Louis' Blog Archive
Why May Will Be a Great Month for the Market
May 9, 2019
This week has been a tough one for the market… one of the toughest since January. I mentioned in Tuesday’s blog post that the reason behind the selling was the U.S.-China trade war taking center stage again. Investors were nervous about a Friday tariff hike deadline that would be imposed if a deal between the two countries could not be reached.
Unleashing the Power of Earnings
May 7, 2019
I believe the current selling offers us a great opportunity to buy the dip. However, it’s very important to buy the right stocks – ones with strong fundamentals, earnings growth and sales growth – since we still have earnings season, in addition to the macro headlines, to consider.
94 Upgrades and Downgrades for the Week
May 7, 2019
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 94 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.
I’ve Been Getting a Lot of Questions About My Latest Warning
May 3, 2019
When I came out with my warning of an earnings recession, I think that threw a lot of readers for a loop. So, I wanted to clarify that I’m not backtracking on any of that. I’m still as committed to stocks as ever. I just want investors to understand the situation we’re dealing with.
How to Make Money With Low-Risk Investments
May 2, 2019
We’ve talked a lot in the past two weeks about when to sell a stock, when to buy a stock and, of course, the importance of fundamentals. By targeting strong earnings and sales growth, you’ll find the right stock that will move higher regardless of which way the broader market turns. Now, one thing we haven’t talked about is risk tolerance.
Tax Cuts and the Earnings Decline
May 1, 2019
I’m one of the biggest, loudest bulls there is. So, when I issue an earnings warning like I did on Thursday, people tend to sit up and take notice. Now, overall, the earnings reports have not been quite as dire as Wall Street analysts anticipated. As of Friday, says FactSet, we’ve heard from roughly half the S&P 500 companies, and three-quarters of them posted a positive earnings surprise.
3 Best Surprises In This Earnings Recession
April 30, 2019
I’m one of the biggest, loudest bulls there is. So, when I issue an earnings warning like I did on Thursday, people tend to sit up and take notice. Now, overall, the earnings reports have not been quite as dire as Wall Street analysts anticipated. As of Friday, says FactSet, we’ve heard from roughly half the S&P 500 companies, and three-quarters of them posted a positive earnings surprise.
146 Upgrades and Downgrades for the Week
April 30, 2019
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 146 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.
When To Sell A Stock That Has Made Huge Profits
April 26, 2019
Every good short-term investment carries some risk. (We looked at that on Wednesday, when I explained how I find stocks with greater potential — “alpha” — and less risk.) But they’re called short-term investments for a reason… eventually you have to sell to lock in your profits. So when do we sell those 30% to 300% gains? It’s actually pretty easy…
The Boeing Company (BA) Is a Solid Buy after Earnings
April 25, 2019
There’s been a lot of buzz around The Boeing Company (BA) after the company’s 737 MAX airplanes were grounded in the wake of two fatal crashes involving the aircraft. Since then, it has been determined that a software glitch was partly responsible for the two crashes.