Fund Review: Harmony
Author: Alan McGregor Posted in: Investing basics, Investment ideasTags: Brexit, Elections, REITsGlobal Equities ripped higher in November. The Harmony USD Global Equity faired especially well holding UK and vale assets.
Trade Idea: US Mortgages
Author: Christopher Davies Posted in: AVC Pro Subscription, Investment ideas, Personal financeTags: Mortgages, StocksWith more than 25% short interest, this $40 Billion US mortgage provider could be heading for a 25% gain in coming months.
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Seasonality: Copper Continues
Author: Christopher Davies Posted in: AVC Pro Subscription, Investment ideas, Personal financeTags: Copper, COPX, SeasonalityMarkets have hit the typical weak part of December right on schedule. Things should brighten for the bulls by Christmas. Copper has been strong and is entering a seasonally bullish time of the year .
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Stock Research: Island Banking
Author: Christopher Davies Posted in: AVC Pro Subscription, Investment ideasTags: Banks, StocksIf Hawaiian tourism picks up after COVID, this banking stock could continue to rebound from its post COVID lows. Technically, the chart is set up for a major break out.
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Stock Research: Broadband Access to Rural Areas
Author: Christopher Davies Posted in: Analytics, AVC Pro Subscription, Investment ideasTags: IT, Stocks, TechWith continued support for US infrastructure spending and increasing demand for broadband access in rural areas, this stock is poised to experience growth in 2021.
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Friday Investment Talk: Growth vs Value Investing, Market Update and Brexit
Author: Christopher Davies Posted in: Investment ideas, Personal financeTags: GBP, LLY, PFE, Stocks, usd
Fund Managers returns in November impress. Sector investing through a value/growth lens when the two opposites are not so clearly divided. Markets showing signs of rolling over. A ‘No Deal’ Brexit looks more certain.
Trade Idea: Autonomous Driving
Author: Christopher Davies Posted in: Analytics, AVC Pro Subscription, Investment ideasTags: Stocks, Tech
Large buyers of options accentuate the breakout in this stock today. As an emerging leader in AI for autonomous driving, the company has a longer term appeal for ESG and technology focused investors.
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Friday Investment Talk: Bitcoin, USD Weakness, Market Bullishness
Author: Christopher Davies Posted in: Investment ideas, News, Personal financeTags: EEM, EWZ, MJ, StocksThis week we review Bitcoin’s recent advance, USD weakness, Emerging Markets, November stock market strength, and a psilocybin company.
Seasonality: Employment Report and December Trades
Author: Christopher Davies Posted in: AVC Pro Subscription, Investing basics, Personal financeTags: Seasonal Strategy, SeasonalityDecember seasonality after the November jobs report can turn weak until the later part of the month. Buying positions in bullish sectors is useful during this period. Oil and energy stocks perform well, while gold and silver enter a weak period.
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Trade Idea: Asian Travel
Author: Christopher Davies Posted in: Analytics, AVC Pro Subscription, Investment ideas, Personal financeTags: china, COVID, Stoc
Domestic Chinese travel has recovered to levels seen before COVID. A recovery of Asian travel is likely to follow. Two stocks stand to revalue on an increase in mobility trends.
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