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.
Mar 11, 2016
Mar 09, 2016
Many investors really start to study the markets this time of year in an effort to divine what’s next for global markets and, by implication, their portfolios. Corporate earnings, jobless statistics, and the latest Fed machinations all play into the mix.
But I prefer to simply head for some of the world’s top steak houses like Bobby Van’s in New York, the Hawksmoor in London, or the CHAR Bar & Grill overlooking the Bund in Shanghai – all of which are known haunts for global traders anxious to blow off some steam and have a fabulous meal.
Quick… how many Comcast technicians does it take to fix a DVR?
Eight, evidently… and my DVR is still not working after five weeks of calling offshore customer service centers, visiting technicians who are guaranteed to arrive within a “two hour window,” and even the company’s executive resolution team.
Sadly, my predicament isn’t unusual and there’s no way I’d recommend investing in the company as a result. There are thousands of companies who claim to be all about their customers when, in fact, their customers might as well be an inconvenience based on how they’re treated.
I’m sharing my predicament with you for a reason – buying “what you know” used to be a fundamental underpinning of investment success. Now, it’s a recipe for disaster.
We’re going to talk about that today and, as always, I’m going to highlight a company where customers are truly the most important part of their business.
It’s a distinction that’s helped this company outperform the S&P 500 by 5 to 1 and led to returns 100 times greater than those achieved by Comcast – a popular investment choice – over roughly the same time frame.
Fox Business Network host Stuart Varney is as smart as they come, which is why I wasn’t surprised in the least that he cut right to the chase Monday morning, asking me within seconds of the market opening:
“What specific strategies can our viewers use to make a lot of money really fast in today’s markets?”
Two things, I replied.
One of Wall Street’s cardinal sins is a “set it and forget it” mentality. What I mean by that is there’s often a flurry of interest in specific stocks and then….nothing.
That’s too bad because the devil, as they say, is always in the details.
As we have discussed many times here at Total Wealth, you’ve got to check in on what you own periodically to ensure a given stock, bond, or ETF: a) still meets your objectives and risk tolerance, and b) that the reasons you bought it are still valid.
I call this the “ultimate trailing stop” simply because you want to make sure you’re on track not just when you buy something, but every day you own it.
No doubt you’re following America’s Presidential Election closely – even if you’d rather not.
As investors, we have no choice but to monitor one of the most consequential races in American history. Entire sectors hang in the balance: defense, health, technology, housing, manufacturing… you name it.
The next President of the United States will dramatically shape the stock market.
My job is to make sure you’re among the winners, and that your portfolio thrives no matter what agenda our next president brings to the White House.
And, trust me, there will be an agenda.
That’s your opportunity.
The small-cap company I’ve found could return 420% or more by the time the election ballots are counted.
Feb 22, 2016
It appears another analyst was caught with his hand in the cookie jar, telling hedge funds secretly to “sell” even as he officially said “buy” to everybody else.
You’d think these guys would learn, but I’m actually glad the two-faced behavior persists for one reason and one reason only…
…it can create some fabulous opportunities.
That’s what we’re going to talk about today for the simple reason that if you know how to “read” what Wall Street’s analysts are telling you, you can uncover some really superb investment opportunities.
Including one I’d like to tell you about today.
There are a good number of investors who believe that U.S. Government Treasuries – notes in particular – are bad for you and even worse for your money at the moment. Why really doesn’t matter… rates might rise, deflation, a bond market bubble, there’s too much debt… they’re riskier than you think, goes the argument.
All of those things are, well… true.
Yet, I submit U.S. Treasuries are the one investment you cannot afford to be without at the moment for three reasons:
- Treasuries help reduce your overall portfolio volatility (which is especially critical at the moment as part of a disciplined investment approach like the 50-40-10 Portfolio I advocate in the Money Map Report)
- Treasuries are still valuable and becoming more so as the Negative Interest Rate Club grows (for reasons I’ll explain in a minute)
- Treasuries are the last thing our government will let fail (because they’re the first thing politicians will protect)
People ask me all the time how I knew companies like Shake Shack Inc. (NYSE:SHAK), GoPro Inc. (NYSE:GPRO) and Twitter Inc. (NYSE:TWTR) were ripe for a decline when everybody else was intoxicated by their promise.
I took a good hard look at the numbers.
I’d love to be able to tell you that the selling plaguing global markets will be over soon, but I can’t do that. The panic “around the edges” that I wrote to you about a few weeks back has now come front and center.
For millions of investors, this will be catastrophic. They have no idea what to buy or sell and, worse, no idea how to do it. Fortunately, you are not among them.
We talk regularly about what to buy and sell.
Anybody who’s followed along has had the opportunity to bank a string of double-digit returns that positively crush the markets.
On the long side – meaning you buy it – that includes companies like Gilead (NASDAQ:GILD) which subscribers in our paid sister services had the opportunity to follow to 500%+ gains. More recently, on the short side – meaning you sell it – that’s included companies Shake Shack Inc. (NYSE:SHAK), Twitter Inc. (NYSE:TWTR) and GoPro Inc. (NasdaqGS:GPRO). Anybody following along should have a massive smile considering those stocks have returned 63%, 62% and 64% respectively.
We also talk about “how.”
Most newsletter advisory services gloss right over that, mainly because they’re written by people who have never traded a day in their lives. So their readers are left high and dry and without a clue what tactics to use for maximum profitability when the going gets tough.
If you can’t change up your game, don’t step on the field.
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