How to Learn More about the Companies You Own
As the new Chief Analyst for the Undervalued Stock Advisor, I’d like to thank you for reading this month’s letter. I know you have many sources of investment ideas and advice, and I appreciate your in...
Read More
Our Emerging Markets Timer as found support in recent weeks, but that hasn’t been enough to produce a new buy signal.
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
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
Our Emerging Markets Timer as found support in recent weeks, but that hasn’t been enough to produce a new buy signal.
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
How to Monitor Future Trouble in the Housing Market
U.S. stock markets continue to rise, carrying the majority of our portfolio stocks upward. There’s price resistance on the S&P 500 index at about 3,200, so that’s where I will anticipate an end to the run-up...
Read More
Our Emerging Markets Timer as found support in recent weeks, but that hasn’t been enough to produce a new buy signal.
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
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
Our Emerging Markets Timer as found support in recent weeks, but that hasn’t been enough to produce a new buy signal.
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
Caution: Rough Seas Ahead
As the stock market recovers from the steep downturn in March, I’d like to stress that this downturn bears no resemblance to any previous stock market downturn. It wasn’t created by corporate excesses or a housing bubble or any specific problem...
Read More
Our Emerging Markets Timer as found support in recent weeks, but that hasn’t been enough to produce a new buy signal.
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
All of our portfolio stocks move to a Hold recommendation while U.S. stock markets react to turmoil in energy markets. I expect more downside to U.S. stocks in the coming days.
Read More
Our Emerging Markets Timer as found support in recent weeks, but that hasn’t been enough to produce a new buy signal.
Read More
Yesterday, while reviewing my entire Buy List, I noticed that the insurance/annuity and investment stocks appear ready to begin new run-ups, after resting for a few days.
Read More
I expect to be adding and removing stocks from these portfolios in 2020, more frequently than usual. That’s because when a stock market recovers from a big drop, stocks tend to get stuck in trading ranges, advancing in fits and starts.
Read More
Our Emerging Markets Timer as found support in recent weeks, but that hasn’t been enough to produce a new buy signal.
Read More