Week 1 (Sept. 4 – 7):
Trade is still a negative while just about everything else (eg., domestic economy and GDP growth, relatively low real interest rates, and company earnings) are positives.
On a different issue, I don’t get why the NFL allows anyone to take a knee during the national anthem. There are a billion and one things to protest and every player can take a knee for one reason or another such that no one stands. This disrespects the nation and that we have free speech. In other words, protest is what our nation represents and kneeling merely protests your own right to protest. Too many knocks to the head perhaps?
On to stocks and funds. Buy ATEYY, CONN, and RNR for growth. Check out OSB for dividend growth. A great ETF to consider is JSMD. If you want to put money into a monthly paying mutual fund that is highly ranked and that always pays its dividend then consider FLARX. FLARX yields 3.85% and tends to hold its value. Other monthly paying cash or near cash related funds to consider are BLW, USAIX, and ICSH. Good investing.
Week 2 (Sept. 10 – 14):
Watching stock indexes turn red with more tariffs. Will there be any more positive news on this front? Probably a deal with Canada, and then maybe the EU. Both would be a welcome relief. I don’t think it matters with China that we get a deal. I’d like to see all our firms doing business in China reallocate entirely to anywhere else.
As for investments, consider GNRC, ATEYY, and OXINF for growth. Recommended dividend growth stocks are BGCP, ARLP, BGSF, GES, MCY, GLNCY, and OSB. Growth oriented ETFs are IHI, FXL, XLM, and VGT. Dividend ETFs with payouts directly related to increasing short-term interest rates are BLW, BGT, FRA, EFT, JRO, and JFR. Mutual funds with returns related to short-term interest rates are BLDRX and BFRKX. Two high paying dividend growth stocks that hold up will under economic downturns are MO and PM. That’s all for this week. Good investing!
Week 3 (Sept. 17 – 21):
Between now and when the negative effects of trade obstruction show up in economic data there is only the midterm elections. Election noise will lead to market volatility and opportunity. There may also be a year-end Santa rally. Without trade deals as promised, trade effects will manifest themselves as job losses and greater inflation. This will happen about the time economic stimulus from de-regulation and tax cuts begin to fade and interest rates rise to higher levels. Prepare to exit the market at that time. Holding cash at higher interest rates will be increasingly popular and funds like MINT, ICHS, and EFT will help in that regard.
In the meantime, the market and the economy looks solid. Consider the stocks CBD and RHHBY for growth. For dividend growth look at MCY. Excellent growth oriented ETFs include IHI and BBH. For the increasing interest rate environment, start looking at the ETFs EFT, FLTR, PPR, ICHS, MINT, and VRP. Alternatively, a good mutual fund for rising rates is EABLX. Good Investing!
Week 4 (Sept. 24 -28):
Anybody question whether September is a typically slow month for the stock market? Glad it’s over. Looking ahead to October, consider ZUMZ, VRS, GES, and TITN for growth. Dividend growth stocks to take a look at are XAN and PAGP. Additional growth oriented ETFs you may want to consider are FXL, VONG, and SPYG. As for growth oriented mutual funds, consider AGOZX and NYSAX. Good investing!
