Matthew D. McCall

How to Play the Next Great Bull - Matt McCall

When it comes to fundamentals and support for them, the bottomline is earnings. This is why my firm, Penn Financial Group, focuses on individual stocks (across all sectors) that have been regularly increasing their top line (revenue) even as the global economic situation was struggling. After a major recession there will be winners and losers; the ultimate goal is to buy the stocks that will benefit from the pickup in growth following the recession. Just as every recession in the past has created new winners, this time will be no different.


On Oct 16 04:30 PM Moon Kil Woong wrote:

> I'm with Mayascribe. If he's bullish why does he focus on commodities
> that already ran up. Commodities are great for the start of a bull
> (which already happened only) or if there is a bubble with hyperinflation
> which is not bullish at all. Also sectoral stock makes much more
> sense as does raw commodity contracts if you're a pro which he infers
> he is.
>
> Also as Mayascribe infers, there is a distinct lack of fundamental
> economic proof backing his bullish views. One should never overlook
> economics when investing, especially if you want to call a bull.
> To fail to do so makes your bull argument, well pun intended, pure
> bull.

How to Play the Next Great Bull - Matt McCall

You make 2 great points.

1) My firm, Penn Financial Group, invests in many individual stocks, but for the sake of the article the focus was on ETFs. I feel there is a need for exposure to both the futures (through ETFs) and the related commodity companies.

2) Yes debt in the US is an issue going forward, especially if we cannot stop printing money. This leads to my belief of hyperinflation in the future thus pushing commodity prices much higher.


On Oct 16 03:51 PM Mayascribe wrote:

> Two things about this interview gave me the heebeegeebees.
>
> i) If this guy is so smart, why is he messing around with ETF's.
> Why not pick best of breed in each sector and not a basket of stocks
> of which some are underperformers. I do like the three lithium plays
> he did mention. Yet, I'll take my chances with Jaguar Mining (seekingalpha.com/symbo...),
> or Northern Dynasty (seekingalpha.com/symbo...), or Nova
> Gold (seekingalpha.com/symbo...) going up in multiples much
> more than the Barrick's and Kinross's and the metals ETF's of the
> investing world. As for lithium, I'm betting that American Lithium
> Minerals (seekingalpha.com/symbo...) is a multibagger more
> so than (seekingalpha.com/symbo...).
>
> ii) Maybe he's right about a 10 year bull market, I hope so. But
> the myriad of debts this country is piling up will sooner or later
> have to be addressed. These millions, billions, trillions of debt
> make me highly wary of another meltdown. Possibly, we can escape
> future financial eclipse through the huge number of people worldwide
> who now can, or soon will be able to buy things that their parents
> never dreamed of, or were compltely unaware ever before existed.