Week 1 (9/5 – 9/8):
September is generally a worse month for stocks than August, which wasn’t very good. Still, stock indexes finished August at nearly their break-even points. Adjust your expectations for September to include a greater risk for profit taking and a market correction, and for stocks to finish the month lower. This scenario also represents a buying opportunity.
For growth, take a look at CTLT, CG, ADSK, SCZ, and LILAK. SCZ and LILAK are funds investing in global small caps and global micro caps, respectively. Small caps seem a favored area of stock rotation lately. There is also possible growth in stocks with strong insider buying such as TRN, PAH, and FRGI. For those wanting dividends, CRIUF, a Canadian utilities trust with 7 consecutive dividend increases, pays 8.95%. Utilities are defensive stocks and CRIUF pays monthly as well. The ex-date is near the end of each month and you must buy it before the ex-date or you will be ex-dividends the next month. Another good dividend stock is GMLP which pays quarterly dividends with a yield of 11.3%. It’s dividend is also safe and reliable.
Good Investing!
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Week 2 (9/11 – 9/15):
For growth consider MYGN, HQY, LULU, PANW, WDAY, AVAV, VMW, CWH, BAYK, TRMR, and SUPN. For a Christmas present consider CN, a 5 star China ETF that has strong growth and pays an annual dividend in December with a yield of (8.42%). For high yield yet very safe dividends consider NLY, WPC, NMFC, JFR, DLR, PBFX, and MPLX. The market looks good today, but don’t forget that it is still September. Good Investing!
Week 3 (9/18 – 9/22):
The bull market remains and no significant September sell-off appears likely. As the financial sectors of most developed economies have grown from about the same size as their real sectors since the market crash in 1987 to about 3 – 4 times the size of their real sectors, circumstances have changed dramatically. This is due mostly to central bank easy money policies that have fed financial sectors around the world. As a result, the big risk to the stock market is not related as strongly to the underlying real economies but to the FED’s and other central bank policies. In particular, if our FED raises interest rates and reduces its balance sheet too fast, a recession will follow. I’d keep an eye on the FED to decide whether a short-term pull-back is a buying opportunity or time to get out of the market all together. That said, at the moment the market is solidly long.
Stocks to look at for growth include TCEHY, ABMD, EA, HAWK, and CTRL. Dividend and growth stocks are: ROST, MXIM, and TER. SRET is a Global X super dividend REIT that yields 7.6% and pays monthly. Good investing!
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Week 4 (9/25 – 9/29):
The real economic sector has more up indicators than down and the financial sector seems quite sound, even as the FED begins to reduce its balance sheet (a contractionary monetary process). Still, the larger financial sector wags the dog and we must keep an eye on the FED’s policies.
Growth stocks to look at include: ACIA, ANET, PFPT, MTOR, and WAL. Dividend growth stocks to consider include: ABX (World’s largest gold miner), WTS, and MWA. High yielding dividend plays are: STB, MFA, AGNC, EPRF, and SDIV. Undervalued CEFs with high yields and the potential for capital gains are FEO, EDD, amd EMD. Good Investing!
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