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Earnings Season is always a time for reflection, including this recent Q3 2018 earnings season. Did companies produce earnings that meet the Wall Street community’s estimates? Was there growth? What is the prognosis for future quarters. These questions often dictate...

ETF investing has been growing. This is a relatively new asset class that investors, even small investors, can take advantage of. They offer investors many advantages over individual stocks or mutual funds. Additionally, they can offer investments into other asset...

  Recent price drops have made several high dividend stocks look very strong from an income perspective.  I wrote last week about several big dividend names that were offering 5-7% yields which are well above any comparable treasury. Today, we will talk about adding...

  Dividend stocks have not fared very well in the market recently, but that creates very attractive opportunities for  long-term investors who are looking for steady income. In particular, some very large household names are yielding over 6% a year. How did these...

  An upcoming earnings season often moves the stock market as companies receive their quarterly report card (a worthy metaphor given the back to school timing). The grades will start being handed out towards the middle of October, and then continue for six more weeks....

Most people think of standard equity ETFs when they hear Exchange Traded Funds. These funds have some of the largest Assets under Management, and have been a staple for Advisors and investors to plow money efficiently  into diversified assets. What the average...

  Back in the 80’s, these two large caps (Coke stock and Pepsi stock) were core holding for virtually everyone. At that point, the answer would have been both stocks are great! Warren Buffet was beginning to ride the long-term ride upwards with Coke. It was touted as...

When the recent Tax Reform came out at the end of last year, pundits predicted that companies would put tax savings towards share buybacks.  These companies would repatriate money that had been stowed overseas to shelter them  from the higher U.S. tax rates. Once back...

Which came first: the chicken or the egg? The question is perplexing, and I don’t believe anyone has successfully proven what the correct answer is. In January of this year, Forbes weighed in with an answer here (hint: it won’t satisfy you). Turning to the world of...

Volatility has returned! After a very benign market that has generally proceeded higher with very few interruptions, February brought some very sharp pullbacks, even to the point of a correction. While this is normal, investors had been lulled into a false sense of...

That’s a phrase that you hear all the time. "It is a stockpicker’s market." What are they trying to get at? What does that really mean? The core message of "a stockpicker's market" is that the market dynamics have now changed, and active investment will outperform...

  Back in the 1900’s, the Chicago Cubs had a trio of slick fielding infielders on their baseball team: Tinker at shortstop, Evers at second base, and Chance at first base. This trio was immortalized in Franklin Pierce Adams’ poem, Baseball’s Sad Lexicon or Tinker to...

  Last week, I defined the various downturn terms (pullback, correction and bear market) to ensure that everyone was talking from the same definitions. Well, we just got an up close look at a market correction. It was swift and brutal, but only lasted for a couple of...

  When new investors in the market hear commentators talk about some of the above terms, this incorrectly injects fear into the conversation. Certainly, a bear market would be very bad news for the markets, but pullbacks and corrections represent the natural ebb and...

  What is the best and worst stock market sector as we approach earnings season? My last blog post highlighted the overall strength that is being forecast for the Q4 Earnings Season. With a current estimate for the S&P 500 of 10.9%, companies are lining up to...

On Sunday, September 3, 2017, Marc Chaikin published his weekly Market Insights piece. As he always does, he calls out an opportunity, either bearish or bullish, that looks particularly ripe. This Sunday, Marc said that Kohl’s stock (KSS) was a great value, and poised...

What’s the process for finding a good stock pick? Chaikin Analytics puts out calls on stocks frequently. This provides our subscribers a heads up that a stock is either ready to go up or is poised for a fall. How are these stock picks chosen? By probing how our...

How do you pick a financial ETF? With the financial sector heating up, investors who want exposure to this sector have a choice of either researching stocks, or buying a broad-based ETF. There will be winners and losers in the financial sector, and if you invest the...

Micro-cap stocks are an intriguing opportunity to find excess returns. Those returns definitely come with excess risk as well. Not only can you experience sizeable losses, you could also lose your entire investment with a stock, as there are more companies that go out...

Q1 2017 Earnings Season has arrived, and it is getting plenty of scrutiny. Several factors have all converged to magnify the importance of this quarterly report card for U.S. stocks. The results of this quarterly will certainly impact the overall direction of the...

You probably know that ETF growth has been surging in recent years. Here is some of what you may have heard: - There are a lot of ETFs to choose from.   - There are a lot of ETF companies (aka “ fund sponsors”), some with recognizable names and some not.   - There are...