Discussion of current market conditions and investment ideas

1. November 2010
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2. Agenda• Market Update
• Leadership Stocks
• Investment Ideas
• Your Charts
• Buy or Bye Bye
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3. NASDAQ
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4. S&P 500
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5. The big Picture
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6. Commodities In Play• Second round of Fed QE
increases inflation risk
• QE2 to put downward
pressure on dollar
• Lower dollar put upward
pressure on commodities
prices
• Flooding in Thailand –
world’s 2nd
largest producer
• World cotton supplies
lowest in 15 yrs
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7. Sector Strength
• Tech still dominating
• Commodity related strong
(mining, oil, coal, fert’s,
farming, food)
• Solar moving up
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8. Be careful!
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9. DBC (Powershares DB Commodity
index)
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10. Moo (Market vectors Agribusiness)
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11. GLD (Gold Daily Chart)
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12. Gold Weekly
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13. SLV (iShares Silver Trust)
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14. AAPL (Apple Inc)
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15. Goog (Google)
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16. Slw (silver Wheaton)
• Recovered from
10/19 sell off
• 11/3 action positive
• Tends to hold 20 day
SMA
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17. OPEN (open table)
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18. NFLX (Netflix) – buy or bye bye?
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19. NFLX (Netflix) – buy Arguments
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20. NFLX (Netflix) – bye bye arguments
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21. Bidu (Baidu) – buy or bye bye?
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22. Bidu (Baidu) – buy Arguments
• Cousin to Google
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23. Bidu (Baidu) – bye bye arguments
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