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Here we periodically publish a chart and a brief excerpt from one of our premium research reports, a link or a video from one of our appearances in the financial media, or a notification that one of our price targets has been met, for the purpose of familiarizing potential subscriber with our investment research and to stay on the radar of those who have expressed an interest in us.

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Introducing Asbury Investment Management

Asbury Investment Management

Professionally Managed Asbury Research Investment Ideas

As most of you know, since 2005 Asbury Research has been focused on providing actionable research and trade ideas to investing professionals. My career actually began long before that, on the trading floor of the Chicago futures exchanges, selling my proprietary trading levels to other floor traders who learned to trust my analysis and market forecasting ability.

From those early days my clients were all professional traders and, after launching Asbury Research in 2005, many hedge funds and investment advisors were added to that growing list. Our regular subscribers know that what we do is squarely aimed at those that trade or manage money for a living, and have the time and knowledge to sculpt our ideas into a functioning portfolio. This is what I am good at, and I have been fortunate to be able to make a living doing what I love.

However, over the past several years I have been getting invited to speak at more and more investor conferences, many of these geared towards individual investors. I have really come to enjoy getting in front of people and talking about the markets and my own analysis and methodologies in particular. And, to my surprise, my work has become extremely popular with the individual investor. It seems that this is an under-served group for good, professional research, and I accidentally stepped right into that void.

In addition, whenever I would finish a speaking engagement, there was always a small group of participants waiting to ask me if I manage money for others. I would answer that I didn’t, and would try to point them in the direction of one of the financial advisors that were Asbury Research subscribers. Around that same time, a mutual acquaintance introduced me to a portfolio manager that is a Chartered Market Technician (CMT) like me, but also a Certified Financial Planner (CFP) and a Chartered Financial Analyst (CFA), that runs a successful advisory firm near my offices. We became friends and, over time, started talking about this missing piece of the puzzle for me. That is, how could I help these investors in their 50’s and 60’s, who were attending my webinars and seminars, grow their accounts with Asbury Research investment ideas, but within a structured portfolio that met their individual investment goals and personal risk tolerance.

My new friend, Ken Tomko, started me thinking about how we would construct and manage portfolios for that specific investor — those nearing retirement that want the growth of a stock portfolio, but with very tight risk parameters. We have been collaborating on just such a portfolio for the past 18 months and are very excited about the results. To that end, and with a lot of discussion, planning and preparation behind us, I am proud to introduce Asbury Investment Management LLC.

Using my research as an idea generator, which is what I do for Asbury Research, and Ken’s experience as a portfolio manager, we are combining our skills to find investment opportunities with exceptional risk/reward characteristics, and then managing those ideas within a diversified portfolio of other Asbury Research-driven investment opportunities.

I’m sure I will receive many questions in the coming days, and we have far more information than I could provide here, so please contact me via phone or email, or visit our new website, http://www.asburyinvest.com/.

John Kosar, CMT 
Chief Market Strategist

Asbury Investment Management LLC
Two TransAm Plaza Dr, Suite 200
Suite 200 Oakbrook Terrace IL 60181
Phone: 1 844 4 ASBURY
E-mail: contact@asburyinvest.com

Asbury Research LLC
1901 N Roselle Road, Suite 800
Schaumburg, IL 60195
Phone: 1 888 960-0005
Email: info@asburyresearch.com


Market Must Reengage Uptrend Now Or Face A Deeper Decline

The report below was sent to Asbury Research subscribers mid morning yesterday, February 1st.  We wanted to share it with you today as it s a good example of the comprehensive and timely research that we provide to our subscribers.  The S&P 500 (SPX) held 2808 support yesterday, but broke down below that level today and is now trading 54.00 points lower, closing in on our next support level at 2748.

Conclusion, Investment Implications, Strategy

The benchmark S&P 500 (SPX) is testing minor underlying support at 2808 amid favorable conditions to resume its current uptrend between now and early next week — IF that trend is still healthy and valid.  A sustained decline below 2808 over the next few days, however, would clear the way for a deeper decline to the next key level at 2748 to 2712, which would equate to a 6% decline from the recent highs.

Analysis and Rationale

Te market  is vulnerable to an overdue corrective decline according to a growing list of metrics.  One of these is mean reversion.

The blue line in the lower panel of Chart 1 below plots the daily percentage that the S&P 500 (SPX) is above or below its 200-day moving average, a widely-watched major trend proxy, with a corresponding daily chart of SPX and its 200-day moving average in the upper panel.

Chart 1

The chart shows that this metric reached a high extreme of 14% on January 26th before backing off over the past few days, and that 10% to 13% above the moving average has defined the high extreme in this metric since 2011.  The current high reading warns of the market’s vulnerability to a mean reversion-driven corrective decline, before it moves appreciably higher.

Chart 2 below plots annual seasonality in the S&P 500 based on data since 1957.  It shows that February is the 9th seasonal strongest or 4th weakest month of the year based on these data, but leads into a two-month seasonal recovery in March and April, which are the 4th and 2nd strongest months.

Chart 2

This metric suggests that, if a US broad market correction is coming, it is likely to occur during February.  For perspective, the most recent significant US broad market correction took place between December 31st 2015 and February 12th 2016 when SPX declined by 272 points or 13%.

The blue line in the lower panel of Chart 3 below plots the NYSE 26-week New High/New Low Ratio since 2017.  The green highlights show that this metric is currently rebounding from a low extreme of 17%, indicating recently weakening market breadth, and that previous similar extremes coincided with every near term bottom in SPX during  the past year.

Chart 3

This metric simply indicates that this is where the current market advance should resume, probably by early next week, if it is still healthy and valid.  Conversely, continued weakness over the next several days, despite this indicator extreme, would suggest that the corrective decline that Charts 1 and 2 warn of is beginning.

Chart 4 below plots SPX daily since August 2017 and highlights underlying support levels below the market.  The chart shows that the first support level is at 2808, the January 16th high.  This level is being tested now as the index traded as low as 2813 yesterday (January 31st).  Chart 3 above suggests that, if the current market advance is still healthy, the 2808 area is a likely place for it to resume.

Chart 4

However, we would view a sustained decline below 2808 between now and early next week as evidence that a deeper decline is emerging, which would clear the way for a move to the next support level at 2748 to 2712.  This would equate to a 6% decline from the 2873 January 26th all-time high.


Asbury Research subscribers can view our latest research on the US stock market, market sectors, US interest rates, ETFs and commodities, as well as a table with our current picks in US stocks, ETFs, and global indexes, by logging into the Research Center via the big gold button in the upper right corner of the screen.

Subscribers and interested investors can view our most recent closed out trade ideas by Clicking Here.

To non-subscribers:  Request more information about us, including service and pricing options, by visiting our Contact Us page or by calling 888-960-0005.


Upside Target Met In iShares India Index (INDA)

The chart below shows that the iShares MSCI India Index (INDA) met our $38.00 per share upside target this morning, first displayed and discussed in our December 15th Asbury Alert entitled iShares India Index (INDA) Resuming 2017 Advance (Again) (access requires subscription), to capture a $2.39 per share, 7% price advance in 25 trading days.

INDA also outperformed the S&P 500 (SPX) by 0.8% during the same period.

Editors Note: We were previously long INDA between July 3rd and August 9th 2017, capturing a 5% gain while outperforming the S&P 500 by 3.2%, and again between October 3rd and November 9th, capturing a 6% gain and outperforming the S&P 500 by 3.7%.  This makes our third closed out long position in INDA over the past 6 months, in which we captured a total of an 18% gain.

Here is the chart that appeared in our December 15th  report.

INDA: April 2017 to December 15th

Here is today’s updated version of that chart, showing that our $38.00 has been met.

INDA: April 2017 to January 23rd

 

We publish these notifications for 3 reasons:

  1. to let Asbury Research subscribers know when to consider taking profits on existing positions,
  2. to let non-subscribers track what we are doing in the market, in real time, and
  3. to make everyone aware of a potential upcoming price reversal as price advances often end as upside targets are met and more savvy investors take profits.

 

Asbury Research subscribers can view our latest research on the US stock market, market sectors, US interest rates, ETFs and commodities, as well as a table with our current picks in US stocks, ETFs, and global indexes, by logging into the Research Center via the big gold button in the upper right corner of the screen.

Subscribers and interested investors can view our most recent closed out trade ideas by Clicking Here.

To non-subscribers:  Request more information about us, including service and pricing options, by visiting our Contact Us page or by calling 888-960-0005.


John Kosar’s Latest Interview by Financial Sense: January 12th, 2018

Jim Puplava of the popular Financial Sense website welcomes back John Kosar CMT, Chief Investment Strategist at Asbury Research LLC.

In his latest interview by Financial Sense, which took place on Friday January 12th, John discussed Asbury Research’s 2018 outlook for the US financial landscape, as well as for specific areas of the economy including:

  • the US stock market, market sectors, and industry groups,
  • US interest rates,and
  • key commodities like crude oil and gold.

Click Here to listen to the interview

 

Asbury Research subscribers can view our current research on the US and global financial landscape, and our  current stock and ETF picks, by logging into the Research Center via the big gold button in the upper right corner of the screen.

Interested investors can request more information about us, including sample research, services and pricing, by visiting our Contact Us page or by calling 888-960-0005.

Thanks to Jim Puplava and his staff for the invitation and another opportunity to speak to his large and loyal following of professional and individual investors.


Upside Target Met In United Technologies Corp (UTX)

The chart below shows that United Technologies Corp (UTX) met our $137.25 per share upside target this morning, first displayed and discussed in our December 12th Asbury Alert entitled United Technologies Corporation (UTX) Resuming 2016 Advance (access requires subscription), to capture a $13.69 per share, 11.1% price advance in 23 trading days.

UTX also outperformed the S&P 500 (SPX) by 5.8% during the same period.

Note that price targets being met do not necessarily mean that the directional move is over — only that our initial expectations have been met.  Also note that we are not short term traders.  The  average time period from the introduction of one of our ideas and it meeting its target or being stopped out is more than 2 months.  However, sometimes — like in this case — our targets are met quickly, and when they are we suggest at least taking a partial profit on the position.

Here is the chart that appeared in our December 12th  report.

UTX weekly: January 2016 to December 11th

Here is today’s updated version of that chart, showing that our $137.25 has been met.

UTX weekly: January 2016 to January 16th, 2018

 

 

We publish these notifications for 3 reasons:

  1. to let Asbury Research subscribers know when to consider taking profits on existing positions,
  2. to let non-subscribers track what we are doing in the market, in real time, and
  3. to make everyone aware of a potential upcoming price reversal as price advances often end as upside targets are met and more savvy investors take profits.

 

Asbury Research subscribers can view our latest research on the US stock market, market sectors, US interest rates, ETFs and commodities, as well as a table with our current picks in US stocks, ETFs, and global indexes, by logging into the Research Center via the big gold button in the upper right corner of the screen.

Subscribers and interested investors can view our most recent closed out trade ideas by Clicking Here.

To non-subscribers:  Request more information about us, including service and pricing options, by visiting our Contact Us page or by calling 888-960-0005.


Upside Target Met In SPDR S&P Metals & Mining ETF (XME)

In our December 18th Keys To This Week report, we pointed out an emerging buying opportunity in the the SPDR S&P Metals and Mining ETF (XME) and said:

“A sustained rise above the upper boundary of this investor indecision (in XME) at $33.40 per share, which is currently being tested, would indicate the larger uptrend has resumed and would target an eventual, additional 19% rise to $39.50 per share”

Here is the chart from that report:

XME: October 2015 to December 15th

The next chart, an updated version, shows that XME traded as high as $39.45 today, essentially meeting our $39.50 target to capture a $6.33 per share, 19% advance in just about 3 weeks.

XME: October 2015 to January 12th

In addition, XME outperformed the benchmark S&P 500 (SPX) by 12% during this 3 week holding period.

 

We publish these notifications for 3 reasons:

  1. to let Asbury Research subscribers know when to consider taking profits on existing positions,
  2. to let non-subscribers track what we are doing in the market, in real time, and
  3. to make everyone aware of a potential upcoming price reversal as price advances often end as upside targets are met and more savvy investors take profits.

 

Asbury Research subscribers can view our latest research on the US stock market, market sectors, US interest rates, ETFs and commodities, as well as a table with our current picks in US stocks, ETFs, and global indexes, by logging into the Research Center via the big gold button in the upper right corner of the screen.

Subscribers and interested investors can view our most recent closed out trade ideas by Clicking Here.

To non-subscribers:  Request more information about us, including service and pricing options, by visiting our Contact Us page or by calling 888-960-0005.


Upside Target Met In SPDR S&P Aerospace & Defense ETF (XAR)

In our December 11th Keys To This Week report, we pointed out an emerging buying opportunity in the the SPDR S&P Aerospace & Defense ETF (XAR), and said:

“…a sustained rise above the 82.84 October 23rd high would indicate the uptrend is resuming and would target an additional 6% rise to 86.60 per share.”

Here is the chart from that report:

XAR: August 2017 through December 8th

The next chart, an updated version, shows that our $86.60 per share target was met this morning, January 12th, to capture a $4.56 per share, 6% advance in just a little more than 1 month.

XAR: August 2017 to January 12th

In addition, XHB outperformed the benchmark S&P 500 (SPX) by 1.0% during this holding period.

 

We publish these notifications for 3 reasons:

  1. to let Asbury Research subscribers know when to consider taking profits on existing positions,
  2. to let non-subscribers track what we are doing in the market, in real time, and
  3. to make everyone aware of a potential upcoming price reversal as price advances often end as upside targets are met and more savvy investors take profits.

 

Asbury Research subscribers can view our latest research on the US stock market, market sectors, US interest rates, ETFs and commodities, as well as a table with our current picks in US stocks, ETFs, and global indexes, by logging into the Research Center via the big gold button in the upper right corner of the screen.

Subscribers and interested investors can view our most recent closed out trade ideas by Clicking Here.

To non-subscribers:  Request more information about us, including service and pricing options, by visiting our Contact Us page or by calling 888-960-0005.


Upside Target Met In SPDR S&P Homebuilders ETF (XHB)

In our February 22nd 2017 report, entitled SPDR Homebuilders ETF (XHB) Resuming Its 2016 Uptrend (access requires subscription), we said:

The SPDR S&P Homebuilders ETF (XHB) appears to be resuming its 2016 uptrend following an August 2016 corrective decline.  This week’s emerging breakout in XHB targets an eventual, additional 26% rise to 45.50 per share that will remain valid above the 34.16 area.

Here is the chart from that report:

XHB: 2016 to February 21st, 2017

The next chart, an updated version. shows that our $45.50 per share target was met yesterday, January 3rd, to capture a $9.65 per share, 27% advance in just a little more than 10 months.

XHB: 2016 to January 3rd, 2018

In addition, XHB outperformed the benchmark S&P 500 (SPX) by 7.3% during this holding period, which is particularly difficult to do within a market environment like we had in 2017 when the US stock market seemingly rose every day, without a correction.


We publish these notifications for 3 reasons:

  1. to let Asbury Research subscribers know when to consider taking profits on existing positions,
  2. to let non-subscribers track what we are doing in the market, in real time, and
  3. to make everyone aware of a potential upcoming price reversal as price advances often end as upside targets are met and more savvy investors take profits.

 

Asbury Research subscribers can view our latest research on the US stock market, market sectors, US interest rates, ETFs and commodities, as well as a table with our current picks in US stocks, ETFs, and global indexes, by logging into the Research Center via the big gold button in the upper right corner of the screen.

Subscribers and interested investors can view our most recent closed out trade ideas by Clicking Here.

To non-subscribers:  Request more information about us, including service and pricing options, by visiting our Contact Us page or by calling 888-960-0005.


Upside Target Met In VanEck Vectors Coal ETF (KOL)

The chart below shows that VanEck Vectors Coal ETF (KOL) met our $16.25 per share upside target today, first displayed and discussed in our December 1st Asbury Alert entitled VanEck Vectors Coal ETF (KOL) Resuming May Advance (access requires subscription), to capture a $0.92 per share, 6.0% price advance in 21 trading days

In addition, there was a dividend during the holding period which added approximately another 3.6% to the idea for a total return of about  9.6%.

KOL: May 2017 to January 2nd

In addition, KOL outperformed the S&P 500 (SPX) by 3.6% during the same period.

Note that price targets being met do not necessarily mean that the directional move is over — only that our initial expectations have been met. 

We publish these notifications for 3 reasons:

  1. to let Asbury Research subscribers know when to consider taking profits on existing positions,
  2. to let non-subscribers track what we are doing in the market, in real time, and
  3. to make everyone aware of a potential upcoming price reversal as price advances often end as upside targets are met and more savvy investors take profits.

 

Asbury Research subscribers can view our latest research on the US stock market, market sectors, US interest rates, ETFs and commodities, as well as a table with our current picks in US stocks, ETFs, and global indexes, by logging into the Research Center via the big gold button in the upper right corner of the screen.

Subscribers and interested investors can view our most recent closed out trade ideas by Clicking Here.

To non-subscribers:  Request more information about us, including service and pricing options, by visiting our Contact Us page or by calling 888-960-0005.


Last Chance: Holiday Savings From Asbury Research

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You are receiving this special holiday offer because you have previously requested information about our investment research.

If you have been considering a subscription to Asbury Research
but have been putting it off, this is a great time to act.
Regardless of whether you are a professional/institution
or individual investor:

between now and midnight on December 31st, 2017 only we will take 20% off of the price that we previously quoted you during 2017 for our research services.

If you need us to resend your pricing information, just contact us at sales@asburyresearch.com and we will provide you with that information, including a description of services provided and a new quote that includes your 20% discount.

Act Now! This offer is only good through December 31st 2017, or
when a limited number of available subscriptions runs out.
New Subscribers Only!

 

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