THE IXTHYS LETTER...growth-value Buy CYBR CyberArk Software 11-Feb-15 39.94 Buy47.06 0.00 17.8%...
Transcript of THE IXTHYS LETTER...growth-value Buy CYBR CyberArk Software 11-Feb-15 39.94 Buy47.06 0.00 17.8%...
THE IXTHYS LETTER Issue 27 / December 2017
Now in our 3rd year! 2 Year Return: +74.8%
WHAT IS IXTHYS?
IXTHYS is the Greek word for “fish,” a symbol of both sustenance and
provision. As a company, IXTHYS is both an advisory service and a
Personal Finance System™ designed to help everyone get out of debt,
invest wisely, maximize income and build lasting wealth.
Q: How does IXTHYS find its investment opportunities?
A: Every day we scan the markets for companies with strong organic
growth, trading at a reasonable price, with competent management
and high ethical standards. We time our entries using technical
analysis and hold as long as the company continues to perform.
Q: How does IXTHYS help me during market downturns?
A: Every subscriber has access to our IXTHYS Market Direction
Indicator™ (MDI) which alerts to an oncoming bear market with 91%
accuracy. We use the MDI to move funds into the IXTHYS Safe
Haven Portfolio™ which allows us to profit from market corrections.
“Honor the Lord with your wealth, then your barns
will be filled with plenty.” – Proverbs 3:9
IN THIS ISSUE
1. How to Use the IXTHYS
Letter
2. IXTHYS Market Direction
Indicator™
3. Current Market
Commentary
4. Highlighted Investments
for September
5. Current IXTHYS Portfolio
with buy-sell-hold signals
6. Past Performance
Statistics
7. Educational Article
8. Inspirational Thought of
the Month
HOW TO USE THE IXTHYS LETTER
1. Check the IXTHYS Market Direction Indicator™ (MDI) and Market Commentary sections so you
know what kind of market we are currently in. Any change in the MDI signal between monthly
updates will be emailed to subscribers.
2. Read the instructions given with The IXTHYS Portfolio™ which are based on the current MDI
signal. Adjust your current holdings accordingly. If you are new to The IXTHYS Letter, consider
buying one or more of the holdings in The IXTHYS Letter as directed (those with a “Buy” rating).
Consider adding to any IXTHYS Portfolio companies you already own that have a “buy” rating and
selling any that have a “Sell” rating. Note that we hold up to 18 positions in The IXTHYS
Portfolio™, depending on market conditions, so determine your position size on this basis.
3. If the IXTHYS MDI™ signals that we are in a bear market, consider reducing your positions in The
IXTHYS Letter (we recommend 50% of your initial investment) and putting any uninvested cash
into the IXTHYS Safe Haven Portfolio™ as directed. There are 8 Safe Haven positions so be sure
to divide this univested cash by 8 and put an equal amount into each position.
4. The IXTHYS Plan for Personal Finances™ is Dr. Carr’s method for stewarding your personal
finances. It is intended to help you increase your income, multiply that increase, and build lasting
wealth through strategic investments. This section of The IXTHYS Letter is under development,
but in future issues you will have access to short videos that explain the various components of the
Plan. You can learn more about the IXTHYS Plan by watching this introductory video: CLICK
HERE
IXTHYS MARKET DIRECTION INDICATOR™
Current Market Direction Indicator™: UP MARKET. Date of
signal: June 23, 2016.
MDI Signal Strength: +4.9 (as of: 12/01/17) The range of the
MDI Signal is from +5.0 to -5.0. A cross of the 0-line indicates a shift
from UP to DOWN or DOWN to UP.
Date of previous signal (DOWN MARKET): September 21, 2015.
IXTHYS MARKET COMMENTARY
The MDI Signal Strength has held steady right at the top for the past 9
months. The market is bullish and strength is high. At this time, the
MDI signal continues to advise full investment in the stocks listed as “Buy” in The IXTHYS Portfolio. See
below for further guidance.
IXTHYS INVESTING ADVICE
Given current market conditions, we consider it best to do the following:
• Take any remaining cash out of the IXTHYS Safe Haven Portfolio™
• Maintain 100% positions in The IXTHYS Portfolio™ stocks
• Consider adding shares of our highlighted stock(s) up to full position size
Current IXTHYS Market Direction Indicator™ Chart
Questions? Contact Us
www.ixthysletter.com
THE IXTHYS PORTFOLIO™
The following investments are designed for long-term holds in an uptrending market. We always hold a core position in
each company in the portfolio until the key factors that caused us to buy the stock (see the free report, “The 5 Keys To
Successful Investing”) no longer obtain.
THE IXTHYS PORTFOLIO
Symbol Company Entry Date
Entry Price
Current Price
Div'd ROI Industry Type of Position
B-S-H
LUV Southwest
Airlines 24-Oct-
12 8.95 60.67 1.07 589.8% regional airlines
growth-value
Buy
CYBR CyberArk Software
11-Feb-15
39.94 47.06 0.00 17.8% cyber security growth Buy
TSLA Tesla Motors 7-Apr-
15 177.51 308.85 0.00 74.0% electric cars growth HOLD
GLOB Globant 1-Oct-
15 33.76 40.00 0.00 18.5% IT services growth HOLD
NICE NICE Systems 2-Nov-
15 65.90 87.51 0.80 34.0%
data management
growth Buy
ARCC Ares Capital Corp 1-Dec-
15 16.13 16.22 3.04 19.4%
private equity fund
value - income
HOLD
R Ryder Systems 1-Mar-
16 50.24 82.48 3.08 70.3%
rentals and leasing
growth-value
Buy
HSC Harsco Corp. 1-Apr-
16 4.05 18.05 0.05 346.9%
industrial materials
growth Buy
TXT Textron Inc. 1-Jun-
16 36.78 55.71 0.12 51.8%
defense - aeorspace
growth-value
Buy
NUE Nucor
Corporation 1-Aug-
16 53.64 57.50 1.90 10.7%
industrial metals
value Buy
AEL American Equity
Life 1-Sep-
16 17.69 31.73 0.94 84.7% life insurance value Buy
AMN AMN HealthCare
Co. 3-Oct-
16 31.85 50.20 0.00 57.6%
healthcare staffing
value-growth
HOLD
NVDA NVIDIA
Corporation 3-Apr-
17 108.95 200.71 0.43 84.6% semiconductors growth Buy
FND Floor & Décor 1-Jun-
17 38.56 40.59 0.00 5.3% home retail growth Buy
MOMO Momo Inc. 3-Jul-17 37.45 24.00 0.00 -35.9% China - mobile
apps growth -
IPO HOLD
NVMI Nove Measuring
Instruments 1-Sep-
17 23.40 27.81 0.00 18.8%
Israel - Semiconductors
growth - value
Buy
UCTT Ultra Clean
Holding 2-Oct-
17 31.18 20.98 0.00 -32.7%
Semiconductors specialized
growth - value
Buy
Current MDI Signal % Cash Sources of Cash Directions for Cash
UP MARKET 0% Cash take cash from IXHTYS Safe
Haven Portfolio
You should now be fully invested in the above positions; any new cash can go into
those with "Buy"
IXTHYS LETTER PERFORMANCE
ALL CLOSED POSITIONS (IXTHYS PORTFOLIO):
Average profit per closed position: +58.3% – includes dividends
Tesoro Corporation (TSO): +75.3% from 2/7/14 to 5/1/16
Mobileye Corporation (MBLY): +49.9% from 4/1/15 to 4/3/17
Best Buy (BBY): +271% from 2/10/14 to 5/1/17
Steelcase (SCS): +23.2% from 10/16/14 to 6/1/17
Avnet, Inc. (AVT): -9.3% from 11/19/15 to 9/25/17
IXYS Corp. (IXYS): +119.9% from 1/13/16 to 9/25/17
Aceto Corporation (ACET): -26.2% from 11/21/16 to 9/25/17
Acadia (ACIA): -37.6% from 11/21/16 to 11/1/17
AVERAGE RETURN ON OPEN POSITIONS AS ABOVE (IXTHYS PORTFOLIO):
Average open profit per position: +78.9% as of 11/1/17 – includes dividends
AVERAGE RETURN DURING MDI BEARISH SIGNALS (SAFE HAVEN PORTFOLIO):
Average profit during last BEAR MARKET signal (2/21/2015 to 6/21/2016): +14.9% – includes dividends
THE IXTHYS SAFE HAVEN PORTOLIO™
The MDI has signalled an UP MARKET as of 06/30/16. All available cash should now be out of the Safe Haven
Portfolio and in the IXTHYS Portfolio above. The MDI signal worked perfectly for us. Between the DOWN
Market Signal on 9/22/15 and the current UP Market Signal we gained:
• +14.9% in the Safe Haven positions
• Including $10.87 per share in dividends
• And lowered entry prices in all but 3 of the IXTHYS Portfolio stocks
IXTHYS NEW HIGHLIGHTED INVESTMENT
The following company is brought to you as suggested new entries in The IXTHYS Portfolio™. All information
presented here is for informational purposes only. Please do your own due diligence before investing.
STOCK OF THE MONTH: TAL Education Group (NYSE: TAL)
Industry: Technology (Cloud, Software) for Education
Market Cap: $14.1B
Dividend: none
Position Type: Growth - China
Business Profile: TAL Education Group has traded publically in the US market for over 6 years. The company was
founded in 2003 and services the educational needs of over 18 million Chinese K-12 students through tutoring programs,
test-prep, software for schools, cloud-based document sharing programs. The company owns a dozen brands and has an
active R&D program which seeks to recruit the best and brightest entrprenuers to its team. It is ranked as one of the
fastest growing brands in China and has a strategic partnership with Alibaba (BABA).
Fundamental Analysis: The company is profitable, although like most growth plays shares trade at a high PE (114x
eps). The PEG ratio is a low 1.93, however, owing to a 5 year average eps growth rate of 33.4% with projected growth in
2018 at 72%. Sales are growing at 43% per year, and 68% last quarter. The company has manageable debt, a solid 10%
profit margin, and analysts are generally favorable. The stock is a regular fixture in the IBD Top 50 stocks list.
Technical Analysis: The stock has undergone a number of splits since becoming publicly traded. Shares traded at a
split adjusted price of $5 per share for most of 2014 and 2015 while China’s growth rates were in contraction. In late 2015
the stock began a 2-year rally that has seen price rise over 500%. The stock got whacked in October when it beat revenue
estimates but came short of eps estimates by a penny. This is clearly an overreaction and provides us with a lower risk
entry for this play on China’s growth.
IXTHYS WATCH LIST
The following companies are brought to you as part of our ongoing research process. These are companies that
have passed most or all of our financial and ethical filtering process but for various reasons are not yet ready
for long-term investments. They remain “stocks of interest.”
THE IXTHYS PLAN FOR PERSONAL FINANCES™
The IXTHYS Plan for Personal Finances™ is a system developed by Dr. Thomas Carr. It is based on a passage
from one of the Apostle Paul’s letters (2 Corinthians 9:6-11). The IXTHYS Plan is summarized by the three boxes
below. Whereas most personal finance plans teach you to live small, cut back, save, and hope for the best, Dr.
Carr’s system teaches the 7 essential skills needed to increase your income, multiply that increase, and invest it
strategically in order to build life-changing, long-lasting wealth.
In future issues of The IXTHYS Letter, you will learn more about this system and how God wants to partner with
you as your steward your finances toward the fulfillment of the dreams He has placed in your heart!
The IXTHYS Plan video: CLICK HERE
IXTHYS FINANCIAL WISDOM
18 Bible Verses on Financial Wisdom
Proverbs 27:12
The prudent see danger and take refuge, but the simple keep going and suffer for it.
Proverbs 15:22
Plans fail for lack of counsel, but with many advisers they succeed.
1 Timothy 6:10
For the love of money is a root of all kinds of evil. Some people, eager for money, have
wandered from the faith and pierced themselves with many griefs.
Proverbs 21:17
He who loves pleasure will become poor; whoever loves wine and oil [luxury some
translations] will never be rich.
Proverbs 21:20
In the house of the wise are stores of choice food and oil, but a foolish man devours all he
has.
Proverbs 22:7
The rich rule over the poor, and the borrower is servant to the lender.
Proverbs 6:6-9
Go to the ant, you sluggard! Consider her ways and be wise…Which, having no captain,
overseer or ruler…Provides her supplies in the summer, and gathers her food in the
harvest…
Luke 14:28-30
For which of you, intending to build a tower, does not sit down first and count the cost…
Matthew 6:21
For where your treasure is, there your heart will be also.
Proverbs 11:1
A false balance is an abomination to the Lord, but a just weight is His delight.
Proverbs 21:5
The plans of the diligent lead surely to plenty, but those of everyone who is hasty, surely
to poverty.
Proverbs 10:22
The blessings of the Lord makes one rich, and He adds no sorrow with it.
Proverbs 24:27
Prepare your outside work, make it fit for yourself in the field; and afterward build your
house.
Proverbs 3:27
Do not withhold good from those to whom it is due, when it is in the power of your hand
to do so.
Psalms 24:1
The earth is the Lord’s and the fullness thereof…
Proverbs 28:8
He who increases his wealth by exorbitant interest amasses it for another, who will be
kind to the poor.
Ecclesiastes 4:6
Better one handful with tranquility than two handfuls with toil and chasing after the wind.
Ecclesiastes 11:1-2
Cast your bread upon the waters, for after many days you will find it again. Give portions
to seven, yes to eight, for you do not know what disaster may come upon the land.