Louis' Blog Archive
November 28, 2020
2020 has been a year like no other. Tragic wildfires in Australia and California. Social justice protests and riots across the U.S. A contested presidential election. A pandemic that shuttered schools and businesses around the world during the spring, as well as reignited restrictions with the fall resurgence of the virus. A subsequent global recession.
November 24, 2020
Last Thursday, I sat down with my InvestorPlace colleague, the stock trading legend, Eric Fry, at his Technochasm Summit. I’m a big believer in his research. So, let me first explain what Eric means by the Technochasm. The world is going through a process of computerization, automation and mass technological adoption. With every passing day, it seems like technology companies are taking over more and more of the American economy, and quickly scaling to $100 billion companies and beyond.
November 23, 2020
During these busy times, it pays to stay on top of the latest profit opportunities. And today’s blog post should be a great place to start. After taking a close look at the latest data on institutional buying pressure and each company’s fundamental health, I decided to revise my Portfolio Grader recommendations for 74 big blue chips. Chances are that you have at least one of these stocks in your portfolio, so you may want to give this list a skim and act accordingly.
November 21, 2020
The pandemic has shifted the way most consumers approach shopping. Online shopping has been the go-to method over the course of this year for most folks, with e-commerce increasing 18%. For the first time ever, more than a quarter of holiday sales will occur online, leading to an additional $40 billion in online holiday revenue. (I talked more about this and four other trends I am currently monitoring for 2021 in the Growth Investor December Monthly Issue. You can get all the details here.)
November 20, 2020
Transportation, and especially airplanes and cars, took center stage this week as investors pondered some very good news emerging for the sector. Shares of electric car maker Tesla (TSLA) hit a new high yesterday and have gained over 23% since Monday’s announcement that the stock will now trade on the S&P 500. The move essentially puts a floor under the share price as many investment funds that track the S&P 500 will now include the stock.
November 19, 2020
First off, I’d like to thank Eric for the invitation to join him for The Technochasm Summit. In just a few hours, Eric and I are sitting down together for The Technochasm Summit. (If you haven’t signed up for the event yet – later today, at 7 p.m. Eastern – you’ve got one last chance to do so, by clicking here.) But before we get to the big event, I want to explain why the big money is in the small-cap tech stocks.
November 18, 2020
The Federal Reserve’s biggest move this year, by far, was to keep key interest rates at ultralow levels through 2023 to help the U.S. economy recover from the COVID pandemic. This is great news for the stock market, as the Dow and S&P 500 continue to yield more than the 10-year Treasury yield. So, yield-hungry investors will continue to pour into dividend-paying stocks. My InvestorPlace colleague Eric Fry has another interesting take, as the Fed’s comments indicate that the “Technochasm” is a very real thing.
November 17, 2020
The minute I heard about Eric’s Technochasm Summit, I jumped at the chance to participate. I’ve been following Eric’s work for years – and I 100% believe in his research. It might surprise some people, but understanding the power of new technology and exponential progress is how I gained an edge over Wall Street and amassed a personal fortune.
November 16, 2020
During these busy times, it pays to stay on top of the latest profit opportunities. And today’s blog post should be a great place to start. After taking a close look at the latest data on institutional buying pressure and each company’s fundamental health, I decided to revise my Portfolio Grader recommendations for 55 big blue chips. Chances are that you have at least one of these stocks in your portfolio, so you may want to give this list a skim and act accordingly.
November 14, 2020
As you may recall, Amazon (AMZN) held their Prime Day event just over a month ago on October 13 and 14. The event usually takes place in July but due to overwhelming demand during the pandemic, the company pushed the event to October. Expectations for this year’s event were high with revenue estimates of $9.91 billion worldwide.