Tony Hayes CFA | TalkMarkets | Page 2

Tony Hayes CFA

Analyst at Ashton Consultancy Inc.
Phone: 905-468-0130
Contributor's Links: TonyHayesBlog.com
Tony is an all-round investment professional with a broad range of credentials, skills, contacts and work experience in Canada, England, the United States and Australia. His career spanning five decades has been in the investment and mining industries as a corporate director, president, executive ...more
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DJIA Poised For Run To 30,000 In Second Half 2018
Wednesday, July 11, 2018 12:25 AM EDT
The dividend discount value of the DJIA at 42,132 continues to put upward pressure on the price of the DJIA at 24,920 and which continues to warrant a “BUY” recommendation.
In this article: DIA
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Vixen In The Hen House
Friday, February 23, 2018 6:52 PM EDT
U.S. tax changes are hitting headline Q4 2017 EPS and 52-week trailing DJIA earnings. Quarterly EPS declines should recover as Q1 2018 results are reported in early April showing the true impact of new tax changes.
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Predicted Acceleration In DJIA Rise To Continue
Monday, January 15, 2018 10:40 AM EDT
No Meaningful DJIA Pull-Back expected this year or next. Trump’s forecast of 30,000 for the DJIA this year. – No big deal. DJIA price is accelerating towards its value of 42,186.
In this article: DIA, TYX
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At 24,329 Price Of DJIA At 44 % Discount To Value Of 43,533
Sunday, December 10, 2017 2:38 PM EDT
Re-balancing is slowing the price rise of DJIA while simultaneously boosting the bond market and the DJIA value. This and Santa should pull up the DJIA price. Selling equities and buying bonds is still abject madness. .
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The Tipping Point
Wednesday, October 25, 2017 3:34 PM EDT
Since Feb 11, 2016 the price of DJIA has risen 50%. Its value remains unchanged at 40,327. The dividend rise of 16% has been offset by a 17% rise in the 30 year T bond yield. The closure of the Price-Value gap is accelerating to equilibrium.
In this article: TYX Also: DJI
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U.S. Long Rates Low For Longer – DJIA Price To Continue “Cooking With Gas”
Tuesday, October 3, 2017 4:36 PM EDT
U.S. inflation moribund as increases in monetary base have failed to reach real economy resulting in a collapse of Money Velocity. DJIA continues “cooking with gas”
In this article: DIA
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DJIA About To Start “Cooking With Gas”
Tuesday, September 12, 2017 2:39 PM EDT
The average P/E ratio over the past 36 years has been 20.2 on historical earnings. Slightly more than the current ratio of 19.7. On its own, this suggests that the DJIA is fairly priced.
In this article: DJI
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Don’t Expect Fed To Cause Apocalypse
Friday, June 2, 2017 7:42 PM EDT
The "Trend is your Friend", so too is the Fed. The 30 Year T bond yield rose and the U.S.dollar soared above par slowing the economy. Since year end the Fed has eased and gradualism is the watchword.
In this article: GLD
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DJIA Price Still Has A Long Way To Rise.
Tuesday, May 2, 2017 10:43 PM EDT
DJIA earnings rising following brief energy induced recession. Record DJIA dividend considered safe and likely to rise. Dividend discount Value of DJIA remains well above its price.
In this article: GLD, DJI
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DJIA Driven By Fundamentals, Not White House Twitter
Wednesday, January 18, 2017 5:56 PM EDT
The US 30 Year Bond market has risen 5.19 times since 1981; the dividend of the DJIA has increased 8.57-fold. These vectors have lifted the DJIA value 44.48 times, from 848 to 37,713. Upward pressure on DJIA price continues as equilibrium is sought.
In this article: TYX, DIA, GLD Also: SMF, EDV, TMX
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Fed Contraction Of Monetary Base Much More Important Than Hike Of 0.25%
Monday, October 17, 2016 12:50 PM EDT
The Fed is contracting the U.S. monetary base at an unprecedented rate. The U.S. dollar should strengthen. Gold and commodities should decline. Long rates to remain lower for longer as foreigners buy. DJIA still trading at less than 50% of value.
In this article: DJI, TYX, GLD
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Fed Playing Didgeridoo With U.S. Monetary Base
Friday, October 7, 2016 4:52 PM EDT
The total U.S. Monetary Base is falling but the Actual Working Monetary Base is still rising and should continue to push the U.S. economy higher at a moderate pace. The implications are a stronger US$, lower for longer rates and weak commodities.
In this article: GLD
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DJII Price Set For New Highs Through Year End
Thursday, September 22, 2016 4:10 AM EDT
The fundamentals have long been pointing to a move to a substantially higher DJII. This now appears to be underway as market participants continue to climb the wall of worry.
In this article: DJI
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While Declared Dead, DJII Just Won’t Stay Down
Tuesday, July 5, 2016 10:23 AM EDT
Following a week of huge political turmoil in Euroland, being interpreted as financial Armageddon by some traders caught on the wrong foot, the DJII has recovered most of its loss since Brexit.
In this article: DIA, TYX
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Buying Bonds And Selling Equities: Abject Madness
Wednesday, June 15, 2016 3:24 AM EDT
Yields fall as bond bulls continue to charge.
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DJII Should Sizzle This Summer As Bears Scramble For Cover
Thursday, June 2, 2016 10:25 PM EDT
Earnings recession over and growth expected in 2nd half 2016. Dividend seen secure at record level. DJII Price 17,838 at 57% discount to dividend-discount Value of 41,300
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17 to 32 of 48 Posts
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