Busy moving my daughter to Los Angeles, CA this month and have gotten behind.

The best I can do now is to combine the 1st and 2nd week’s stock picks for May into one set. These tickers are: ZIXI, BOTZ (a fund for robotics and AI), CELG, AEIS, and ABMD. I expect these to beat the market in the coming month and beyond. Do your research when considering any of them to add to your portfolio.

For fans of monthly pay checks, I put together an abbreviated portfolio of high yielding but safe dividend funds to illustrate how you can generate income from your investments. The following link will take you to this example. Monthly Paying Dividend Funds

If you want to diversify or expand your holdings, you could add any of the following monthly paying funds: SPHD, YYY, PFLT, MAIN, LDP, VRP, LTC, GLAD, EVV, GAIN, and ACSF. Good investing!

Stock picks for the week of May 15 – 19: For those wanting good, reliable monthly dividend payers, consider buying IRT and TPVG. I will add that there is no such thing as a “buy and hold forever” dividend stock or fund. You must review each position about once per month and determine if you still want to hold it. I try to keep my turnover low by doing upfront research, but there is still a need to rotate dividend payers for various reasons (e.g., the likelihood of reducing or lowering their dividends).

For those wanting dividend growth stocks, consider buying AET and FAF. For those wanting growth stocks only, consider buying PXLW and DSGX. The Trump/FBI quagmire threatens to up the risk of US politics spilling over into an economic growth agenda at the same time that forecasts of 3 to 4 percent Q2 growth are occurring. The first relates to to short-run volatility and the second relates to to long-run economic fundamentals and growth. The only pragmatic strategy is to buy my recommended stocks after any significant sell-off or pull-back and hope that long-run fundamentals prevail. Hope you have either cash on hand or a significant position in a hedge like TZA.

Of course you can always wine and dine and buy gold.

Good investing!

First, read “Look Out Below” just in case there is a strong market sell-off, probably led by technology, in the near future. This would be a healthy consequence if it occurred. Ride it out if a long-term investor. Otherwise, hedge your bets. Within this context, stock tickers to consider for the last week of May 2017 are: HQY, IRBT, VEEV, CAMT, WLDN, HOFT, and NRZ. NRZ pays a high yield dividend and offers dividend growth and some capital appreciation. The others are growth stocks that are either cash rich or growing rapidly. Also, review your stocks that are performing well and assess whether some rotation is in order. We want to keep only those sled dogs that are running or getting ready to run. If the market sells off, I’d be looking to buy back into technology, and maybe banks. Good Investing!