google.com, pub-2431335701173086, DIRECT, f08c47fec0942fa0 July 2018 - MarchéEconomics

July 11, 2018

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July 2018 Stock State Update

"Trump trade" noise leads to panicky sellers.  Yet, the underlying domestic economy is robust, as is earnings growth.  Actionable conclusion:  Buy the dips.  Panicky sellers simply create opportunities for the hunters.  Which of the two would you rather be?

Free Market Beating Stock Picks for July

Week 1 (July 2 - 6):   If Pres. Trump makes a trade deal to reduce tariffs (taxes on imports) it will be pro supply side along with the earlier tax cuts and deregulation.  If he stays protectionist, economic growth will slow, both domestically and globally.  The later problem may even lead to a recession.  Within that context of uncertainty, I'll recommend the following growth stocks:  AY, GLNCY, GBX, MRO, NCS, CIVI, and CONN.  Strong dividend growth comes with GLNCY. …