Media

Separating the Contenders from the Pretenders

The S&P 500 is in the midst of a big run that lifted most boats, especially financial stocks. Even though these stocks are leading with the biggest gains over the last three weeks, most big financials are still in downtrends overall and below their 200-day SMAs. Take Citigroup for example. Even ...

Can The Deere Start Running Again?

There's been a nice surge in the Commercial Vehicles group over the past month. One of the leaders in the group is Deere & Co. (DE) which outperformed all of 2017 and consolidated through 2018. This week's price action on Deere looks like the highest weekly close in 9 months - and there are a few ...

Bear Markets and Drawdowns - 2

This is a continuation of the previous article.  The Dow Jones Industrial Average, also referred to as The Dow by the financial media, is a price-weighted measure of 30 U.S. blue-chip companies. The Dow covers all industries with the exception of transportation and utilities, which are covered by ...

Jack Bogle Reveals Investing Secrets in Tell-All Book - part 2

Bogle’s new book, Stay the Course, reveals one little thing individual investors do that costs them one-third of their return — but is easily prevented. • A difference between the trading of investors in traditional index mutual funds and that of investors in the flashier index exchange-tra ...

Palo Alto Networks Breaks from the Pack

Most stocks have struggled since November, but Palo Alto Networks managed to reverse at a key area and break above a resistance zone. The chart below shows PANW with weekly bars over the last 3 years. The stock broke to new highs in February 2018 and more than doubled from spring 2017 to autumn ...

Disability, income splitting and tax reduction

Q: My wife has been diagnosed with a chronic condition known as Fibromyalgia, so she can’t work anymore (she’s 49). My plan is to retire at 65 (I’m 57) and we plan to have about $1 million saved in registered accounts (about 85% in my name).  Can you recommend a tax efficient approach to d ...

The Science Of Going Higher

Edwards LifeScience (EW) had a big move this week - having been inside a trading range for most of 2018, EW is now testing the top of the consolidation. I have omitted the few days it experienced above the range as the stock gapped up, went on a euphoric surge and then gapped lower, quickly putt ...

Jack Bogle Reveals Investing Secrets in Tell-All Book

John C. Bogle — known to all as ‘Jack’ — has been advocating the simplest portfolio strategies for decades. Surprise! They’ve outperformed the S&P 500. • In the last book he says he’ll ever write in his lifetime, the legendary index-fund pioneer lets fly with some scathing but profi ...

Investor sentiment stays positive despite geopolitical drama

There has been no shortage of drama across the macroeconomic and geopolitical landscape so far in 2019. However, it appears that investors may be tuning out much of the political theatre around them. Which storylines are moving markets now, and which may become more integral to the plot in the week ...

Coca-Cola Loses Some of its Fizz

Stocks surged over the last 12 days with the S&P 500 gaining over 10% and moving above its late December high. Coca-Cola (KO) was leading the market with a new high in November, but did not partake in the broad market rally here in January. SPY is up around 3.63% year-to-date, but KO is flat for th ...