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Investment Strategy

Since our previous visit, the NASDAQ has broken to an all-time 15-year record high, while the S&P 500 also eclipsed its record. While the stock market continues to be characterized by bullish investor sentiment, the vulnerability to the downside remains. The rise in technology stocks makes the advance…

There is a significant amount of evidence that suggests stock market valuations are stretched to the extreme. Even the Fed thinks the market is expensive. Federal Reserve Concerned About Stock Market Valuation On February 24, 2015, the Federal Reserve issued its semi-annual monetary policy report. In this report…

My Investment Strategy for 2015 The one thing that the bears have going for them is that eventually, they will be proven right. The stock market has risen tremendously over the last few years, breaking out of its previous cycle, which I view as 12 full years of…

One company that is consistently seeing its earnings estimates tick higher is Microsoft Corporation (MSFT). The stock has basically doubled since the stock market breakout at the beginning of 2013, and the company has been increasing its dividends significantly. Microsoft’s current quarterly dividend, payable in early December, is…

Johnson & Johnson (JNJ), which is one of my favorite long-term stocks for income and dividend-reinvesting investors, just dropped below the $100.00-per-share level and is becoming more attractive each day. This stock has been doing extremely well over the last few years and should continue to do so.…

As a strong believer in the wealth-creating effects of large-cap, dividend paying stocks, I’m also an advocate of dividend reinvestment, which is the purchasing of a company’s shares using the cash dividends paid. This can be done commission-free from your broker and/or through the company itself if it…

The stock market appears to want to go higher, but it’s going to take a push by investors. While we could see the S&P 500 edge higher, I’m not convinced the gains will be that great unless the underlying stock market fundamentals improve. I am talking about the…

There’s one long-term investing adage that has shown a great amount of success over the years: buy when everyone is fearful and sell when optimism is over the top. This theory worked extremely well when key stock indices fell to their lowest levels. It worked in 1987, in…

There’s some hand-holding required out there in the stock market. We have seen destruction in the momentum biotech and Internet stocks that have corrected by more than 30%. Now we are hearing some analysts on Wall Street saying to jump back in—but I’m hesitant at this juncture, as…

We have Russia annexing Crimea from Ukraine and interest rates set to float higher sometime in early 2015, but the S&P 500 continued to edge up to another record-high on Friday. Federal Reserve Chair Janet Yellen is continuing to pull back on the quantitative easing that the former…

If you watched the boring Super Bowl game on the weekend, you’d have realized that a strong and superior defense can go a long way against a sound offense. But the battle in the trenches was easily won by the defense, and it’s an analogy I use in…

“The trade” was very easy to do not long ago. Anyone with the basic knowledge of how money flows could have done it and profited. Of course, I’m talking about the Federal Reserve “trade.” The investment strategy was straightforward: borrow money at low interest rates in the U.S.,…

Imagine letting a losing trade run, and before you even realize it, the position is down 20%, 30%, or more. Your $10.00 stock declined 30% to $7.00; you decide to hold the position, hoping for a rebound, but deep down you know the stock would need to rally…

In the first 10 months of this year, the U.S. Mint sold 39.2 million ounces of silver in coins. In the same period last year, the Mint only sold 28.94 million ounces of silver in coins. A general negativity by investors surrounding silver this year has not stopped…

If you are a stock market investor, you’ve probably come to the same realization I have: the stock market is behaving irrationally. These days, the fundamentals don’t really matter. What’s even more frustrating is that when you do talk about the fundamentals behind the market’s continued advance missing,…

With the S&P 500 rallying back above 1,700 last Friday and perhaps closing in on yet another record high, it’s again time to step back, pause, and reflect on the easy gains to date. The availability of easy money flowing into the economy has propelled the stock market…

When we first took a look at Chart Industries, Inc. (GTLS) in April, the stock was trading around $80.00 a share. The natural gas build-out is a very worthy investment theme going forward and equity market portfolios should have some exposure. The oil and natural gas industry is…