Monday, March 24, 2014

March 24, 2014 Russia

The problems in Crimea will only temporarily effect the markets.  Do not invest heavily in silver and gold or buy it on margin. it is good to buy physical metals if you do not have any or feel you do not have enough but the prices will come back down. Accumulate silver between now and summer- it will start going up mid-summer. After the correction stocks will resume the bull run. I have HZNP, PLUG, FNMA, and AGNC. These will resume the bull cycle they started- if you do not have them now it may be a good time to get in now because they are down today.
   I hear talks of the return of a cold war or Armageddon between Russia and the West but no large event will happen this year- the markets will forget this happened by the end of April. The negative period will last until about mid April perhaps.

Friday, January 31, 2014

AGNC

REITs seem to have hit bottom and started going up. AGNC is outperforming and the ratings is a buy now. DX is less good but should do well too. Zacks rates AGNC a buy (2) and DX a hold. Accumulate physical silver and gold if you do not have any but it will continue to trade sideways or even negative until summer of 2014. it may be good to just wait to buy it too. Do not short or buy contracts. Stocks are very good for 2014- this is the last year and the best of years for stocks. I have HZNP, PLUG, FNMA, and AGNC. I had DX but it underperformed AGNC so I switched and am doing better now. AGNC is up 1.3% today despite the markets being down 1%. DX is up .62%.  Interest rates are down some which is helping REITs. AGNC will have earnings on Monday. Palladium should outperform silver and gold at least until summer. Stocks will be the best choice for 2014. All sectors except mining will do well this year. Real estate should outperform the market. We will never see a year like this again in our lives so take advantage of the opportunity while you can.

Wednesday, December 18, 2013

REITs have not done well lately and neither has silver and gold.  Interest rates seem to be the culprit.  Palladium is outperforming and is a better pick for now. Instead of AGNC I have DX. They both pay about the same dividend. DX is $ .27 and AGNC is $ .65. I do not recommend to much REIT stock or metals right now but it is 100% marginable.  I have FNMA, FCEL, HZNP, and SPF. GALE and FMCC would also be good but they are the same as what I have. 2014 will be the best year for stocks you will ever see, make the money while you can. Silver will be good to buy later, perhaps you can sell the FNMA when it hits $8 and put it into silver or SLVO. Perhaps silver and gold will hit bottom mid year 2014. Stocks and silver may go counter to each other but I would not short metals.  Stocks will hit record highs in 2014. I plan to open the tower in 2014 as well. http://necedah.blogspot.com/

Thursday, September 19, 2013

REITs and VPLM

First here is a report on VPLM:   http://voip-pal.com/VoIP_Pal_Whitepaper.pdf
VPLM has some patents that may attract some attention and be worth a lot of money. If nothing else they may be able to sell the patents.

The Federal Government will continue buying mortgage backed securities so interest rates should stop going up so much. I think AGNC will declare $1.05 this coming Friday afternoon after close. ARR lowered the dividend but AGNC has extra money from better quarters so I think AGNC will retain the latest dividend. Book value should be ok now and even recover.  FNMA and PLUG are good plays on the stock market.

Wednesday, July 10, 2013

Metals and dividend stock

Safe to get back into silver, gold and REIT stocks. GGN and other gold stocks are also a very good buy. GGN and many REITs are at 2009 levels; you will get decent dividends plus a rise in share price at todays levels.07-10-2013 9:36pm

Friday, June 21, 2013

Silver going counter to stocks

Silver will not perform well until late 2014. Stock markets will hit record highs in the next few years. If you have a lot of silver sell some of the .999 silver and buy FNMA then in a few years buy the silver back. You could buy it back as late as 2015 perhaps but do not wait any longer. Silver and gold stocks will outperform the metals especially later on. There will be a stock market crash in 2016 and it will not recover in your lifetime.
    REITs may have run their course. I sold mine in May 3 2013 and bought FNMA and ran it up to $5.10 and sold it. REITs had dropped 16% while I held FNMA. I tried buying them back and the slide continued.  AGNC is hedging the interest rate rise and they declared $1.05 but I'm out of REITs now. Buying GGN this fall may be an idea. I think next month FNMA will continue to rise and if not then it will go up at the next quarterly report. NTI seems like a better pick than AGNC but this quarter will be the weakest one of the year but it may be factored into the price already.NTI may make 50 to 60 cents this quarter but the next one should be well over $1 like $1.25 or more. Do not buy GGN or GNT quite yet because if gold drops $200 in a day it will definitely impact the gold stock. Gold stock will recover before the actual metals.

Friday, May 3, 2013

REITs ran course? AAPL new opportunity

I sold AGNC a few days ago and now today it is down 7%. I bought AAPL or Apple and a little FNMA. AGNC lost $1.57 last quarter.The USA is working to be an oil producer and NTI may be a good play but NTI is thinly traded and the price swings a lot.

Keep accumulating silver but watch out for the Chinese fake coins. Even PCGS coins are being faked. Do not margin silver or try to buy at the bottom ( catch the falling knife). they have a bill to make all of our money out of steel. Nickels and pre 1982 pennies may be a good idea to keep.