Stock picks for the 1st week of July, 2017 (July 3 – 7), with markets closed July 4, 2017.
The tech sell-off created buying opportunities. July, week 1 stock recommendations must include AAPL. I’d also consider TREE, TCMD, NTES, ANET, JD, JPM, CRIUF, and ARCC. ARCC is a large, solid business development company that pays about 9.3% and has also pulled back recently, making it a good buy. CRIUF is a Canadian utilities company that pays about 8% and offers dividend growth. Moreover, it is a defensive stock for those worrying about a stock market bubble. I also think the toy company Nintendo (NTDOY) is worth a strong look as it has a lot of hardware and games in its pipeline going into Christmas, analysts expect next years earnings to be huge, and it has sold off a bit recently. Good Investing!
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Stock picks for week 2 (July 10 – 14): I’d consider looking at OSUR as a growth stock. Then I’d consider the monthly dividend payers GAIN, MAIN, RFI, FFC, PPF, ETW, EXG and ETY as these also tend to increase in asset value over time. Quarterly dividend payers HQH, QQQX, and STK also tend to increase in value over time. Two of the best dividend growth stocks (i.e., rapid dividend growth) to buy are VLO and LRCX. LRCX has the greatest long-run asset appreciation potential as well.
Nintendo (NTDOY) looks as though it might be bottoming out. I’d watch for a double bottom or a “dead cat bounce” before climbing in too heavily. Most Analysts indicate positive increases in growth over the next two years that will eventually attract buyers. Before that, NTDOY is a toy company with a lot of new and really good stuff to sell going into Christmas. In particular, it has at least eight newly developed games. (I was just in Los Angeles where these games were on display and handily beat their competition.) I expect that it will eventually take off in a positive direction, but be patient in the meantime. Eventually, even the recent sellers will want to come back in.
Good Investing!
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Week 3 Stock Picks:
Stock tickers to research and consider adding to your portfolio for this week are AAOI, IMED, HACK, KTOS, JPM, C, KEM, IT, MKSI, FNG, and NLY. NLY is a highly recommneded, high yielding mREIT with good dividend coverage. The others are growth oriented stocks or funds. FNG is a brand new ETF based on FANG stocks that you should try to buy under $21.00.
The best returns from a global perspective are from first, emerging markets and second, Europe. The US stock market is still a bull market due to the slowest and weakest recovery on record, still low interest rates, and a reversal of socialist over-regulation. Thus, it is still a buy on the pull-backs market, but one in which you should target those stocks with the best opportunity to succeed. For example, KEM and AAOI are Zack’s rank number 1 stock recommendations and for that reason must be strongly considered. That said, all of my recommendations have a high probability of success and that is why I recommend that you consider them with the same level of expectation.
A note on Nintendo (NTDOY). One Seeking Alpha (SA) stock analyst expects it to reach $60 by this Christmas. I’d buy it before it again breaks $40.
Good Investing!
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July 2017, Week 4 Stocks to Consider: A solid growth fund for those not wanting to pick individual stocks is CLQZX. For stock pickers wanting growth, WUBA, TCEHY, EXTR, and OCLR are great stocks to consider (i.e., to research). Those wanting dividend growth stocks (i.e., the stocks grow in value so you have capital gains and their dividends grow in value as well so you have increasing yield on cost), then take a look at NTAP, BA, TXN, CC, and SRLP. More on the high yeild side, although they have a track record of increasing dividends are OXLC, TICC, PNNT, BX, and BPT.
Nintendo (NTDOY) appears to be comming off its bottom. It is not too late to get in. The remaining upside range from now until December is approximately 20% – 50%.
Good Investing!
