The FOMC is meeting this week and investors can hardly contain their euphoric bliss. In-the-know pundits are already factoring in a rate cut next month and more before the end of the year. The market rallied strongly yesterday as it salivated over prospect.
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The market found its mojo after the Fed vaguely insinuated that it could conceivably consider cutting rates before the end of the year. But it looks like the momentum is gone.
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Assessing the Retail Stock Landscape
After rising 25.3% from Christmas Eve 2018 through April 30, 2019, the S&P 500 stock index fell 6.6% in May. A pullback was clearly overdue, and there was plenty of fuel to keep investors on the edge of their Many...
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Property & Casualty Insurance Stocks Are On My Radar
Today I’m taking the opportunity to remove two stocks from the portfolios, in the quest to (a) pare back the number of stocks in the portfolios and (b) add new stocks to the portfolios. Clearly, two...
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A Rising Stock Market Brings Opportunites Today
U.S. stock market indexes have emerged from recent trading ranges and embarked on renewed uptrends as they seek to retrace all-time highs that were established in August through October 2018. Your stock portfolios will likely achieve additional appreciation...
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The Calm Before the Next Market Run-Up
I suppose it makes sense that a calendar quarter that was characterized by two big stock market downdrafts could be followed by a calendar quarter that delivers two stock market run-ups. And while I anticipated and frequently about...
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Buying Low is the Best Revenge
We’ve successfully struck upon some successful trades recently in the days leading up to various companies’ earnings releases, including Apple (AAPL) and Knight-Swift Transportation (KNX). If you’re looking for another similar opportunity, scroll down to review Marathon Petroleum in...
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The Stock Market is on Winter Vacation ... in the Dog House
We’re entering 2019 at what might be the bottom of a three-month stock market downturn. I anticipate that the market won’t return to its 2018 all-time highs until the third quarter of at...
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Provided are the top five institutional holders of this fund.
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My top investment theme for 2018 has to do with a corporate America spending spree thanks to lower tax rates and a sudden influx of cash.
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The best dividend stocks this year should come from three sectors in particular. Here are three stocks that stand out to me.
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Overall, we think trimming your stocks makes sense. Get rid of any stocks that break down, and taking some partial profits in winners is also a good idea. On the buy side, we’d keep it relatively light for now—it’s fine to take a position...
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Last Friday's TrumpCare vote will have ramifications for the American public, but you shouldn't buy and sell stocks based on the outcome.
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Donald Trump made a lot of promises on the campaign trail. If he follows through on them, here are three stocks to buy in the coming months.
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Two of our positions reported this week. One was up over 8% the day after reporting. And the other is up nicely in early trade today after reporting yesterday.
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All of our market timing indicators remain bullish, and the major indexes and many stocks are attempting to resume their post-election uptrends. In the Model Portfolio, we have three changes tonight.
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After a down couple months, Facebook stock has surged since the calendar flipped to 2017. And it's taking other growth stocks with it.
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Last month, I wrote a column titled, “The Best Infrastructure Stocks for 2017.” Readers liked it. So today I have more infrastructure stocks to recommend.
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The Emerging Markets Timer is now flashing a new buy signal, as the iShares Emerging Markets Fund (EEM) has risen above both its 25- and 50-day moving averages and the lower (25-day) has turned up. Our only portfolio move today is to return Education...
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The Trump Rally in the stock market has been more powerful than most expected. Here's a look at how it's impacted various stocks and sectors.
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