KDelta Stock Portfolio Update: Oil Inflation Leading Stocks Higher

2016 YTD KDelta P/(L) = +0.84%   vs SP 500 Index = +2.96%%

Junk Bond divergence Sell indication a few weeks ago provided a nice 2% market correction, but with Oil back above $40 the negative divergence was erased – supporting higher stock values. Rising Oil continues to be the key for rising stocks.

With the extremely predictable failure of Doha OPEc meeting to freeze production Oil and stocks may pull back over the near term. The market needs to digest Saudi jawboning about potential to increase supplies to protect market share from its arch enemy, Iran. Iran has long ago telegraphed that it will boost production to 4 Million barrels a day over the next year – its pre-sanction level. They will have great difficulty finding ships to even transport this new production, but this verbal battle could still depress Oil prices near term and along with it – US stock prices.

Exec – Spec

2016 KDELTA Stocks  portfolio update                  04-19-16

2016 YTD KDelta P/(L) = +0.84%   vs SP 500 Index = +2.96%%

Each position= 5% portfolio unless specified

Pending trade order (Buy Stops entries unless specified)

Stock:     Buy Stop:                      Exit price:Projected gain      P/L Stop post entry

Buy CL 71.57                                    77.48    8.25%                      68.58

Buy FSLR 74.86                                91.50   22.2%                     71.86 Cancel trade!

Buy LRCX 85.71                               99.48   16.0%                      82.27

Buy MDT 79.46                                83.44   5.0%                        77.30nonmember

 

Closed Positions 2016:

.                                                                                                        P/(L) % to

.                                                                                                        Portfolio at

Entry                                                Exit                Profit/loss    5%/trade

04-07-16 Buy AU 14.32              04-11-16 15.48      8.1%           0.405

03-28-16 Buy MMC 60.23          04-07-16  60.23     0                 0

04-01-16 Buy GS 158.91             04-05-16  155.00  (2.45%)     (0.12)

April results = 0.285%     YTD = +1.245%

02-16-16 Buy PNRA 200.55       03-03-16  214.9     7.15%         0.36

March results = 0.3575    YTD = +0.96%

02-23-16 Buy HIMX 9                  02-24-1    8.59      (4.5%)         (0.227)

02-16-16 Buy USAT 3.80             02-23-16  3.88       2.1%           0.105

02-19-16 Buy HON 107.42          02-23-16  104.31 (2.9%)         (0.14)

02-16-16 Buy ORBC 7.88             02-18-16  8.20       4.1%          0.205

02-03-16 Buy AEM 30.70            02-08-16  34.4       12.3%          0.615

02-02-16 Buy ACC 42.00             02-08-16  42.40     0.94%          0.047

February results = +0.832%   YTD= +0.605%

January results   = 0

 

{Results 2014=+10%; 2015=-1% vs SP 500 Index –(1%)}

 

 

Disclaimer and Notice:  This report may contain information on investments that are high risk and have substantial risk of principal loss.  It is for informational purposes only. Statements in this communication are not statements of fact are merely opinions or forward looking statements from a potentially biased source(s) that involve known and unknown risks, uncertainties and other factors that could cause actual future results to differ materially from any prior or projected results. Statements in this communication may be inaccurate and/or unsuitable for you.  You must perform your own due diligence.  Your investment decisions should always be made based on your specific financial needs, suitability, objectives, goals, time horizon and risk tolerance.  Any decision is at your sole discretion and at your sole risk.  You are advised to consult with your individual investment and tax professionals before making any investment.  Past performance is no guarantee of future results.

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