EDITOR'S DESK, FUNDAMENTALS, INVESTING, MARKETS/ECONOMY, STOCKS, TECHNICALS

Portfolio Strength. Four Moves Toward More.

OCTOBER 12, 2019. Trade “agreements” are never final and “deals” are firstly talk. Meanwhile your portfolio turns in the wind created by all that gas. Individual investors can’t stop such. We can however reposition. Trade’s a drag, but not the only macro funk we face. Additionally there’s that pesky “economic slowing” thing. O.K.
Many people talk and some actually make sense. Here’s some. Opportunities only truly end when we stop looking, or thinking. Here’s more. Everything good’s now too expensive. Hog shit. The door toward greater safety or growth’s now closed. Pish-posh. Sometimes the good stuff stares you in the face to the point you don’t even notice anymore. Or maybe that stuff simply looks very different in this macro light. We have one, or two, and they’re not secrets. Both are in fact perfect examples of five characteristics that work brilliantly now. Buy either, or use them as ideas to narrow your process. Your portfolio will love you back for that. The future’s yet coming. Now is always when we’re preparing, Sumo-style. “Portfolio Strength. Four Moves Toward More.”

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EDITOR'S DESK, EDITORIAL, FUNDAMENTALS, INVESTING, STOCKS, TECHNICALS

Lookin’ For Love, Or Fraud. Match Group.

SEPTEMBER 28, 2019. Investing offers up plenty of material for cynics. Volkswagen can’t be honest about what’s issuing from its’ rear. AT&T’s turned billing into a shell game, and 4G into 5G just by simply saying so. Is GE an “Enron-sized fraud?” How ’bout online education? Jesus. Admittedly, it i’s entertaining.
Now it’s the interactive media company Match Group’s turn. The FTC has now rammed a probe into their emissions. The Dallas-based owner of dating websites now walks weird as a result of the FTC’s firmly inserted probe.
CEO Mandy Ginsberg is out of the Wharton MBA program and still smiling. But the probing’s still fresh, and still civil, sort of. Nonetheless, copulating with the fed’s is never a sign of over-arching wisdom. And the actions Match Group is charged with are indeed over-arching, blatant, and unwise. Enjoy the fun. “Lookin’ For Love or Fraud. Match Group.”

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EDITOR'S DESK, FUNDAMENTALS, GREEDY CREEP, INVESTING, STOCKS, TECHNICALS

Junk Squawk. Whatever. FORD. What’s Next.

SEPTEMBER 14, 2019. TV news. What’s not to love?
Who saw this? The feds rolled another dawn raid to net suspects. They followed that with a perp-walk, which led to a news cycle, about UAW leadership. Hum. Why? Both current United Auto Workers president Gary Jones, and past president Dennis Williams, among others, are suspects in an on-going federal probe concerning corruption. Wow. Flashy news no doubt, however the story behind that is more Ford’s concern–one concern.
GM’s now in contract talks with the UAW, and Ford’s up next. GM’s contract with the union ends tonight. Ford’s does not. And?
Ford’s a turnaround story. Labor is but part of that process. What else? California, D.C., China, and Moody’s. They’re at 7 World Trade Center. Did we leave any junk out? How about that Ford’s climbed 23.53%YTD, and 5.47% over the past twenty days? That’s a turnaround right?
Can we keep the dividend? “Junk Squawk. Whatever. FORD. What’s Next.”(Cover photo; Ford’s 2020 GT-500 Shelby Mustang. Cirrus Crisp.)

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EDITOR'S DESK, EDITORIAL, INVESTING

Dying To Be a Star. Sit Still.

AUGUST 24, 2019. Following Friday this trade war’s about as much fun as a 15-watt light bulb. The pressure’s enough to pop about any bulb. The experience for investors is like either a slow motion explosion or high-speed rust. Yet another bomb hisses and blows every other day and absolutely no one has a program to check for the next.
Meanwhile the market’s a psychotic marvel with no map. The best are beaten with the rest. The simple hope of most–buy low sell high–reads like a joke sought by a fool written by a sadist. America’s been knifed in the neck for decades by China, and China wants it like that. Smart people say there will be no winner, while the losers are plain to see. Where we’re at now and what we’re doing about it, when China’s “Dying to be a Star.”(Photo. Shanghai skyline.)

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BUSINESS, EDITOR'S DESK, EDITORIAL, Reader's Choice

Do We Have A Witness? GE.

AUGUST 18, 2019. The shocking is often unbelievable until it’s believed. Does a historic track record of truth matter? Not really. It’s more fun to simply scoff and savage the messenger. There’s always time to act like you were a professional from the start.
Harry Markopolos has a track record. You’ve heard of Madoff. Harry made that call, four times. The SEC slid his 30 page Madoff Ponzi scheme road map into the trash and split for lunch. They treated him like some mad urban shepherd spouting stories of invisible monsters.
On Thursday Markopolos made another call, this time on GE. He was promptly encircled and ripped on by smug CNBC “hosts.” Aren’t they paid to shed light? No apologies for stark professional failure will be forthcoming. That’s how arrogance works.
Never mind that the man clearly stated his expertise is forensic accounting, and that he and his team worked for seven months investigating. Providing a bullet-point breakdown went nowhere. That’s also how arrogance works.
Charges are just that, until proved. Skepticism is human and healthy. Brute contempt upon first hearing is known as arrogance. “Do We Have a Witness? GE.”

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Editor's Choice, EDITOR'S DESK, INVESTING, MARKETS/ECONOMY, STOCKS

Dividend Glory. Ford 6.33%. If You Can Find A Cheaper Dividend, Buy It.

AUGUST 8, 2019. Investing insight has a short shelf-life. We just covered Ford. Now we’re stockjawing again. Why? Ford’s a miracle. Now is the time to recognize that–right now. Again–why? Others are beginning to catch on. Ask Adam Jonas of Morgan Stanley.
Why is Ford all the rage again, so soon? Again, it’s a miracle, even more so since Monday’s market face-plant. Ford’s Fa King dirt cheap, almost free. The dividend is sky-high, at 6.33%. And? And increasingly many believe it’s payable. And? And it’s holding up like a heavy weight champ, amid some of the fugliest conditions we’ve ever seen. Again, think Monday. Think “Dividend Glory. Ford 6.33%. If You Can Find A Cheaper Dividend, Buy It.”

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BUSINESS, EDITOR'S DESK, EDITORIAL, INVESTING, MONEY, Reader's Choice

Blind Investing by Fidelity. It’s More Fun Without Those Pesky Facts.

JULY 18, 2019. Someone wants your help with their Fidelity retirement account you say? Nice. Fidelity’s literally got that covered. Their “Limited trading authority’s” darkly ingenious. Just close your eyes and select.
Who doesn’t enjoy a blindfold for a car rite, or while investing? Handcuffs and half-facts too. Relax, it’s only your nest egg. All mutual finds smell different over the phone. Besides, investing research grows dull when you can actually see the facts.
Admit it. Everybody loves game show-style retirement navigating. Details muck everything up. Fidelity’s unique Zero-View format is for anyone attempting to help a participant in any of the retirement plans they manage. How? Fidelity snaps off the lights and instructs you to ask questions, over the phone. Two ways past this bat-mad lunacy. “Blind Investing by Fidelity.”

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