The market has been plummeting, the president is attacking the chairman of the Federal Reserve, a trade war is ongoing, U.S. debt is ballooning – and more. So is it time to go defensive with your investment strategy? If so, how? And when will it be time to get aggressive again? In examining these questions, today’s article highlights several specific defensive stocks to consider and outlines how to build your own defensive investment strategy for the coming year. For more, CLICK HERE.
“As investors, we must properly forecast the future AND put our money where our forecasts are,” acknowledges the author of today’s article. He proceeds to outline what some of Wall Street’s top strategists are forecasting in terms of price targets for the S&P 500 in 2019, from the most bearish target (Morgan Stanley) to the most volatile target (Bank of America) to the super bullish target (Credit Suisse). For more, CLICK HERE.
“When investing becomes dangerous what are your best choices?” This is the question that the author of today’s article poses – and proceeds to answer from various perspectives. In particular, he highlights advice from Mad Money host Jim Cramer – who recently exclaimed that “This market isn’t just volatile, it’s treacherous” – to pick “individual stocks that are not tied to trade with China, are not tied to the welfare of general economy, and have both high dividend yields and strong financial positions.” For some specific sector and stock recommendations in that regard, CLICK HERE.
“Most options investors screw it up,” argues the author of today’s article. How do they screw it up? By not knowing how to profit from more modest stock moves – “the more typical daily moves you’re going to see over most of your investment life”. So how can options investors profit from more modest stock moves? The author lays out one strategy to do just that. For more, CLICK HERE.
While strategists at JPMorgan do not see a high risk of a recession in the next 12 months, they do believe that there may be some wisdom in investors gradually setting themselves up for the next recession over a period of time, starting in the coming weeks. Moreover, the firm has published an investing playbook with recommended trades, across asset classes, ahead of the next recession. For a summary of this playbook – and why some of the recommended trades this time around are different from typical late-cycle trades – CLICK HERE.
One of the best-performing hedge fund managers of the past 20 years just made a high-conviction bet on India, with 40% of his fund now invested in that emerging nation (and just 0.1% invested in the U.S.). What particular segment of Indian stocks does this money manager (who has generated a cumulative return of 967% since 2000) see an opportunity in (and why) – and what’s one way that those with little-to-no knowledge about investing in India can play this opportunity? CLICK HERE.
When it comes to identifying “must-have” stocks, the author of today’s article takes a different approach from many, “look[ing] for stocks in companies that have products or services deeply embedded in their customers’ strategy and operations. They play such a vital role that customers perceive their products or services as “must-have” in their business operations.” He proceeds to identify what he sees as the “three major buckets of must-have companies” – and an exemplar company from each bucket. CLICK HERE.
Exchange-traded funds have grown exponentially in number and popularity. After a refresher on ETFs (and their benefits over mutual funds), the author of today’s article turns to the following question: Is there a best time to put your money into an ETF? The answer, according to the findings of a study by Deutsche Bank, is yes there is. What did the investment bank find – and why might it pay to be a contrarian when it comes to ETFs? CLICK HERE.
While the S&P 500 has had a decent year thus far, the five stocks that are the focus of today’s article – the five worst-performing S&P 500 stocks of the year thus far – have lost between 29% and 45%. Are they all stocks to be avoided – or are there some possible opportunities amongst them? The author examines what has gone wrong at each of the companies – and separates out the possible winners from the likely value traps. CLICK HERE.
With oil prices surging of late (including topping $75 for the first time since 2014), today’s article highlights three stocks that may be particularly good opportunities in the energy sector, with the author noting that, in addition to all three stocks having strong fundamentals, “Two of the stocks…have the potential to benefit from rising energy prices. [The third], as a refiner, can make a profit regardless of the volatility in the oil industry and is a good hedge if the price of oil retreats going into the fall months.” For more, CLICK HERE.