Editor’s Note: As Chief Investment Strategist of Total Wealth, Keith believes in making his track record of recommendations easily accessible to all readers within seconds – and that’s why he’s compiled an Archives page. Here you’ll find links to every Total Wealth article Keith has published since Total Wealth’s creation on October 2, 2014, posted in reverse chronological order.
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May 04, 2018
Paul S. feels like a genius.
“I am absolutely bragging,” he told my research team shortly before a presentation I gave in California two years ago. “I feel like I have to, because what’s happened to my retirement prospects is both wonderful and amazing at the same time.”
Paul should feel terrific. He’s managed to nurse a retirement nest egg that’s now pushed past half a million dollars, and multiplied itself three times over in the process…
… in only 11 years, at a time when the S&P 500 returned only 8%;
… despite the fact that he’s not a stock-picking savant; and,
… using just the plain-Jane mutual funds in his company retirement plan.
As soon as he explained his journey, I just knew I had to share it with you.
Today I’d like to revisit a topic we’ve talked about extensively in the past.
It’s a situation so severe that it will impact every investor when it hits.
Whether you have a pension plan or not doesn’t matter.
There is a very good chance that you and your money will get taken for a ride within the next five years if you don’t heed my warning.
Obviously, I don’t want to see that happen which is, of course, why I’ve got three very specific investment recommendations for you in a moment.
Mar 21, 2018
Dropbox will “price” its Initial Public Offering – IPO for short – on Thursday and begin trading Friday if all goes according to plan. Reports are that the offering is “oversubscribed” – a Wall Street-speak term meaning that they’re hard to get – and that there’s a lot of “demand” for shares.
So why is it you shouldn’t touch ’em with a ten-foot pole?
Because Dropbox is going to be another company in a long line of “oversubscribed,” in “demand” public offerings that isn’t worth the paper its stock certificates are printed on.
I sure hope you’re following along as directed!
I’ve repeatedly identified The Boeing Company (NYSE:BA) as particularly at risk of retaliatory trade tariffs, should President Trump press on with his wishes to hit China with $60+ billion in tariffs.
My reasoning was very simple and based on first-hand experience.
Unlike the United States and Europe, where politicians will bicker endlessly about the political merits of trade tariffs, free-trade, and economic policy, China will go right for the jugular by targeting our most valuable companies.
Online shopping sales reached record highs this year. The biggest retailers, Walmart, Target and Kohl’s, also broke records, but they are STILL not what I call, ‘Amazon-proof.’ There IS one company that may be able to compete. Click to watch…
Nov 10, 2017
Last November I called Snap Inc. (NYSE:SNAP) the “single most dangerous” IPO I’d ever seen and urged you to give the company a wide berth… or take your money to Las Vegas where at least you’d have fun losing it.
Legions of Silicon Valley faithful weren’t happy I said so, and neither were scores of Wall Street analysts doing their best to convince you that Snapchat was a ticket to easy riches.
Fast forward to today.
News broke over the weekend that the Saudi Kingdom had detained 11 princes, 4 ministers, and 34 other senior officials, former ministers, and prominent business owners as part of an anti-corruption campaign. All are apparently being held at Riyadh’s Ritz Carlton Hotel and sleeping on thin mattresses placed on the floor in a ballroom – including billionaire investor Prince Al-Waleed bin Talal, who is well known in the west for investments in such companies as Citigroup Inc. (NYSE:C), Twitter Inc. (NYSE:TWTR), and Apple Inc. (NasdaqGS:AAPL).
The Western media has reported this move as part political shakeup, part coup prevention, and part power play by a young, ambitious Crown Prince Mohammed Bin Salman.
As usual, they’re missing the real story.
It’s ALL about the money.
John A. was ready to call it a day and head off into the proverbial sunset in early 2009. Like many retirees, he was eager to live the life of his dreams.
Only, the timing couldn’t have been worse.
The stock market tanked in 2008 and continued to drop precipitously into early March. John’s financial planner had all but conveniently disappeared and John found all the red in his brokerage statements deeply disturbing. He recalls some of his stocks “dropping by more than 50%.”
Yet, John stuck to it.
In fact, he stayed “in to win” – something we talk about frequently.
I asked him why he’d decided to hold his positions at a time when other investors where bailing out as fast as they could. He said it was simply because he’d invested in high-income companies that made products and services the world had to have, which reflected solid management acumen, and mirrored his vision of the future.
All of which ought to sound very familiar considering those are the exact principles around which Total Wealth is build and why we take the approach we do.
General Electric Co. (NYSE:GE) stock has fallen 63.53% from a peak of $60.00 on August 28, 2000, to a 52-week low of only $21.88 per share. Not surprisingly, millions of investors are eyeballing it thinking to themselves that it’s ripe for a recovery.
Good luck with that.
The stock will have to appreciate 127.06% just to break even.
Dividend investors are at particular risk because the cash flow is so bad that executives may not be able to cover the $8 billion nut legions of retirees are depending on.
That anyone thinks this is a surprise at this stage of the game given the company’s history simply boggles my mind.
General Electric is a train wreck of a stock and has been since former CEO Jeffrey Immelt took over from “Neutron” Jack Welch in 2001. At the time, he was viewed as a hero capable of running the legacy he inherited to new heights, but now, 16 years later, Immelt may go down as one of the single worst CEOs of all time.
Oct 24, 2017
Earnings season is in full swing with household names like Caterpillar Inc. (NYSE:CAT), McDonald’s Corp. (NYSE:MCD), and General Motors Co. (NYSE:GM) reporting today. As host Stuart Varney points out, Keith was right about Big Tech taking a hit yesterday… and now he’s back with everything you need to know about today’s profit reports. Click to watch…
Why not reach for it right now?
I believe Team Cupertino will make one of the biggest business pivots of all time within the next 72 days – by year’s end 2017.
You can bury your head in the sand and ignore it – and miss out on millions…
You can keep investing the way you always have – and trust that Wall Street will do the right thing…
Or, you can take control over your financial destiny – as the company creates another $1 trillion in wealth.
Glad you asked.
Millions of investors think of Apple Inc. (NasdaqGS: AAPL) as a device company, which is why they fawn over every new iPhone release, hyperventilate when a new MacBook comes out, and go bananas when the next generation iPad launches.
In reality, Apple hasn’t been that company for years.
Behind closed doors, the company has been driven by the ecosphere since at least 2010, in a shift that’s only just now becoming apparent to the public.
Many investors – present company excluded – think they’ve got this covered, but I’m not so sure.
If they did, then they wouldn’t be fawning all over the latest iPhone releases, nor would they be hyper-concerned about talk of poor sales and supplier problems, as was the case Thursday when Apple’s shares got pounded.
The fact that traders and investors are willing to speculate over such a short-sighted new item tells me that they still don’t see the big picture like we do. It also tells me that they have no idea what the ecosphere actually means for Apple, let alone how valuable the company will become.
Trash talking news about this Apple supplier or that one has plagued Apple since the dawn of time. More to the point, it’s kept retail investors out of one of the greatest stocks in the history of financial markets. Again, present company excluded.
Apple’s already the single largest wealth creator in the history of the stock market by virtue of the fact that it’s created more than $1 trillion in wealth for savvy investors. Every $10,000 invested when the company IPO-ed is now worth a jaw-dropping $3,183,690 as of last night’s close.
That pales in comparison to Apple’s next move.
Oct 04, 2017
I’m typing with a heavy hand and an equally heavy heart following the horrendous events in Las Vegas earlier this week. It’s a city I know well and have enjoyed tremendously over the years.
As with any act of violence no matter where in the world it happens, it’s difficult to imagine how a nation, and so many people who have had their lives tragically shattered, will bounce back.
Many investors are wondering why the financial markets didn’t come unglued when news of the shooting broke.
In years past, they would have gone straight down or at least stopped in their tracks. Yet, incredibly, the opposite is happening.
The markets powered up Monday, then again Tuesday, to notch a new five-day winning streak at record highs. And, they’re up again in early trading Wednesday morning as I write.
There’s actually a very good reason, albeit one that’s completely counterintuitive.
In the years since 9/11, traders have learned to distinguish between two types of events:
- highly localized events that make international news, and;
- localized events that are global news.
Today’s financial markets are truly global, which means that they are increasingly impervious to highly localized trauma, regardless of why it occurs or even who causes it.
I often hear from investors who love the Total Wealth approach, but are either just starting out or simply don’t have a lot of money to invest.
They want to know…
…which big tech company would I recommend if they could only buy one of the “Big A’s.”
Frankly, it’d be very hard to go wrong with any of ’em over time, which is why I recommend positions in all three companies individually in my premium publication, the Money Map Report.
Apple’s shares have risen more than 35% over the past 12 months while Amazon’s tacked on 25%. And, last but by no means least, Alphabet shares have appreciated 15%.
The three are clearly competitors, and good ones at that. It doesn’t matter whether you’re talking mobile phones, smart devices, the Internet of Things, interactive households, media, or even Big Data – just to name a few product sets. They’ve all got serious potential.
But, again, that’s not the question at hand.
We’re here to talk about which ONE company I would pick if I had to buy “just” one.
Here’s how to break the situation down.