Special Reports
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Special Report: The top 12 vote getters in my selling research survey
I'm going to have to do more than 10 stocks since there was some very tight bunching at the top. This will mean that it might take me the weekend to get everything researched and posted but I'll move on this as quickly as possible. To recap: As a bonus to my last...
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Special Report: When to sell; What to sell
Let's be clear about one thing, shall we? I'm not calling for a sell off in 2020. The mere fact that U.S. stocks are trading at all time highs does not mean that the markets will collapse in 2020. A year like 2019, when the Standard & Poor's 500 returned 33% with...
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Special Report: 12 Bargain Stock Picks NOW: Picks #1-#12
Let's start with a basic goal: The way to make money in stocks (ignoring things like dividends for the purposes of this post) is to buy low and sell higher. There's more than one way to do that, of course. You can buy a high priced stock--maybe a high-priced stock...
A summary of the changes to my Dividend Portfolio in my Special Report 3 Ways to Higher Income in a Low Yield Desert
Just to put all the changes in my Dividend Portfolio in one list after my Special Report 3 Ways to Higher Income in a Low Yield Desert Here are the sells: Bank of America (BAC) as of November 1 ING Group (ING) as of November 1 Tapestry (TPR) as of November 1 Westpac...
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Corrected and Completed Special Report: 3 Ways to Higher Income in a Low Yield Desert
How dry is the current low yield desert Awfully dry. And likely to get drier. Which raises this question: How can income investors find higher returns? Providing three answers to that is the subject of this special report. Let's start with the dryness of the desert....
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Special Report: 3 Picks for the Next Wave in Tech Profits
I've recently made two tech picks for the shorter-term. I think that over the next four weeks or so both Cirrus Logic (CRUS) and Skyworks Solutions (SWKS) will beat Apple (AAPL) and an Apple-driven technology sector rally. But what about the longer term for technology...
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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...
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Special Report: 10 long-term picks for a short-term market (first seven picks)
(A word of apology. I hadn't realized that I had written about this Special Report but never posted it until several readers brought it to my attention last week. My initial reaction was "Impossible! Of course I'd posted it." But checking showed I hadn't. It took...
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Special Report: Are you ready for the next Big One? A 5-Step Portfolio Strategy–Part 1, the odds of a Recession or Credit Crunch, Step #1 Foundation Buys, Step #2 Sectors to Sell, Step #3 More Hedges, Step #4 Rebelancing
Is a Recession coming? I don't mean "someday." Someday the sun will go nova but I don't need to price that in to my investment strategy. But a Recession in 2020 or 2021? That's something to take into account. And to prepare for to the degree possible. Or a Credit...
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Bonus Special Report: My Five Picks for Bottom Fishing
I've finished my Special Report 5 Value Picks for a Market at Record Highs. (The five picks, for the record were Disney (DIS), DuPont (DD), Constellation Brands (STZ), China Mobile (CHL), and Tyson Foods (TSN). You can find this special report with information on each...
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Disrupted Sector #3 in my Special Report 5 Sectors Facing Disruption: Anything touched by 5G (and some winners too)
There's a consensus on Wall Street that the roll out of 5G wireless technology will be a hugely disruptive event. 5G is the successor to 4G (well, like, Duh) Â the current standard for network technology introduced commercially in 2009. 5GÂ could end up being 100 times...
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Bonus Special Report: 5 Value Stocks in a Market Near All-Time Highs
The Standard & Poor's 500 closed at a new all-time high on June 20 at 2954.18. It's easy in today's market to find stocks trading at astronomical price to earnings ratios. Amazon (AMZN) sell for 79.90 times trailing twelve-month earnings per share. Netflix (NFLX)...
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Special Report: 10 Best Picks for the Last Six Months of 2019
This isn't  time for investing as usual. As whacky as the first half of 2019 has been--the Federal Reserve embraces interest rate cuts, the U.S. and China descend further into a trade war, the U.S. economy turns in better than 3% growth but fears for a slowdown in...
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Special Report:Â The Crisis in Global Capitalism and 5 Ways to Position Your Portfolio–Part 1 The Crisis in Global Demand
Finally, Part 1 The Crisis in Global Demand, from my Special Report: The Crisis in Global Capitalism and 5 Ways to Position Your Portfolio. On May 29, U.S. stocks took another step lower with the Standard & Poor's 500 closing down 0.69% at 2783. Â News reports on...
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Bonus Special Report: 5 Profit Winners from Disrupted Sectors–# 1 Parsley Energy
When I set out to research and write my recent Special Report Five Sector Facing Disruption That Could Crush Your Portfolio I wanted to focus on the "destruction" side of the process of "creative destruction" that makes up economic growth in our capitalist system. The...