We have obviously lived through a very difficult period in the stock market recently, from which most of the portfolio stocks are recovering or have already recovered. Hopefully we will not see another similarly ugly stock market downturn for several years, but there no...
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You may have noticed that the price of West Texas crude oil is up about 48% since it bottomed in late December.
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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 March flooding in Nebraska and neighboring Midwest and Great Plains states is devastating to farmers, crops and livestock. Consumers can expect prolonged food price inflation that reaches around the globe.
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U.S. stocks markets are now continuing their rebound from the horrendous fourth-quarter 2018 market action. The S&P 500 and NASDAQ indexes look quite bullish, while the Dow Jones Industrial Average (DJIA) lags a bit.
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I’m as “political” as they come, but I don’t make investing decisions based on politics. I make my decisions based on corporate successes (which show up via profit and revenue growth), economic facts (definitely not economic speculation) and stock market trends.
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The market is stuck in an intermediate-term trading range, and could be for a while. But with no recession in sight, you should be buying stocks now.
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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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I haven’t added any new stocks for a while because we’ve already got 30 stocks in the portfolios. Our current stocks have mostly been rising: the good, the bad and the ugly. However, I always have a good list of stocks that are in...
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U.S. stocks continue to defy gravity, with their audacious 2019 year-to-date gains mirroring their equally extreme fourth quarter 2018 descent.
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U.S. stocks delivered great performance in January and are now taking a breather. As such, I expect the S&P 500 index to trade between 2625 and 2825 for a while. The trading range might end up being a little higher or a little but...
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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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George H.W. Bush was loved by many. And the stock market performance during his tenure suggests that Wall Street loved him too.
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Another Dow 30 Shakeup is Coming
November brought some significant news about General Motors (GM) and United Technologies (UTX), while General Electric (GE) continues to invite investor inquiries. As our portfolio stocks experience share price recoveries alongside the broader market, in the aftermath of October...
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The poor stock market performance of the last two months has been discouraging. But the overall stasis in 2018 should have been expected.
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Apple (AAPL) Redux
Welcome to November, holiday season, winter’s coming, and mid-term elections! As if a stock market correction wasn’t providing enough excitement…
Today I’m doing something slightly different. I normally feature one stock from each of our three portfolios in the monthly issue. Today of...
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General Electric: Still a Hot Mess
This week, General Electric (GE) announced that, after a brief tenure, CEO and Chairman John Flannery is being replaced by Larry Culp, former CEO of Danaher Corp. Don’t get all excited about Larry Culp, nor about yesterday’s jump GE’s...
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How to Exercise Caution While Riding the Bull Market
Many investors remember that late in the summer of 2017, I cautioned you that the stock market was due for a pullback. At that time, the market had risen steadily since November 2016, and showed sign...
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Valuable Investor Tools
If you’re not in the habit of listening to quarterly earnings conference calls, I suggest that you pick one of your stocks, and visit the company’s investor relations page. You’ll likely find their earnings press release, a webcast of the management call...
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