Work and life has been very busy for me the last couple of days and will continue to be for the next two weeks. However, I've made progress on the Consumer Discretionary Industry Investment Model as well as a Stock Market Investment Model. This weekend I will provide another update for the energy industry focused on breaking out rig count versus crude oil production for three groups: US, Canada, and rest of the world. This was suggested by Seeking Alpha user: Crudeoilpeak. If time permits I will publish some information about my Stock Market Investment Model. For the following week, I hope to release another blog entry on the consumer staples industry to highlight model results from updated data points. I'm also going to start a mailing list so subscribers can receive blog updates via email. At the moment, I don't have time to maintain a newsletter but I think readers/investors/fans will appreciate the convenience of being notified of new blog posts.
Below is my outstanding to-do-list in order of priority (I know...they keep changing and getting longer):
I will be time constrained for the next two weeks. Wish I could dedicate more time to thinning down my list.
Below is my outstanding to-do-list in order of priority (I know...they keep changing and getting longer):
- Start a mailing list
- Build the Stock Market Investment Model
- Finish building the Consumer Discretionary Industry Investment Model
- Investigate why the price estimate of my Energy Industry Investment Model is much lower than the Energy Select Sector SPDR ETF's (XLE) price. I'm looking for evidence to support my hypothesis that dividend investors are propping up energy industry stocks.
- Investigate why merchant wholesaler inventory levels affects consumer staples industry stocks. I suspect two reasons: higher merchant wholesaler inventory levels equate to higher profit margins for consumer staples retailers or inventory levels is a result of future sales expectations.
- Write an article about lessons I learned from Mohegan Sun casino.
I will be time constrained for the next two weeks. Wish I could dedicate more time to thinning down my list.