Where we're at:
DJIA 12,810.54
S&P 500 1,363.61
10-Yr T-Note 3.30%
s&p P/E: 24.1
VIX: 14.75
equity: 32
bond: 31
cash: 36
1 yr: 6.3%
Best April since 2007 and up DOW 4% for the month. I'll continue to monitor our small caps and "ring the register" if VBK gets over $90. So far, I've pulled out ~$6,000. Car expenses in May will put off our bathroom remodel but we'll get it done over the summer. Spouse is uptight about her first company review. I think she is over reacting, but she is so intimidated by her manager. We'll see.
CSNA is continuing to trim from the top, apparently a marketing shake up happened this week. Maybe we'll hear more later. Lead is letting me participate on a new project and I get to attend a training class in May. 2 more weeks until my 4 yr, then 75% vested and 3 weeks of vacation. Still think 50% chance to make 5....
Friday, April 29, 2011
Saturday, April 16, 2011
six sigma certified...
Where we're at:
DJIA 12,341.83
S&P 500 1,319.68
10-Yr T-Note 3.41%
VIX: 15.32
s&p P/E: 23.32
equity: 32
bond: 32
cash: 36
1 yr: 6.3%
This week I finished my six sigma cert, on time. I took my mentor to lunch yesterday to thank him for his help. He seems like he is doing ok. The TXT 1st quarter conference call is next week, it will be interesting to hear Donnelly's tone. Mentor said he was pleasantly surprised by the order numbers so far this year. Not great, but better. I'll turn my focus back on mining now that SS is done. It was interesting to hear the the MBB BI comments yesterday about the dashboards that have been rolled out. They don't seem to be being used.
I continue to 'hunker down' and stay prepared for the worst, while hoping for the best. My raise kicked in this period (nice). We'll do some more work around the house, but we're not taking a vacation due to high gas prices and we want to save for a nice one next year. Cruise or fly to a coast and sit on the beach.
DJIA 12,341.83
S&P 500 1,319.68
10-Yr T-Note 3.41%
VIX: 15.32
s&p P/E: 23.32
equity: 32
bond: 32
cash: 36
1 yr: 6.3%
This week I finished my six sigma cert, on time. I took my mentor to lunch yesterday to thank him for his help. He seems like he is doing ok. The TXT 1st quarter conference call is next week, it will be interesting to hear Donnelly's tone. Mentor said he was pleasantly surprised by the order numbers so far this year. Not great, but better. I'll turn my focus back on mining now that SS is done. It was interesting to hear the the MBB BI comments yesterday about the dashboards that have been rolled out. They don't seem to be being used.
I continue to 'hunker down' and stay prepared for the worst, while hoping for the best. My raise kicked in this period (nice). We'll do some more work around the house, but we're not taking a vacation due to high gas prices and we want to save for a nice one next year. Cruise or fly to a coast and sit on the beach.
Saturday, April 02, 2011
what a quarter...
Where we're at:
DJIA 12,376.72
S&P 500 1,332.41
10-Yr T-Note 3.45%
s&p P/E: 24.13
VIX: 17.40
equity: 32
bond: 31
cash: 37
1 yr: 8.1
The market is again shrugging off bad news (JPN nuke, Middle East) and concentrating on better domestic news (> job creation and slightly higher employment). It still seems like we're in the 'fed trade'. Buy risk, because risk less does not pay. I have one more IRA deposit for spouse's account (2010), then we're stopping for awhile. My plan is to make a bulk deposit into each of our accounts for cash and then wait for a drop. The 500 P/E is starting to make me nervous, not enough to sell, but definitely to buy.
I should finish my six sigma work this coming week and take my exam the following week. That will make my goal of obtaining the cert by my 4th anniversary. I'm almost comfortable enough to say I'll make it, but not quite. The layoff rumors are starting again, but the source is not reliable, so who knows. My gut says I'm safe for 2011, but who knows for 2012. It helps that there are only 2 of us.
DJIA 12,376.72
S&P 500 1,332.41
10-Yr T-Note 3.45%
s&p P/E: 24.13
VIX: 17.40
equity: 32
bond: 31
cash: 37
1 yr: 8.1
The market is again shrugging off bad news (JPN nuke, Middle East) and concentrating on better domestic news (> job creation and slightly higher employment). It still seems like we're in the 'fed trade'. Buy risk, because risk less does not pay. I have one more IRA deposit for spouse's account (2010), then we're stopping for awhile. My plan is to make a bulk deposit into each of our accounts for cash and then wait for a drop. The 500 P/E is starting to make me nervous, not enough to sell, but definitely to buy.
I should finish my six sigma work this coming week and take my exam the following week. That will make my goal of obtaining the cert by my 4th anniversary. I'm almost comfortable enough to say I'll make it, but not quite. The layoff rumors are starting again, but the source is not reliable, so who knows. My gut says I'm safe for 2011, but who knows for 2012. It helps that there are only 2 of us.
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