Sunday, January 21, 2007

Dines Annual Forecast Issue

Saturday morning brought the 2007 Annual Forecast Issue of The Dines Letter into my mailbox. Forty-six pages of what Jim Dines considers his most important work of the year. One year ago, in the 2006 Annual Forecast issue, Dines focused on the investment opportunities in Uranium for the coming year.

Performance of some of his Uranium picks from the 2006 issue are impressive:

Pinetree Capital +300%
Fronteer Development +233%
Paladin Resources +260%
Mega Uranium +330%
Denison Mines +121%


So, with that as an introduction, what says Dines for 2007?

Some sub-headers from the 2007 issue:

The Four Greatest Investment Opportunities;
The Coming Energy Crisis;
The Coming End of the Age of Petroleum;
The Coming Uranium Buying Panic;
How High Might Uranium Prices Go?
How To Know When To Sell Your Uraniums;


Those headers come from the first 11 pages of the 2007 Annual Forecast Issue. I think you get the idea. As for Dines' picks for 2007, he asks that subscribers not give them away. So I won't, but suffice it to say, not a lot has changed since his appearance on The Nightly Business Report which I linked in a previous blog and in which he made some specific recommendations.

The remaining 35 pages of this issue covers geopolitics, gold and silver, stocks, health issues and of course, his current stock picks. I have read through it for an initial take on Dines' view of the world and investments for the coming year and will go through it again for more details and nuance in the days ahead. But as promised, we have been waiting for this issue for several weeks and I wanted to post the gist of it ASAP for my readers. This newsletter is worth every penny.

A

21 comments:

Anonymous said...

Hi Allan,
thanks for your well written blog. I am throughly enjoying it.
Thanks for you work, keep it up.

I have a question about Dines letter.
If you go his website, you will two kinds of newsletter. The Dines letter and the Interim Warning Bulletin (IWB). Do you get both of these? IWB is more expensive than the letter, If you get IWB do you also get Dines Letter?
Please explain
Ash

Allan said...

Ash,

I get both; the ITW comes out about 2 times a month, usually a few days before a regular DInes Letter highlighting any portfolio or opinion changes...so it helps to get a few days head start on new ideas.

A

Anonymous said...

Thanks for usual fine job of enlightenment.
Question--Dines (and other) Canadian-traded stocks also seem to have U.S. counterparts on OTC. Other than Canadian/US dollar calculation, what are pros and cons? Wonder if the OTC dealers give a fair deal?
Best regards,
Little Joe

Allan said...

Joe,

I've had better fills trading directly on the Toronto Stock Exchange (through Interactive Brokers) then fooling around with the Pick Sheets vesion of the stocks.

A

Anonymous said...

Thanks for all that info Allan.

Do you recommend us getting both like you?
If yes, that would mean IWB (498 ) + DL (365 ) = $863.
I don’t think I can afford it.
If you would want to get just one of these, which would you recommend?
Does IWB and DL has any commonality between them?
Does IWB material include some or all of what is in DL?
Thanks
Ashok

Allan said...

Why don't you try out The DInes Letter for six months, online, for $115?

Greg Reiman said...

Rober Taylor nailed this turning point on the head this time.

Even though I am a skeptic, I've got to give credit where credit is due.

Greg Reiman

Allan said...

Greg,

Robert Taylor and his Xyber9 program has been nailing short term moves in this market since July, when I started keeping a close eye on it. I've been actively trading it since October, very profitably. Probably as good a timing system as I have ever seen.

A

curt504 said...

Allan, and others,

I have to strongly recommend this TA chartist service:

Now Marty Chenard is getting into using inovative techniques for filtering what stocks funds are holding and finding the top 10 movers every Thursday. His service of $150 or $250 per year is a great value for his TA / charting prediction of where the markets will go. Now this new venture will make this service worth gold.

Allan, Marty's C-Factor sorts would be good for your growing your $$ under management since these stocks are large cap or large enough that your buys won't make a dent.

http://www.stocktiming.com/Wednesday-DailyMarketUpdate.htm

The above link has the details of the value of his C-Factor filtering/charting.

Allan, I haven't been able to put Xyber9 inflection point predictions to any successful use. Maybe you could share your technique/tactics or at least approach?

Thanks and profitable trading,

curt

Allan said...

Allan, I haven't been able to put Xyber9 inflection point predictions to any successful use. Maybe you could share your technique/tactics or at least approach?

curt, on this Change-In-Trend days, like yesterday's Buy signal, I BUY/SHORT the QLD/QID and then hold until his next reversal date, i.e. Jan 30th Sell Signal. SImple, but it works for me.

A

Ali said...

Allan,

PTSC--a hiccup on its way down, or the beginning of another good thing?

Hiccups don't come in this sort of volume, do they?

-----------
Our recent exchange:

Allan, do you think it is time to consider buying PTSC again?

http://biz.yahoo.com/prnews/070118/clth103.html?.v=16

12:04 PM
Allan said...

ali, I would wait for PTSC to show some strength, maybe a three-day high, before adding more or jumping back in if you are out.

Allan said...

Re: PTSC

Looks more like the beginning of something then the end....maybe worth checking the message boards tonight, see what's going on.

A

curt504 said...

Thanks for alerting me to the leveraged ETFs: QLD/QID.

Since there are both the long/short ETF, do you only buy long positions in the respective ETF or is there a benefit to shorting QLD vs buying long QID?

My problems may stem from trying to use call/puts on QQQQ/SPY. My post mortum is that ther's too much noise in options pricing to capture the small swings in the index between the inflection dates. Just my theory.

Allan any feed back on why use of options are more problematic vs QLD/QID?

Allan, might you offer what your win/loss or performance has been trading xyber via QLD/QID?

Thanks, curt

Greg Reiman said...

Hi A:

I bought a small position in CYTR today.

The news of their agreement with U Mass Medical School could be significant. Also it has the look of a Mauthe Breakout (maybe).

This is one of the RNA Interference basket that we discussed early last year, along with RNAI & ALNY. I wish I would have held on to all of them as they are all up over 100% since then.

Greg Reiman

ilene said...

Hi Greg, there's another RNAi company, arwr, which also looks like a muathe breakout pattern if you turn the chart upside down, :-)

Greg Reiman said...

Hi I:

I am following ARWR, infact I bought some a few weeks ago when I thought it had found a support level. Got stopped out for a small profit and waiting for the next opportunity to buy some.

Their Calando subsidiary is what intrests me most, but they have their fingers in alot of other stuff too.

GTR

Allan said...

Curt -- options are a beast to trade, even if you are right on direction, you better be damn right on timing or you are toast. That's probably why QLD/QID have generated better results. I will usually go long one and short the other, but that's isn't a rule or anything, just a preference. For simplicity sake, you might want to start out just buying the one in agreement with the direction of the market and once you've mastered that, move on to more esoteric strategies.

A

sayeed said...

Hey Allan,

So FRG shot up to around $10.80 and now is dwindling back down aroudn $10 . Do you still think its a buy?

Sayeed

Allan said...

So FRG shot up to around $10.80 and now is dwindling back down aroudn $10 . Do you still think its a buy?

Yes.

stefan said...

I subuscribed to IWB on Dec.4, 07 and got nothing fo far. I called them 5 times. NOthing. E-mailed them. Nothing. I am furious and short $115.

Allan said...

Stefan,

I've never had a problem with them, you might want to check your email service, see if they are filtering out Dines email as "junk". It just doesn't sound like them to stiff you like that.