long beach ibd meetup - november 2010

November 2010

1

Agenda• Market Update

• Leadership Stocks

• Investment Ideas

• Your Charts

• Buy or Bye Bye

2

NASDAQ

3

S&P 500

4

The big Picture

5

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

6

Sector Strength• Tech still dominating• Commodity related

strong (mining, oil, coal, fert’s, farming, food)

• Solar moving up

7

Be careful!

8

DBC (Powershares DB Commodity index)

9

Moo (Market vectors Agribusiness)

10

GLD (Gold Daily Chart)

11

Gold Weekly

12

SLV (iShares Silver Trust)

13

AAPL (Apple Inc)

14

Goog (Google)

15

Slw (silver Wheaton)

• Recovered from 10/19 sell off

• 11/3 action positive

• Tends to hold 20 day SMA

16

OPEN (open table)

17

NFLX (Netflix) – buy or bye bye?

18

NFLX (Netflix) – buy Arguments

19

NFLX (Netflix) – bye bye arguments

20

Bidu (Baidu) – buy or bye bye?

21

Bidu (Baidu) – buy Arguments

• Cousin to Google

22

Bidu (Baidu) – bye bye arguments

23