Investors are flocking to the largest US growth stocks as concerns rise over the global economy

Posted by & filed under Economic Analysis, Growth & Valuation, Market Analysis, Personal Finance.

Description: The way markets have been acting this year, treating high-quality American assets as a haven, makes sense. But even a sensible move can reach extremes and create distortions. Source: CNBC.com Date: Feb 15, 2020 Link: https://www.cnbc.com/2020/02/15/investors-are-flocking-to-the-largest-us-growth-stocks-as-concerns-rise-over-the-global-economy.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail Questions for discussion: What does the article suggest is driving stocks and investors’ decisions? What would snap this… Read more »

Opinion: 9 secrets of dividend investing, from a couple of stock pros who beat the market

Posted by & filed under Financial analysis, Growth & Valuation, Market Analysis, Personal Finance.

Description: Two winning fund managers pick some favorite cash-generating stocks Source: MarketWatch.com Date: Feb 20, 2020 Link: https://www.marketwatch.com/story/9-secrets-of-dividend-investing-from-a-couple-of-stock-pros-who-beat-the-market-2020-02-19?mod=home-page Questions for discussion: What are the key financial ratios considered by these analysts? Do you think their strategy still makes sense in today’s environment?

This Wall Street legend’s 10 rules for investing are very applicable to today’s bull market

Posted by & filed under Economic Analysis, Growth & Valuation, Market Analysis, Personal Finance.

Description: For decades investing legend Bob Farrell was a top Wall Street strategist known for predicting changes in overall stock market direction. Source: CNBC.com – video report Date: Feb 11, 2020 Link: https://www.cnbc.com/2020/02/11/this-wall-street-legends-10-rules-for-investing-are-very-applicable-to-this-bull-market.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail Questions for discussion: What do you think about these rules and their significance at this time? What do they suggest to investors… Read more »

David Rosenberg: This turbocharged debt cycle will end miserably — it’s just a matter of when

Posted by & filed under Economic Analysis, Governments & Regulators, Growth & Valuation, Market Analysis, Personal Finance.

Description: There have probably never been as many characteristics of a top as we are experiencing today Source: FinancialPost.com Date: Feb 07, 2020 Link: https://business.financialpost.com/investing/investing-pro/david-rosenberg-this-turbocharged-debt-cycle-will-end-miserably-its-just-a-matter-of-when Questions for discussion: What does David Rosenberg say about markets and what investors should be prepared for? Do you agree?

There actually is a time to dump stocks and move to cash, some experts say

Posted by & filed under Growth & Valuation, Market Analysis, Personal Finance.

Description: You probably know that most experts caution against trying to time the stock market. Yet, if you think there’s trouble ahead, could moving entirely to cash ever be a good idea? Source: CNBC.com Date: Feb 06, 2020 Link: https://www.cnbc.com/2020/02/05/there-is-a-time-to-dump-stocks-and-move-to-cash-some-experts-say.html Questions for Discussion: What is the message to investors? How much cash, as a percentage… Read more »

Apple, Amazon, Microsoft and Alphabet have traveled similar paths on the road to $1 trillion

Posted by & filed under Company Analysis, Growth & Valuation, Industry Analysis, Market Analysis, Personal Finance.

Description: Four technology giants now sit on top of the list of most valuable U.S. companies, each worth more than $1 trillion — and there’s a familiar theme to each of their stories. Source: CNBC.com Date: Jan 31, 2020 Link: https://www.cnbc.com/2020/01/31/apple-amazon-microsoft-and-alphabet-and-the-road-to-1-trillion.html Questions for discussion: Why have these tech companies performed so well in recent years?… Read more »

Opinion: The main reason for the stock market’s decline is NOT the coronavirus

Posted by & filed under Growth & Valuation, Market Analysis, Personal Finance.

Description: The real driver is that investors had gotten too bullish Source: MarketWatch.com Date: Jan 27, 2020 Link: https://www.marketwatch.com/story/the-main-reason-for-the-stock-markets-decline-is-not-the-coronavirus-2020-01-27 Questions for discussion: Summarize the explanation presented in this report. What should investors do with this information, in your opinion?

The next big thing in ETFs could give a boost to long suffering active investors

Posted by & filed under Governments & Regulators, Market Analysis, Personal Finance.

Description: Active portfolio managers could get some help in the battle against passive investing if a new kind of financial instrument gains traction with investors: the “nontransparent ETF.” Source: CNBC.com Date: Jan 25, 2020 Link: https://www.cnbc.com/2020/01/25/the-next-big-thing-in-etfs-could-give-a-boost-to-long-suffering-active-investors.html Questions for discussion: What are “nontransparent ETFs”? Do you think they will attract a segment of the ETF market?… Read more »

Here’s Why Momentum Investors Will Love Apple (AAPL)

Posted by & filed under Company Analysis, Economic Analysis, Financial analysis, Growth & Valuation, Market Analysis, Personal Finance.

Description: Momentum investing revolves around the idea of following a stock’s recent trend in either direction. In the ‘long’ context, investors will be essentially be “buying high, but hoping to sell even higher.” With this methodology, taking advantage of trends in a stock’s price is key; once a stock establishes a course, it is more… Read more »

Stock market bubble is forming and a 50% plunge is inevitable: strategist

Posted by & filed under Governments & Regulators, Growth & Valuation, Market Analysis, Personal Finance.

Description: One can’t help but to think the “everything rally” that is engulfing Wall Street right now is a classic asset bubble just waiting to explode sometime in 2020. Source: Yahoo.Finance.com – video report Date: Dec 26, 2019 Link: https://finance.yahoo.com/news/stock-market-bubble-is-forming-and-a-50-plunge-is-inevitable-strategist-164718742.html Questions for discussion: Summarize the analysis and recommendations presented. Do you agree? What is meant by… Read more »