Window Dressing Correction Fizzles.. Buy The November Lows?

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Shades of 2000: Opportunities exist in most "sectors"... S & P 500 down just 2.4% from All Time High Levels

Asset Management, Aerospace/Defense, Energy, Banks, Credit Services, Utilities, Health Care, Sporting Goods, Agriculture, Chemicals, Grocery, Retail, Heavy Construction, Lodging, Banking, Railroads, Textiles, Machinery & Equipment, Finance, Home Furnishings, Leasing Services, Rubber & Plastics

The Bargain Stock Monitor is one of three market statistics used as performance expectation analyzers for MCIM Portfolios.

It is developed from the Month End Value Stock Watchlist screening program and identifies Investment Grade Value Stocks trading at least 15% below their 52-week high. 

Candidates must also meet the price selection criteria outlined in The Brainwashing Of The American Investor.

The "15% down" break-point allows you to keep your eye on "Bull Pen" items. 

The fewer IGVSI equities at bargain prices, the stronger the market as "Smart Cash"  accumulates in the equity bucket of your portfolio. As the list of bargain stocks grows (indicating market weakness), portfolio "Smart Cash" should be finding its way back into underpriced opportunities.

You should be using market upward volatility to capture all reasonable profits, particularly on high-priced issues

Opportunities to put "Smart Cash" back to work shrunk in October, particularly in the energy sector, but this five month pause from new all time highs is mostly a function of lower oil prices world wide... a major correction is still out there.

ACTION ALERT: Continue to increase yields and reduce cost basis in the "income bucket", where prices had their best month in years... but remain well below 2012 levels. Taxable and tax "equivalent' yields remain around 8%.

What's that all about? Check your copy of "Brainwashing" or contact Steve at the number provided below.

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Market Cycle Investment Management
3912 Betsy Kerrison Pkwy
Johns Island, SC 29455
Phone (800) 245-0494 • Fax (843) 243-8509
Contact Steve directly for additional information: 800-245-0494

Please read this disclaimer:
Steve Selengut is registered as an investment adviser representative. His assessments and opinions are purely his own. None of the information presented here should be construed as an endorsement of any business entity; the information is only intended to be educational and thought provoking.

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The Mentoring Program is FREE, and includes:

  • The "Road To Success" Investment Training Program (minimum of 3 sessions)
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The mentoring program is no longer private --- at least six people (all "Brainwashing" book owners) must attend each meeting.

Note:  Headsets will make the experience much more productive.


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Please read this disclaimer:
Steve Selengut is registered as an investment advisor representative. His assessments and opinions are purely his own and do not represent the views of any other entity. None of his commentary is or should be considered either investment advice or a solicitation of business. Anyone seeking individualized investment advice should contact a qualified investment adviser. None of the information presented in this article is intended to be or should be construed as an endorsement of any entity or organization. The reader should not assume that any strategies, or investments mentioned are any more than illustrations --- they are never recommendations, and others will most certainly disagree with the thoughts presented in the article.