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Free Stock Picks for June 2018

Week 1 (June 1 - 8):   The economy is just right.  Short-term calm and low volatility usually create a "smart-money" outflow and a short-term dip that you should buy . . . maybe by tomorrow.  Consider the growth stocks GTES, and OFG.  Look at the ETFs:  XLI, PSCI, and XSD.   Good dividend growth stocks are CVRR, STX, HCLP and TRTN.  No one can predict the future or the next recession so all attempts to do so are merely…

May Market Beating Stock and Fund Picks

Week 1 (May 1 - 4):  Uncertainty about the Fed, a flattening yield curve, and China trade issues are offsetting strong earnings and a higher rate of economic growth.  The result is a trading range for stocks.  Eventually, something must give and the market will head one way or another.  Hopefully, that will be another leg up.  For growth stocks, consider DAN and HUN.  The best ETF is EWS and the best mutual fund is FKCSX.  The best dividend growth…

April Market Beating Stock/Fund Picks

Trump remains the stock markets worst enemy.  True, China is a problem.  They cause 95% of our trade deficit, steel our technology and intellectual property, and respond to our complaints with a trade war.  Re-allocating plant and equipment from China to Mexico may seem plausible but it is likely that Trump would sabotage that.  Re-allocating capital to the US would only lead to less efficient production, higher prices, inflation and increasing demand for workers from Mexico.  Trump would oppose the…

Pugonomics 101 for Investors

I have two pugs.  I am not their master.  Instead, I work for them.   They are well cared for and appear grateful.  this is not trickle down economics, for which, by the way, there is no existing theory.  Given the arrogance and outright laziness of my pugs it seems more like trickle up economics. The analogy holds for investors.  When you buy a fund or stock you are using your financial capital to hire firms and fund managers to…

March 2018 Market Beating Stock/Fund Picks

Week 1/2 (March 1 -9): Markets are beginning to adapt to real growth less the uncertainty of trade-war possibilities.  The growth and earnings side are great while the trade-war issue will probably remain for some time before hopefully fading in importance.  With that I'll recommend some stocks and funds to consider adding to your portfolio.  The Gary Cohn resignation may generate nothing more than a short-run buying opportunity.  I sympathize with Gary Cohn.  He is a free-trader, as am I.  Placing…

February Stock and Fund Picks

Week 1 (Feb. 1 - 9): I am always amused when I hear a stock described as "poised for explosive growth."  It's a catchy line but the same holds for any stock in the market.  Odds are, you will be right some of the time.  The only thing I will say about my stock picks is that they are subject to rigorous research and systematic screening and that some of them, even in the short-run of only a month, will…

January 2018 Stock State

The economy continues to do well, but not too well.  That is, it is chugging along rather steadily but not so fast as to suggest closing in on the next recession any time soon.  The stock market is not always in lock step with the economy because it rests on not only fundamentals, but such things as investor expectations and sentiment as well.  The recent supply side tax cut that reduced corporates rates appears to underly market exuberance.  If exuberance…

January 2018 Weekly Stock Picks

Week 1 (Jan 2 - 5): The conservative strategy is to not chase stocks when they are up, but buy on the dips instead.  Maybe wait for a 1% - 2% pull back in the market or a given stock or fund.  For growth, take a look at OLLI, MULE, EDIT, GBT, HUN, AME, NUAN, PTI, HMLSF (Horizons Marijuana Life Sciences Index ETG), TPL, NUAN, AMG, MAS, and IBKR.  For dividends consider GSBD and BREUF.  Pull backs require you keeep…

December 2017 Stocks of the Week

Week 1 (December 4 - 8): A very necessary Tech correction (i.e., the elevator down) is underway.  This will allow for the next leg up among high-flying, high-earning tech stocks (i.e., the slower "back up the stairs")among their respective market valuations).  Once the correction bottoms, buying will again dominate so look for entry points such as the MACD (a chart indicator) crossing upwards and into the buying zone. Growth stocks strongly recommended by analysts include BIDU, KLIC, DQ, PAYC, DXC,…

December 2017 Stock State

December 1, 2017 update: Do not follow the herd, especially if it appears panicky.  You'll just run off the cliff with everybody else.  If spent all your cash because you thought this correction would be like previous ones that were short in duration, just act like Warren Buffett and be patient.  All good things come to those who wait.  Amazon and Facebook both sold off earlier this year.  Jumping out of them when they did just cost you money.  They…