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US markets closed mostly up; Dow ekes out

15 Nov 2014 Evaluate

The US markets closed mostly higher on Friday, managing to post a fourth-straight weekly gain. On the economy front, a gauge of consumer sentiment rose this month to the highest level since mid-2007, as gas prices and the unemployment rate dropped. The preliminary November reading on the University of Michigan/Thomson Reuters consumer-sentiment index increased to 89.4 - the highest level since July 2007 - from a final October reading of 86.9. According to the report, a gauge of consumers’ views on current conditions rose to 103 in November from 98.3 in October. Meanwhile, a barometer of their expectations increased to 80.6 from 79.6. Sales at US retailers rose in October, snapping back from the first decline in eight months, as plunging gasoline prices gave consumers more money to spend on other goods and services. The uptick in spending last month, especially when gasoline is stripped out, suggests households could be prepared to spend more during the holiday season than they have in years. That would be a boon for the economy because retail sales account for one-third of consumer spending, the main engine of US economic activity. Retail sales rose by a seasonally adjusted 0.3% last month.

Besides, the prices paid for imported goods fell 1.3% in October. Excluding fuel, import prices dipped 0.2% last month. The price of US-made goods exported to other nations, meanwhile, declined by 1% last month. In September, the drop in import prices was revised down to 0.4% from 0.5%. Separately, Business inventories rose 0.3% in September to a seasonally adjusted $1.76 trillion. Sales were flat in September. The ratio of inventories to sales was also unchanged at 1.30. In August, inventory growth was revised down to 0.1% from 0.2%.

Nasdaq was up by 8.40 points or 0.18 percent to 4,688.54, S&P 500 ended higher by 0.49 points or 0.02 percent to 2,039.82 while, Dow Jones Industrial Average lost 18.05 points or 0.10 percent to 17,634.74.

The Indian ADRs closed mostly in red on Friday; Tata Motors was down 1.21%, ICICI Bank was down 1.03% and Dr. Reddy’s Lab was down by 0.22%. On the other hand, Wipro was up by 0.31% and HDFC Bank was up by 0.10%.

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MoneyWorks4Me is a SEBI-registered Investment Adviser (IA) dedicated to helping investors build long-term wealth through transparent, research-driven, conflict-free guidance. Founded in 2008, we started our journey as a Research Analyst (RA), providing deep fundamental analysis, intrinsic value insights, and long-term investing frameworks for Indian equities. In 2017, we transitioned to a full-fledged SEBI-registered Investment Adviser, strengthening our commitment to acting as a fiduciary—always putting the investor’s interest first.

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Fiduciary-first advisory model.
As SEBI-registered IAs, we are legally and ethically bound to act in the best interests of our clients. We do not sell or distribute any financial products. This ensures our guidance is 100% unbiased and conflict-free.
Deep fundamental research + robust valuation discipline.
Built on more than 15 years of equity research, our framework combines quality assessment, intrinsic value estimation, and a sensible margin-of-safety approach.
Process—not predictions.
We don’t rely on guesswork or market timing. Instead, we focus on asset allocation, risk management, and long-term compounding.
Technology + Human Intelligence.
We believe a combination of both is essential for investing success. We constantly innovate and upgrade in-house tools, financial X-rays, and portfolio analytics so that our team of analysts and advisors are equipped with the best.
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We follow a DIWM (Do-It-With-Me) approach where we partner clients in setting goals, financial planning, educating on our investing process and share decision-enabling resources transparently with our clients who retain control on execution.

Our Approach: Ensuring compounding work its magic on client portfolio.

MoneyWorks4Me ensures this through:

Investing in stocks, mutual funds, debt, and gold
Quality-at-Reasonable-Price way of investing in stocks
Constructing Direct Stock Portfolios with Core, Booster, and Amplifier stocks
A Mutual Fund Portfolio that delivers consistent out-performance and meaningful diversification (low overlap)
Periodic review and rebalancing
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US markets closed mostly up; Dow ekes out

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About MoneyWorks4Me

Our Vision

What Makes MoneyWorks4Me Different

Our Approach: Ensuring compounding work its magic on client portfolio.

Name of the IA registered with SEBI:	The Alchemists Ark Pvt. Ltd.
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Trade/Brand Name of IA:	MoneyWorks4Me Investment Advisers
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SEBI Registration Number:	INA000013323 Validity – May 16, 2019 – Perpetual
Registration:	Non-Individual
BSE Enlistment No:	1187
Address:	B-101, Signet Corner Building, Balewadi Phata, Baner, Pune, Maharashtra 411045
Compliance officer Details:	Name: Shrikant Jagtap Email: shrikant.jagtap@moneyworks4me.com Telephone: +919860359463 Address: Same as IA
Grievance Officer Details:	Name: Mukta Vaze Email: mukta.vaze@moneyworks4me.com Telephone: +91 98609 19463 Address: Same as IA
Principal Officer Details:	Name: Atharva Bhide Email: atharva.bhide@moneyworks4me.com Telephone: +91 91758 99463 Address: Same as IA
Standard Warning:	Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
Disclaimer:	Registration granted by SEBI, enlistment with exchange and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.