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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

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2012 Investment Outlook – Ken Wood

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  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 2012 Gold – GLD Real Estate – DLR - 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)

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