Dividend Aristocrats: What’s New for 2021?
For many investors, the Dividend Aristocrats list is a staple. The long history of paying dividends and outperforming the S&P 500 makes these stocks a go to when look for investing opportunities. Last year was not only a difficult year for many around the world, but it was also a difficult year for income investors.…
Year of the Market Bear?
First trading day of 2021 starts with a bang as stock tumble at the start of a risky week for the market. Here's the risks for the week and what to keep an eye on…
90% Days: A Key to Market Capitulation
If you use market breadth, then 90% days may be right up your alley. If not, it’s likely something that you’re going to want to use after reading this. Inevitably the question always arises during an extreme move up or down about when we’re at a top of bottom. It’s natural to want to be…
A ‘Golden Ruler’ for Investing in the New Year
New Year’s resolutions abound, and many are probably adopting some version of the “Golden Rule” for their life, but what their investing? The Golden Rule sets the standard for our interactions with others, but did you know there is a similar standard for investing? I realize I’m asking a lot of questions. However, I’m about…
Best Stock Market Recovery Ever
Year Ends With Record High The stock market ended 2020 at a record high as the S&P 500 rose 64 basis points. Tesla was up 1.57% to a new record. This was the stock of the year. It now has a $669 billion market cap. Investors highly doubt it will have a great 2021. It…
Stocks Set For Multiple Contraction In 2021
Earnings & Stock Price Mismatch EPS growth and stock prices don’t always match if you’re looking at data by year. As you can see from the table below, in 3 out of the 7 years EPS fell, stocks were up. In 5 of 9 times the stock market fell, EPS growth was positive. We will…
It’s a New Year! Trade Like It
TheoTheta Portfolio----will run like a trading book--sale of naked premium is viable--NO margin constraints--options on futures and micros can be a substitute--portfolio will use tactical hedges--understanding of greek risk a MUST SPX Expected Move--last week-- 58.04 (expected move)--next week-- 89.79
Beyond the Looking Glass: Equity Peer Group Analysis
So you’ve found a stock and want to weigh its merits as an investment by comparing it to its peers. The tendency is to over-simplify the process by only considering companies that have similar products. The purpose of this article is to look beyond just the simple reflection of the stock in question and focus…
Can Tesla Catch Facebook?
Small Caps Rebound This is low volume trading at the end of the year which doesn’t mean much. Obviously, if you are taking profits and buying stocks, the prices are real, but we shouldn’t use this action to make conclusions about how January will go. As you can see from the chart below, the MSCI…
Energy Could Dominate 2021
Q4 GDP Growth Estimates The Chief Economist at RSM, Joseph Brusuelas, raised his Q4 GDP growth estimate from 2.7% to 4.8% on Wednesday because of November’s trade and inventory data. Remember, even though the quarter is over, only about 2/3rds of the data is out, so we have a lot of room to go until we…