Peaceful Gains Newsletters » PJP

Broad uptrend in stocks continues

Alex — Sun, 25 Apr 2010 18:06:43 +0000

We’re recommending a few funds this week, including international funds, financials, real estate, and semiconductors. The uptrend in financials appears the strongest though it is relatively new. Pharmaceuticals, which we recommended last week, are still in an relatively low-risk uptrend, but the expected return for our new recommendations is higher. Bonds, particularly government bonds, are doing poorly. (follow: facebook, twitter, identi.ca, rss.)

Pharmaceuticals

Alex — Mon, 19 Apr 2010 02:26:36 +0000

We’re switching into pharmaceuticals this week. Other funds that are performing well include biotech and corporate bonds. (follow: facebook, twitter, identi.ca, rss.)

Staying in Technology Multimedia Networking

Alex — Sun, 04 Apr 2010 17:35:58 +0000

A relatively minor adjustment this week. We’re still largely in the Technology Multimedia Networking fund, which we’ve been in for the past four weeks. Pharma, biotech, and Malaysia are among the other funds that are doing well.

Technology Multimedia Networking strengthening

Alex — Sun, 28 Mar 2010 15:19:33 +0000

As the Technology Multimedia Networking fund, which we’ve been in for the past three weeks, continues to gain, we are shifting even more money into it. There do not appear to be any major changes in the markets. Pharma and biotech are still among the other sectors that appear to be doing well, but we are still not touching them because of the possibility that they are overbought.

Staying with networking and semiconductor

Alex — Sun, 21 Mar 2010 21:13:10 +0000

No major changes in the markets over the past two weeks. In fact, we continue to recommend networking and semiconductor sectors in the same proportions as we did last week. Other sectors that are doing well include pharma, biotech, and insurance. In our Conservative allocation, we’re getting back into utilities, which remain relatively safe.

Networking and semiconductor stocks continue to do well

Alex — Sun, 14 Mar 2010 21:17:51 +0000

Since networking and semiconductor stocks, which we recommended last week, continue to do well, we are recommending them again. Semiconductors are still in danger of being overbought, as are other sectors that are performing well, such as pharmaceuticals and biotech.

A little real estate and pharma

Alex — Sun, 31 Jan 2010 17:04:42 +0000

Stocks have been sliding relentlessly since January 20. While we are adjusting our position to over 90 percent cash, we do believe that there is still some near-term growth potential for stocks, especially in certain sectors. Real estate, pharmaceuticals, and large-cap stocks look particularly good.