Blog - AVC Advisory

11.07.2020

Friday Investment Talk: Gold, Interest Rates, Russia and Natural Gas, China, Fuel Cells and EVs

Author: Christopher Davies Posted in: Analytics, Investment ideas, News, Personal finance, Без категорииTags: AMD, CCL, COVID, ERUS, EVs, Gold, INTC, NCLH, NIO, POG, RCL, russia

, Friday Investment Talk: Fallen Angels, Gold vs Miners, and Weak Seasonality

July remains bullish as low interest rates fuel stock returns and gold gains. Russia can be viewed as a high dividend value opportunity if oil prices can remain elevated, and natural gas prices stabilize. A note from Merrill Lynch outlines the demand for hydrogen fuel cells that support natural gas (UNG) prices. China continues to Read more ➝

04.07.2020

Friday Investment Talk: Brexit and EU during COVID, US Fed Actions, Inflation and the Summer Market

Author: Christopher Davies Posted in: Analytics, News, Personal financeTags: Brexit, COVID, SPX, Tech

As Europe reopens, UK’s BOE announces the economic recovery will be ‘V-shaped’. Tourist travel seems to be picking up and markets (especially tech stocks) reacted well – as is usual in this seasonal bullish period. Q2 earnings reports are on the horizon, with stocks priced for perfection.

Fiscal stimilus is ending in the US as government transfer reciepts and other forms of unemployment support expire. As elections come to the forefront and COVID cases increase further aid is likely. The effects on inflation will be muted until employment levels come back and wages increase.

03.07.2020

Seasonal ETF Trade Updates

Author: Christopher Davies Posted in: Analytics, AVC Pro Subscription, Personal financeTags: AGG, BND, GDX, GLD, IBB, IWM, IYT, NASDAQ, QQQ, SLV, SPX, XLI, XLP, XLU

July and the second half of the year have started off consistent with historical trends and patterns. The first trading day was mostly positive with S&P 500 and NASDAQ recording gains. However, July has historically been a month of transition with gains early and weakness in the second half. Meanwhile, three seasonal tredns start in July.

To access this post, you must purchase Subscription Plan – AVC Pro.

28.06.2020

July Outlook Update: More COVID Threatens Rally

Author: Christopher Davies Posted in: Analytics, AVC Pro Subscription, News, Personal financeTags: Elections, NASDAQ, s&p500, SPX

The increase is COVID cases in the US along with the upcoming presidential election make for an interesting summer of investors. July through October performance is a high predictor of the election. Is a July rally likely?

To access this post, you must purchase Subscription Plan – AVC Pro.

27.06.2020

Friday Investment Talk: Russian Taxes, Market Valuation, MLPs and Credit Quality

Author: Christopher Davies Posted in: Analytics, Investment ideas, News, Personal financeTags: bonds, COVID, divdiends, MLPs, russia, taxes, Valuations

AVC partners review Veronika’s participation in the Russian Portfolio Investment Conference where she discussed our Dividend Investment Research (DIR), and the new 13 to 15% income tax for Russian non-residents, down from 30%. We reviewed the influence of recent central bank actions stocks and bond pricing. Credit quality is likely to become more of Read more ➝

24.06.2020

Investing in COVID-19 Times

Author: Christopher Davies Posted in: News, Personal financeTags: AAPL, AMZN, FB, GOOG, MSFT, NDX

Markets are near all-time highs across the board. The NASDAQ 100 (QQQ) has outperformed all major indexes as investors flock to quality technology names such as AMZN, AAPL, MSFT, FB and GOOG. These stocks account for a full 50% of the NASDAQ’s gains since the COVID low on March 23, 2020. More COVID Cases Despite Read more ➝

22.06.2020

Friday Investment Talk: ESG, Corporate Debt, and Fundamental Weakness

Author: Christopher Davies Posted in: Analytics, News, Personal financeTags: COVI-19, ESG, ETFs, NDX, SPX, Unemployment

This Friday we follow up on our ESG webinar from Wednesday. ESG ETFs have witnessed explosive growth in terms of AUM and number of listings. ESG outperfomance vis-a-vis SPX and even the NDX is evident lately. Certain institutional investors have pushed this stretched trend recently. Many market indicators (both fundamental and technical) are very overbought. Read more ➝

19.06.2020

July Seasonality

Author: Christopher Davies Posted in: Analytics, AVC Pro Subscription, Investment ideasTags: DJIA, NASDAQ, SPX

July historically is the best performing month of the third quarter. This strength inevitability stirs talk of a “summer rally”, but we must beware of the hype, as summer has historically been the weakest rally of all seasons. Are US election years any different?

To access this post, you must purchase Subscription Plan – AVC Pro.

17.06.2020

Dividend Investment Research Update: MLPs moving

Author: Christopher Davies Posted in: Analytics, AVC Pro Subscription, Investment ideas, Без категорииTags: dividend, ETFs, MLPs

Here we update our Dividend Investment Research (DIR) that we initiated last month.

In our momentum appraoch, we run monthly screens that show the top performing stocks from each of 6 Dividend ETF categories.

To access this post, you must purchase Subscription Plan – AVC Pro.

13.06.2020

Friday Investment Talk: Fallen Angels, Gold vs Miners, and Weak Seasonality

Author: Christopher Davies Posted in: Analytics, Investment ideasTags: bonds, GDX, GDXJ, GLD, HYG, JNK, QQQ, Seasonality

AVC partners discuss corporate bonds from some surprising names now considered “Fallen Angels”. Gold, inflation and the undervalued gold miners are discussed in relation to the current overbought market. Thursday’s huge sell off is a set up for a last run of strength before real seasonal weakness sets in.