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  • How To Spot Potential 'Trade Of The Decade' Bargains
    Thu, Aug. 14 FB, FCZA, FFKT 5 Comments

    Summary

    • The last time we saw a banking industry collapse, the smaller banks went up by a factor of ten over the next eight years or so.
    • One of the reasons is that you can't just glance at a chart and draw imaginary lines to determine buying and selling points for these stocks.
    • One can, however, find a guide to help uncover potentially profitable bank stocks to benefit from the trade of the decade unfolding in the sector.
  • GeoInvesting's Dan David Talks Cheetah Mobile
    Mon, Aug. 11 CMCM Comment!

    Summary

    • Despite being relisted on Google Ranks, GeoInvesting still thinks the company is a bad investment with an obsolete product.
    • David continued that not only did Cheetah Mobile fail to make a disclosure, they did not respond to a direct request.
    • US investors have been largely unaware for the same reason they were unaware that the app had been removed until GeoInvesting published its short thesis on July 31.
  • 2 Tips To Find A Valuable Options Strategy
    Thu, Aug. 7 MIL 4 Comments

    Summary

    • One of the most dangerous endeavors that individual investors and “wannabe” traders can engage in is options trading.
    • There is a way that individual investors can use options to earn higher returns and add to the overall return of their current portfolio.
    • Focusing on safe and cheap stocks that you are happy to own at the strike price is what makes this approach as close to a true win-win as you will.
  • 3 Business-Like Investing Tips (That Don't Involve Chasing Stocks)
    Fri, Jul. 25 9 Comments

    Summary

    • Many successful careers have been launched by a reading of "The Intelligent Investor".
    • While evidence overwhelmingly shows the opposite approach works best at earning high rates of return, investors insist on chasing markets at new highs and extended levels.
    • A look at the world around us shows that geopolitical problems are growing, and the regions that are flaring up the most are important providers of energy and commodity resources.
  • Paychex CEO Martin Mucci Reveals 2 Elements Of The Growth Story
    Tue, Jul. 22 PAYX 1 Comment

    Summary

    • CEO Martin Mucci revealed that there is much more to the business, including massive growth opportunities.
    • Paychex currently has 400 human resources professionals working primarily with companies that have between five and 100 employees.
    • Paychex has also had significant success growing its traditional payroll business, recently showing the fastest growth in seven years.
  • 5 Minimal Peter Cundill-Like Moves For Your Portfolio
    Fri, Jul. 18 UNG, USO, OIL Comment!

    Summary

    • Cundill looked all over the world for ideas, and felt that most of the time he could find enough bargain issues to get his funds invested in such bargain issues.
    • At the same time, the slow economy and fierce competition in the banking sector make it hard for the regional banks to find sources of organic growth.
    • Looking globally. there are some bargains in the European banking sector.
  • Fed Minutes Set To Impact These ETFs
    Tue, Jul. 8 SPY, TLT, GLD Comment!

    Summary

    • This ritual is typically met with an increase in volatility, depending on the wording of the statement and any new policy actions voted on by committee members.
    • With the S&P 500 sitting near all-time highs and within close proximity to the psychologically significant 2,000 level, the stakes continue to mount for the bulls to extend this recent rally.
    • Precious metals investors may be counting on pessimism towards stocks or bonds in the coming months as a catalyst to higher prices.
  • 4 Tips For Investors To Learn More About Private Equity
    Tue, Jul. 8 AINV 2 Comments

    Summary

    • The private equity mindset is more successful than attempting to day- or swing-trade the well-known popular stocks.
    • The private equity industry is that it will allow you to spot opportunities and trends before they make their way to Wall Street and into the mainstream media.
    • Following what is going on in the private equity industry can help make you more money.
  • Hetty Green: The Grandmother Of Value Investing
    Sat, Jun. 28 15 Comments

    Summary

    • Most investors today are not aware that the idea of value investing also has a cantankerous grandmother figure.
    • Her investment philosophy was pretty simple, too. She invested conservatively most of the time, and held back lots of cash.
    • The Witch of Wall Street believed that "More money is made in the end by an over-supply of caution than by indiscriminate recklessness."
  • 3 Reasons To Quit Trying For The Impossible With Your Investments
    Wed, Jun. 18 4 Comments

    Summary

    • Good information isn't always enough.
    • Guessing what will happen and then how the market will react is a waste of time, and more importantly, a waste of money the vast majority of the time.
    • Instead of trying to emulate Jesse Livermore and Paul Tudor Jones, investors should aspire to be the next Leon Black or David Rubenstein.
  • 5 Smart Money Managers Taking A Shine To Gold Miners
    Tue, Jun. 17 APO, AUY, BAM 6 Comments

    Summary

    • Just because a particular sector or industry has seen difficult times and prices have declined to bargain levels does not necessarily mean a turnaround is imminent.
    • In 2014, there have been many private equity firms taking interest in the gold miners.
    • Gold mining stocks have been hit hard as the price of the metal has fallen.
  • The Market Vectors Semiconductor ETF: Up 3 Straight Weeks
    Wed, Jun. 11 XSD, SMH Comment!

    Summary

    • The last time the Market Vectors Semiconductor ETF finished the day in the red was on May 20.
    • The smaller SPDR S&P Semiconductor ETF is also breaking out to new highs.
    • A pullback on light to average volume that remains under 5 percent could offer patient investors an opportunity to buy at a lower price in the weeks ahead.
  • Brazil ETFs Rally Into World Cup
    Tue, Jun. 10 BRXX, EWZ, BRAF 3 Comments

    Summary

    • The main catalyst for the recent rally has to do with the declining approval rating for current president, Dilma Rousseff.
    • The news regarding the president's approval rating sent shares of the iShares MSCI Brazil ETF higher Friday.
    • Investors that believe the financial sector will be the biggest winner with a change in leadership could consider the Global X Brazil Financials ETF.
  • 3 Stocks To Profit Like Bank Stock Activists
    Tue, Jun. 10 PBIP, WBB, CHFN Comment!

    Summary

    • The Shiller PE ratio is currently 25.9, which gives a forward return projection of less than one percent over the next five years.
    • Investors should focus on sound banks that are trading at low levels when compared to their book value.
    • The community banking sector has a very attractive risk/reward setup regardless of what the overall stock market does over the next several years.
  • 6 Books Every Value Investor Should Read This Summer
    Mon, Jun. 2 Comment!

    Summary

    • There will be a wide selection of new releases to enjoy for lovers of every genre.
    • Any book that can reference Zed Thorpe and Warren Buffett in the same chapter is one all traders have to read.
    • The Einstein of Money, Joe Carlen's biography of Benjamin Graham, is also a must-read for serious investors.
  • 4 ETFs To Help Bet On Brazil's Soccer Team
    Thu, May. 29 BRXX, EWZ, BRF 3 Comments

    Summary

    • According the Goldman report, the win by Brazil will boost its stock market in the first month after winning the event.
    • Investors looking to play the overall large-cap Brazilian stock market could consider the iShares MSCI Brazil Capped ETF as an option.
    • A popular option over the last few years has been the EGShares Brazil Infrastructure ETF.
  • 7 Stocks To Watch Ahead Of This Week's Housing Market Data
    Wed, May. 21 ETH, KBH, PIR 1 Comment

    Summary

    • The major event on the economic docket for the week starting May 19 is the release of the FOMC minutes from last month's Fed meeting on Wednesday.
    • Economists are expecting reasonably strong sales growth in April compared to a contraction in March.
    • Traders should be able to profit from going long these names ahead of this coming week's new and existing home sales data -- if the numbers are good.
  • Catching Up With The BRIC ETFs
    Tue, May. 20 BKF, EEB, BIK Comment!

    Summary

    • The once-popular BRIC countries have soured over the last couple of years as performance has lacked peers.
    • Even with Russian equities trading at low single-digit valuations, investors are hesitant to invest in the country due to abnormally high geopolitical risk.
    • However, the world's largest election ended last week with a new ruling party in India that many view as pro-business, causing the Indian stock market an all-time high.
  • Indian ETFs Rally On Election Victory
    Mon, May. 19 INDA, INDY, SCIF 1 Comment

    Summary

    • India is the world’s largest democracy, and with 1.2 billion people, it has one-sixth of the entire population of the world within its borders.
    • The major Indian stock indices had been rallying all last week, and hit a new all-time high on Friday after the announcement.
    • INDA is a basket of 70 mainly large-cap stocks with a heavy emphasis on financials, IT and energy.
  • The Most Overvalued S&P 500 Stock Is...?
    Thu, May. 15 ADBE, ATI, BTU 6 Comments

    Summary

    • The huge size of those P/E ratios feed into the belief of many that the stock market is overvalued (some would say grossly overvalued) and ready to tumble.
    • The big rally since March 2009 has pushed prices sharply higher.
    • A look at overvalued stocks by forward P/E.
  • 3 ETFs To Buy On Weakness
    Wed, May. 14 IAT, XHB, GEX Comment!

    Summary

    • While there are numerous ETFs hitting highs along with the major indices, even more lag behind the market, hurt by sector rotation the last few weeks.
    • XHB had pulled back over 11 percent from a multi-year high before finding a floor late last week.
    • Investors that believe there is money to be made in the green energy space could consider GEX.
    • Over the past few days, IAT has been forming a base, as the selling appears to have subsided.
  • The 5 Most Overvalued Dow Stocks
    Wed, May. 14 MRK, NKE, V 8 Comments

    Summary

    • The 30 stocks in the Dow itself are probably not overvalued.
    • The group includes two of the four most valuable companies in the world: Exxon Mobil, with a market cap of $440 billion, and Microsoft, whose market cap is $334 billion.
    • Visa is seeing growth around the world. It also expects, like Nike, to be a winner from the World Cup.
  • Bond ETFs Outperforming Stocks
    Mon, May. 5 JNK, SPY, TLT 6 Comments

    Summary

    • The fear of rising interest rates as the FOMC continues to taper the monthly asset-purchasing program has kept a large number of investors away from bond ETFs.
    • The iShares Barclays 20+ Year Treasury Bond ETF is up 8.9 percent this year and recently hit a nine-month high.
    • Market Vectors High-Yield Municipal Bond ETF has an impressive gain of 7.5 percent when including the monthly dividend.
  • Time To Buy ETFs Officially In A Bear Market
    Thu, May. 1 Comment!

    Summary

    • A correction is typically considered a 10 percent pullback in the price of the asset or index.
    • Two ETFs in particular are in niche sectors that could be considered cutting-edge, as they deal with technologies that are still emerging.
    • A recent downgrade of several Chinese solar stocks by Credit Suisse put pressure on the sector.
  • Pharmaceutical ETFs Surge On M&A Activity
    Wed, Apr. 23 IHE, XPH, PPH Comment!

    Summary

    • The big news came on Monday night when it began to leak that Valeant Pharmaceuticals was going to make a bid for Allergan, the maker of Botox.
    • The flurry of M&A activity has helped the sector rebound from a nasty sell-off that was led by the biotech stocks over the last month.
    • The Market Vectors Pharmaceutical ETF is different than the first two listed because it invests in companies outside of the U.S.
  • Comparing Beyond BRIC ETFs
    Tue, Apr. 22 EEM, EMBB, EMFM Comment!

    Summary

    • Brazil has had major struggles over the last couple of years, while Russia in engrossed in geopolitical uncertainty.
    • The EG Shares Beyond BRICS ETF is the largest of the ETFs in this niche category with $22.3 million in assets.
    • Another new entry into the sector is the SPDR MSCI EM Beyond BRIC ETF with $6 million in assets.
  • International ETFs Showing Strength
    Thu, Apr. 17 NGE, SPY, THD Comment!

    Summary

    • SPY breached the 50-day moving average for the second time this year during the pullback before attempting to rally this week.
    • The beauty of NGE is that investors are able to gain access to a wide range of stocks and sectors within Nigeria.
    • EPHE has quietly put together a solid 2014 with a gain over 13 percent for the year.
    • THD is benefiting from investors looking past the current situation and investing for the long-term positive outlook of Thailand.
  • SEC Halts Trading Of Growlife: Here's Why
    Thu, Apr. 10 CANN, PHOT 145 Comments

    Summary

    • Based on “concerns regarding the accuracy and adequacy of information in the marketplace and potentially manipulative transactions in GrowLife’s common stock."
    • Since April 3, Hunt has sold off more than 500,000 shares of Growlife.
    • In contrast to FINRA’s grim outlook for the sector, the cannabis space has been incredibly bullish for traders.
  • Momentum ETF Seeks High-Beta Stocks
    Fri, Apr. 4 MOM, MMTM, MTUM 3 Comments

    Summary

    • The iShares MSCI USA Momentum Factor ETF is designed to choose a subset of large and mid-cap stocks that have the highest excess returns.
    • This ETF can potentially be used as a tactical vehicle for traders who want to capitalize on companies with high growth potential as opposed to value characteristics.
    • During the month of March, MTUM tumbled 3.43 percent as investors pulled back their appetite for risk and moved to defensive sectors.
  • 5 REITs Worth Researching
    Wed, Apr. 2 BMR, EXR, SNH 4 Comments

    Summary

    • Yields are generally higher than most equities because a REIT returns a large portion of its profits back to its shareholders.
    • With an enterprise value of $21.5 billion, American Realty is the largest net lease REIT in the country.
    • The self-storage industry continues to be a hot investment.
  • Investors Fleeing Treasury ETFs
    Tue, Apr. 1 TBT, TLT, TMV 4 Comments

    Summary

    • SHY was the leader in withdrawals, as it lost one-third of its assets under management during the month.
    • As interest rates increase the value of the underlying bonds move in the opposite direction and lose value.
    • Last week, TLT hit its highest level since July 2013.
  • ETFs Shrugging Off The Selling
    Fri, Mar. 28 DHS, SMH, IGF Comment!

    Summary

    • There are a handful of ETFs that have been able to avoid the recent pickup in selling and have shown above-average relative strength.
    • The WisdomTree Equity Income ETF tracks a fundamentally weighted index of 406 stocks that pay some of the highest dividend yields.
    • The basket of 26 holdings hit the highest level in a decade this week led by a breakout in the ETF's largest holding, Intel.