June 2017 Stock Pick Performance

It was a month where “less bad” was the winner. On the other hand, some picks occurred with the expectation buying on a pull-back and thus those with the greatest percentage loss represent the greatest profit opportunities. For base stocks, the only index that was worse was the NASDAQ. Base stocks lost to the S… Continue reading June 2017 Stock Pick Performance

July 2017 Weekly Stock Recommendations

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… Continue reading July 2017 Weekly Stock Recommendations

June 2017 Stock Picks of the Week

Stock tickers to consider adding to your portfolio for the week of June 5 – 9 are: Two Chinese growth stocks BABA and WB; Dividend stock with strong dividend growth AVGO; High yield dividend stocks STWD, HSBC, IRM, and EPD; the technology dividend fund TDIV; and the speculative stocks NEO and AERI. Take no more… Continue reading June 2017 Stock Picks of the Week

June Stock State: Market Strategy and Outlook

June 2, 2017 update: Markets are gaining momentum. As of this Thursday and Friday, a risk-on appetite from strong labor market data and positive expectations among businesses and consumers led to put more money into smaller, riskier growth stocks. This is a good sign. Moreover, it reinforces the prospects for a continuation of the current… Continue reading June Stock State: Market Strategy and Outlook

May 2017 Weekly Stock Picks

Busy moving my daughter to Los Angeles, CA this month and have gotten behind. The best I can do now is to combine the 1st and 2nd week’s stock picks for May into one set. These tickers are: ZIXI, BOTZ (a fund for robotics and AI), CELG, AEIS, and ABMD. I expect these to beat… Continue reading May 2017 Weekly Stock Picks

April 2017 Stock Pick Perfomance

Weekly stock picks clobbered the market yet again! Even so, the set of Base Stocks lagged the market a bit and as a result I am dropping two of my Base Stocks: IBM and GE. I am replacing these two dropped stocks with Shopify (SHOP). The following chart summarizes the Monthly Base Stock performance. April… Continue reading April 2017 Stock Pick Perfomance

The Stock State: Market Outlook and Strategy

After a strong run-up from the November election and through February, the market was up on a “Trump Bump.” Personally, I thought the “Trump Bump” was more of a celebration over the discontinuance of anti-market policies put in place by an Obama administration that never understood how a market economy works. Hilary Clinton would have… Continue reading The Stock State: Market Outlook and Strategy

Stock Traders and Stock Investors

The difference between stock market traders and stock market investors is often confusing. Here are some brief definitions and examples of each type of trader. According to Ian Harvey at Investopedia (downloaded on 4/10/2017), Stock traders tend to have a short-term time horizon and buy or sell stock based on the market and its characteristics… Continue reading Stock Traders and Stock Investors

April 2017 Stock Picks and Market Strategy

Trading range, consolidation, pull-back to 200 day support line are all possibilities to look forward to in the near term. The market tends toward risk-on with good news about fundamentals such as the ADP hiring report this Wednesday. By contrast, political uncertainty “noise” has a strong, or even stronger, negative effect pushing investors into the… Continue reading April 2017 Stock Picks and Market Strategy