Rewards Out There 03 (Jun 16 - Dec 20)

Re: Rewards Out There 02 (Sep 09 - Dec 16)

Postby winston » Thu Jan 19, 2017 9:23 pm

Your Pre-Inauguration Market Briefing

by MICHAEL LEWITT

Volatility is, of course, a two-edged sword. Trump’s policy decisions (whether considered or off-the-cuff) will drive some sectors up and others down. Here is what I think will happen to a few specific sectors’ prices:-
1. Financials should benefit from higher rates and lower regulation.
2. Defense stocks should benefit from more defense spending.
3. Technology should benefit from repatriation of offshore cash.
4. Energy should benefit from EPA restraint but will still be heavily influenced by the US Dollar and supply/demand.
5. Building and construction should benefit from infrastructure plans.

On the “down” side, some of Mr. Trump’s proposed policy changes would have huge consequences for some sectors.
1. A trade war would hit exporters big-time. Anything that diminishes global trade would be a huge deal and damage the global economy.
2. If Trump reduces or eliminates agriculture subsidies (something that is long overdue), that would hit specific stocks that make soft products (i.e. grains) and hard products (machines).
3. On a more general level, leveraged companies will be hurt by higher interest rates and if Trump can actually pull off reducing the deductibility of business interest expense, that would be a monumental change that would affect the housing market as well as how corporations finance themselves in ways that cannot be predicted but are likely to be unsettling.


Source: Sure Money

http://suremoneyinvestor.com/2017/01/yo ... 5#deeplink
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Re: Rewards Out There 02 (Sep 09 - Dec 16)

Postby winston » Fri Jan 27, 2017 8:03 pm

Double Your Money on the 2017 Rally with These Six Picks

By WILLIAM PATALON III

Source: Money Morning

http://moneymorning.com/2017/01/27/doub ... six-picks/
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Re: Rewards Out There 02 (Sep 09 - Dec 16)

Postby winston » Sat Apr 08, 2017 10:10 am

The 10 Best Stocks to Buy for 2017: Still the Best?

This expert group of picks is beating the market so far in 2017, but which ones will outperform for the rest of the year?

By Jessica Loder

Source: Investor Place

http://investorplace.com/2017/04/10-bes ... OhGB9J96M8
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Re: Rewards Out There 02 (Sep 09 - Dec 16)

Postby winston » Thu Apr 20, 2017 2:05 pm

The 10 Best Stocks to Buy for the Next Decade

You can put these stocks in a drawer and not look at them again for the next 10 years

By Will Ashworth

Source: Investor Place

http://investorplace.com/2017/04/the-10 ... PhJytJ96M8
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Re: Rewards Out There 02 (Sep 09 - Dec 16)

Postby winston » Fri Jul 14, 2017 7:30 am

These core global themes are possible investment winners

Investment strategists say signs of a synchronised global economic recovery should benefit equity investments linked to technology and multinational conglomerates

Techs in the US and China and multinational conglomerates in Europe and Japan.


The industrial sector has bounced back, powered by economic improvements in the US, Germany, France, UK, and China, thanks to increasing demand and a gradually weakening US dollar.

Consumer spending has remained strong in many regions


Second quarter US earnings are also expected to rise 8 per cent on-year


Europe likely to match last year’s growth of 1.7 per cent.

Japan is projected to expand 1.2 per cent in 2017.

Emerging markets are forecast to grow 4.5 per cent growth this year, up from 4.1 per cent in 2016.


Source: SCMP

http://www.scmp.com/business/global-eco ... nt-winners
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Re: Rewards Out There 02 (Sep 09 - Dec 16)

Postby winston » Fri Jul 14, 2017 8:21 am

Here’s Where We Can Expect to See The Most Volatility

1. Financials should benefit from higher interest rates and lower regulation.
2. Defense stocks should benefit from higher defense spending.
3. Technology should benefit from repatriation of offshore cash.
4. Energy should benefit from reining in the EPA but will still be heavily influenced by the US Dollar and supply/demand.
5. Building and construction should benefit from higher infrastructure spending.

On the “down” side, some of Mr. Trump’s proposed policy changes would have negative consequences for some sectors.

1. A trade war would hurt exporters big-time. Anything that diminishes global trade such as a border tax would be a huge deal and damage the global economy.

2. If Trump reduces or eliminates agriculture subsidies (something that is long overdue), that would hit specific companies that make soft commodities (i.e. grains) and hard commodities (machines).

3. On a more general level, companies will be hurt by higher interest rates and if Trump can actually pull off limiting or eliminating the deductibility of business interest expense, that would seriously damage private equity firms, leveraged companies (which include most of Corporate America, which is more heavily leveraged than a decade ago on the cusp of the financial crisis), the real estate industry and other sectors that rely on debt financing.

Source: Sure Money
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Re: Rewards Out There 02 (Sep 09 - Dec 16)

Postby winston » Wed Aug 30, 2017 3:41 pm

7 Reasons You Should Still Be Bullish

Don't let a steady drumbeat of short-term scares distract you from a much better fundamental case for a continued rally

By Matt McCall

#1: Earnings
#2: Small-Cap Stocks
#3: Global Stock Markets
#4: Interest Rates
#5: Political Landscape
#6: NexGen Sectors
#7: The Charts


Source: MoneyWire

http://investorplace.com/2017/08/7-reas ... aZoM8ig-M8
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Re: Rewards Out There 02 (Sep 09 - Dec 16)

Postby winston » Wed Aug 30, 2017 5:13 pm

Six Trillion Reasons for Stocks' Rise

By Chris Bryant

A dearth of IPOs and heaps of merger activity have shrunk the US market


Concentrated Profits
Companies face less competition following a wave of mergers. Earnings have risen

Since 2009, U.S. public companies have spent about $3 trillion buying back stock.


Share buybacks and M&A have shrunk the stock market by $5.5 trillion in the last 20 years


Source: Bloomberg


https://www.bloomberg.com/gadfly/articl ... aretheview
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Re: Rewards Out There 02 (Sep 09 - Dec 16)

Postby winston » Thu Aug 31, 2017 5:39 am

Top eight speculations for right now

by Doug Casey

Bonds – The biggest bubble in financial history. A triple threat to your capital—interest rate risk, credit risk, and currency risk. The great bull market that started in the early ’80s is over. Bonds are now the worst single place for your capital. Get out now.

Stocks — Quite overpriced but—if only due to the trillions of new currency units being created worldwide—they’re likely going higher for at least a while. Since they represent real wealth and production, a much better choice for capital than bonds. But the possibility of a major meltdown exists. Exercise extreme caution.

Real Estate – It’s been very good to me for many years. But I believe the great post-WW2 property boom is over. This asset class is floating on a sea of debt. Property taxes can only rise as governments go bust. And demographics are solidly against it. Houses are not investments; they’re costly depreciating consumer goods.

Commodities – They’ve been in steep decline since the last peak, in 2011. But because of all the new currency creation, and the fact most are selling at very close to the cost of production, I suspect the next major move is up—barring a deflationary credit collapse.

Gold – Its current price is reasonable, and it’s going to be a big beneficiary of the next financial panic. You can keep buying coins (and selected gold shares) with confidence.

Cash – Most banks are illiquid, and many are bankrupt. Which makes it dangerous to keep cash in them. Governments, meanwhile, are trying to eliminate the use of physical cash. And what you do hold onto—in or out of banks—is being eroded by significant inflation. This is a huge problem that’s not often discussed.


Cryptocurrencies – Cryptos are perhaps the biggest thing since the Internet itself. It’s no longer early days. The market is bubbly, like Internet stocks in, say, 1998. The bubble, however, has far further to expand, because the technology is very young and very important.

Marijuana Stocks – Pot is going to become a big business in the years to come as this useful plant is commercialized in many different ways.

Uranium – This metal is the cheapest of commodities, and probably the most politically sensitive because of widespread “green” agitation against nuclear power. There’s a lot to this story that the average person is entirely unaware of, however. It’s now selling for far below its average cost of production, which can’t continue—unless 20% of US power production is shut down.

Greek and Cypriot stocks – Nick and I did a study on Cyprus in 2013. Since then, that market has doubled. But it’s still very cheap, as is Greece, which is probably the most hated market in the world. These markets are both down something like 95%. That should automatically get your attention.

Shipping stocks – A horrible performing industry, with many bankruptcies, and most stocks down over 90%. The industry is currently unprofitable—but it’s extremely necessary. Would you care to buy straw hats in the winter?

Commodities – See previous comments.

Puts – With low interest rates, many overpriced stocks, and a bull market, puts are at about the lowest price and highest potential in history. Buying the right ones, about 18 months out, might offer returns of 10 to 100 to one.

Solar stocks have pretty well melted down with the price of energy in general. But this technology is the wave of the future. Now is a great time to look at them.


Source: Casey Research

http://thecrux.com/doug-caseys-top-8-sp ... right-now/
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Re: Rewards Out There 02 (Sep 09 - Dec 16)

Postby winston » Sat Sep 09, 2017 9:54 am

Economic Proxies

It’s all about materials, metals and earth-moving equipment when it comes to economic proxies.

I have pounded the table on these areas since the election, and I think they are just at the beginning of a long journey higher. However, there are additional proxies out there including names in discretionary, packaging and housing.

Most domestic economic proxies are also global economic proxies, which skews assessments. Moreover, there is always a supply and demand element that also muddles the role of proxy. That said, machinery has been on fire and I also like steel right now.

Source: Charles Payne, Investor Place
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