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March Stock and Fund Picks

Week 2: I hope everybody bought as much as they could of the three CEFs I recently recommended: AIO, BMEZ, and BSTZ. If you didn't you can still buy them after their ex-dividend dates (the date after which you do not get the next monthly dividend) because they tend to have lower prices at that point and thus you may be able to buy more shares. If I was relatively young, I'd buy just these three CEFs, let them DRIP…

February Stock and Fund Picks

Their are two recent positive developments. First, it looks like the stimulus package just needs to work its way through the Senate so it is likely the government will pay out stimulus checks sometime in March. Second, the single-shot nature and easier storage requirements of the newly approved J & J covide-19 vaccine should help distribution in less developed countries that have little or no infrastructure. Aside from these two positives, the market is showing signs of slowing momentum due…

January Stock and Fund Picks

The state of the economy is generally positive. Pent up demand will continue to be unleashed as vaccinations increase but don't expect a new Covid-19 stimulus bill until mid march, if then. Also, expect a re-allocation of resources away from oil and gas and towards renewables. As far as new policies that effect the economy, it's anybody's guess as to which ones will pass; the only certainty is an increase in regulations in the Federal Register. Some funds that you…

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…