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 »
Posts Categorized: Market Analysis
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?
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 »
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?
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 »
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 »
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?
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 »
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 »
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 »