Watchwoman on the Wall

Watchwoman on the Wall


GOOD NEWS! – 20 things that went right on Election Day! (plus 1 more!)

posted by Donna Calvin

Heads Up – ATTENTION: Republicans, Christian Conservatives, Tea Party enthusiasts, Pro-Lifers, Gun-owners, Constitutionalists!!! I know there are many more enheartening outcomes in your elections that happened locally and statewide that are not mentioned below, so PLEASE add to the list by leaving your GOOD NEWS of Election Results in the comment section below. Thanks!  And remember always, it is God who is eternal. Our God reigns! We do the footwork, but the results are in God’s Hands! – Donna Calvin

 

 ****************************************************

Republicans 234 Democrats 195

By Michelle Malkin  •  November 7, 2012 03:46 PM

 

 

1. Republicans retained control of the U.S. House of Representatives.

2. Voters in Alabama, Montana, and Wyoming all passed measures limiting Obamacare.

3. Tea Party candidate Ted Cruz, one of the conservative movement’s brightest rising stars, overcame establishment GOP opposition to clinch a U.S. Senate victory in Texas.

Ted Cruz – Tea Party Candidate, won Nov 6, 2012  Great coverage in National Review Cruz is the 1st Hispanic U.S. Senator from Texas

4. Corruptocrat Beltway barnacle Rep. Pete Stark was finally kicked out of office in California.

5. Despite entrenched teachers’ union opposition, a charter school initiative in Washington state triumphed.

6. Despite entrenched Big Labor support, a radical collective bargaining power grab in Michigan failed.

7. Oklahoma voters said no to government race-based preferences in college admissions, public contracting, and government hiring.

8. Montana voters said no to boundless benefits for illegal aliens.

9. Washington state approved taxpayer-empowering limitations on its state legislature’s ability to raise taxes.

10. For the first time since Reconstruction, the GOP won control of the Arkansas state house.

11. Voters rejected tax hike ballot measures in Arizona, South Dakota, and Missouri.

12. Louisiana voted to protect gun rights.

13. Kentucky voted to protect hunting and fishing rights.

14. Parental notification for minors’ abortion prevailed in Montana.

Republican Pat McCrory Governor Elect North Carolina

15. North Carolina Republicans claimed the governor’s office, congressional gains, and control of the state’s general assembly.

16. Paul Ryan will return to Congress after winning re-election and continue to carry the torch for entitlement reform and budget discipline.

17. Conservatives won big victories in the Kansas state legislature.

18. Republicans won historic supermajorities in Tennessee.

19.Across the country, Republicans reached a post-2000 record number of gubernatorial victories.

20. Conservatives who were devastated by the national election results demonstrated how to lose with dignity and grace. There will be finger-pointing and recriminations and soul-searching, but committed activists can’t and won’t lose heart. We’ll regroup, recover, and keep fighting for our country.

***

Our friend and commenter SteveEgg adds: “And you missed Rs retaking the WI Senate.”

21. Wisconsin: GOP wins back control of state government.

“I find the harder I work, the more luck I seem to have.”   Thomas Jefferson

 

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Posted by Donna Calvin — Saturday, November 10, 2012
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posted November 12, 2012 at 2:19 pm


Remember “Stimulus 2009?” and How’s about QEI,II, TWIST and QEIII? What’s this have to do with Obama buying re-election with taxpayers hard earned dollars? Read on!

Election 2012 – Obama was 100% backed by Americas financial sector(crony-capitalists)
Here’s proof! Despite Obama’s threat to:
1)Soak the wealthy for more taxes
2)Fed Reserve Chairman’s attack on savers
3)Kill special treatment for dividends
Americas financial sector threw itself at Obama’s feet, as never before for any President in their first term in this past century.

Two examples, since Obama’s election in 2008:
1)S & P 500 gained 76%
2)NASDAQ 100 is up 128%
Compare this with G.W. Bush’s first term in office:
1)S & P 500 a decline of 13%
2)NASDAQ 100 a wipeout of 45%
Or even Ronald Reagan’s meager 25% gain his first term in office or Bill Clinton’s 1990’s growth during his first term of 60%.

This was engineered by Obama administration’s:
1)FedReserve Chairman, Ben Bernanke, excessive largesse to big banks, giving them;
a.An unending flow of cash.
b.Slashing interest rates to lowest levels since last 300 years
c.Diverted senior citizens savings in order to revive all residential construction industry
d.Showered drug makers and insurers with fresh sources of revenues from healthcare overhaul

This would explain all of Wall Streets tizzy and concern over Mitt Romney’s surging in polls during the months of September and October 2012.

These are sectors benefitting from Obama’s first term in office and likely to do so his second term:

Healthcare
Drug makers, insurance providers and hospitals. As of March 2010 and passage of Obamacare, they all had more paying customers courtesy of both government and taxpayers.
-Pfizer(USPFE) had fallen 50% during Bush’s two terms. Obama’s first term, shares are up 70%. (64% in Viagra, Zoloft, Lipitor alone)
-UnitedHealthcare(USUNH) is up 73%
- Smaller Bio-tech shares gained much more, led by: Alexion Pharmaceuticals(USALXN) up 25%
- SPDR Healthcare(USXLV) which includes all health care stocks in the S & P 500 is up 31% since passage of Obamacare vs. 27% for the broad market. This sector considers this a good bet for the future, because MOST benefits of Obamacare still remain to be implemented.

Home Construction and Real Estate
This sector was specifically targeted by Obama’s administration and Fed Reserve Chairman Ben Bernanke. Reason was, it’s one of the few industries in the USA that cannot outsource jobs overseas. The industry provides the best income to workers without college educations. It also has a ripple effect on overall economic activity. For example: new homes require paint, lumber, lawn care,etc.
- iShades U.S. Home Construction(USITB) presents the best investment exposure to the industry: up 133% in Obama’s first term vs. 69% for the S & P 500.
-Best individual stocks, of the big ones: Lennar(USLEN), PulteGroup(USPHM), Louisiana Pacific(USLPX), Eagle Materials(USEXP), and M/iHomes(USMHO)
- Smaller stocks:Lawncare Machinery Maker Toro(USTTC), swimming pool supplier-SCPPool (USPOOL) and carpet maker Mohawk(USMHK).
Real Estate
This sector was a direct beneficiary of Obama and FedReserve Chairman’s policies and actions. Especially from QE = Quantitative Easing, by buying securities that support major residential and commercial construction – iShares Real Estate(US iYR) includes all the major companies. This includes regional shopping malls specialist Simon Properties(USSPG), up a phenomenal 315% during Obama’s first term. Mortgage servicing was red hot and continues to do so:
- Nation Star Financial (USNSM) and
- Home Loan Services (USHLSS)

Mobile Communications
Because Obama’s first term hasn’t articulated a coherent technology policy, outside of attempts to control Google or it hasn’t attacked the tech industry either. This group’s overall performance has risen 114% during Obama’s first term.
Leaders were: Apple (USAAPL) 675% and Amazon.com(USAMZN).

Cellular towers are poised for improvement in Obama’s second term. This subgroup has very few companies. Each one gets paid on a metered basis, therefore neutral entities, but prime beneficiaries of mobile communication’s explosive growth.
Top companies: SBA Communications (USSBAC); America Towers(USAMT); Crown Castle International(USCCI)

Surprises may be resurgence of Dell(USDELL), Hewlitt-Packard(USHPQ)both, now morphing into services.

Lastly, a loose patchwork of smaller Healthcare related companies benefitting from Obamacare’s implementation and digitization of all medical records: Wageworks(USWAGE); and Greenway Medical Technologies(USGWAY). Yes! Every American’s medical records WILL be digitized, like it or not.

Financial Services
Consumer spending and use of plastic had a dramatic drop in Obama’s first four years, benefitting companies in the credit and transaction businesses. Delinquencies are down dramatically while judicious use of credit cards is up slightly. Industry leaders in this sector, during Obama’s second term, are most likely to continue to benefit.

Examples are: Capital One Financial(USCOF); Discover Financial Services(USDFS); Mastercard(USMA). Mastercard will be the biggest beneficiary of an Obama second term because both its credit and debit transactions will continue to show multiples of growth.

Energy
Surprisingly, energy producers fared well during Obama’s first term, especially those able to avoid regulations and paying high dividends to pensioners on fixed incomes.
- Companies selling chemicals to energy market have also done well – margins were maintained and EPA regulations somewhat restrained. Examples are: Cabot Oil & Gas(USCOG); Plains-All American(USPAA)=a high yielding master –Limited Partnership; Enterprise Products Partners(USEPD); Kinder Morgan Energy(USKMP); Linn Energy(USLINE); and Refiner Calumet Specialty Products(USCLMT).
- Chemical from refining: Newmarket(USNEU); W R Grace(USGRA); LyondellBasell Industries(USLYB)

Conclusion:
1)A whole swath of wealthy, upper income Americans, voted for Obama’s re-election(crony-capitalists)
2)A whole segment of American lo income earners voted for Obama
3)All welfare recipients and tenement dwellers voted for Obama
4)Unions, Blacks, Hispanics and Asians voted for Obama
5)American: a. Financial Sector; b.Healthcare; c. Home Construction and Real Estate; d. Mobile Communications; e. Energy sectors all voted for Obama.
Obama’s Administration and minions doled out countless quantities of endless dollars to all these five areas of America’s economy: land, labor and capital. He won with taxpayer dollars. Amen.



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