Aug 9, 2020: Tom Linzmeier editor LivingOffTheMarket.com

In our daily studies on the market we are seeing a very big surge of money into the Banks. Not our favorite sector for investing, but they are sold out. Money flows have started buying into the industry group. We believe in the Gold & Silver theme and Banks are the opposite end of that theme – much less desirable. It could be we are at a pivot point away from Gold & Silver and into Banks, but I doubt it. I believe we will see Banks and Gold and Silver rally. More on that in another writing. Continue reading →

July 28, 2020 Tom Linzmeier, editor LivingOffTheMarket.com

Posted on July 22, 2020 by Tom Linzmeier, Editor/LivingofftheMarket.com

July 12, 2020 Thomas Linzmeier Editor LivingofftheMarket.com

Momentum (MoMo) play – riding the bullish sentiment in gold and silver. Use a stop loss.

July 6,2020 Tom Linzmeier Editor

Mechanical Tech (MKTY) has created a new subsidiary called EcoChain. EcoChain will focus on Crypto Mining and Blockchain applications. They are invested in and consulted by a private company, Soluna.

So, who is Soluna?

Dec 5, 2019 – Written by Thomas Linzmeier, founder Access Vietnam Group, LLC

#1 Calumet Specialty Products (CLMT)* $3.06

Regular readers know this story well from previous posts. Calumet is an unappreciated success story in an amazing three year turn around at a $3.5 billion revenue company. CLMT now has $150 million in positive cash flow and a 50% debt reduction over the three years. This should be the final opportunity to buy under $4.00 – maybe $5.00. Management bonus incentives are awarded if management 1) gets the share price to $16.00 and 2) reinstates the dividend. Dividend reinstatement could happen in 2020. All aboard for a great return in 2020 for Calumet. Projected P/E ratio for 2020 is 8.2. A refinery in Great Falls Montana has been identified by management as an asset sale that could cut remaining debt in half. There is no hurry to sell as the asset is generating a very acceptable level of positive cash flow. From the tone of management in conference calls, I am guessing the sale will come in 2020.  Big upside potential here.

November 23, 2019 – Thomas Linzmeier, Access Vietnam Group, LLC

Calumet (CLMT)* $3.20

I have no idea why the shares are where they are at. It is too cheap, yet I can’t say it will not revisit its recent low around $3.00 or lower. Why is the stock down from excellent earnings a week ago? Bear Raid? Year-end tax loss selling? I don’t know. Tax loss selling is usually over by mid-December.

By the numbers the company is doing great. Latest earnings report November 12, 2019.

October 25, 2019 Tom Linzmeier

For the USA stock market to rally, we need to see a couple of things:

• Interest rates need to RISE, not fall. Falling interest rates at this point are not stimulating the economy. Banks need a spread between short term deposit rates and long term lending rates. Companies and Companies need a signal that the economy is growing to stimulate cap-X and expansion. If they see a no growth or contracting economy, corporations will sit on cash until there is a reason to put their cash back to work.