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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 Base Stock portfolio performance through the following link. October 2017 Base Stock Performance Access the weekly stock picks through the following link. October 2017 Weekly…

Weekly Stock Picks for November 2017

Week 1 (Nov. 1 - 10): Goldilocks global economy and the three bears are no where in site.  Consider SQ, INTC, MMM, GRUB, MB, SAFM, ASIX, LAZ, and CRL for growth.  Some of these like MMM, and LAZ also pay dividends that offer more growth.  Keep cash on hand for any corrections, or for buying TVIX at the start of a correction to acquire even more cash.  Rising interest rates may steal some allure from high yielding ETFs and CEFs…

September 2017 Stock Pick Performance

September was another challenging month. So many fear October that sellers tend to dominate the month and finding stocks that might make gains is more challenging. The Base stock portfolio beat the NASDAQ and performed nearly as well as the DOW and S & P 500. The best performer was the regional banks (KRE). Shopify (SHOP) was second best, but has since been "short bombed" by a Citron analyst and will need to find a new bottom, probably somewhere below…

October 2017 Stocks of the Week

Warren Buffet thinks that the low-interest environment creates a situation in which stocks are NOT overvalued and that there are good buying opportunities out there. Also, the general consensus is that there are more positives than negatives that might affect the stock market in the near term. That said, some analysts continue to stress the likelihood of a significant short-run correction and that holding cash is the best hedge. Stocks for Week 1: For growth consider TRLFF, EDIT, CERN, IMED…

August 2017 Stock Pick Performance

The base stock portfolio and the weekly stock picks for August 2017 managed to beat all the major stock indexes (S & P 500, NASDAQ, Dow). That said, it was a difficult month for stock picks. The base portfolio had one change in that USCR took the place of ALK. The following link has the table for the base stock portfolio. August 2017 Stock Performance Overall, the weekly stock picks fared about twice as well as the index beating base…

July 2017 Stock Pick Performance

July 2017 Base Stock Performance July 2017 Weekly Stock Performance Once again, all stock pick categories -- Base Stocks and Weekly Stock Picks -- beat all three stock indexes during the month of July, 2017. The only major negatives in Base Stocks were regional banks (KRE) and the one airline stock (ALK). Weekly stock picks had an even stronger month with most of the negative capital losses among the high yield dividend stocks (DIV HY). Moreover, these losses were slight…

August Weekly Stock Pick Recommendations

Week 1 (July 31 - Aug 11): For growth, I suggest looking at INTT, NVMI, KLIC, TFECY, LYV, and GILD. For dividend growth and income, consider MPLX, and NTES. ETF's that pay around 8% quarterly and provide strong growth are IHD, and IAE. An undervalued CEF that pays monthly is the Boudler Growth and Income Fund (BIF). For pure dividends, consider EOD and GPM that pay about 11% quarterly. Stocks are generally fully valued, so the average growth rate will…

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…