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Archive for the ‘Long Term’ Category

Intel also suspends its stock buyback problem–remember to put that into your calculations for where the market goes after the corona bear

Intel (INTC) said Tuesday that it would suspend its share buyback program. In October 2019 the company said it would buy $20 billion in shares over the next 15 to 18 months. The company completed $7.6 billion in buybacks in the fourth quarter of 2019 and the first quarter of 2020, leaving roughly $12.4 billion […]

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The challenge for the next ten years: Mediocre projected investing returns for a decade

Pickings look rather slim for investors over the next decade, according to the results of Morningstar's annual survey of financial market forecasts. Certainly much slimmer than the extremely strong returns for U.S. stocks for the last decade. During that period the Standard & Poor's 500 has gained an average annual return of 13.50% (with dividends […]

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The first of four not so easy pieces for rebalancing any portfolio but specifically my long-term 50 Stocks Portfolio

In an ideal world, every stock market trend--up, down, sideways--would begin on January 1 and end on December 31. That would make an annual rebalancing of any portfolio as easy as falling off a madly spinning log in a Canadian logging festival. Most market trends don't cooperate. They start early or end late and just […]

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China’s economy is showing big strains–that a trade deal with the United States won’t fix

Hengfeng Bank has announced that it will sell 100 billion shares in a private placement to raise cash. This is the third Chinese commercial lender to receive government assistance since May. Investors in the deal will include Central Huijin Investment (60 billion shares), an arm of China's sovereign wealth fund, an asset management company controlled […]

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Coming Wednesday–Rebalancing (finally) for the long-term 50 Stocks Portfolio

With my thoughts on why rebalancing has been so difficult in the market of the last 12 months.

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Special Report: It is different this time–an intelligent investor’s guide to the next 5 years of Tough Decisions. Part 1 The Fundamentals

This past week, on Tuesday and Wednesday, September 17 and 18, the Federal Reserve injected $128 billion into the short-term money market in an effort to control a liquidity crunch that threatens the Fed's ability to set short-term interest rates. On Thursday, it put in another $75 billion. And then the Fed announced that it […]

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A deep dive into Exxon Mobil financials shows where even the big oil majors are vulnerable

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Correction: I’m adding DuPont, my #3 Value Pick, to my 50 Stocks (not Dividend) Portfolio

Correction as of July 8. Dupont added to 50 Stocks rather than Dividend Portfolio I'd be willing to be dollars to donuts that U.S. stocks won't repeat their first half performance--up 17.4% on the Standard & Poor's 500--in the second half of the year. It's hard for me to find a catalyst that isn't already […]

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The importance of the 5% tariff that President Trump just slapped on Mexico is way bigger than the number suggests

It's only 5%, Wall Street is saying today in what clearly sounds like an effort to convince itself when investors really know better. That unconvincing "happy talk" is why the Standard & Poor's 500 index was down only 1.24% at the close today, May 31. (I say "unconvincing" because the oil markets, which have been […]

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16 months on the S&P 500 with no gain–what’s it mean?

I have my theories about this--which I'll post tomorrow, Tuesday, May 28--and the facts certainly deserve an explanation. About 16 months ago on January 26, 2018 the Standard & Poor's 500 index closed at 2872.87. During the next 16 months, the markets would witness the extraordinary stimulus of the December 2017 tax cut. The United […]

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