Steve Cook on Disciplined Investing

Steve's commentary on current events and trends affecting today's market.

Steve Cook on Disciplined Investing

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The Closing Bell-11/22/08

Next week is a holiday week. I have to travel 2 days to get my father bring him to our home and take him back. In addition, more family is coming; and I will be doing most of the cooking. I will be staying abreast of the Market; if comments are needed...

Published 11-22-2008 10:30 AM by Steve Cook
Now what do we do?

Economics This Week’s Data Weekly jobless claims rose 27,000 versus estimates of a decline of 11,000. October leading economic indicators declined .8% versus expectations of a decrease of .6% and an increase of .3% in September. The November Philadelphia...

Published 11-21-2008 8:26 AM by Steve Cook
Yesterday was ugly, so is the Open; Patience for the moment

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Published 11-20-2008 8:30 AM by Steve Cook

Filed under: auto bailout
I'm doing a little house cleaning

Economics This Week’s Data The International Council of Shopping Centers reported weekly sales of major retailers up.3% versus the prior week but fell .9% on a year over year basis; Redbook Research reported month to date retail chain store sales...

Published 11-19-2008 8:29 AM by Steve Cook

Filed under: auto bailout, PPI, housing starts, CPI, market breadth
Sell some out of the money Puts

Economics This Week’s Data October industrial production rose 1.3% versus expectations of a .4% increase (.9% better); however, the September figure was revised from -2.8% to -3.7% (.9% worse). October capacity utilization came in at 76.4 versus...

Published 11-18-2008 8:20 AM by Steve Cook

Filed under: afghanistan, auto bailout
Morning Call-11/17/08

Economics This Week’s Data Other The folly of fiscal stimulus: http://www.realclearmarkets.com/articles/2008/11/nouriel_roubini_and_the_folly.html A remedy for the auto industry (to which I would add--fire management): http://www.washingtonpost...

Published 11-17-2008 8:12 AM by Steve Cook

Filed under: retail sales, auto industry, personal bankruptcies
The Closing Bell-11/15/08

The Closing Bell 11/15/08 Statistical Summary Current Economic Forecast 2007 Real Growth in Gross Domestic Product: 2.0- 2.5% Inflation: 2 - 2.5 % Growth in Corporate Profits: 6-8% 2008 (revised-again) Real Growth in Gross Domestic Product (GDP): -1.0...

Published 11-15-2008 9:43 AM by Steve Cook
Another 200 points up and we start taking profits

Economics This Week’s Data October retail sales were reported down 2.8% versus estimates of a 2.4% decline. http://calculatedrisk.blogspot.com/2008/11/retail-sales-collapse-in-october.html Other protectionism (Free trade is a major positive for...

Published 11-14-2008 8:20 AM by Steve Cook

Filed under: credit crisis, retail sales, protectionism
Another test seems to be on the way

Economics This Week’s Data The International Council of Shopping Centers reported weekly sales of major retailers down 1% versus the prior week and up only .4% versus the comparable period in 2007. International trade heads lower: http://econompicdata...

Published 11-13-2008 8:32 AM by Steve Cook

Filed under: jobless claims, trade balance, test of the lows, Henry Paulson
The Morning Call-11/10/08

Economics This Week’s Data China passes a stimulus package: http://econompicdata.blogspot.com/2008/11/china-gets-on-stimulus-train.html Other A profile of America’s ‘poor’: http://mjperry.blogspot.com/2008/11/how-poor-are-americas...

Published 11-10-2008 7:56 AM by Steve Cook

Filed under: commerical real estate market, UAW wages, China, gold, non farm payrolls
The Closing Bell-11/8/08

Note: I will be traveling Tuesday and Wednesday next week. It will still allow me to produce a Morning Call each day; but they will be abbreviated. Statistical Summary Current Economic Forecast 2007 Real Growth in Gross Domestic Product: 2.0- 2.5% Inflation...

Published 11-08-2008 10:14 AM by Steve Cook
Time to Buy carefully

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Published 11-07-2008 8:24 AM by Steve Cook

Filed under: retail sales, jobless claims, Obama
Now focus on where and what to buy

Economics This Week’s Data Weekly mortgage applications fell 14%--really disappointing after some tentative signs of improvement in the housing market. The Institute for Supply Management reported its October nonmanufacturing index at 44.4 versus...

Published 11-06-2008 8:19 AM by Steve Cook

Filed under: stock performance after elections
I am treating yesterday's Market action as a gift

Economics This Week’s Data September factory orders dropped 2.5% versus expectations of a .5% decline and August’s -4.0% report. The International Council of Shopping Centers reported weekly sales of major retailers up .6% versus the prior...

Published 11-05-2008 8:26 AM by Steve Cook

Filed under: credit crisis, Libor
Patience is still a virtue

Economics This Week’s Data September construction spending fell .3% versus expectations of a .8% decline; however, the July and August reports were revised down. The Institute for Supply Management reported its October manufacturing index at 38...

Published 11-04-2008 8:17 AM by Steve Cook

Filed under: auto sales, ISM, costruction spending, S&P earnings, capital gains tax

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Steve Cook on Disciplined Investing

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The Closing Bell-11/22/08

Now what do we do?

Yesterday was ugly, so is the Open; Patience for the moment

I'm doing a little house cleaning

Sell some out of the money Puts

Morning Call-11/17/08

The Closing Bell-11/15/08

Another 200 points up and we start taking profits

Another test seems to be on the way

The Morning Call-11/10/08

The Closing Bell-11/8/08

Time to Buy carefully

Now focus on where and what to buy

I am treating yesterday's Market action as a gift

Patience is still a virtue