Stocks will be hungry for growth after emotional reset

December 6, 2013

With the market chopping around a bit after racing to new highs, it’s nice to see the bulls take a breath, which should be a good sign that we’ll see... Continue Reading »

The best plays for November

November 4, 2013

While buying the market is not a bad idea, there are specific plays that may hold more promise for investors than an index ETF. Here are a few plays that... Continue Reading »

Bond volatility's grim message for the market

June 6, 2013

As the Fed continues to issue hints about its “tapering” program, the bond market has gotten more nervous because the government’s regular bond purchases have set prices, and no one... Continue Reading »

Daily Issues

Trades Update

August 1, 2014

After a pretty lousy week, Friday's session was quite interesting. The market was actually stable for the first hour or so, dropped precipitously in the middle of the day before rebounding back to right around where it started -- then finished the session with a sharp drop that left it down 0.3% for the day. The Argentine default, the Ukraine crisis and Middle East crisis over Gaza did not individually have a major effect on the market until this week, when a number of relatively weak earnings reports came out, and there was a greater sense that the end is near for quantitative easing.

This really undercut some of the stocks that people buy for their yield, including a lot of the staples. In fact, stocks like Procter & Gamble (PG), Colgate-Palmolive (CL) and Kimberly Clark (KMB) were really crushed this week; many of them fell down below their 200-day moving averages and remained there at the end of the week.

Well, that was last week, and now we have a new week to look forward to. In today's Trader's Advantage, I'll share what I expect to come next for the market and our holdings in this week's Markman in a Minute podcast. I'll also update you on the latest action among our current positions, and I have three new ideas for you to consider, plus one Watch List item.

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Stocks Plunge as Hailstorm of Bad News Hits the Tape

July 31, 2014

Stocks came under substantial pressure Thursday, the last session of July, pushing the benchmark S&P 500 Index to its largest one-day knockdown since early April.

Market participants seem to be concurrently worried about the economy being too weak and too strong at the same time. And moreover, they appear to be worried about a debt default in Argentina, whose entire economy would fit into NBA star LeBron James' lunchbox.

In today's Trader's Advantage, I'll review the various events that had investors running for the exits, and I'll share my outlook on what's to come next, with some help from S&P 500 historical data. I'll also update you on our holdings, including three positions that we sold during Thursday's session.

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Trades Update

July 30, 2014

Stocks closed mixed on Wednesday despite a better-than-expected U.S. GDP figure for the second quarter. When all was said and done, the S&P was up just a fraction, the Nasdaq and the Russell 2000 each gained 0.4%, and the Dow slipped by 0.2%. The blue-chip index was dragged down by component Coca-Cola (KO), which fell 1.8% on the day.

Thursday will see a plethora of earnings reports: 41 companies are reporting tomorrow, including Exxon Mobil (XOM), Time Warner Cable (TWC) and Beazer Homes (BZH). In today's issue of Trader's Advantage, we sold one position on a stop, and I'll update you on our remaining holdings.

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With the markets trading near all-time highs, where do you think the S&P 500 will be at the end of the year?

  • 2,100 or greater
  • 2,000 - 2,100
  • 1,900 - 2,000
  • 1,900 or lower