Jackson Hole

Colonel Bogey March

http://www.forbes.com/sites/steveschaefer/2011/08/25/all-eyes-on-bernanke-as-fed-chief-hits-jackson-hole/

Asses visiting a hole,



will try to help B.H.O...





But the deep hole, dug by a mole,






is pitch dark, and dirty as coal.

Lonnie Courtney Clay

Stop Imports!

http://www.bloomberg.com/news/2011-08-25/dollar-decline-proves-boon-to-u-s-economy-as-presaged-by-martin-feldstein.html

http://www.youtube.com/watch?v=XZhWQqinZmk

Colonel Bogey March

Barack is playing with his balls.

 
When greeting other folks he falls.










The teleprompter's best friends to him.


So pack that up and go off to gym...

Jackson Hole in one? Fore!

http://www.examiner.com/conservative-in-national/obama-s-approval-rating-by-rasmussen-is-his-lowest-ever

http://www.youtube.com/watch?v=XZhWQqinZmk

colonel bogey march

B. O.'s polls are in free fall

http://www.upi.com/Top_News/US/2011/08/18/Satisfaction-with-US-condition-at-11/UPI-32051313683178/?spt=hs&or=tn

We can't be less pleased at all.

http://www.aei.org/outlook/101073

The economy is still quite grim

http://www.foxnews.com/politics/2011/08/24/bernanke-feels-squeeze-as-economy-falters/

I bet B. O. will blame it on him.

Self Explanatory

Liberty and Justice goodbye kiss








Tax Wealth, not economic activity...

Blarney Part 4 - Before God

This summary is not available. Please click here to view the post.

Flashback to 10/29/09

From Google group "Lonnie Courtney Clay" thread "What I found worth posting today"
https://groups.google.com/forum/?hl=en#!topic/lonnie-courtney-clay/cJ-5h1SMNMI

In the dynamic turmoil of this week's market, you might find the performance of these stocks to be enlightening. I am not even going to take the time to check them as of today. This old post should give you a feel for the sort of metric which I would use if I had a couple of trillion dollars to invest.

Of course stocks are just a single part of an investment strategist's arsenal. The key to successful investment of large sums is ROTATION. A balanced portfolio includes stocks, commodities, futures contracts, real estate, precious and strategic metals, corporate and governmental bonds, cash (eek!)  and control of supply services just to name the heavy hitters.

companies with market cap > 3 billion &
which have annual revenue more or less market cap or greater,
net profit margin about or > 4%,
return on average equity about or > 10%

This list is the same as in the previous post. I added two numbers 
after each stock. The first is the market cap in billions. The second 
is the p/e ratio, with ---- if there was a loss rather than profit. 

basic materials - 17: 
http://www.google.com/finance?q=NYSE:PKX 33.80 /10.03 
http://www.google.com/finance?q=NYSE:DD 29.80 /44.56 
http://www.google.com/finance?q=NYSE:DOW 28.88 /---- 
http://www.google.com/finance?q=NYSE:PPG 9.75 /36.50 
http://www.google.com/finance?q=NYSE:AGU 7.70/ 9.68 
http://www.google.com/finance?q=NYSE:OI 5.56 /147.46 
http://www.google.com/finance?q=NYSE:BLL 4.75 /14.20 
http://www.google.com/finance?q=NYSE:CCK 4.26 /17.98 
http://www.google.com/finance?q=NYSE:CE 4.06 /13.95 
http://www.google.com/finance?q=NYSE:EMN 4.03 / 24.49 
http://www.google.com/finance?q=NYSE:AVY 3.84 / ---- 
http://www.google.com/finance?q=NYSE:ARG 3.77 / 15.54 
http://www.google.com/finance?q=NYSE:FMC 3.83 / 13.79 
http://www.google.com/finance?q=NYSE:SEE 3.16 / 16.08 
http://www.google.com/finance?q=NYSE:TRA 3.27 / 10.26 
http://www.google.com/finance?q=NYSE:PTV 3.10 / 9.50 
http://www.google.com/finance?q=NASDAQ:STLD 3.00 / ---- 

capital goods -16 : 
http://www.google.com/finance?q=NYSE:UTX 59.61 / 15.15 
http://www.google.com/finance?q=NYSE:CAT 35.52 / 26.76 
http://www.google.com/finance?q=NYSE:HON 28.39 / 12.82 
http://www.google.com/finance?q=NYSE:LMT 26.46 / 9.05 
http://www.google.com/finance?q=NYSE:GD 24.56 / 10.20 
http://www.google.com/finance?q=NYSE:DE 20.09 / 14.01 
http://www.google.com/finance?q=NYSE:RTN 17.86 / 9.94 
http://www.google.com/finance?q=NYSE:NOC 15.87 / ---- 
http://www.google.com/finance?q=NYSE:ITT 9.92 / 12.95 
http://www.google.com/finance?q=NYSE:LLL 8.58 / 9.53 
http://www.google.com/finance?q=NYSE:DOV 7.22 16.45 
http://www.google.com/finance?q=NYSE:GWW 7.11 16.69 
http://www.google.com/finance?q=NYSE:GR 6.92 / 11.22 
http://www.google.com/finance?q=NYSE:ERJ 4.34 / 19.83 
http://www.google.com/finance?q=NASDAQ:FWLT 3.75 / 9.37 
http://www.google.com/finance?q=NYSE:URS 3.38 / 11.70 

conglomerates -1 : 
http://www.google.com/finance?q=NYSE:SI 82.91 / 28.31 

consumer cyclical -5 : 
http://www.google.com/finance?q=NYSE:VFC 7.98 / 15.65 
http://www.google.com/finance?q=NYSE:GPC 5.69 / 14.67 
http://www.google.com/finance?q=NYSE:HAS 3.85 / 13.70 
http://www.google.com/finance?q=NYSE:SWK 3.63 / 20.67 
http://www.google.com/finance?q=NYSE:LEG 3.01 / 45.95 

consumer non-cyclical -10 : 
http://www.google.com/finance?q=NYSE:KFT 40.64 / 19.33 
http://www.google.com/finance?q=NYSE:CCH 9.70 / 31.56 
http://www.google.com/finance?q=NYSE:CCE 9.56 / ---- 
http://www.google.com/finance?q=NYSE:CAG 9.46 / 13.57 
http://www.google.com/finance?q=NYSE:PBG 8.21 / 34.52 
http://www.google.com/finance?q=NYSE:HRL 4.97 / 16.38 
http://www.google.com/finance?q=NYSE:MKC 4.59 / 17.40 
http://www.google.com/finance?q=NYSE:NWL 4.04 / ---- 
http://www.google.com/finance?q=NYSE:PAS 3.66 / 19.73 
http://www.google.com/finance?q=NYSE:STZ 3.59 / ---- 

Energy -9 : 
http://www.google.com/finance?q=NYSE:XOM 355.44 /12.02 
http://www.google.com/finance?q=NYSE:RDS.A 191.49 / 14.57 
http://www.google.com/finance?q=NYSE:BP 182.19 / 20.67 
http://www.google.com/finance?q=NYSE:TOT 146.64 / 14.12 
http://www.google.com/finance?q=NYSE:ENB 14.60 / 10.25 
http://www.google.com/finance?q=NYSE:EPD 13.31 / 18.79 
http://www.google.com/finance?q=NYSE:EEP 5.41 / 13.28 
http://www.google.com/finance?q=NYSE:MDR 5.37 / 18.12 
http://www.google.com/finance?q=NYSE:SHI 2.94 / ---- 

Financial -11 : 
http://www.google.com/finance?q=NYSE:AZSEY 54.86 / 13.96 
http://www.google.com/finance?q=NYSE:UNH 30.77 / 8.74 
http://www.google.com/finance?q=NYSE:WLP 21.77 / 9.95 
http://www.google.com/finance?q=NYSE:PFG 8.53 / 21.13 
http://www.google.com/finance?q=NYSE:CI 7.83 / 13.17 
http://www.google.com/finance?q=NYSE:UNM 7.02 12.11 
http://www.google.com/finance?q=NYSE:FFH 6.42 / 6.26 
http://www.google.com/finance?q=NYSE:AIZ 3.64 / 10.59 
http://www.google.com/finance?q=NYSE:TMK 3.58 / 9.34 
http://www.google.com/finance?q=NYSE:RGA 3.48 / 11.25 
http://www.google.com/finance?q=NYSE:TRH 3.36 / 40.34 

Healthcare -4 : 
http://www.google.com/finance?q=NYSE:DVA 5.58 / 14.23 
http://www.google.com/finance?q=NASDAQ:HSIC 4.80 / 18.50 
http://www.google.com/finance?q=NASDAQ:PDCO 3.21 / 15.64 
http://www.google.com/finance?q=NYSE:UHS 2.98 / 13.36 

Services -21 : 
http://www.google.com/finance?q=NYSE:VZ 85.34 / 15.41 
http://www.google.com/finance?q=NYSE:FTE 64.67 / 11.63 
http://www.google.com/finance?q=NYSE:HD 44.17 / 18.36 
http://www.google.com/finance?q=NYSE:TGT 37.24 / 17.84 
http://www.google.com/finance?q=NYSE:LOW 29.52 / 15.61 
http://www.google.com/finance?q=NYSE:TJX 16.30 / 17.10 
http://www.google.com/finance?q=NYSE:OMC 11.02 / 13.23 
http://www.google.com/finance?q=NYSE:PT 10.54 / 12.87 
http://www.google.com/finance?q=NYSE:TU 9.24 / 9.43 
http://www.google.com/finance?q=NYSE:JWN 6.98 / 21.43 
http://www.google.com/finance?q=NYSE:SHW 6.48 / 15.88 
http://www.google.com/finance?q=NYSE:HOT 5.69 / 27.19 
http://www.google.com/finance?q=NASDAQ:ROST 5.58 / 16.27 
http://www.google.com/finance?q=NYSE:KMX 4.59 / 31.25 
http://www.google.com/finance?q=NYSE:DRI 4.37 / 12.00 
http://www.google.com/finance?q=NASDAQ:DLTR 4.09 / 15.69 
http://www.google.com/finance?q=NYSE:BRP 3.79 / 7.46 
http://www.google.com/finance?q=NYSE:AAP 3.56 / 14.01 
http://www.google.com/finance?q=NYSE:NZT 3.54 / 12.01 
http://www.google.com/finance?q=NYSE:HEW 3.38 / 14.99 
http://www.google.com/finance?q=NYSE:USM 3.30 / 58.22 

Technology - 10: 
http://www.google.com/finance?q=NYSE:HPQ 114.64 / 16.28 
http://www.google.com/finance?q=NYSE:EMR 29.57 / 15.83 
http://www.google.com/finance?q=NYSE:ETN 10.26 / 31.12 
http://www.google.com/finance?q=NYSE:WDC 7.88 / 14.57 
http://www.google.com/finance?q=NYSE:CBE 6.65 / 17.01 
http://www.google.com/finance?q=NYSE:ACS 5.18 / 15.50 
http://www.google.com/finance?q=NYSE:PBI 5.17 / 12.71 
http://www.google.com/finance?q=NYSE:ENR 4.27 / 10.30 
http://www.google.com/finance?q=NYSE:SAI 3.85 / 15.41 
http://www.google.com/finance?q=NYSE:GIB 3.75 / 13.99 

Transportation -2 : 
http://www.google.com/finance?q=NYSE:UPS 54.58 / 33.40 
http://www.google.com/finance?q=NASDAQ:CHRW 9.51 / 26.55 

Utilities -11 : 
http://www.google.com/finance?q=NYSE:NGG 24.97 / 16.65 
http://www.google.com/finance?q=NYSE:AEP 14.68 / 10.85 
http://www.google.com/finance?q=NYSE:FE 13.52 / 10.16 
http://www.google.com/finance?q=NYSE:ENI 11.90 / 8.14 
http://www.google.com/finance?q=NYSE:AES 9.03 / 15.13 
http://www.google.com/finance?q=NYSE:NRG 6.40 / 4.16 
http://www.google.com/finance?q=NYSE:OKS 5.30 / 11.62 
http://www.google.com/finance?q=NYSE:CNP 4.91 / 12.73 
http://www.google.com/finance?q=NYSE:SCG 4.22 / 11.62 
http://www.google.com/finance?q=NYSE:OGE 3.37 / 13.24 
http://www.google.com/finance?q=NYSE:NST 3.34 / 13.51 

- hide quoted text -

Total of 122 companies met the criteria above. That is enough
diversity in my uneducated (and crazy) opinion.

Lonnie Courtney Clay Laughing Crazy Coot TARZAN Chic Logo Guy