President Trump has vowed to “Make America Safe Again”, but the uncertainty and volatility his election has brought to the markets may have investors not seeing much safe space. The author of today’s article believes that, in the face of this uncertainty, small cap stocks may represent a safer place for investors than large caps – and he lays out three key reasons why small caps – which have been outperforming large caps in this recent bull run – should continue to outperform. To find out what these reasons are – including why small cap companies may be the real beneficiaries of Trump’s proposed repatriation tax holiday for large corporations – CLICK HERE.
In attempting to identify what good deals may be left in a stock market where many already-overvalued stocks have only been sent higher with the post-election Trump bump, the author of today’s article focuses in on Ford, noting that the company has “made vast improvements in the quality and attractiveness of its vehicles since the recession subsided, and now it is churning profits quarter after quarter. And no one seems to care.” So is Ford currently undervalued? In making this assessment, the author looks at the stock’s trading history and its current positioning – including its push into the electric vehicle space. CLICK HERE to read more.
Well-known Wall Street analyst Tom Lee is advising investors to forget about FANG stocks (Facebook, Amazon, Netflix and Google) and instead buy CRAP stocks (Computers, Resources, American banks and Phone carriers). And given that Lee was one of the few market analysts to accurately call last year’s bull market, the author of today’s article sees his “Buy CRAP” thesis as being worthy of examination. So, how has the CRAP thesis played out so far this year and, accordingly, does the author believe that investors should in fact “loosen their FANGs and embrace the CRAP”? CLICK HERE to find out.
The big Warren Buffett news recently has been about his Berkshire Hathaway having hiked its stake in both the U.S. airline industry and Apple in the fourth quarter of last year – despite Buffett having professed an aversion to airlines and tech companies in past. Today’s article focuses on Berkshire’s big bet on Apple and, while acknowledging that Buffett has made lots of money on the company, questions whether it really fits the profile of what he covets – “a deep value stock offering strong earnings power at a bargain price” – and is worth owing from here on. What does a deep dive into Apple’s numbers indicate? CLICK HERE to find out.
With President Trump set to announce the details of his tax plan in the coming weeks, today’s article highlights 25 stocks analysts believe will benefit the most from tax cutting. While Goldman Sachs and JPMorgan recommend looking at stocks with high tax rates, another firm is recommending buying stocks likely to benefit from Trump’s proposed repatriation tax holiday. To see what specific stocks these firms are highlighting based on their respective strategies – as well as for some additional company-specific trading ideas, CLICK HERE.
Today’s article provides advice on how to maximize gains in gold stocks. The key, according to the author? Being a contrarian investor and making market volatility – specifically the extreme volatility frequently seen in junior gold stocks – your friend. For more on this approach – including why the author says “it’s gut-wrenching until you get used to it”, why he advocates buying shares in “tranches”, and why he cautions that “unless you’re truly comfortable with contrarian speculation, you are guaranteed to lose money”, CLICK HERE.
Here’s a truly amazing statistic: It turns out that just 14 stocks have generated 20% of all stock market gains over the last 93 years! Today’s article identifies these 14 stocks that have made the most money over the long term and then seeks to determine which of them are still relevant – and thus good investments – today, and which aren’t. To find out which of these stocks may be “long term cash cows to fund your retirement”, CLICK HERE.
Ahead of its highly anticipated initial public offering, investors and analysts are sharply divided over whether Snap – the parent company of Snapchat – will see a trajectory similar to that of Facebook (i.e. its biggest growth is yet to come) or a trajectory more similar to that of Twitter (i.e. its best growth is behind it). To read about the rationale of those in both camps – including why one analyst declares “If you are going to sink money in, especially your savings, you better be prepared to watch it explode into bits” – and for the author’s advice to investors regarding Snap, CLICK HERE.
The author of today’s article has long subscribed to the investing principle that stock prices follow earnings. However, while he still considers earnings growth to be a reliable indicator, he is “becoming convinced that an even better leading indicator may exist” – one that investors might be wise to consider adding to their arsenal. What is this indicator – and how does it help to explain the success of companies such as Apple and the failure of companies such as Groupon? CLICK HERE to find out.
Of the Trump presidency the author of today’s article makes the following – inarguable – prediction: things will either turn out great or they will turn out horrible. So, in attempting to identify the best bank stock to own during the Trump presidency, the author looked for one that “allows investors to simultaneously play offense and defense” – and one that met Warren Buffet’s advice of buying into well-managed banks trading at fair prices. So which big bank did the author determine best fit the bill? CLICK HERE to find out.