Friday Investment Talk: Commodities
A hot war has created hot commodity prices. Wheat was a big gainer this week, but also oil and non-ferrous metals took off. Brazil has shown strength this year as its relative strength outperforms many sectors. Healthcare companies such as our favorite BMY have a made a huge comeback this year. Selling continues everywhere else, Read more ➝
Friday Investment Talk: Interactive Brokers Blacklisted, Emerging Markets, Rotation, Ford
CBR blacklists Interactive Brokers and Exante and 1800+ other companies. Emerging Markets perform well. Our stock picks and Investment Strategies show strength. New trade ideas are presented also.
Friday Investment Talk: MercadoLibre and PagSeguro, AT&T and Semiconductors
MercadoLibre and PagSeguro are growing their fintech efforts.
AT&T cuts its dividend. Semiconductors remain newsworthy.
Friday Investment Talk: Stocks, February Market, Commodities
We cover stocks recently moving higher, including large cap names. We take a quick look at the February market and a longer term look at commodities.
Fund Review: Jennison
Jennison, perhaps unsurprisingly, has had a super year with its tech heavy allocations. Ecommerce, payment systems and cloud computing have led it to its top tier ranking at Citywire.
FRIDAY INVESTMENT TALK: Future Technologies, Russia, Growth to Value, AAII Sentiment, MELI
Again looking at the hot tech sector, the potential value to growth rotation, Russia as a value and dividend play, and some contrarian bullish indictaors for stocks while bonds are simply stretched very far. Mercado Libre (MELI) stock reports next week and BAML is out with a nice target price for the bulls.
Looking Back at Brazil
Our article back on on January 16th highlighted Brazil stocks (EWZ) as a place to search for growth companies. We felt that Brazil’s economy should perform well in 2019 after better economic results and decreased regulation. We liked MercadoLibre (MELI) when the stock was trading in a range between $250 and $350 dollars. We then repeated our comments about MELI again in Read more ➝