Recent Articles, Speeches and Media Interviews
with Marvin Appel and Gerald Appel

“A Friendly Takeover" -
Management of Signalert and Appel Asset Management Corporations will be transitioned from father to son effective 1/31/12, under the consolidated company name Signalert Asset Management LLC. Read Article in Newsday January 16, 2012

“Second Opinion: Utilities Select SPDR" -
“The Utilities Select SPDR yields 3.9%. Although this yield is the lowest for the sector since late 2008, 3.9% is a level typical of the past fifteen years. Likewise, the price/earnings ratio of utilities stocks overall is near historically average levels (14.1 based on forward earnings estimates). Utilities have been among the best sectors of the past three months. [Buy.]” Read Page 10 of Dick Davis Investment Digest 11/9/11

“E.I. du Pont de Nemours & Co" - DuPont, the large chemical company, has long frequented the ranks of high-dividend stocks. Its current yield is almost 4% per year ($1.64 annual dividend per share) and the company’s earnings are very sensitive to the health of the world’s economies... Read Page 4 of Dick Davis Investment Digest 10/12/11

“Nordstrom, Inc."
Many highend retailers are doing well, as high-income customers
represent a disproportionate share of retail sales. This type
of customer has been spared much of the stress of continuing
unemployment and falling home prices. Nordstrom has enjoyed growing earnings, most recently reported on May 12. Read recommendation on Page 5 of Dick Davis Income Digest 6/01/11

"Hatteras Financial Corp"
Hatteras is attractive mainly based on its earnings, but the spike in volume and MACD pattern are also both favorable at the current share
price. Read Page 11 of Dick Davis Income Digest 5/11/11

"Suncor Energy, Inc. and Cenovus Energy, Inc"
Most underdeveloped oil reserves are under the control of foreign governments. Two companies that are exceptions to this problem operate in Canada and own their own reserves in ol sands.
Read Page 8 of Dick Davis Investment Digest 3/2/11

"Wisdom Tree Dreyfus Brazilian Real ETF (BZF)"
WisdomTree offers ETFs that allow you to simulate
holding short-term debt in foreign currencies, an attractive play if you expect the U.S. Dollar to fall further. Read about an ETF that offers the best of both worlds: a strong currency, with high short-term interest
rates of almost 7%. Dick Davis Income Digest 3/9/11 Page 8

"Second Opinion: Proctor & Gamble Co."
Another one of a string of formerly expensive growth stocks from the Do Jones Industrial Average that now sport above-average yields. See Page 7 of Dick Davis Income Digest 11/10/10

"Powershares DB U.S. Dollar Index (UUP)"
Devaluation of the dollar threatens the health of China, Japan and Germany's export industries so they are resisting our efforts - see Page 10 for UUP buy and sell recommendations. Dick Davis Income Digest 11/3/10

"BB&T Capital Trust VI Enhanced Preferreds"
BB&T trust preferred stock has a current yield of 8.4%, a good credit rating, and enough volume for a decent trade execution. Read about this bank stock on Page 8 of Dick Davis Income Digest 10/13/10

"Lehman ABS Corp - XFB"
Preferred stock with 7.8% dividend yield, paid in semi-annual installments - see Page 7 of Dick Davis Income Digest 9/8/10

"Ferrelgas Partners, L.P."
Ferrellgas is a propane distributoe whose dividend history and underlying business seem to offer the promise of a secure income stream. See Page 7 of Dick Davis Income Digest 8/11/10

"Health Care REIT, Inc."
Re-iterated buy recommendation on a company that should be relatively immune to a possible double-dip recession. Se Page 6 of Dick Davis Income Digest 7/14/10

"Will Nadaq Nudge Up Enough?"
Systems & Forecasts Featured in 7/10/10 Barron's MarketWatch, Page 30

"Support Levels"
Systems & Forecasts picks a floor for the S&P 500: Page 2 of Dick Davis Digest 6/16/10

"Higher Returns from Safe Investments"
Do conservative investors still need equity exposure?
In an interview with Jordon Goodman on The Money Answers Show, Dr. Appel discusses strategies for generating lifetime investment income including equity ETFs for dividend income, using options to earn income, and other topics covered in his latest book "Higher Returns from Safe Investments". Voiceamerica.com, 5/24/10

Dr. Marvin Appel buys Pimco Total Return and Vanguard Total Bond Market ETF for the Systems & Forecasts bond portfolio.
Read Page 10 of Dick Davis Income Digest 5/12/10

"Timer Digest" Cover Story- Dr. Marvin Appel and Systems and Forecasts Newsletter Timer Digest 5/10/10

"Hatteras Financial Corp"
Read about a REIT that leverages shareholder money sevenfold to buy adjustable-rate mortgages on Page 8 of Dick Davis Income Digest 4/14/10

"What Key Stock Market Indicators are Showing Now"
Gerald and Marvin Appel use techincal indicators to measure the risk inherent in today's market Article in Bottom Line Personal Magazine 4/15/10 issue

Systems & Forecasts featured on Page 10 of Dick Davis Digest 3/17/10

"ETF Investment Strategies for Individual Investors and Their Advisors" Speech to ETF Conference in NYC 3/10/10

"Higher Returns from Safe Investments"
Speech to the NYC Chapter of the American Association of Individual Investors 3/3/2010

"Chile: Country of the Year?"
Extract from Systems & Forecasts featured on Page 10 of Dick Davis Digest 2/3/10

"Market Overview and Investment Outlook, November 10, 2009"
Dr. Marvin Appel comments on trends in the market and the implication to investors, at the end of year conference for clients of Signalert and Appel Asset Management Corporations.

"Beating the Market with ETFs and Tactical Asset Allocation,
and MACD Strategies" Speech to the Canadian Society of Technical Analysts, Toronto, Nov 6, 2009

"How to Hold On to This Bull"
Excerpt from Dr. Marvin Appel's comments in Systems & Forecasts, featured in Barron's Market Watch 10/12/09

"Better Bear Market Rally Ahead"
Interview with Dr. Marvin Appel on MoneyShow.com 1/23/09

2 High-Dividend ETFs
Dr. Marvin Appel discussed two non-financial ETF's that pay strong dividends, - DEM and SDY, - on MoneyShow.com 1/14/09

A Safe Inflation Hedge
Dr. Marvin Appel explains why TIPS can protect investments on MoneyShow.com 1/14/09

Global Relative Strength
Dr. Marvin Appel discussed how to use relative strength ratios to switch between global ETFs on a quarterly basis using EWJ, IEV, EEM, EWO and SPY, on MoneyShow.com 1/14/09

"Survival in This Dangerous Market"
Speech to AAII (American Association of Individual Investors) 1/7/09

"Trading in Tumultuous Markets"
Dr. Marvin Appel adds his comments to those of other professionals regarding technical tools and strategies to follow in the current volatile environment.  Fidelity.com interview by Michael Sincere, 10/24/08

"Major Term Reversal Indicator, Oct 08 Update"
Explanation of this tool that has been useful in estimating bear market bottoms, updated by Marvin Appel 10/13/08

Even Keel in Stormy Stock Markets"
Interview with Dr. Marvin Appel by Phyllis Furman in the Daily News 9/20/08

"How To Bottom-Fish"
Barron's MarketWatch 9/8/08  

"ETF Guru Marvin Appel's Trading Strategy"
Interview with Dr. Marvin Appel by Trang Ho of Investors Business Daily on using ETFs Investors.com  7/14/08 

"Review: Best ETF's So Far in 2008"
Interview with Dr. Marvin Appel by Billy Fisher on theStreet.com  6/17/08 

"Beating the Market 3 Months at a Time"
Exactly why don't investors beat the markets?
Find out from Dr. Marvin Appel what most investors do wrong, and what are they can do correctly, to create and maintain successful portfolios. Interview with Jordon Goodman on Voiceamerica.com, 6/9/08

"Inflation-Proof Investing"
Interview with Dr. Marvin Appel on MarketWatch.com 5/7/08   

"Five Signs The Market Has Bottomed"
Interview with Dr. Marvin Appel and others by Jonathan Burton on MarketWatch.com 4/18/08 

MACD Tutorial
Review and examples of how to use Moving Average Convergence Divergence, by Gerald Appel and Dr. Marvin Appel on TradingMarkets.com,  4/18/08 

"Defense ETFs Have Tactical Advantage"
Interview with Dr. Marvin Appel by Billy Fisher on TheStreet.com 4/8/08 

"Will Active ETF's Lure Investors?"
Interview with Dr. Marvin Appel on InvestmentNews.com 3/3/08

"Beating the Market with Tactical Asset Allocation"
Speech to AAII (American Association of Individual Investors) 2/08

"Timer Digest" Cover Story- Systems and Forecasts
Timer Digest 8/27/07

"Seizing Opportunity Investing"
TheStreet.com, March 2007

"ETF's Made Easy"
TheStreet.com, March 2007