Investing and Analysis

A Rising Tide May Lift All Boats, but Not All Boats are Seaworthy

In the past, I have shared my investment philosophies and what I look for in stocks. I want companies that are growing earnings and revenue, they have good management efficiency measurements (ROE, Profit Margin, Etc.), and they are trending higher. I also want stocks that have some skepticism toward them because I believe for a trend to be maintained, there ...

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Is It Time to Invest in Bitcoin Again?

There is little doubt that you have heard about cryptocurrency – the major one being Bitcoin. Predictions are abounding that Bitcoin value may be over $20,000 per coin sometime this year. Of course, that remains to be seen, but it is also an investment opportunity that you may not want to miss. If it holds up, this may be the ...

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Can AI Reliably Make Expert Stock Picks?

Artificial intelligence (AI) is showing up in new places all the time. As it becomes improved, more and more businesses and applications are being found for it. Of course, it has already been involved in stock market picks for some time and trade companies are increasingly using it. Many Investment Companies Using It Many investment companies are already using it. ...

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Like it or Not, Analysts’ Ratings Still Matter

One of the factors I like to take into account when analyzing a stock is the analysts’ ratings. It is just one measure of sentiment that can be tracked and quantified, and then I combine the sentiment indicators with the fundamental analysis and the technical analysis to come up with what I consider to be the total picture of a ...

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Oil and Gold Outlooks for 2020

Heading into 2019, I was rather bullish on oil and gold. I had been bullish on gold for several months as the precious metal was oversold in the third quarter of 2018 and the sentiment was the most pessimistic it had been since 2001. As for oil, it dropped sharply in the fourth quarter of last year. It was oversold ...

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Markets Poised for Huge Surge in 2020

Stocks hit record highs on Monday and notched their fourth straight gain as a so-called phase one trade deal between China and the U.S. clears the path higher for Wall Street to end a banner year. In fact, with the closing rally on Monday, The Dow Jones Industrial Average crossed 28,332.74 on meaning it has gained 10,000 points — or ...

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Active vs Passive Investment Management

Some people have referred to the year 2019 as the “Everything Rally” for the investment world and the description is accurate. Pretty much every asset class you can think of has beaten its historical return this year. Domestic stocks and international stocks, large-cap stocks and small cap stocks—they have all beaten their historical returns in 2019. Commodities as a whole ...

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Top 7 Stocks to Keep an Eye on for 2020

It might be hard to believe, but in just two weeks, we’ll be saying our goodbyes to 2019. Although investors have endured a couple of short-lived rough patches, it’s been an exceptionally strong year for the stock market. The broad-based S&P 500 is up 23%, the iconic Dow Jones Industrial Average has gained 18%, and the tech-heavy Nasdaq Composite has ...

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