February 2018 Stock State

February 12 update: The correction or pull-back of about 10% is running its course.  Much of the attention focused on headwinds created by higher interest rates (as the 10 year government bond heads for 2.9% is an overstated concern.  Imagine you are flying a small airplane into a headwind.  The FED has helped you (the… Continue reading February 2018 Stock State

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… Continue reading February Stock and Fund Picks

Activist Monetary Policy Conundrum

Recently, many economic and FED commentators point out that if we have a recession we will need a tighter FED balance sheet and higher interest rates in order to fight the recession using stimulative monetary policy.  At the same time, others have pointed out that if interest rates get to high it will cause a… Continue reading Activist Monetary Policy Conundrum

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… Continue reading January 2018 Stock State

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,… Continue reading January 2018 Weekly Stock Picks

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… Continue reading December 2017 Stocks of the Week

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… Continue reading December 2017 Stock State

October 2017 Stock Pick Performance

October was an overall bad month for stocks and stock picking.  While the Base Stock picks outperformed all thee stock indexes (S & P 500, DOW, NASDAQ), the weekly stock picks did not. Even though the base stock picks outperformed, I am selling USCR and adding FTEC to the base stock portfolio.  Access the October… Continue reading October 2017 Stock Pick Performance

November 2017 Stock State

November 15 update: We keep doing what works until it doesn’t.  Be careful about buying on small dips while assuming that tomorrow the market will upon on the upside.  This may quit working with tomorrow becoming another down day.  This is characteristic of a stock market that rolls-over into a larger correction . . .… Continue reading November 2017 Stock State

September 2017 Stock State

September 8 update: Earnings are strong as are profits and the underlying economy. Yet there are potential problems with which we must consider. First, it is September. Typically, stocks do well up to about the middle of September and then tend to sell off such that the month ends in the red. Some technical analysts… Continue reading September 2017 Stock State