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A sampling of some of the analysis I've made that has come to pass is or happening now...
Welcome. The content below is free to the public. It might be worth what you are paying for it. Having studied economics and being in finance for over two decades, I have learned that only one thing is certain - that almost nothing is certain. As we endeavor to come up with our best analysis of the world around us, the opportunities and risks, we have to try to overcome a myriad of issues including our own ignorance, biases and emotions. What follows are my attempts to overcome those obstacles. Welcome to my view - publishing Monday and Friday afternoons.
The concept of dividend growth investing is a strong and good one for investors. However, the idea of dividends often becomes an emotional one for investors who then ignore declining fundamentals in stocks and rising market risks. The end result is that people who cannot afford to take large losses often suffer life changing financial pain at a time it is hard to overcome to having no earned income.
In today's piece I point out several risk factors that retired investors should be concerned with, as well as three stocks with fundamentals that might leave those shares as higher risk than many expect. I'm not fear mongering here, I'm simply suggesting that many people would be well served reevaluating the risk in their portfolios.
Please read the rest at: https://seekingalpha.com/article/4113894-oils-technical-path-80-per-barrel
If you didn't see the dramatic escape of a North Korean soldier over the demilitarized zone a few days ago, you need to watch it now, it's monumentally powerful. If you have seen it, watch it again:
This has been one of those weeks, I get a few per quarter, where client demands pile up. As is predictable, it happened the week before I plan to travel. I will be writing on the trip out west.
This month I am introducing a new regular article to help keep our investing tactical and organized. Below, you will find a summary of my short and intermediate term outlook, as well as, a chart of all the stocks that are buys or close to being buys. The chart is complete with buy orders, notes and option trades for managing risk, generating income or leveraging for asymmetric upside gains.
I am providing two model portfolios for equities in order to give some guidance to portfolio structure. We know that volatility is about 90% dependent on portfolio asset allocation and construction. As a result, we want to have a process that is easy to understand visually for building our asset allocations.
SunPower (SPWR) is on my "Very Short List" of about 100 stocks that can lead in the next decade. It is now a holding of mine, as the October $7 puts I sold about a month ago were assigned to me on Friday. I am very happy with a net cost a shade under $7 per share. I'd be happy with any price in the $7s and might add more soon.
Read my article on Seeking Alpha to find out why I think SunPower could be a Peter Lynch style 10-bagger stock, i.e. 1000% gainer...
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