Archive Monthly Archives: February 2019
It’s Too Early to Turn Bullish on Stocks, Chart Watcher Louise Yamada Says
Louise Yamada believes the market downturn is not securely in the past.According to the Wall Street technician, a retest of the December low is possible.”It’s too soon to know from our perspective whether it’s a rally in a bear market or an extension of the 2009 bull because rallies can retrace through to the high […]
Continue readingStocks And Bonds Unlikely To Keep Rising Together
SummaryIt is well-known that stocks have had a spectacular start to the year. What is less remarked on is how well defensive assets have performed.Gold is up approximately 2.5%, and a broad index of U.S. bonds is up about 1%.Stubbornly low bond yields are starting to look out of place against an increasingly “risk-on” market.Suddenly, […]
Continue readingStaring At The Numbers
SummaryI operate on facts and data.On the bond side, investment grade bonds have been the best performers and on the equity side the NASDAQ has been shining the brightest.You now have some hard data upon which to make your determinations. Use it to your advantage.When you have mastered numbers, you will in fact no longer […]
Continue readingThis Never Happened In The 1974, 2001, And 2008 Bear Markets
January Close Provides InsightThe chart below shows the S&P 500 (SPY) closed above the monthly Bollinger Band centerline (a.k.a. center band) on January 31, 2019. The January print occurred after the S&P 500 closed below the centerline in December, but above the lower Bollinger Band.1973-74 Bear MarketAs shown in the 1973-74 version of the same […]
Continue readingMicrosoft: Reaching For Infinity And Beyond
Microsoft (NASDAQ:MSFT) is one of the most well-known companies in the entire world. In a perpetual race against Apple (NASDAQ:AAPL) and Amazon (NASDAQ:AMZN) for “Most Valuable Company,” Microsoft has been able to make a name for itself over the past 44 years based on its product line and its openness to growth and innovation.As a […]
Continue reading3 Rules For Using Margin Safely And Profitably
As I explained in my portfolio update 63, I’m now focused on paying down margin and thus won’t be buying stocks in my real money portfolio for the foreseeable future.However, I did recently sell three high-risk stocks since I’ve decided to follow a more DVDGP style (low-risk) approach. Those sales included Uniti Group (UNIT) and […]
Continue readingAT&T’s Growth Machine
One of the largest and most pervasive publicly-traded companies in the US today is undoubtedly AT&T (T). Normally seen through the public eye as a provider of cellphone and related services, the company is actually incredibly large, diverse, and complex. Due to the nature of the firm and how big it has grown to be over the […]
Continue readingWhat Are The Highest Quality Dividend Growth Stocks?
About a year ago, I was surprised when I published an article on high-quality dividend growth stocks, and it went on to receive the most page views of anything I have ever published on Seeking Alpha.This is a new version of that article.Many dividend growth investors try to stick to really high-quality stocks. They prize […]
Continue readingHow To Get High Growth With Half The Risk
A vast majority of our articles are based on conservative or income-oriented strategies mostly focused on retirees, near-retirees, or folks who are within 10-20 years of their retirement. This article is a bit of an outlier and focused on investing in fast-growing companies. However, rather than focusing on fast-growing companies or stocks, we recommend investing […]
Continue readingIs It A (Bull) Trap?
On Tuesday, I discussed the issue of the markets being stuck between various short- and longer-term moving averages. To wit:”Despite those more macro-concerns, the market has had a phenomenal run from the ‘Christmas Eve’ lows and has moved above both the Oct-Nov lows and the 50-dma. This is clearly bullish in the short term for investors. With those […]
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