Digging through the thousands of publicly traded companies on U.S. stock exchanges, looking for value is something that can get tougher the longer a bull market lasts. That’s especially true for sectors and industries that have been leading the broad market’s trend. The Financial sector is a good example; as measured by the S&P 500 […]
Read MoreOne of the things I love about being an investor is the opportunity to talk to other investors. It’s certainly fun to share my own ideas about successful investing and my view of current economic conditions and events, but more importantly, I really like being able to compare notes, hear their ideas, and see how […]
Read MoreThe holiday season marks an influx of late releases in the movie industry; not just films with seasonal themes – Christmas, Thanksgiving, etc. – but also last-minute hopefuls for the upcoming yearly awards marked by the announcement at the beginning of each year of Academy Award winners. Besides critical regard and artistic value, the information […]
Read MoreComing up on the end of the year, it’s easy to look at the stock market’s strong performance through the year, and positive news about trade, interest rates and geopolitics like Brexit and say that the market should be poised for another strong year in 2020. And that might be true; it is also true, […]
Read MoreIt’s always been interesting to me, up to a point, to note how practically all of the talking heads on popular media seem to focus almost exclusively on growth-driven investing strategies. Not that it’s surprising – after all, they’re generally trying to play to the broadest possible market, which means they need to emphasize strategies […]
Read MoreThis last week, the only news that talking heads seemed to want to focus on was the impeachment of President Trump by a Democrat-controlled Congress. From a market and economic standpoint, however, that really wasn’t the biggest news. It came from trade, but not from continuing negotiations between the U.S. and China; even as it […]
Read MoreThe prospect of a trade agreement between the U.S. and China, confirmed by both the White House and Chinese officials as it relates to “Phase One” of a long-term trade deal, along with generally settling geopolitical concerns that include Brexit worries, a slowing global economy, and central bank policy in both the U.S. and Europe […]
Read MoreNo matter what current market conditions are at any given time, the point of value-oriented investing is to find stocks that offer attractive long-term upside. For my approach, that means using a combination of valuation, fundamental strength, and technical analysis to filter through the thousands of stocks that are available. With market enthusiasm set to […]
Read MoreThe commentary lately has seemed to start shifting strongly back to the bullish side of things – trade progress between the U.S. and China, an extension of the European Union’s deadline for Brexit to the end of January of next year, central banks in the U.S. and across the globe that all seem intent on […]
Read MoreSince the end of April, it hasn’t been all that unusual to see stocks down -10% or more. Since both the Trump administration and Chinese officials have announced agreement on phase one of a trade agreement last week, however, the market is pushing to a new set of all-time highs – something that should give […]
Read MoreOne of the big challenges any business, in any industry faces is the ability to remain relevant. There isn’t a single aspect of the economy that isn’t impacted by the progress of science and technology, and that means that what a business is doing today will change. That change could simply affect the way a […]
Read MoreThis morning, news broke, first from the Chinese, but then shortly afterward confirmed by a Trump tweet, that a Phase One deal had been reached between the two countries. The immediate boon for investors is the fact that because the agreement was reached, tariffs that were set to be imposed in two days, on December […]
Read MoreOver the last couple of weeks, trade concerns have, not surprisingly, taken center stage in the marketplace all over again. Most other indications – jobs and wage growth, interest rate policy – continue to point to the prospect of a stable, manageable economy for the time being, and even the foreseeable future. That means that […]
Read MoreFor the past year and a half, the Technology sector has been one of the most volatile segments of the economy to try to follow, as tariffs and trade tensions have rocked stocks in practically every industry within the sector to some extent or another. Despite that volatility, a number of those stocks have performed […]
Read MoreSunday, December 15 is starting to loom large for investors across the market, as the deadline for a new set of tariffs on Chinese goods approaches. Investors have been betting heavy that a trade deal is going to be finalized by the end of the year, and before the deadline, for most of the past […]
Read More