October 2017 Stock State

September 6 update: Investors can probably ignore this. Trades pay attention. High rates of growth, the higher the worse, combined with complacent or Pollyanna investors along with stock analysts that give in to assuming an unrelenting upward trending stocks is a circumstance that inevitably leads to a correction. Listen to Cramer (Mad Money). He has… Continue reading October 2017 Stock State

September 2017 Stock Pick Performance

September was another challenging month. So many fear October that sellers tend to dominate the month and finding stocks that might make gains is more challenging. The Base stock portfolio beat the NASDAQ and performed nearly as well as the DOW and S & P 500. The best performer was the regional banks (KRE). Shopify… Continue reading September 2017 Stock Pick Performance

October 2017 Stocks of the Week

Warren Buffet thinks that the low-interest environment creates a situation in which stocks are NOT overvalued and that there are good buying opportunities out there. Also, the general consensus is that there are more positives than negatives that might affect the stock market in the near term. That said, some analysts continue to stress the… Continue reading October 2017 Stocks of the Week

September 2017 Stock State

September 8 update: Earnings are strong as are profits and the underlying economy. Yet there are potential problems with which we must consider. First, it is September. Typically, stocks do well up to about the middle of September and then tend to sell off such that the month ends in the red. Some technical analysts… Continue reading September 2017 Stock State

August 2017 Stock Pick Performance

The base stock portfolio and the weekly stock picks for August 2017 managed to beat all the major stock indexes (S & P 500, NASDAQ, Dow). That said, it was a difficult month for stock picks. The base portfolio had one change in that USCR took the place of ALK. The following link has the… Continue reading August 2017 Stock Pick Performance

September 2017 Weekly Stock Picks

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… Continue reading September 2017 Weekly Stock Picks

July 2017 Stock Pick Performance

July 2017 Base Stock Performance July 2017 Weekly Stock Performance Once again, all stock pick categories — Base Stocks and Weekly Stock Picks — beat all three stock indexes during the month of July, 2017. The only major negatives in Base Stocks were regional banks (KRE) and the one airline stock (ALK). Weekly stock picks… Continue reading July 2017 Stock Pick Performance

August Stock State: Market Outlook and Strategy

August 9, 2017 update: Two things that matter: 1) August is typically a negative month for stocks. 2) Geopolitical risk related to N. Korea causes investors to take money out of the market. You can choose to ride out August if you believe, like I do, that the last quarter will reverse course and be… Continue reading August Stock State: Market Outlook and Strategy

August Weekly Stock Pick Recommendations

Week 1 (July 31 – Aug 11): For growth, I suggest looking at INTT, NVMI, KLIC, TFECY, LYV, and GILD. For dividend growth and income, consider MPLX, and NTES. ETF’s that pay around 8% quarterly and provide strong growth are IHD, and IAE. An undervalued CEF that pays monthly is the Boudler Growth and Income… Continue reading August Weekly Stock Pick Recommendations

July Stock State: Outlook and Market Strategy

Outlook and Strategy for June 7, 2017. Sell-offs or market adjustment in high-flying tech and semiconductors is noticable. Stocks such as ATVI, EA, ADBE, RHT, ADSR, MU, PYPL, NVDA, LRCX, and AVGO have had the fastest run-up and are at the greatest risk for a sell-off or correction. Howver, the bigger name FAAMG stocks that… Continue reading July Stock State: Outlook and Market Strategy