Tag: investors
Fundamental vs. Technical Analysis – What’s Your Style?
In investing and trading, we often hear debates on the merits of fundamental vs. technical analysis. Both aim to improve our probability of a profit. Both methods have their usefulness when correctly applied. They are not the same by any stretch, so it’s not a debate over one “apple” vs. another. It’s a comparison of […]
7 Growth Stocks Trading At A Huge Discount Right Now
These growth stocks had a deep correction, but the long-term business outlook is positive. These seven growth stocks are trading at a discount and are worth considering for possible multi-fold returns over the next few years. Teladoc Health (TDOC): Teladoc has a large addressable market in U.S. and internationally, and its margin improvement is likely to […]
Lessons From Decades Of Investing
The economy and the stock market are both in the dumps right now and people are freaking out. Volatility and the interest rates are the only things going up. Times like these are humbling and they remind investors that we’re not the market geniuses we pretend to be. Retirees and older investors are especially concerned […]
Nine Suggestions To Help You Stay Sane In A Volatile Market
The following letter was sent to clients earlier this week. I thought you might find these suggestions to help you stay sane in a volatile market helpful as well. For investors, the 2022 stock market continues to be a difficult one. Not surprisingly, it can be hard to keep your cool during one of the […]
Is This The Magical Road To Enormous Gains?
For one reason or another, many new Pre-IPO investors think an IPO is a magical road to enormous gains… But if there’s anything we’ve learned from the Post-COVID IPO frenzy – followed by the apparent stock market slaughter of 2022 – it’s the importance of going public at the right time in the right way for the right reasons. Sure, a successful […]
The Put / Call Ratio – A Technique Used To Gauge Market Extremes
Perhaps you’ve heard of the “Put / Call Ratio” (PCR) and been unsure of exactly what it is or when and how to use it. First, a quick review of what Calls and Puts are. Calls are option contracts that increase in value from a RISE in the price of the underlying stock or index. […]
How To Benefit From Cyclical Investment Markets
The Stock Market Returns are Volatile Early 2022 has been a rocky ride for investors. After an S&P 500 26.89% gain in 2021, year to date returns are a loss of -5.24% as of February 4, 2022. While not quite an official bear market, it’s enough to give investors pause. If you’ve only been investing […]
What Is The Halloween Strategy?
The Halloween strategy, Halloween effect, or Halloween indicator, is a market-timing strategy based on the hypothesis that stocks perform better between Oct. 31 (Halloween) and May 1 than they do between the beginning of May through the end of October. The strategy posits that it is prudent to buy stocks in November, hold them through the winter […]
Finding Your “Perfect Investment Opportunity”
If you had to list out all of the qualities of a “perfect investment opportunity,” what would be on your list? Some people might pick things like “huge total addressable market,” or “the opportunity to get rich with little to no risk.” But for me? I look for companies who make products I love… Have […]
How Do You Make Money In Private Deals?
As investors, there’s one question we should know the answer to before committing any funds… No, it’s not the valuation or the deal terms (although those are important)… The #1 thing we must understand is how we – the investor – will make money. To answer this question, we first have to take a step back and […]
