Mars goes direct on the 20th of May

Things will turn around for stocks around May 20th 2014. Technology stocks are still getting a beating. Summer will be very good for the stock market. I would advise staying away from silver and gold for a while but palladium is good even now. Real estate stocks and REITs are doing ok as well it seems.

Correction- buy on weakness.

HZNP and FNMA are within the normal trading range. PLUG is below it. VPLM looks like an opportunity knocking. Everything has been going down for over a month- close to 2 months. Some stocks are nearly or at oversold. The REITs also look decent as well but they are not as lucrative but safer. Silver and gold still look sideways to bearish so I would avoid them for now unless you have none in your portfolio. Palladium is doing well and will continue. March and April were kind of rough but I think May will be better and the second half of the year will be the best. Plug had an offering as well as WMC and WMC has some  insider trades (buys).   I have FCEL, FNMA, PLUG, HZNP and VPLM.

March 24, 2014 Russia

The problems in Crimea will only temporarily effect the markets.  Do not invest heavily in silver and gold or buy it on margin. it is good to buy physical metals if you do not have any or feel you do not have enough but the prices will come back down. Accumulate silver between now and summer- it will start going up mid-summer. After the correction stocks will resume the bull run. I have HZNP, PLUG, FNMA, and AGNC. These will resume the bull cycle they started- if you do not have them now it may be a good time to get in now because they are down today.
   I hear talks of the return of a cold war or Armageddon between Russia and the West but no large event will happen this year- the markets will forget this happened by the end of April. The negative period will last until about mid April perhaps.

AGNC

REITs seem to have hit bottom and started going up. AGNC is outperforming and the ratings is a buy now. DX is less good but should do well too. Zacks rates AGNC a buy (2) and DX a hold. Accumulate physical silver and gold if you do not have any but it will continue to trade sideways or even negative until summer of 2014. it may be good to just wait to buy it too. Do not short or buy contracts. Stocks are very good for 2014- this is the last year and the best of years for stocks. I have HZNP, PLUG, FNMA, and AGNC. I had DX but it underperformed AGNC so I switched and am doing better now. AGNC is up 1.3% today despite the markets being down 1%. DX is up .62%.  Interest rates are down some which is helping REITs. AGNC will have earnings on Monday. Palladium should outperform silver and gold at least until summer. Stocks will be the best choice for 2014. All sectors except mining will do well this year. Real estate should outperform the market. We will never see a year like this again in our lives so take advantage of the opportunity while you can.

REITs have not done well lately and neither has silver and gold.  Interest rates seem to be the culprit.  Palladium is outperforming and is a better pick for now. Instead of AGNC I have DX. They both pay about the same dividend. DX is $ .27 and AGNC is $ .65. I do not recommend to much REIT stock or metals right now but it is 100% marginable.  I have FNMA, FCEL, HZNP, and SPF. GALE and FMCC would also be good but they are the same as what I have. 2014 will be the best year for stocks you will ever see, make the money while you can. Silver will be good to buy later, perhaps you can sell the FNMA when it hits $8 and put it into silver or SLVO. Perhaps silver and gold will hit bottom mid year 2014. Stocks and silver may go counter to each other but I would not short metals.  Stocks will hit record highs in 2014. I plan to open the tower in 2014 as well. http://necedah.blogspot.com/

REITs and VPLM

First here is a report on VPLM:   http://voip-pal.com/VoIP_Pal_Whitepaper.pdf
VPLM has some patents that may attract some attention and be worth a lot of money. If nothing else they may be able to sell the patents.

The Federal Government will continue buying mortgage backed securities so interest rates should stop going up so much. I think AGNC will declare $1.05 this coming Friday afternoon after close. ARR lowered the dividend but AGNC has extra money from better quarters so I think AGNC will retain the latest dividend. Book value should be ok now and even recover.  FNMA and PLUG are good plays on the stock market.

Metals and dividend stock

Safe to get back into silver, gold and REIT stocks. GGN and other gold stocks are also a very good buy. GGN and many REITs are at 2009 levels; you will get decent dividends plus a rise in share price at todays levels.07-10-2013 9:36pm