Wall St. Market Bell

@wsmarketbell

Flash Report 12/7/13

LT Holdings     Shares     AVS     Market Value     Dow

     + PAL          + 200    <1.04>           + 86           <66>

         4                500        2.01           1,006        16,020

fn 1: North Amern Palladium (PAL/NYSE), closed 12/6/2013 @ .39

Flash Report 11/9/13

LT Holdings     Shares     AVS     Market Value     Dow

   + GFIG          + 100      + .07          + 322          + 146

        3                 300        3.06            920          15,762

fn 1: GFI Group (GFIG/NYSE), closed 11/8/13 @ $3.39

fn 2: How many times have you heard investors complain “Wall Street doesn’t make any sense”?  Why are they surprised?  Maybe because after doing their due diligence the price plummets instead of going up?  The hard truth is, it doesn’t matter what system or method you use for your investment decisions, eventually the unexpected becomes reality.  Prices drop below calculated fundamental values.  Moving averages collapse.  Forecasts fail.  It happens all the time.  How do you respond when the Market appears irrational?  Do you feel fear or see opportunity?  To make cents, try not making sense.  Anticipate the Unexpected.

Flash Report 10/19/13

LT Holdings     Shares     AVS     Market Value     Dow

     + CIM           + 100     + .15           + 330         + 163

        2                  200      3.15              630         15,400

fn 1: “Beginning in the 1960’s, Fama showed that prices change so quickly and efficiently to reflect new information that investors can’t outperform markets in the short term.  …  Two decades later, Shiller reached a separate conclusion: that over the long run, markets can often be irrational, subject to booms and busts and the whims of human behavior.”  CBS/AP, “3 Americans win Nobel Prize in Economics” - Oct. 14, 2013; cbsnews.com

Flash Report 10/12/13

LT Holdings     Shares     AVS     Market Value     Dow

   <JOEZ>        <100>      +.84          <133>           +164

         1                100         3.00           300           15,237

fn 1: “If we have 10 people in a group, there are a maximum of 10 x 9/2 = 45 possible connections between them. If we increase the number of people to 1,000, the number of possible ties increases to 1,000 x 999/2 = 499,500. So, while the number of people has increased by a hundredfold (from 10 to 1,000), the number of possible ties (and hence this one measure of the system’s complexity) has increased more than ten-thousandfold.”  Nicholas A. Christakis, quoted by Don Peppers, “To Innovate, First Expand Your Mind” - Oct 12, 2013; linkedin.com

Flash Report 10/5/13

LT Holdings     Shares     AVS     Market Value     Dow

    <VTG>         <100>     <.35>         <320>         <185>

         2                200        2.16            433          15,073 

fn 1: “… all of us have the potential to be decisive or indecisive.”  Nick Tasler, “Just Make a Decision Already” - Oct. 4, 2013; hbr.org

Flash Report 9/28/13

LT Holdings     Shares     AVS     Market Value     Dow

  <TLAB>          <100>     +.07         <225>           <193>

        3                 300        2.51          753             15,258

fn 1: “We also structure our deals in phases, typically starting with pilot projects and moving gradually into more extensive and challenging levels, so that if we have misjudged the risk in a project we’ll catch it early and be able to step away before any real damage is done.”  Steven J. Thompson, “Getting Big Results from a Small Business Unit” - Sept. 27, 2013; hbr.org

Flash Report 9/21/13

LT Holdings     Shares     AVS     Market Value     Dow

    <VTG>         <100>      +.10          <195>            +75

         4                400        2.44            978          15,451

fn 1: “He wasn’t expected to put up a fight.  Despite standing 6’3” and possessing the sculpted muscles normally only seen in marble, the former Marine was considered an easy target.”  Jonathan Snowden, “One Punch: How Ken Norton Became a Boxing Legend in a Single Night” - Sept. 19, 2013; bleacherreport.com

fn 2: “Ken Norton is the best man I’ve ever fought”  Muhammad Ali, quoted by Tom Cushman; ibid.

Flash Report 9/14/13

LT Holdings     Shares     AVS     Market Value     ST Trades     YTD

  <ZNGA>        <100>     <.22>        <365>                +0             <365>

        5                500         2.34         1173                 +51            1224

fn 1:  “Numerous researchers now agree that 10,000 hours of such practice is the minimum necessary to achieve expertise in any complex domain.”  Tony Schwartz, “Six Keys to Being Excellent at Anything” - August 24, 2010; hbr.org

Flash Report 9/7/13

LT Holdings     Shares     AVS     Market Value     ST Trades     YTD

  <MTSN>        <100>      +.14         <158>                 +0           <158>

        6                 600        2.56          1538                  51            1589

fn 1:  “… reinterpret what’s come before to develop a line of sight into what comes next.”  Bill Taylor, “The More Things Change, the More Our Objections to Change Stay the Same” - Sept. 4, 2013; hbr.org

Flash Report 8/31/13

LT Holdings     Shares     AVS     Market Value     ST Trades     YTD

       +0                 +0        <.07>         <52>                  +0            <52>

        7                 700        2.42          1696                   51            1747

fn 1:  “Being upbeat is the key to life.”  David Frost, 1939-2013; brainyquote.com