This has been a good year for the market. With only weeks left in 2019, the S&P 500 is more than 23% higher for the year. Some of that is the undoing of the overselling at the end of last year. But the has...
Read More
December: Time for a Portfolio Shake-Up
Here we are in December, an interesting time in the stock market, as excessive price movements culminate, often reversing course in January. On the bullish side, you may have owned stocks that rose an abnormal amount, all year We...
Read More
Today will be an important day for our retail apparel stocks.
Read More
The market mood is always changing. Just last week the market indexes were forging new all-time highs and cyclical stocks were the best performers. What a difference a week makes.
Read More
U.S. stock markets, as represented by the S&P 500 (SPX) and Dow Jones (DJIA) indexes, continue reaching new highs. But stocks and stock markets don’t go straight up, even during bull runs.
Read More
The market still has an upward bias, albeit less so than the past couple of weeks. Investors are starting to sniff out 2020.
Read More
The stock market continues to reach new all-time highs. I’m very comfortable with current market momentum.
Read More
The economy is still solid and the trade war thaw is taking away a big headline risk for the market.
Read More
A CORNUCOPIA OF TRADING & INVESTING IDEAS
Two stocks are leaving the Buy Low Opportunities Portfolio today as they near their price targets: Alaska Air Group (ALK) and Synchrony Financial (SYF). While researching stocks that might join our portfolios, I came across half a It...
Read More
We’ve been fairly lucky this earnings season in that every single one of our portfolio companies that reported earnings managed to meet or beat the market’s expectations. Of course, that doesn’t mean share prices will rise. Oh heavens no! Short-term movements in stock can...
Read More
The market seems to want to move higher, albeit slowly and with rude interruptions from the headlines. The S&P 500 is within less than 1% off the all-time high set in July, although the index has been somewhat range-bound since June.
Read More
When market pundits toss about terms like “growth stocks” and “value stocks,” it seems as if they’re saying “companies that are growing” vs. “companies that are not growing,” so we sugar-coat these companies and pretend that they have ‘value.” That’s not really what vs...
Read More
The market is once again flirting with all time highs. The good week was driven largely by the announcement of a partial trade deal with China. But the main event will be earnings going forward.
Read More
There’s been a variety of news pertaining to airlines, and also to the Boeing 737 MAX jet problem, in recent weeks. It can be hard to know which industry-specific stocks to own and which to ignore. I always use profit growth as my line...
Read More
The indexes are near all-time highs in what is now the oldest bull market and recovery in history. And risks are mounting. There’s the trade war with China, the sputtering global economy, weaker growth at home and impeachment. The market is really struggling muster...
Read More
The markets have been quiet, heading into earnings season, which begins next week with financial stocks and a couple of our stocks move to Buy recommendations today after recent pullbacks.
Read More
October is a historically ominous month for stocks. After all, it is the month of the 1929 stock market crash and the 1987 crash. After a rough May and August we step into the mother of all jinxed months with a terrible start.
Read More
Throwing Darts at the Ticker Tape and Other Investment Strategies
October is a significant time for me, because that’s when I begin embracing companies that didn’t previously have strong enough numbers to join these portfolios, but now have excellent prognoses for the coming year. (This only...
Read More
The S&P 500 index continues to act well, rising to new highs in July, conducting a very orderly pullback in August, and rebounding in September. To my eyes, the price chart still looks strong.
Read More
Oil prices are volatile now that about half of Saudi Arabia’s oil production is temporarily curtailed. Rising oil prices can help oil and chemical stocks, and hurt airline stocks.
Read More