What is the figure - Iex.nl

Although I finally sat outside on Sunday and now June, I finally see when it gets dark the beetles on the light coming. But it has so far all but warm and nothing reminiscent of spring.

Thus we have snow in the Pyrenees which snow pistes are open and a flood in Germany, where it was a kind of autumn. Now the world has become even more global but my old masters taught me that many stocks also have high correlation with the weather.

There is a row usual suspect to think. One is Heineken. Now I do not know if the weather is the cause but we have technically sell signals.

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In the good old days it was as if there was less ice sold, Unilever went down. Margins were removed from the expensive ice-types. Again that the rules still go? I do not know but I sell signals from the graph.

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in neither funds positions. But I consider a short to build.

class=”c19″ src=”http://img.iex.nl/content/2013/columns/FvD_0306_Unilever.gif”

Just zoom in and then I see the sales in the Twin on indicator.

class=”c19″ src=”http://img.iex.nl/content/2013/columns/FvD_0306_Unileverkort.gif”

Ahold? Tuesday Ahold comes with numbers, the expectations are not very positive. but also Ahold in my opinion benefit from good weather. Now I’m a fan of the BBQ. I am normally at least four times a week at the barbecue with family and friends.

But because it was too cold this year not once. So less revenue for my local Appie, no overdose meat and the like. Also there is no football this summer or other major sporting events where we can meet.

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Officially there is no sell signal but I think the price increased hard.

class=”c19″ src=”http://img.iex.nl/content/2013/columns/FvD_0306_Ahold.gif”

Besides the weather is too inclement economic climate. This should have effects on financial stocks and real estate. In the weekend newspapers said that there are too many stores and too many offices. Real estate I also stay away.

Financial stocks are very special because they are helped by the government. I have again taken long positions in financial stocks themselves. Well, I said goodbye to Goldman with a nice scoop me out again. The price bumped to the top against the trend channel.

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Facebook is after a rather short signal quite sunk if they can consider a long position. above the 25.17 close I myself have no positions.

class=”c19″ src=”http://img.iex.nl/content/2013/columns/FvD_0306_Facebook.gif”

Google is still waiting for an official sell signal. Officially under the dollar 856.26 I have no turbo short myself, but can not wait.

class=”c19″ src=”http://img.iex.nl/content/2013/columns/FvD_0306_Google.gif”

Apple I just do not position. Although we officially have expected a buy signal no particular news in which I should.

now

class=”c19″ src=”http://img.iex.nl/content/2013/columns/FvD_0306_Apple.gif”

There are strikes in Germany. Although officially both technically and fundamentally no sell signals in Amazon.com I feel more than fine with a short position in this stock.

class=”c19″ src=”http://img.iex.nl/content/2013/columns/FvD_0306_Amazon.gif”

Blackberry (Research in Motion) has given a sell signal. I myself as a position.

class=”c19″ src=”http://img.iex.nl/content/2013/columns/FvD_0306_BB.gif”

On balance, I am very careful for the next few weeks and continue to unpleasant to preach that you should have under your long positions. protection The weather has not helped retailers and consumers get.

in progress

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Frank van Dongen is pseudonym of asset management, brokerage and fund manager Cees Smit. He is Managing Director of the Today’s Group, which consists of self investing the System Shop, Mutual funds and Today’s Asset. Smith writes his columns in a personal capacity. Today’s Group is a licensed institution. Today’s is registered with the Netherlands Authority for the Financial Markets (AFM) as an investment firm. The information in this column is not intended as professional investment advice or a recommendation to make certain investments. Your feedback is welcome at vandongen@iex.nl.

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