Investing and Analysis

Why Buying Apple and Microsoft Now Makes Sense

The market has seen some gains in the last week and a half or so, but I for one am not ready to declare an end to the bearish phase in the market. We just started getting some of the economic reports that have been impacted by the shutdown and we haven’t started getting earnings reports from individual companies yet. ...

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Diversification Would Have Helped in the Market Swoon – But Not Much

A number of years ago I was commissioned to read and write a review on the book The Ivy Portfolio by Mebane Faber. The book itself looked at the endowment funds of schools in the Ivy League with a particular focus on Yale and Harvard. The endowment funds have a long history of outperforming the overall market, most mutual funds, ...

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How Technical and Fundamental Indicators Work Together

I know I have said it before, but I think it bears repeating—I believe fundamental indicators tell us what to buy, while technical indicators tell us when to buy. With all of the carnage we have seen in the last four or five weeks in the overall market, my beliefs continue to be proven. The S&P peaked back on February ...

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Can Income Investors Come to the Rescue for Stocks?

Monday was one of the most bizarre days I have experienced in my 20 years in the investment publishing business. The three major stock indices in the U.S. each fell over 7% on the day. While that is up there in terms of bad days for stocks, it wasn’t the bizarre part for me. The two things that I found ...

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Quality Stocks are Even More Important When Volatility Strikes

Because the market has been so volatile over the last few weeks, I have spent a lot of time writing about my investment process and talking to people about what is going on in the market. My last few articles for Bull Market Rodeo have been about how different people are reacting to the market’s increased volatility. The last couple ...

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Hope is a Four-Letter Word When It Comes to Investing

Last week I wrote about what I call my Average Joe indicator. In that article, I mentioned a friend that I gave the alias of Joe. As I was writing last week’s article I got a call from Joe, but I didn’t answer as I didn’t want to interrupt my train of thought. I speculated in the article that I ...

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What Investments to Make While Coronavirus Spreads

In the past few days, the stock market has taken quite a loss. This may have you wondering if you should be investing in stock at all or what kind of stock you might buy in light of the current stock market losses. Remember that while some sectors may experience losses, such as oil and transportation, other markets will thrive. ...

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Is the Average Joe Indicator Signaling a Bounce is Near?

I shared an article back in August 2017 where I talked about my Average Joe indicator. I explained how in the past I have taken note when people that don’t usually talk about investing start talking about investing. It could be the overall market or it could be talking about a particular area of investing. In past cases, the indicator ...

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Assessing the Damage from Monday and Tuesday’s Selling

Over the weekend I was doing general research on the market and bookmarked three articles that I found of interest. All three had to do with hedge funds and their holdings. One looked at which tech stocks were most popular among hedge funds, one looked at which financial stocks were most popular, and one looked at what stocks were added ...

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Stock Markets Hit Record High as China Seeks to Reboot Business

The major stock markets hit new highs by the end of the trading day on Wednesday. News that the number of new infections of coronavirus was down for the second day in a row seems to have lifted the cloud hanging over many investors. China has also announced that it is seeking to get more businesses open and operating. More ...

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