1 / 2

2012 Investment Outlook – Ken Wood

2012 Investment Outlook – Ken Wood. Dick Stoken “Strategic Investment Timing” Methodology Uses: Inflation rate, Long term bonds and T Bill Rates, Presidential Cycle and Dow Industrials for triggers. Gave Stock Sell Signal mid March 2011 – Wholesale Price Index above 5 % - DJ 30 @ 12220

curry
Download Presentation

2012 Investment Outlook – Ken Wood

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. 2012 Investment Outlook – Ken Wood • Dick Stoken “Strategic Investment Timing” Methodology Uses: Inflation rate, Long term bonds and T Bill Rates, Presidential Cycle and Dow Industrials for triggers. • Gave Stock Sell Signal mid March 2011 – Wholesale Price Index above 5 % - DJ 30 @ 12220 • Low Interest Rates Still Produces a Favorable Investment Climate for Inflation Hedges like Gold and Real Estate • Business Cycle is mid cycle – Normally time for big cap cyclical growth stocks BUT Stocks are Sell until inflation moderates • Presidential Cycle Ending January 31, 2012 – Not Favorable for Stocks • There may be a short term tradeable rally in 1st half 2012 if Fed responds to pressure to do another “quantitative easing” – that is print $$$ - bad in long term

  2. Specific Recommendations 1st H 2013 Gold – GLD Real Estate – DRL - Digital Realty Trust (leases data centers) Electric Utilities – SO – Southern Co. Stable Dividend Secure Defensive – PM – Phillip Morris International – Speculative – EWY – South Korea Index Inflation Protected Bonds – FINPX – Fidelity Inflation Protected index fund Intermediate Bond Fund (instead of money market for cash)

More Related