Stocks produced one of their strongest quarters in living memory, with the S&P 500 returning 20.5% in the period ending June 30. The index has nearly fully regained its previously-lost value, declining only 6% for the first half of the year. Investors frequently how...
Read More
There have been so many changes in 2020, it pains me to heap another change onto your laps, and yet it is time for me to do so. I’ve implemented the next phase of my longtime career plan by establishing a U.S. equity fund...
Read More
Yesterday, after the market closed, rumors emerged that this portfolio stock is once again in talks to sell their gas stations.
Read More
Right now, U.S. stock markets are surging, largely due to the Federal Reserve’s bond-buying binge. As bond prices rise from the increased demand, bond yields fall (and they’re tremendously low).
Read More
This portfolio stock reported good second-quarter results and moves from Hold to Buy.
Read More
From an investor’s point of view, I will be cautious about owning P&C insurance stocks. We won’t know the cost of all the damage until second and third quarter earnings reports, but you can be sure that profits will suffer.
Read More
The S&P 500 has had a tremendous run-up. It’s due for a correction, although it’s not yet indicating that the correction is imminent. Be cautious. Use stop-loss orders and/or pare back positions on stocks that have retraced early 2020 highs.
Read More
Crista updates three portfolio stocks and has one rating change.
Read More
The S&P 500 Index and the Dow Jones Industrial Average began new run-ups yesterday, while the NASDAQ Composite Index continues its uptrend. I’m glad that investors are continuing to make money during this market rebound.
Read More
The S&P 500 and Dow Jones stock indexes appear to have tentatively begun rising above a trading range that lasted for six weeks.
Read More
In keeping with last week’s comments, the stock market continues to show a willingness to rise in the near term. More than any other industry, oil refining stocks offer strong upside, including two within our portfolios.
Read More
The stock market continues to exhibit a willingness to rise in the near term. I’m seeing constructive price chart patterns on both the S&P 500 index and on many individual stocks.
Read More
Crista updates us on two stocks, one in the portfolio and one that she has recommended in the past year.
Read More
Two portfolio stocks reported earnings and have rating changes.
Read More
Five portfolio stocks reported earnings and one moves to Strong Buy.
Read More
Three portfolio stocks recently reported earnings and one moves to Strong Buy.
Read More
Several portfolio stocks recently reported earnings and move to Strong Buy.
Read More
Several portfolio stocks recently reported earnings.
Read More
The major theme that I’m noticing during this earnings season is that Wall Street analysts were low-balling their earnings and revenue estimates as they cautiously assessed the potential impact of the COVID-19 virus on business activity.
Read More
I’ve been receiving questions recently that essentially ask, “Why did this stock go up when the company reported bad news?” and “Why did this other stock go down when the company reported good news?”
Read More