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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 include Google, FB, Netfix, and Amazon have led the sell-off. Questions to ask are 1) are these stocks over valued, 2) what are the implications…

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 & P 500 and the Dow Jones Industrial average. Base stock performance is reflected in the following table. Note that when data collection occurred on…

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 than relatively small positions in the speculative stocks and place stop losses on them to protect your capital. This week is full of political noise,…

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 bull-market in stocks. Except for the stock market, the economy has been on a recessionary trend the last 8 years. It is the improvement in…

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 2017 Base Stock Performance Weekly stock picks for April outperformed all 3 major stock indices by a wide margin. Those with dividends exhibited a greater…

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 continued those same misguided policies for the same reasons. That Clinton lost and the anti-market policies ended was reason enough for the stock market run-up.…

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 risk-off mode very quickly. Strategy: Buy on any strong or significant dips. The long-run upward trend continues to dominate. Thus, you can ride out any…

Weekly Stock Picks for March 2017

Week 1 The market remains kind. I continue to buy the inverse beta stock TZA when the market is up and sell when the market is down, but I always hold a minimum of 3% in my portfolio. Along with potential profits from TZA, I have increased cash holdings in case a market correction serves up buying opportunities. For the week of March 6 - 10, I recommend taking a look at some of the stocks I intend to buy:…

What about the Current Economy and Markets?

The supply or production side of the economy driven by individual and business interests was for about eight years due to anti-business and anti-private sector policies.  The rationale for these policies was a socialist agenda coupled with a lack of understanding of how a market based economy (i.e., capitalism) works.  The result was slow and declining rates of economic growth on the supply-side of the economy because business expectations for a payoff to investment were lacking.  For example, recent data…