June 1, 2006 at 8:34 AM #6651
I’ve been a subscriber of the Zeal newsletter for a year now.. and have reccomended to a few people here while trying to refrain from being too spammy. From reading alot of the posts, it sounds like a few people also subscribed or have taken to it. I wanted to start a thread to talk about this months newsletter from Zeal that will probably be coming out today or tomorrow.
I’m excited to see what Zeal covers this month.. because, while alot of people think the market is bad shape.. they will probably come in with a slightly bullish opinion.. remember they are ‘contrarian investors’. I also have no idea, but I get excited about reading their newsletter.. especially when it comes out after a strong decline/selloff.
Anyone who hasn’t heard of Zeal, but is interested, the URL is: http://www.ZealLLC.com Lots of free content.. some pretty amazing writers.June 1, 2006 at 8:44 AM #26070
Right when I hit submit on this thread the newsletter came!
The 50,000ft view is.. talking about metals corrections, that its normal, things can’t always go straight up.. also talks about Corrections and how to determine a buying opportunity.
It appears they have also closed out alot of the mining positions that they have reccomended over the last few months.. PowaySeller, I own the same mining company that you do.. the one Zeal reccomended.. they close that position this month.
The final words in the newsletter are ‘Stay long in oil!’June 1, 2006 at 9:22 AM #260724plexownerParticipant
This week’s Zeal Speculator recommended positions in two small cap energy companies that are currently near their 200 day moving averages.
Even if you aren’t an investor/speculator, the free essays at http://www.zealllc.com are worth reading.
Adam Hamilton is THE MAN!June 2, 2006 at 4:23 PM #26119powaysellerParticipant
The lead mining company is still in their list for June. It sold off in May because it came down 15%, but they re-established their position. I made the mistake of not reading the last page, and bought it based on the writeup and didn’t see the stop loss. So I own it without a stop loss.
I am surprised the oil stocks they found are so cheap, less than P/E of 9. I am going to buy a few. Oil is not going to get much cheaper. It may go down short term, pick up for July 4 driving weekend, go down, etc, but long term trends are up.June 2, 2006 at 9:12 PM #26131
PS, I believe COP’s (Conocophillips) forward P/E is 6.. it’s pretty as close to a slam dunk as this stuff gets in my opinion.. I’ve loaded up on the November 60 calls and some other other energy option plays reccomended by Zeal.June 2, 2006 at 9:34 PM #26134powaysellerParticipant
anxvariety – I subscribe to the Zeal Intelligence (ZI), the monthly letter, and the stock you mention is covered in the Zeal Speculator, the weekly service. However, since all their recommendations are listed on the last page of ZI, I picked it out to buy. But first I needed to know what a Nov 60 call means.
The Zeal newsletter explains that gold moves with the price of the dollar in Phase 1, but on its own in Phase 2.
I read Chris J’s newsletter, and he has his really cool charts analyzing gold, the US$, inflation, and more. He writes that in early 2005, we had a dollar rally, and gold went up. So he found that the US$ doesn’t create fluctuations in the price of gold. He finds gold is more related to inflation. You’ll have to sign up for the newsletter to see this. Does this jive with Zeal? Zeal says in Phase 2 of the gold bull, the dollar and gold are not correlated, but can coincidentally move together. It seems these guys would make the same entry point into gold, just looking from a different angle. Zeal is waiting for a return to the 200dma, while Chris is waiting for all his technical signals to line up. My guess is that they will select the same entry point.
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