Round Table (January 2016)

Our Round Table is a complimentary webcast — generally offered on the last Tuesday of the month at 8:30 PM ET.

What: Round Table Discussion of Favorite Stock Study Ideas

When: Tuesday, January 26 at 8:30 PM ET

Where: Online. Register via https://attendee.gotowebinar.com/register/5665135077720983042

Who: Cy Lynch, Ken Kavula, Hugh McManus, Mark Robertson and The Audience

Why: Because we like to share ideas for successful investing. The selections made by Round Table participants have beaten the market over the last five years with a relative return of approximately +3.0%

Stocks Likely To Be Featured

  • Favorites from January Sweet 16
  • Biogen IDEC (BIIB)
  • Conoco Phillips (COP)
  • Hibbett Sporting Goods (HIBB)
  • TBD

The session (webcast) is FREE. Please invite your friends and family to attend.

If you’d like to be added to an email reminder list for this and all future (monthly) Round Tables, send a request to nkavula1@comcast.net

Sweet 16 (January 2016)

Sweet 16 20160125

$100/bbl On The Wall, $100/Barrel

Take one down, pass it around …

Here’s a 20-year look at the price of crude oil ($WTIC).

$100/barrel will be back before most people expect — perhaps in the 2018-2020 range. Unless somebody propagates a successful and sustained fusion reaction in their garage.

It is interesting that the slope of the long-term trend following the Great Recession resembles what we’re seeing for top-line growth from all companies, collectively.

 wtic  100 2019 2020

Value Line Low Total Return Screen (6/7/2013)

Companies of Interest

All things considered (e.g. return forecast, quality, sentiment, momentum) Total (TOT) still ranks as a favorite among this group of study candidates. S&P agrees, checking in with a fair value of $51.40 and a “buy” rating. Stockcharts.com yields a “bullish” point-and-figure rating with +42.4% price pressure. There is modest potential for P/E expansion and neutral with respect to margin enhancement.

Materially Stronger: American Vanguard (AVD), Conoco Phillips (COP), Ferro (FOE)

Materially Weaker: Walter Energy (WLT), Suncor Energy (SU), Kronos Worldwide (KRO), SBA Communications (SBAC), Viasat (VSAT)

Market Barometers

The median Value Line low total return forecast (VLLTR) is now 6.4%, down from 6.5% last week.