Category: Articles

Leading Off… The case for a pullback this week

Tim Reazor Chief Investment Strategist NorAm Asset Management I follow something called the put/call ratio very closely.  This ratio measures the amount of puts being bought for every call.  Generally if the ratio is “high” more puts are being bought.  This signifies fear or bearishness in the markets.  If the ratio is “low” more calls are […]

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Consolidation Over Iraq

Dan Stewart CFA® President/Chief Investment Officer NorAm Asset Management The markets hit resistance yesterday over fears the Iraqi conflict.  President Obama has upped the ‘advisers’ (troops) to 300 to be deployed.  The insurgents are very near Baghdad and some important oil fields. The good news is that stocks recouped their midday losses finishing essentially flat. […]

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Leading Off…Finding you next winner

Tim Reazor Chief Investment Strategist NorAm Asset Management I want to talk to you this evening (I write my newsletter in the evenings and it is published the next morning) about your process for finding leading stocks.  I’m often asked what leads me purchase some stocks while passing on others.  It all comes down to my […]

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Leading Off…Back into Bonds?

With geo-political events taking center stage of late I was asked today if it’s time to get back into bonds.  Before we can make a decision we need to examine two charts. This first chart is of 30-year treasury futures.  What I’ve highlighted is the relationship between price and volume.  As you can see bonds […]

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Leading Off…What Stocks do I like?

Tim Reazor Chief Investment Strategist NorAm Asset Management You can’t be in everything.  You have a limited amount of investable funds.  So what do you focus on?  I say four or five of the highest quality stocks.  I define high quality as stocks that beat 98% of all stocks for fundamental and technical prowess. I’ll also […]

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Leading Off…Should you still LUV AAL?

Tim Reazor Chief Investment Strategist NorAm Asset Management I’m reaching into the NorAm Asset mailbag this evening (I pen this newsletter in the evenings – it is sent out early the next morning) to answer a question that many dear readers seem to have.  Should I sell my airline stocks?  Let’s focus on two highfliers (pun […]

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Leading Off…Has oil topped?

I think crude oil has plenty of room run.  It’s an opinion based on the charts.  I’ve drawn some lines of resistance on a daily chart of crude futures.  Even though I think crude can move all the way up to re-test the $111/$112 price level I want to see how crude behaves at resistance. […]

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Leading Off…BIDU is on the clock

Tim Reazor Chief Investment Strategist NorAm Asset Management The Chinese search engine Baidu (BIDU) is entering a buy range.  The stock, like others I’ve discussed lately such as United Rentals and Diamondback Energy, is in the upper 2% of the market fundamentally and technically.  BIDU also sports a surging relative strength line and a positive up/down […]

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