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December 2020 Stock and Fund Picks

The market appears like it will be strong until mid January 2021. No one wants to sell gains at this time so it will remain somewhat overbought. That said, the Biden administration will be a lot less volatile and thereby contribute to increased market stability -- especially regarding tariffs randomly and thoughtlessly applied. Moreover, gridlock appears likely if the Senate remains controlled by Republicans. This will contain market disrupting tax and wage policies. Thus, the expectation of long-run stock market…

November Stock and Fund Picks

This month I am providing you the opportunity to invest in what I do: Use CEFs and ETFs as a source of dividend income and for capital appreciation. I tend to get between 10% to 15% per year in capital appreciation plus about 8% to 9% in dividend income. The simplest and most consistent method for both is to buy at a discounted price relative to a funds net asset value (NAV) and wait for it to appreciate. This also…

October Stock and Fund Picks

Before I list my picks and review the state of the economy, I'd like to add a comment on trade protectionism and the negotiation strategy of the Trump administration with China. The problem is that China is an unfair trader and its communist government's strategy is to steal as much technology as is possible. Something must be done to counter a development strategy such as this. Unfortunately, Trump's trade protectionism and attempts at negotiation will ultimately fail as a countermeasure.…

September Stock and Fund Picks

The economic recovery is looking dismal. Virus infections are increasing globally and will get worse this fall. Economic disruption will likely increase. The market is in the process of an orderly adjustment to these facts and as long as the major indexes remain locked between the 50 day moving average upper limit and the 200 day moving average lower limit things are likely to remain orderly. Plunge below the 200 day and things will get really ugly. Stocks you can…

August Stock and Fund Picks

August 21, 2020 Growth is slowing again, mainly due to non-maskers and covid-19 spikes. This dooms Pres. Trumps chances of re-election. Get ready for a well-meaning liberal President Biden who will enact policies that will produce exactly the opposite effects intended. We must accept the fact that we will never have a president that understands markets or economics and therefore will never enact policies that actually achieve their goals. For example, you might remember Obama's aim to increase government hiring,…

July Stock and Fund Picks

Simultaneous supply and demand side shocks continue to hinder the economy. Add to that, idiots and morons of the "Free DUMB" non face maskers clan and you get virus spikes that threaten everything from the economic recovery to the stock market and even college sports. The recovery has now hit a calm in which there is no wind and our portfolio ships are merely existing. Unless, of course like me you are an income investor holding stocks like O, and…

June Stock and Fund Picks

As I indicated previously, the market raced ahead only to pull-back and re-price. The second wave increase in the rate of Covid-19 infections that resulted from re-opening the economy was the main cause of the pull-back. I know people are weary of playing it safe but it now seems as if they are walking around inside the boxing ring with their hands down while expecting to not get punched in the face. Very silly indeed! So, with the pull back…

May Stock and Fund Picks

When, as I pointed out earlier, the market gets ahead of the economies fundamentals, it will sell-off or re-price. This is the time to put money to work, but very slowly and carefully. Top growth stocks to look at include: ASX, DBX, DOYU, NPTN, EXPI, and BJ. Top dividend growth stocks are: MMLP, VIRT, DCP, ODP, RGP, MED, GSK, and ALEX. Top ETFs are QQQ, IWY, XNTK. If you want solid income try to buy DFP below $23.05. If you…

April Stock and Fund Picks

Stay the course: Stay in cash and do not buy any new stocks or funds at this time. If I don't recommend you deploy capital then I can't be accused of giving you overly risky or just plain bad advise. If you already have a dividend reinvestment portfolio then just hold it and let it buy up shares at cheaper prices. For those with a CEF income portfolio, just hold it (of course, any MLP funds are riskier during the…

March 2020 State of the Markets

Last week of February priced in only a part of the negative supply-side shock of the Corona virus outbreak. When theme parks and public events such as the Olympics are either under consideration for cancelation or being canceled at an accelerating rate, people are staying home rather than going out such as in Italy and France or tourism falls to zero in some geographic regions, things are looking pretty bad. The virus tends to incubate within an infected person for…