Know Exactly What to Buy, What to Sell, and How to Protect Your Money in 2017

Keith Fitz-Gerald Jan 04, 2017

Welcome to 2017!

I am absolutely thrilled you’re on board for two reasons: a) because this year is going to be even better than last year, and b) because we’re in this together, which means you’ve got a huge advantage over millions of other investors who are trying to “go it alone.”

Speaking of which, I want to jump right in today with three simple things that will help you know exactly what to buy, what to sell, and how to protect your money this year.

And, of course, beyond…

Three Maxims for 2017

Millions of investors are worried about market conditions right now and that’s totally understandable given the rocket ride we’ve enjoyed since November 8 when Donald Trump won the most contentious and acerbic presidential election in history.

The “experts,” including Nobel Prize-winning New York Times columnist Dr. Paul Krugman, MIT economist Simon Johnson, and entrepreneur Mark Cuban, among others, almost gleefully called for a massive decline. But I told you that conditions were ripe for a “rip your face off rally” should “The Donald” win. And, more importantly, that you had to be “in” to win.

You know how that story ended given that all the major averages ripped higher in a post-election melt-up that continued right out of the gate Monday in early trading before some of the froth came off.

More importantly, though, so does your bank account if you’ve been following along with dozens of Total Wealth recommendations that powered up, including Raytheon Co. (NYSE:RTN), Lockheed Martin Corp. (NYSE:LMT) and Altria Group Inc. (NYSE:MO), just to name a few.

What’s next?

The list of things that could derail markets this year is long and hardly distinguished. There’s Russian strongman Vladimir Putin’s aspirations to contend with. China’s moves in the Far East. Another E.U. crisis brewing… the Fed and its rate hikes… ISIS. None of these things is going away any time soon.

That means the key to profits is in flipping that equation around.

You can’t let doom, gloom, and indecision trip you up.

Instead what you want to do is focus on opportunities worth hundreds of millions of dollars that will be created when other investors who are not part of the Total Wealth Family get tripped up.

The way I see it, 2017 will be a great year to focus on basics and on three themes that we’ll come back to repeatedly because they’re so important given current market conditions.

First, buy cheap.

Most investors chase performance, which is why this time of year you can open up just about any mainstream investment rag, magazine, or Internet site and see countless stories about “top performers,” the “best-ranked ETFs and mutual funds,” or even the “best-performing asset classes.”

It’s a cycle we’ve talked about many times. Just last year, for example, there was oil, then tech, then social media, then IPOs, then top stocks for a Hillary presidency, and then, of course, stocks to buy under President Trump.

No doubt you get my point.

What most investors fail to realize is that chasing performance is a lot like trying to drive a car by looking in the rearview mirror, and about as effective. Eventually you’ll drive into a proverbial ditch… or worse.

The latest Dalbar data shows this kind of thinking cost investors a staggering 233% in lost performance over the last 20 years. That’s like throwing away $23,300 for every $10,000 you invest.

What you want to do instead is identify stocks that have yet to catch the public’s attention using objective criteria like we do here at Total Wealth based on Unstoppable Trends, “must-have” products and services, and careful risk management.

Second, buy smart.

We know that the markets are not going to sail along smoothly given everything going on in the world today. There are simply too many emotional inputs. To think otherwise is naïve.

For most people this is scary as hell because they don’t understand that chaos creates opportunity.

Put another way, it’s the mechanism by which you get to buy low and sell high.

What’s more, the best stocks tend to get beaten up the worst when emotions run high, which is why everybody is so scared in the first place. Not coincidentally, though, they’re also the stocks that come roaring back first and most powerfully.

The key is a business model backed by an Unstoppable Trend that’s entirely independent of whatever caused the markets to freak out in the first place. Becton, Dickinson and Co. (NYSE:BDX) got pounded from December 2015 to last February, losing more than 13% in the market’s volatility, but came roaring back to a 23% gain on strong earnings that were completely unrelated to market skittishness.

Alphabet Inc. (NasdaqGS:GOOG) is another one that got trashed last summer, ultimately losing 11% in only 11 weeks. Then it, too, reversed hard when people recognized that they’d overreacted and quickly closed 15% higher.

Not to beat a dead horse here, but this is why the Unstoppable Trends we follow are “unstoppable” in the first place – because they’re backed by trillions of dollars Washington can’t derail, the Fed can’t muss-up, and Wall Street can’t hijack.

Third, buy “fast.”

I’ve coined a new term – “global challenger.”

People ask me all the time if this is the same thing as a disruptor and the answer is, “no… not quite.” There are plenty of companies that have done things differently… then failed. Polaroid, Eastern Airlines, GoPro Inc. (NasdaqGS:GPRO) and Twitter Inc. (NYSE:TWTR) come to mind, for example.

What I am talking about here are companies moving so quickly in sectors of the economy where their clients cannot afford to not invest in what they offer. For lack of a better term, they’re “must-haves” on steroids.

To paraphrase Dr. Albert Szent-Gyorgyi, who won the Nobel Prize in 1937, they’re companies “seeing what everybody else has seen yet thinking what nobody else has thought.”

Take Raytheon Co. (NYSE:RTN), for example. The defense contractor booked $1 billion in contracts in the week after Christmas, including $534.1 million in missile contracts from the Pentagon alone. No nation can afford not to spend on national security at the moment.

Or how about HEICO Corp. (NYSE:HEI). The electronics defense contractor just reported record-breaking net sales, operating income, and net income for the full year 2016 and Q4 fiscal 2016.

All three metrics were up 16% year-over-year, and the company projects even more growth in 2017.

Income-starved investors will appreciate the fact that HEICO also just increased its semi-annual cash dividend by 13% – the 77th consecutive time it has done so.

In closing, I’ll be back Friday with more of my thinking about what this year has in store for us as well as one company that’s especially well-positioned for a turnaround that nobody sees coming.

Insiders, by the way, love it.

Until then,


15 Responses to Know Exactly What to Buy, What to Sell, and How to Protect Your Money in 2017

  1. Bill Baskin says:


    Any positive news about EKSO?

    • Keith says:

      Hi Bill and thanks for asking.

      Yep…the company’s products continue to penetrate targeted markets as planned and the pipeline continues to build. I’ll have an update in the weeks ahead.

      Best regards and thanks for being part of the Total Wealth Family, Keith 🙂

  2. BARBARA METZ says:

    Hello My Favorite Advisor, Share with me please two reasons why I shouldn’t buy the 26(f) programs you suggested. Seems too good to be true. Also, are the dividends tax free? Why shouldn’t a person sell all their FB,GOOGL,NVDA, etc. and buy the corresponding 26(f)?

    Enjoy the “tales” and pictures of you and your family. There really is a real person at the other end of the email letters.


  3. Muriel Segal says:

    There was an email with lots of reports about what to do before Jan 15. I already belong to money map. Can and how do I get them? Thanks, Muriel

    • Jessica Sheppard says:

      Hi, Muriel, and thanks for reaching out!

      If you’re a Money Map Report subscriber, you have access to all of Keith’s exclusive reports! Just check out the Research Reports page on your subscription website, or click here. The primary report in Keith’s Retirement Self-Defense Initiative package is titled, “Three Unmistakable Signs of a 2017 Mega-Collapse.” Access it here.

      We hope you enjoy the materials, and don’t hesitate to reach out with any questions in the future.

      Best regards and thanks for being a part of the Total Wealth Family,

      Jessica Sheppard
      Associate Editor

  4. Don Klinger says:

    All of a sudden it seams your trying to sell everything. What’s up ?

  5. Perla Ana says:

    I am not an investor but would love to have someone help me buy shares and help with the proper investing of it and grow most of all, I am tired of dipping into my savings due to unexpected situations and not making my money grow ! any suggestions out there, I work hard for my money and it is time that I change its course of using it and see it grow double or triple what I worked hard for! it is 2017 and I need guidance to make smart money grow imputs, thank!

    • Elliott says:

      This is a common dilemma for all of us! The only suggestion I have is to select a job that offers 403 rather than 401 programs; for example, university, hospital non-profit; a 410(K) matching is free money with your match–it grows!; If that is not in the cards, then Fitz-gerald’s 26(f); if not, study his ‘How to make your retirement as profitable as possible’, posted under Unstoppable Trends//scarcity/allocation. One good fund is JVMX, John Hancock Funds Disciplined Value Mid Cap Fund. He wrote the advice in 2016, so do your homework. It is very difficult to have a regular job and to study and to invest. Your other option is to do exactly that: puts and call options, which is possible with an android or tablet at work. You must expect some losses. (Note: why 403 over 401? Some private institutions give you up to 5% WITHOUT YOUR MATCHING!) Yes, money saved does not grow on trees; instead it loses value sitting in savings, then spent as you said on emergencies!

  6. Robbie matlock says:

    I would like more info

  7. PETER says:

    Yeah it’s really interesting more, Especially to those whom at times think that may be their ways are more clear than others, My comments won’t be as expected because I have Just joined the conversation , Allow me to join as we look forward to handle the situation.
    Regards pk
    . wishing to hear from you..

  8. D.J. says:

    I’m just learning and I have no ideal where to begin.I don’t have a lot of money to invest,but I would like to learn.Where do I go?

  9. Bill Rogers says:

    It doesn’t matter if you are a beginner or veteran investor; a person doesn’t have the time or resources to find the right stocks. If we look at Keith and the rest at Money Mornings they take a little from a lot of people and hire people to help them find the answers of where to invest.
    Thank you for your attention, Bill Rogers

  10. Bill Rogers says:

    Thank you

  11. james says:

    Thanks so much

Leave a Reply

Your email address will not be published. Required fields are marked *