable to get in at a good price. If you currently have any major gains it would be a good idea to lock in some profits over the next few days. Currently I'm not a buyer of any of my favorite stocks at the moment.
Lower prices= increased activity for me. LOL!
I can disclose that I sold Apple (AAPL) and Weatherford (WFT) over the past 2 days in another account. I was able to lock in a nice +8.14% gain after fees in Apple which I bought at $388.36 a share back on 11/15/11 and sold out yesterday 01/09/12 at $424.81. In regards to WFT I was able to make a solid +14.88% return off of my money. I bought WFT on 12/19/11 at $13.48 a share and sold out today 01/10/12 at $15.87. I was trying to put more money into WFT, but I was never given an opportunity after that day.
Needless to say my accounts are filled with a majority of cash and I'm itching to buy anything that comes my way!
In the end be patient and never be overly excited when your stocks run up. Sell into strength and continue to look for the next investment opportunity! Earnings season is here and there is a lot of uncertainty of how companies are doing. Pay attention to your favorite stocks and listen to the conference calls...
I have my eye on Westport (WPRT) at the moment. The stock has been holding pretty strong. I thought it would have sold off by now. I will have to wait and see.
Happy Trading!
Also, I attached my video blog link from last week. I ran into some technical difficulties if anyone missed it!
Monster Portfolio Year End Results 2011
https://www.youtube.com/watch?v=6XGA8vURBL8
Clay-
The message for today is to not get to excited! The market has been performing very well since the beginning of the New Year, but I believe many stocks are in overbought status. I'm basing this solely off technical analysis. The charts are telling me that in the near future we could have a pull back to lower prices.
I can honestly say that I have been out of the market for the past few weeks and have missed a portion of the upside. There were a few stocks that I had my eye on, but I was unable to get in at a good price. If you currently have any major gains it would be a good idea to lock in some profits over the next few days. Currently I'm not a buyer of any of my favorite stocks at the moment.
Lower prices= increased activity for me. LOL!
I can disclose that I sold Apple (AAPL) and Weatherford (WFT) over the past 2 days in another account. I was able to lock in a nice +8.14% gain after fees in Apple which I bought at $388.36 a share back on 11/15/11 and sold out yesterday 01/09/12 at $424.81. In regards to WFT I was able to make a solid +14.88% return off of my money. I bought WFT on 12/19/11 at $13.48 a share and sold out today 01/10/12 at $15.87. I was trying to put more money into WFT, but I was never given an opportunity after that day.
Needless to say my accounts are filled with a majority of cash and I'm itching to buy anything that comes my way!
In the end be patient and never be overly excited when your stocks run up. Sell into strength and continue to look for the next investment opportunity! Earnings season is here and there is a lot of uncertainty of how companies are doing. Pay attention to your favorite stocks and listen to the conference calls...
I have my eye on Westport (WPRT) at the moment. The stock has been holding pretty strong. I thought it would have sold off by now. I will have to wait and see.
Happy Trading!
Also, I attached my video blog link from last week. I ran into some technical difficulties if anyone missed it!
Monster Portfolio Year End Results 2011
https://www.youtube.com/watch?v=6XGA8vURBL8
Clay-
Monday, November 28, 2011
1 month to go! Time to take some risk.
MONSTER PORTFOLIO 2011
Balance: Inception 01/07/11
$1977.32 Stock
$13.65 Cash
Total $1990.97
Balance: End of Week 45 11/25/11
$2,257.32$4.95 Cash
Total $2,262.27
Since Inception: -16.79%
Back out cash inflow and we have a balance of $1,656.77
I think I can honestly say that the past 2 weeks in the stock market has been detrimental to my Monster Portfolio. I managed to lose 12.5% of my portfolio. Ugh! This market hasn’t been to kind to my high growth stock picks. With a month left for 2011 I’m downgrading my outcome to finish in the black for the year compared to my original goal of a 10% gain on the year. Europe destroyed my chances. Even though today we had a major market rally the volatility is still on the table. Stocks are extremely unstable unless you invested in solid dividend paying companies.
Now I’m not saying my picks won’t work, but to come back 26.79% with roughly a month to go is next to impossible! My only shot would be to choose one of my picks and let it ride for the next 30 days. Hmm… LOL! That actually sounds pretty enticing. Here is what I’m up against to pull off this highly not recommended strategy.
Including the big move today the end of year goal is set at +21.15% ($421.08 to be exact) now let’s compare the options
After transaction fees of $21.00 I will have a purchasing power $2353.49 to work with today’s closing prices
Current price purchasing power
WFT-168 shares at $13.96
WPRT-86 shares at $27.21
AAPL-6 shares at $376.12
To obtain my goal
WFT must close at $16.59 a share
WPRT must close at $32.36 a share
AAPL must close at $449.80 a share
All of my options have to move fast!
Now the hard part...
Should I choose the turnaround story, much approved, higher oil price beneficiary known as Weatherford International (WFT)
Or-
The high price energy alternative, double digit growth, and more than enough business for years to come also referred to as Westport Innovations (WPRT)
And lastly-
Apple (AAPL) The company that brings the greatest gifts for the holiday, the highest profit margins per cell phone, and a stock that has yet to see the true potential sales of its iPhone 4S
As of today my decision will be a mystery if I choose to go all in. For the next month my portfolio results will be offline until the end of the year. I have some choices to make and a lot of work to reach a 21.15% return by year end. Wish me luck!
Have a great night!
Clay-
“When in doubt buy more!”
Current Holdings:
Apple (AAPL)
Cosi Inc. (COSI)
Weatherford International (WFT)
Westport Innovations (WPRT)
Tuesday, November 15, 2011
Monster Portfolio Week 44 Results
MONSTER PORTFOLIO 2011
Balance: Inception 01/07/11
$1977.32 Stock
$13.65 Cash
Total $1990.97
Balance: End of Week 43 11/11/11
$2,495.64 Stock$19.92 Cash
Total $2,510.56
Since Inception: -4.29%
Back out cash inflow and we have a balance of $1,905.06
Well I hope some of you read my piece on Westport Innovations (WPRT) last week! In the last 5 days the stock has surged +10.79%. Most of the gains came from today, but who’s counting. LOL! Money is money. It’s definitely exciting to see a stock move rather quickly, but as many of you may know I always tend to sell into a big move like today. Westport closed up +8.59% just a few minutes ago as I had the day off. This means I was able to watch this stock blow up today. Very exciting!
I was very busy today as I purchased more Apple (AAPL) as I believe the stock price is currently undervalued. I also picked up some Westport in my other accounts. Then as the day went on I ended up selling a portion of my Westport holdings in my Monster Portfolio. The main reason is that I won’t be able to watch my accounts over the next few days due to limited internet access. I would hate to come back on Sunday to see my portfolio lower because I failed to sell some of my stock.
I just found out the recent surge in Westport may have something to do with a tax credit plan. See for yourself. http://finance.yahoo.com/news/Clean-Energy-Supports-bw-4144486892.html?x=0&l=1
It appears the tax credit for natural gas vehicles has been put back into play, which adds tremendous value to Westport. Although, Westport moved rather dramatically I can almost bet that this trend will continue for another few days. My recommendation is to watch the volume and if you see the stock waiver at all I would sell into strength.
P.S. For those of you who are looking for a great dividend yield I also picked up some Kinder Morgan Energy Partners (KMP) last week in my IRA. Currently the dividend yield is at 6.20%. This stock is great for people who like to sleep well at night. LOL!
(All research was done at yahoo finance)
Have a great night!
Clay-
“When in doubt buy more!”
Current Holdings:
Apple (AAPL)
Cosi Inc. (COSI)
Weatherford International (WFT) (Sit tight with WFT it will go up eventually)
Westport Innovations (WPRT)
Tuesday, October 25, 2011
Monster Portfolio Week 41 Results
MONSTER PORTFOLIO 2011
Balance: Inception 01/07/11
$1977.32 Stock
$13.65 Cash
Total $1990.97
Balance: End of Week 40 10/21/11
$2,444.80 Stock$12.05 Cash
Total $2,456.85
Since Inception: -7.01%
Back out cash inflow and we have a balance of $1,851.35.
I thought I would have some good things to say today, but the negative day in the market has overshadowed my enthusiasm. Yesterday on the other hand was very exciting and I contribute the market rally to the Peoria Powerhouse! That's right! Good ole Caterpillar (CAT). CAT reported an all time record with revenue coming in at $15.7 Billion and earnings of a $1.71 per share. They also raised their 2011 outlook slightly with higher revenue of $58 Billion and a profit of $6.75 a share. For 2012 they gave a pretty decent guidance with revenues roughly 10-20% higher than 2011. That being said Caterpillar should be bought as its currently cheap, trading at a P/E of 14.87. On top of that CAT pays a dividend that has a yield of 2.10%
Now let’s move onto my portfolio holdings, which consist of Apple (AAPL) and Weatherford International (WFT). Apple missed earnings and Weatherford was in line with the analysts earnings expectations, but did manage to exceed on the revenue side. I’m not going to talk much about WFT as I haven’t listened to the conference call. Earnings seemed to reflect what the other oil service companies have reported, but it appears the outlook is uncertain. On top of that WFT never really gave me an opportunity to sell a portion of my shares. I’m not too happy about that one! Plain and simple WFT traded terribly this past week and I have yet to see this stock trade at its potential. I will continue to hold onto WFT until I come up with a better reason to sell it. LOL!
As for Apple I have no worries. I blame their earnings miss to a product hold out. Everyone was patiently waiting for the new iPhone to come out and sales were negatively impacted. Today the stock market continued to trade in fear as the concern over the outlook of Europe looms. Europe has yet to release a plan to resolve their debt issues. What a drag!
Have a great night!
Clay-
“When in doubt buy more!”
Current Holdings:
Apple (AAPL)
Cosi Inc. (COSI)
Weatherford International (WFT)
Monday, October 17, 2011
Monster Portfolio Week 40 Results
MONSTER PORTFOLIO 2011
Balance: Inception 01/07/11
$1977.32 Stock
$13.65 Cash
Total $1990.97
Balance: End of Week 39 10/14/11
$2,485.66 Stock$12.05 Cash
Total $2,497.71
Since Inception: -4.96%
Back out cash inflow and we have a balance of $1,892.21.
It was a very productive week for the stock market last week. My portfolio performed amazingly! With the strong movement in Apple (AAPL) and Weatherford (WFT) I was able to gain +14.19% vs. last week. Yes that is a big run, but I believe my portfolio still has great upward potential. Apple reports tomorrow and I expect nothing less than another strong quarter. I’m interested to see if they have anything up and coming in the pipeline. The iPhone 4S was a big hit as they reported selling more than 4 million phones in 3 days. That is ridiculous! That is all the information I need to confirm that this stock should be a solid investment for many quarters to come.
As for Weatherford I base my assumptions on the other oil service companies and their financial results. Halliburton (HAL) reported strong earnings topping analyst estimates earnings with a 2 cent beat (0.94 vs. 0.92) Though the stock sold off today I believe the energy bull market is here to stay. The company to pay attention to is Schlumberger (SLB) as they are largest and most influential oil Service Company. They set the trend. SLB reports on Friday. I believe HAL and SLB will help Weatherford have a short term pop to the upside over the next few days leading into earnings. If this happens I will be selling a portion of my holdings into strength. If I’m wrong I expect WFT to trade basically flat line/slightly lower and then pop on the day of earnings. WFT reports on Tuesday 10/25 so there are 6 more trading days to go! I will be selling one way or another as my portfolio is highly leveraged with WFT. I have to protect my portfolio in the short term.
P.S. another great indicator that energy is here to stay is the recent announcement of Kinder Morgan Energy Partners (KMP) to acquire EL Paso Corp (EP) for $38 Billion to create the largest natural gas pipeline system in North America. KMP popped +5.08% Energy=$$$
Clay-
“When in doubt buy more!”
Current Holdings:
Apple (AAPL)
Cosi Inc. (COSI)
Weatherford International (WFT)
Tuesday, October 11, 2011
Monster Portfolio Week 39 Results
Balance: Inception 01/07/11
$1977.32 Stock
$13.65 Cash
Total $1990.97
Balance: End of Week 38 10/07/11
$2,203.18 Stock$12.05 Cash
Total $2,215.13
Since Inception: -19.15%
Up +3.29% vs last week
Back out cash inflow and we have a balance of $1,609.73.
It has been a rough couple of months, but the last few days of seeing strong buying in stocks has regained my confidence that the market has found some footing. With earnings kicking off today I expect a strong earnings season and stock prices to move much higher. Prices to where they should be! (Even though Alcoa (AA) reported lackluster numbers today) I have been waiting patiently for institutional investors to finally come to their senses and start buying great company stock.
I have seen the momentum change since last Tuesday. Apple (AAPL) and Weatherford (WFT) are great examples of money flowing back into great companies. Apple has moved +7.46% since last Tuesday and Weatherford is up +15.60%. Both companies are ready to explode higher! Every week I have something to say about Apple and Weatherford, but that is because that is where my money is at. I only invest my money in what I believe is the best opportunity for capital appreciation! Oil Service and Technology is where it’s at.
Clay-
“When in doubt buy more!”
Current Holdings:
Apple (AAPL)
Cosi Inc. (COSI)
Weatherford International (WFT)
Tuesday, October 4, 2011
Monster Portfolio Week 38 Results
MONSTER PORTFOLIO 2011
Balance: Inception 01/07/11
$1977.32 Stock
$13.65 Cash
Total $1990.97
Balance: End of Week 36 09/30/11
$2,137.62 Stock$12.05 Cash
Total $2,149.67
Since Inception: -22.44%
Back out cash inflow and we have a balance of $1,544.17.
It appears the stock market has tricked my logic once again! When I can’t imagine stocks going lower, another brutal week occurs. I apologize for anyone that has lost money with my advice, but frankly this market is out of control. The looming issues in Europe have pored over into the U.S. equity market. No stock was left untouched. Investing has become a loser’s game in the short term. I’m at the point where I have to stick to my stock picks and grind it out.
I almost unloaded Apple (AAPL) today to bet the farm on Weatherford (WFT), but decided against that. My bet would have worked out, but to sell Apple well off its high just didn’t feel right. And I was a little upset that Apple didn’t release the iPhone 5. LOL! They did however introduce the new iPhone 4S, which looks identical to the iPhone 4, but with added features including a faster processer, new 8MP camera, IOS 5, iCloud, and the new intelligent phone assistant Siri. Even though the iPhone 5 didn’t release today the new and improved iPhone 4S should help drive even higher sales for the iPhone. My wife recently purchased an iPhone 4 and I have to say the phone is pretty sweet!
In closing please don’t lose faith in the stock market. The last minute rally today in the market gave me hope that the trend will soon change. Stocks are currently hostage to Europe, but I believe this issue will be addressed sooner than later.
Clay-
“When in doubt buy more!”
Current Holdings:
Apple (AAPL)
Cosi Inc. (COSI)
Weatherford International (WFT)
Monday, September 26, 2011
Monster Portfolio Week 37 Results
MONSTER PORTFOLIO 2011
Balance: Inception 01/07/11
$1977.32 Stock
$13.65 Cash
Total $1990.97
Balance: End of Week 36 09/23/11
$2,246.80 Stock$12.05 Cash
Total $2,258.85
Since Inception: -16.96%
Back out cash inflow and we have a balance of $1,653.35.
What a roller coaster! I’m glad last week is now over. My portfolio was brutally beat up. Weatherford (WFT) was destroyed beyond belief! The whole commodity market sold off in fears of a global slowdown and all stocks related to commodities were not spared from significant losses.
The last time I mentioned Weatherford the stock was
at $15.56 a share. I thought that price
was extremely cheap, but the market took WFT down to $12.90 a share. That’s a 17.09% decline. Goodness!
I however made a big bet and purchased even more of WFT on Wednesday at
$15.06 a share and Friday at $13.21 a share.
I’m all in. Of course I still
have the captain of the portfolio Apple for stability, but I believe my all in
bet on WFT will pay off. This is how
confident I am about the long term upward trend in energy over the next few
years. Remember gas/fuel isn’t a want,
but a need!
Today there was definitely some positive buying
action for stocks! I’m betting this
trend will continue as the European debt crisis eventually will become irrelevant
and earnings season will propel stocks higher into the end of the year. So in the short term please sit tight and have
confidence in your investment positions.
I know I will!
Clay-
“When in doubt buy more!”
Current Holdings:
Apple (AAPL)
Cosi Inc. (COSI)
Weatherford International (WFT)
Tuesday, September 20, 2011
Monster Portfolio Week 36 Results
MONSTER PORTFOLIO 2011
Balance: Inception 01/07/11
$1977.32 Stock
$13.65 Cash
Total $1990.97
Balance: End of Week 35 09/16/11
$2,413.95 Stock$100.38 Cash
Total $2,514.33
Since Inception: -4.13%
Back out cash inflow and we have a balance of $1,908.83.
Last week was great for my portfolio as I cut my losses from being down -9.52% to close Friday down slightly at -4.13%. That’s a +5.39% to the upside. Yesterday seemed as if I would continue to make money, but my excitement was tempered by the last few hours of trading today. With the Fed talking to tomorrow sell offs late in the day are normal.
I did however enjoy Apple (AAPL) continuing on hitting another 52 week high closing at $413.45 a share. Even though Apple has been on a phenomenal run I believe this stock will continue higher. Weatherford (WFT) on the other hand is driving me crazy! My confidence is extremely high with WFT, but yet this stock doesn’t want to budge. I’m not sure what is holding up the oil service stocks, but the selling cannot last. It won’t! The demand for oil is still strong. Oil service is a long term trend and I’m not backing down from WFT. If anyone has money to put to work, that is where I would go. WFT! WFT! At $15.56 a share this stock is a steal. I liked it at $20.00 a share. So if you buy it now you will have a solid gain in excess of 25% by the time it reaches $20. That’s right you have a huge advantage on me!
P.S. Westport (WPRT) is slightly up from when I advised to sell on Thursday and today was the first sign of weakness. Please stay away.
Clay-
“When in doubt buy more!”
Current Holdings:
Apple (AAPL)
Cosi Inc. (COSI)
Weatherford International (WFT)
Tuesday, August 23, 2011
Monster Portfolio 2011 Week 32 Results
MONSTER PORTFOLIO 2011
Balance: Inception 01/07/11
$1977.32 Stock
$13.65 Cash
Total $1990.97
$65.38 Cash
Total $2,271.42
Since Inception: -14.57%
My portfolio has dropped down to a balance of $1,700.92 excluding cash.
All I can say is the market is volatile. Roughly a month ago I was up over 7.0% and now I’m back in a black hole, down -14.57%. That’s a 21.0% hit. Most people would freak out, but I’ve been in this situation a few times in my investing career. One thing I have learned from my 8+ yrs of investing is to not panic. I have sold at the bottom numerous times and I end up regretting it. Stay the course. I have and I suggest you do the same. Apple and Weatherford will prevail! I may be down at the moment, but things could change rather quickly. I still have until December 31st to make a turnaround.
If we get another strong day tomorrow it will be one step closer to indicating the pain has come to an end. I’m optimistic.
Have a great night!
Current Holdings:
Apple (AAPL)
Cosi Inc. (COSI)
Weatherford International (WFT)
Balance: Inception 01/07/11
$1977.32 Stock
$13.65 Cash
Total $1990.97
Balance: End of Week 31 08/19/11
$2,206.04 Stock$65.38 Cash
Total $2,271.42
Since Inception: -14.57%
My portfolio has dropped down to a balance of $1,700.92 excluding cash.
All I can say is the market is volatile. Roughly a month ago I was up over 7.0% and now I’m back in a black hole, down -14.57%. That’s a 21.0% hit. Most people would freak out, but I’ve been in this situation a few times in my investing career. One thing I have learned from my 8+ yrs of investing is to not panic. I have sold at the bottom numerous times and I end up regretting it. Stay the course. I have and I suggest you do the same. Apple and Weatherford will prevail! I may be down at the moment, but things could change rather quickly. I still have until December 31st to make a turnaround.
If we get another strong day tomorrow it will be one step closer to indicating the pain has come to an end. I’m optimistic.
Have a great night!
Current Holdings:
Apple (AAPL)
Cosi Inc. (COSI)
Weatherford International (WFT)
Clay-
Monday, August 8, 2011
Goodness!/Monster Portfolio 2011 Week 30 Results
MONSTER PORTFOLIO 2011
Balance: Inception 01/07/11
$1977.32 Stock
$13.65 Cash
Total $1990.97
Balance: End of Week 29 08/05/11
$2,466.26 Stock$30.38 Cash
Total $2,496.64
Since Inception: -1.49%
Excluding cash inflow of $535.50 we have a balance of $1,961.14.
All I can say is wow! I started to buy a little early and I was caught with major losses last week. The recent credit rating downgrade over the weekend was definitely a surprise. I can say I haven’t loss this much money since my gambling days at the casino playing blackjack. Sell offs like today are uncontrollable and they do happen from time to time. Panic selling, hedge funds deleveraging, and fund manager trying to move their money to some safe haven stock. I’m here to tell you to sit tight and don’t panic. You can’t beat the volatility at this current moment. If you go straight to cash after taking huge losses from last week and today, I promise you that a major move to the upside will be missed. I can’t predict when this will occur, but to sell now would be outright foolish!
I felt like selling today, but what’s the point? I was already down huge at 9:30 this morning and I’m fully confident my stocks will outperform and shine in the coming months. Yes, I reinvested my money back into Weatherford International (WFT) last week. The story is too good to pass up. When the top oil service company (SLB) states they don’t have enough equipment to supply the demand for the oil drillers, that’s a great problem to have. And Apple (AAPL) is a no brainer. I lost a ton of money today. I know you did as well. Stay the course and stocks will prevail! Think about it! Stocks had great earnings this quarter and yet they received no love. Now that the market as a whole is much cheaper the value buyers will step in shortly and create a floor.
Have a great night!
Current Holdings:
Apple (AAPL)
Cosi Inc. (COSI)
Weatherford International (WFT)
Clay-
Monday, July 25, 2011
Apple Insight/Monster Portfolio 2011 Week 28 Results
MONSTER PORTFOLIO 2011
Balance: Inception 01/07/11
$1977.32 Stock
$13.65 Cash
Total $1990.97
Balance: End of Week 27 07/22/11
$2,525.70 Stock$32.85 Cash
Total $2,558.55
-Highest quarterly revenue in Apple’s history
-$28.57 billion in sales yoy growth of 82% (yoy stands for year over year growth)
-Net Profit $7.31 Billion EPS of $7.79 a share
Units sold per product
-9.25 million iPads sold in June quarter. A 183% unit increase over a year ago qtr
-20.34 million iPhones sold vs. 8.4 million sold. A 142% yoy growth
-3.95 million Macs sold. A 14% yoy growth vs. the market growth of 2.6%
-7.54 million iPods sold vs. 9.4 million. A decrease of 1.06 million iPods sold
As you can see from the numbers the iPad and iPhone sales are on fire. Triple digit growth is unheard of and Apple continues to deliver! Other positive points include
 |
(WFT) Weatherford International 3 month Candle Stick Chart. Strong momentum to the upside
Cosi Inc. (COSI)
Weatherford International (WFT)
(All Apple data was provided by the companies conference call)
Clay-
Tuesday, July 19, 2011
Apple Crushes Earnings!!!!
Just a list of Apple stats from their recent earnings blow out!
-$28.57 billion in sales
-EPS of $7.79
Units sold per product
-9.25 million iPads
-20.34 million iPhones
-3.95 million Macs
-7.54 million iPods
Margins were at 41.7% beating the anaylsts expectations of 39.1%
I will have more info after I listen to the conference call. All in all it was a great quarter and I'm excited to own a little Apple stock. These are the days I truly enjoy! The reason I love investing in stocks. The game changers!
Have a great night!
Clay-
all research done on at Yahoo Finance
-$28.57 billion in sales
-EPS of $7.79
Units sold per product
-9.25 million iPads
-20.34 million iPhones
-3.95 million Macs
-7.54 million iPods
Margins were at 41.7% beating the anaylsts expectations of 39.1%
I will have more info after I listen to the conference call. All in all it was a great quarter and I'm excited to own a little Apple stock. These are the days I truly enjoy! The reason I love investing in stocks. The game changers!
Have a great night!
Clay-
all research done on at Yahoo Finance
Monday, July 18, 2011
WFT/Monster Portfolio 2011 Week 27 Results
Welcome back everyone!
Today I'm going to talk briefly about (WFT) Weatherford International and why I believe this stock will go higher.
I first would like to disclose I repositioned myself last week and I’m now heavily invested in (WFT) Weatherford International. I tried to hold out for a purchase price under $18 a share, but I decided to pull the trigger early and load up right before earnings. With the recent blowout quarter from (HAL) Halliburton this morning I believe Weatherford will have good things to say as they are the company that has been a laggard over the past 2 quarters. I’m not worried about the North American business as the numbers should be strong.
The game changer with Weatherford is their international business. I want to hear some talk about increased activity overseas next week. If this happens I have no doubt this stock will go much higher. Why? Because the North American business should stay strong/flat into 2012 and added strength internationally will drive earnings much higher. WFT positioned themselves to take advantage of the overseas market and so far that bet hasn’t paid off. I know that is what many investors are waiting for with Weatherford and the stock price already reflects the negativity of their poor performance. It’s clear as day that Weatherford is leveraged overseas. Now is the time to bet on WFT! Time to make some money!
If WFT doesn’t work out I have Apple to back me up as they are set to report earnings tomorrow. With an $8.88 or a +2.43% move today investors are optimistic that Apple will deliver on earnings. I still think Apple has plenty of room to run as the stock price has only moved 9.16% since their great earnings report back on April 20th. For a company that has phenomenal growth and products this stock should be into the $400’s by now. I’m crossing my fingers!
MONSTER PORTFOLIO 2011
Balance: Inception 01/07/11
$1977.32 Stock
$13.65 Cash
Total $1990.97
$15.35 Cash
Total $2,392.91
Since Inception:
Excluding cash inflow of $483.00 we have a balance of $1,909.91, which equates to being down -4.07%
Have a great night!
Current Holdings:
Apple (AAPL)
Cosi Inc. (COSI)
Weatherford International (WFT)
Today I'm going to talk briefly about (WFT) Weatherford International and why I believe this stock will go higher.
I first would like to disclose I repositioned myself last week and I’m now heavily invested in (WFT) Weatherford International. I tried to hold out for a purchase price under $18 a share, but I decided to pull the trigger early and load up right before earnings. With the recent blowout quarter from (HAL) Halliburton this morning I believe Weatherford will have good things to say as they are the company that has been a laggard over the past 2 quarters. I’m not worried about the North American business as the numbers should be strong.
The game changer with Weatherford is their international business. I want to hear some talk about increased activity overseas next week. If this happens I have no doubt this stock will go much higher. Why? Because the North American business should stay strong/flat into 2012 and added strength internationally will drive earnings much higher. WFT positioned themselves to take advantage of the overseas market and so far that bet hasn’t paid off. I know that is what many investors are waiting for with Weatherford and the stock price already reflects the negativity of their poor performance. It’s clear as day that Weatherford is leveraged overseas. Now is the time to bet on WFT! Time to make some money!
If WFT doesn’t work out I have Apple to back me up as they are set to report earnings tomorrow. With an $8.88 or a +2.43% move today investors are optimistic that Apple will deliver on earnings. I still think Apple has plenty of room to run as the stock price has only moved 9.16% since their great earnings report back on April 20th. For a company that has phenomenal growth and products this stock should be into the $400’s by now. I’m crossing my fingers!
MONSTER PORTFOLIO 2011
Balance: Inception 01/07/11
$1977.32 Stock
$13.65 Cash
Total $1990.97
Balance: End of Week 26 07/15/11
$2,377.56 Stock$15.35 Cash
Total $2,392.91
Since Inception:
Excluding cash inflow of $483.00 we have a balance of $1,909.91, which equates to being down -4.07%
Have a great night!
Current Holdings:
Apple (AAPL)
Cosi Inc. (COSI)
Weatherford International (WFT)
Clay-
Tuesday, July 5, 2011
Monster Portfolio 2011 Week 25 Results
MONSTER PORTFOLIO 2011
Balance: Inception 01/07/11
$1977.32 Stock
$13.65 Cash
Total $1990.97
Balance: End of Week 24 07/01/11
$1,727.04 Stock
$593.53 Cash
Total $2,320.57
Since Inception: -5.94% excluding cash inflow
Thank you Westport Innovations! Since I made a bet on WPRT a few weeks ago I was able to bring the monster portfolio back from a massive deficit. Last week I was able to gain +9.87% with WPRT doing the heavy lifting. In 2 weeks I went from being down -20.16% to narrowing my losses to a sweet -5.94%. It was pretty grim for awhile. LOL! I still have plenty of time to get back into the green on the year. I’m determined to do so!
Last week was phenomenal for stocks. From the recent strength in stocks I was able to sell a large position in WPRT. I still like the stock, but when a company increases in value +16.5% in 5 days you would be crazy not to lock in some profits. Now that I have some cash on hand I will be set up for the next money making opportunity. Stocks are back in favor and money should continue to flow back into the stock market. Especially my favorite stock Apple. Since Apple bottomed on June 20th it has run up +10.81% as of today’s closing price of $349.43. $$$ I also have refocused my attention back to Weatherford International (WFT). The current price is still below the insider purchase that occurred back on 05/17/11 at $19.18 a share. I may start a position in WFT with some weakness over the next few days. With earnings right around the corner WFT should gradually work its way higher.
As you can tell I always work my way back to my favorite stocks. If a company continues to make me money I’m happy. Why change a good thing?
Current Holdings:
Apple (AAPL)
Cosi Inc. (COSI)
Westport Innovations (WPRT)
Balance: Inception 01/07/11
$1977.32 Stock
$13.65 Cash
Total $1990.97
Balance: End of Week 24 07/01/11
$1,727.04 Stock
$593.53 Cash
Total $2,320.57
Since Inception: -5.94% excluding cash inflow
Thank you Westport Innovations! Since I made a bet on WPRT a few weeks ago I was able to bring the monster portfolio back from a massive deficit. Last week I was able to gain +9.87% with WPRT doing the heavy lifting. In 2 weeks I went from being down -20.16% to narrowing my losses to a sweet -5.94%. It was pretty grim for awhile. LOL! I still have plenty of time to get back into the green on the year. I’m determined to do so!
Last week was phenomenal for stocks. From the recent strength in stocks I was able to sell a large position in WPRT. I still like the stock, but when a company increases in value +16.5% in 5 days you would be crazy not to lock in some profits. Now that I have some cash on hand I will be set up for the next money making opportunity. Stocks are back in favor and money should continue to flow back into the stock market. Especially my favorite stock Apple. Since Apple bottomed on June 20th it has run up +10.81% as of today’s closing price of $349.43. $$$ I also have refocused my attention back to Weatherford International (WFT). The current price is still below the insider purchase that occurred back on 05/17/11 at $19.18 a share. I may start a position in WFT with some weakness over the next few days. With earnings right around the corner WFT should gradually work its way higher.
As you can tell I always work my way back to my favorite stocks. If a company continues to make me money I’m happy. Why change a good thing?
Current Holdings:
Apple (AAPL)
Cosi Inc. (COSI)
Westport Innovations (WPRT)
Clay-
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