Monthly Archives: January 2018

Healthcare ETFs To Watch As Q4 Earnings Unfold

Healthcare is performing well with the start of the New Year thanks to encouraging industry trends and a favorable policy environment. Notably, popular ETFs like Health Care Select Sector SPDR Fund (XLV – Free Report) , Vanguard Health Care ETF (VHT – Free Report) , iShares U.S. Healthcare ETF (IYH – Free Report)and Fidelity MSCI Health Care Index ETF (FHLC – Free Report) have gained nearly 7%…

The Shadow On The Falling Dollar

On November 29, 2009, the government of Dubai shocked the world with a statement acknowledging trouble with its debt load. Dubai World, a government-owned conglomerate that was the conduit for the country’s oil-fueled debt extravaganza that had literally transformed the nation, asked for a “stand still” from creditors in order to extend maturities until May…

Social Media Vs “Snitch Media”

I’m beginning to dislike (specifically “interactive”) social media platforms…a lot. It’s far too easy for someone to be misinterpreted by mere words that one has written while in “conversation” with other(s)…which is why I don’t waste any time on them and much prefer, either face-to-face, or phone conversations with people…and, also, why I’ve never included…

E

Last year the Dow Jones Industrial Average gained 25 percent and it outperformed most stocks. Why so strong? The Dow is price-weighted so high-priced stocks like Boeing (currently $350) play a large role. Because of its high price, Boeing represents eight percent of the Dow. Since Boeing rose 90 percent in 2017, that one stock…

Investors Not Appreciating Tax Reform Benefits To Harley-Davidson

Shares of Harley-Davidson (HOG) are in focus after a Wells Fargo analyst upgraded the stock to Outperform, saying it doesn’t feel the secular decline in motorcycle sales has ended, but that investors may not be appreciating the benefits of tax reform. HARLEY INVESTORS NOT APPRECIATING TAX REFORM BENEFITS: On Monday, Wells Fargo analyst Timothy Conder…

Long Idea Highlights & Lowlights From 2017

Our Long Idea reports aim to identify stocks that the market has overlooked and that, when analyzed with more rigor[1] than provided by tradition financial metrics, offer excellent risk/reward. It pays to read our Long Idea reports. In 2017, 19 out of our 29 Long Idea picks saw positive returns and 13 outperformed the market (S&P 500). However,…

Interest Rates Are Still Too Low To Matter

Bond king Jeffrey Gundlach warns that stocks could be in trouble. And last week ended with interest rates triggering a sell signal in the stock market, under his view. He believes higher interest rates are bearish for stocks. Specifically, he said if the 10-year treasury yield rises above 2.63%, it could start to hurt equities….

The Market, Simply Isn’t Breaking

My Swing Trading Approach Added two new positions to the portfolio on Friday, looking to add 1-2 more today. The market, simply isn’t breaking, and the trend can’t be wrestled with.  Indicators VIX – VIX finally broke on Friday, dropping 7.8% to 11.27. I suspect we will see a further move in the days ahead, down…