Lagtime Between Having Cash for BuyIns and Going In...

     I've been receiving some Comments, lately, about when to Pull The Trigger

after accruing Cash. 

     As my Regulars know, Our Clique generally has Some Cash available for Trading.  If we are not Building Cash Accounts, it is immediately placed in a stock.  But we watch 119 Stocks Every Day (we've Positions in 67), so there's usually a Hot Pick on Our radar.  If we don't Go In, we replace Hot Stocks after they've Cooled with other New Hot Stuff.  We like to Play and Stocks are our Gamepieces.

   However...

     Not every Investor or Group has the time or inclination to keep a constant Vigil (that's what it is in 2010) on Stocks and Companies.  With this in mind, I suggest you start looking for Stock Picks two weeks before Going In.  That's, generally, enough time to Gage the Direction of the Stock and Research the Company.  Hey, always remember a particular company "isn't going anywhere".  You'll be able to pick up shares later on down the road and it'll be on your Watchlist.

Here's a Tip I'll give you.  We retain 10% of Initial BuyIn Cash for Reups in a Position.  (Hey, if you've been reading Bad Lad's Post; you already know that!)       

The Best 100 BUCKS a Month You'll Spend...

      I am loathe to put too much credence (and Money) into Subscription Services when I have the time to do my own R&B.  Too many FREE Information Sites and Access to Info through Brokers to actually eat into my Profits (it's 2010!) by Spending on "Advice".  I've a plethora of Advisory Sites listed on my Investment Toolbox Blog (every site we regularly use for Our R&B), some free - others subscription. 
     We Clique Members "piggyback" off eachother's accounts and have access to the subscribed information on Shared Sites.  We're not happy about the prospect of paying $100 a month when other sites are available in the $49 a year range.

However...

     I am Posting, here, to Endorse a Site for VERY Good Advice: SmartTrend.

     You guys know the Douglas45 Empirical Intuition Theory of which I am Hell Bent For Leather to defend.  I have tried to "beat" SmartTrend's Alerts to me by allowing myself to maintain faith in some of the Buys I initiated; and have had a recent substantial Loss in doing so (XOMA).

     SmartTrend isn't infallible (TOO, FDX), but that $100 A Month is for the "Canary" we're carrying into the "Coal Mine".  Check it out!

Cautionary Retail Sector Advice...

     I have had to make my rationale for the Retail Sector to My Partners.  This is the time of year I think about the Fall BuyIn Season and Retailers are my Stars.
     
     The topic was "Saturation".  I used Lowes as opposed to Home Depot and Wal-Mart vs smaller Consumer Outlets.  My argument is both LOW and WMT have "maxxed out" both thier expansion and customer base.  The room for Future Growth has a very thin margin.

EDIT    

Q3...

We'll be going back
into Retail in Q3.
 
Will keep you Posted.

Add to Watchlist...

Take a look at these Stocks for Next Year.

Company                               Year-over- Year Growth        2011 P/E  
                                                                             
First Solar (Nasdaq: FSLR)              +36%                           15.5
PACCAR (Nasdaq: PCAR)               +32%                           17.5
Micron Tech (Nasdaq: MU)             +28%                            4.0
JDS Uniphase(Nasdaq: JDSU)        +26%                           15.5
Amazon (Nasdaq: AMZN)               +25%                           36.0
Apple (Nadaq: AAPL)                      +23%                          14.5
Cognizant Tech (Nasdaq: CTSH)     +23%                          22.5
Titanium Metals (Nasdaq: TIE)       +23%                          28.0
Celgene Corp.(Nasdaq: CELG)         +21%                           17.0
Cummins (NYSE: CMI)                     +20%                           12.5
Intuitive Surgical (Nasdaq: ISRG)   +20%                           30.0

We are already IN companies denoted RED.

" The Sun Will Come Out Tomorrow. Bet [Invest] your bottom dollar that tommorow; The Sun Will Shine."...(thanks Annie) "Riding The Storm Out"...(thanks Foghat)

    

We should brace for further signs of weakness in the economic recovery this week as earnings from key retailers are expected.
     Industrial production, housing starts and inflation data will come under scrutiny as well, after stocks on Friday wrapped up their worst week in six. Last week's sell-off also drove stocks back into negative territory for the year.
     Technical Charts show "Sell" signals, indicating more weakness. At the same time, some analysts say the market may be due for a bounce.

However...

     I happen to like the Current Downturn as a Buy Opp.  We have been sitting on what little Profit we wringed out of The Current Market and haven't "had Dinner" in awhile.  Afterhours showed upswing on Friday, which bodes well for Mon/Tues Trading (what else is new?). 
     Sure, it's a dismal time, but we'll get through it.  It is not the time to Sell; so if your short on funds - Ride This Downturn Out.  I am loath to predict a Sure Thing, but I do know this Downturn Will Not Last.  

     It's easy for us investors who have been actively involved in our Portfolios over the past 14 months to be Crybabies. 
     The Managers and Investors who were active before the Fall (sorry for the double entendre) of 2008, roll their eyes at us for the Bitch and Complain over a 12% loss on an 81% Gain.  Boo Hoo... 

Flip those numbers around for Q1 of 2009
and you realize the reason for their feigned contempt
and, also, that This Downturn Is Doable.

     Chris Marshall @ Emerging Stocks in Alberta, Canada (!) keeps hawking me about Pacific Blue Energy Corporation (PBEC).  I have featured this co before and am now Going In Heavy.  It's in the Portfolio Genre of LTHU, i.e. I hope for good future growth potential (but I'm setting Stop Loss at my earliest possible opp).

     Check out the co and look into Emerging Stocks (listed as an R&D site in my Tool Box).  Call them, ask for Chris.    

 

Today...

Just got back In Town and got a VERY HOT PICK from someone I trust.
Stick some spare change into MBYL.OB.