Louis' Blog Archive
Good News, Bad News, and When It’s Safe to Buy
March 18, 2020
The good news was yesterday, we had a beautiful rebound, up limit, very strong at the close as President Trump was talking about all the stimulus he and Treasury Secretary Steven Mnuchin were going to be working on. The bad news: Today, we’re down because everybody wants to know how we’re going to pay for it.
Why We Have to Keep Looking Forward
March 17, 2020
When it comes to our investments, we have to now look forward. We have to make sure that the bargain hunting commences. I’m very happy with how many of my stocks bounced this morning. But we have to have it feed on itself. I maintain that dividend stocks will need to lead us out of this market.
What’s Working in the Market, and What’s Not
March 16, 2020
There are two things I want every investor to understand right now: The world is almost certainly tipping into a recession. And yet, we have a lot to look forward to. If that sounds contradictory, well, these are weird times. So, let’s dig into the details, and see what to look for, going forward.
Weekly Upgrades and Downgrades
March 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 82 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.
Winners and Losers of the Bond Market Chaos
March 14, 2020
These are crazy times for just about every asset class – but few compared to the rollercoaster ride the financial sector took this week. After all, banks have the most to gain from the Federal Reserve’s rate cuts…and the most to lose, without that intervention. If there’s one group of financial stocks I like right now, it’s the mortgage companies.
5 Energy Stocks That Are Likely to Slash Dividends
March 13, 2020
After a rough week, it’s nice to close it out on a positive note. And, going forward, I still expect dividend stocks to lead the way. But while there is certainly cause for optimism – my long-term bullish stance has not changed – I would caution investors against rushing out to buy any and all dividend stocks. Some are in clear danger of a dividend cut…especially energy stocks.
Why You Should Watch the Bonds and Central Banks Right Now
March 12, 2020
What a day in the stock market. If there’s one thing Wall Street hates, it’s a surprise…and they got one last night when President Trump followed up his China travel ban (barring U.S. travel through China by non-citizens) with a similar one for Europe. As a result, the major indexes are 25% off their highs, and that’s bear-market territory.
Six Things to Know About the Market Right Now
March 10, 2020
The market indexes started to bounce today. While I am bullish long-term, I don’t think we’re out of the woods just yet. In the meantime, I’d like to share a few specific things to watch in the near term. Before you make any decisions – and staying put is a decision, too – it helps to understand what’s been happening…and what’s likely to come next.
Weekly Upgrades and Downgrades
March 9, 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 83 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.
Big-Box Retailers Inject Positivity to This Coronavirus “Aftershock” Market
March 7, 2020
While the coronavirus is still affecting the market, we are beginning to see some glimmers of hope in Wall Street. Two major retailers reported their earnings this week, and they were nicely higher than expected. At least, they may be surprising results for some people. Let’s take a closer look, and you’ll see not only the signs that both were headed for an earnings beat – but also what makes them a “Buy” in the tool I use to find Breakthrough Stocks and my other growth plays.