NFTRH+

nftrh plus
NFTRH Interim Updates / NFTRH+

NFTRH+; A Gold Explorer/Developer In Consolidation

Dalradian Resources (DNA.TO/DRLDF) is a stock that had been previously recommended by Mark at IKN, but which fell out of favor after a bad financing deal last year.  I believe Mark recommended profit taking and moved on.  This is actually irksome to me as well and so I do not have the warm and fuzzies here.  Just trying to find laggards with good upside potential for patient holders.

(more…)

Comments Off on NFTRH+; A Gold Explorer/Developer In Consolidation
July 5, 2016
nftrh plus
NFTRH Interim Updates / NFTRH+

NFTRH+; Agriculture

[edit] Post was accidentally not password protected.  So be it…

Please pardon the NFTRH+ updates to the general subscriber base, but I consider everything going on this week macro related and relevant.  So these serve as regular updates as well.

(more…)

Comments Off on NFTRH+; Agriculture
June 24, 2016
nftrh plus
NFTRH+

NFTRH+; On the Lam (public)

On Monday we had NFTRH+ updates on a couple of prime Semi Equipment names, Applied Materials (AMAT) and Lam Research (LRCX).  This was a logical extension of the weekend report's…

Comments Off on NFTRH+; On the Lam (public)
June 23, 2016
nftrh plus
NFTRH Interim Updates / NFTRH+

NFTRH+; Emerging Markets ‘Income’

We have been talking about more dynamic items like the Semi equipment stocks lately, but here is another subject that may have a place in a well rounded portfolio.  The two global income funds I have used in the past are the Templeton funds GIM (Global income) and TEI (Emerging Markets income).  If the US dollar follows through on its currently bearish bias, these funds could not only provide a dividend, but also net asset value gains.

(more…)

Comments Off on NFTRH+; Emerging Markets ‘Income’
June 23, 2016
nftrh plus
NFTRH Interim Updates / NFTRH+

NFTRH+; LRCX

This is a stunning technical view of another Semi equipment company, Lam Research.  With all due caveats about a news-filled, roiled week in the markets, LRCX is making a move today that we can use for our macro theses of Semi Equipment bullishness, an early economic signal and just maybe, a cost-push inflation issue down the road.

The daily chart is breaking to a new high above the April high (which you will recall is our guideline for broad market indexes to trigger a bullish view).

(more…)

Comments Off on NFTRH+; LRCX
June 20, 2016
nftrh plus
NFTRH Interim Updates / NFTRH+

NFTRH+; AMAT

A semi ‘+’ update (pun completely unintended) on Applied Materials being sent to all subscribers (as opposed to email opt-ins) due to our macro theme developing in the Semi Equipment sector.

With the disclaimer that this is a noisy week and I do not trust the broad market’s short-term price signals, I want to stick 100% with the technicals on the Semi Equipment sector to go with the current bullish (fundamental) forward view.  As such, here is AMAT, a headline equipment company which, you may recall, issued a stellar quarterly release several weeks ago that we combined with early Book-to-Bill signals to begin developing our view.

(more…)

Comments Off on NFTRH+; AMAT
June 20, 2016
nftrh plus
NFTRH Interim Updates / NFTRH+

NFTRH+; India (INDY)

We have been noting that India stands out as an investment destination in a mainly bearish global picture and due to the daily chart pullback on INDY, I thought I’d take a closer look.  This ‘+’ update is sent to the entire list because of its relevance to ongoing information in weekly reports.

(more…)

Comments Off on NFTRH+; India (INDY)
June 15, 2016
nftrh plus
NFTRH Interim Updates / NFTRH+

NFTRH+; Yet Another Medical Device Co.

We have been following the IHI Medical Device ETF for a long while now, as it acted as a bullish guide for the bearish broader markets.  It was originally highlighted due to the bullish IHI chart and due to the sector’s tendency, per my experience in Medical Device/Equipment manufacturing, to maintain steady business during periods of economic weakness.

(more…)

Comments Off on NFTRH+; Yet Another Medical Device Co.
June 8, 2016
nftrh plus
NFTRH+

NFTRH+; Medtronic, Another Patience Play

We are all learning all the time.  One ongoing lesson for me is to remind myself that sometimes patience is best.  Medtronic (MDT) was highlighted at the site on April…

Comments Off on NFTRH+; Medtronic, Another Patience Play
June 2, 2016
nftrh plus
NFTRH+

NFTRH+; Faro Flags 1 & 2

I am doing more NFTRH+ highlights in the weekend report as opposed to in-week at the site.  That way people can research the stocks in question at their own leisure. …

Comments Off on NFTRH+; Faro Flags 1 & 2
June 2, 2016
nftrh plus
NFTRH Interim Updates / NFTRH+

NFTRH+; Klondex Pullback Buy Opp. Level

Klondex is one that I have considered a quality miner to this point, but it is getting hit on its quarterly loss of .01/share today.  Here is a roundup of the results and outlook.  Please do your DD if interested.

As for the technicals for those interested, it is pretty cut and dry, with lateral support, the 50 day moving averages and a channel line coming into play in the 3.00 to 3.20 area.

(more…)

Comments Off on NFTRH+; Klondex Pullback Buy Opp. Level
May 11, 2016
nftrh plus
NFTRH Interim Updates / NFTRH+

NFTRH+; FLIR

Another company with which I had (indirect) dealings in the old days.  I became aware of FLIR (Homepage) when my company made optical components (for a optical subcontractor) for night vision goggles that FLIR supplied to the military back in the early 1990’s.  FLIR is an infrared and thermal imaging systems supplier to a diversified end user base, by industry and by global region.  As always when spotlighting an individual company, your personal due diligence is recommended.

(more…)

Comments Off on NFTRH+; FLIR
April 28, 2016
nftrh plus
NFTRH Interim Updates / NFTRH+

NFTRH+; Another Medical Device Co.

Ref. the previous post on BSX (a former NFTRH+ highight) and the recent breakout we have noted in the Medical Device ETF, IHI.  Medtronic (MDT) is a competitor to Boston Scientific over part of its product line (stents).  Please feel free to do funda research on the company if interested.  As to the chart…

(more…)

Comments Off on NFTRH+; Another Medical Device Co.
April 27, 2016