Next Friday January 29th at 11:00 AM EST we are holding a Zoom Seminar which will feature a Question & Answer period. Here’s your opportunity to have your questions answered on the subject of investing, risk management, portfolio management and of course.. technical analysis.
I have a special treat for you in this seminar. Resident ValueTrend Fundamental Analyst Craig Aucoin will join me on Zoom to answer your questions when they concern fundamental valuation and outlook.
The start of the seminar will feature a brief presentation on the sector rotations we anticipate in the coming months. From there, we will get right into answering your questions.
To participate in the seminar you must subscribe to our ValueTrend update newsletter.
Click here to subscribe if you do not already subscribe.
We will send a newsletter out next week with a Zoom invitation to allow you to participate in the discussion. Our Zoom package allows up to 300 participants, but we cannot say how many people will want to join. We have 2100 Non-Client subscribers, plus 200 Client subscribers who will get an invitation. So if you want to participate, log into the meeting a bit early. First come, first serve.
Due to a potentially high number of participants, we will not open the seminar to questions on a live basis. Those of you who have used Zoom know that 300 people asking questions at random intervals will result in bandwidth overload, amongst other frustrations.
To submit your question for the seminar, you need to post it on the comment section of this blog –BELOW–by midnight Wednesday January 27th.
For those who haven’t followed this blog for long – here are the ground rules:
- Investment questions should be of broad interest to many investors. They can involve broad-sector questions, questions about various international markets, or questions about individual commodities or bonds.
- Please don’t ask about individual stocks. The exception might be in massively followed stocks like the FAANG’s. Better to ask about stock sectors, world markets, asset classes, commodities, etc. For example: Cannabis, gold, European markets, the utilities sector, the tech sector, oil, transports, long bonds, etc. Ask about the Canadian banking sector rather than my opinion on Royal bank. Or you might just have questions on technical/fundamental analysis rules, or unique strategies like hedging or stop loss rules, etc.
- You can ask as simple a question as you wish. And don’t worry – there’s no such thing as a dumb question! But feel free to ask the hard stuff too! I’ll do my best to get as many questions covered as I can.
- If you don’t see your question answered at the seminar– check the comment section. I often get questions that have been covered in the past, and I will post a link to that reply rather than repeat myself. Also, if the question falls outside of the above 3 rules (example, someone asks for my opinion on ABC stock) – I will post a comment below stating so.
27 Comments
Given the likelihood of Bonds under performing for the foreseeable future (low rate resulting in poor yields … OR rising rates resulting in poor prices) would you consider the EFT ZPAY ( a put and call strategy that generates a reasonable yield at a reasonable risk) as part of a income portfolio
In the long run should an ETF with a coveted call outperform the same ETF without a coveted call?
I have recently been buying into some speculative stocks. Whenever I check out insider buying I noticed that all the insiders are showing grant of options or exercise of options. Is this a good or a bad sign for the stock. Thank you.
With TINA how should an old retired person play the Fixed portion of a 60/40 asset allocation?
Keith,
At the moment TINA is the motto to buying dividend paying stocks with interest rates near zero. However, what are the signs that inflation is starting to take hold, which would trigger a rotation out of the dividend paying stocks like utilities?
Also, are pipelines considered to be an inflationary trade that would rally with a commodity rally or are they considered dividend paying stocks that would sell off during this rotation?
Depends on the pipeline Wendy–don’t think I would want to own TCP now! Others have production or refinery sides to their business.
Hi Keith,
Is it a good time to buy covered call for monthly income at this point or wait until the market will go down around 5 to10%. Thank you.
Hello Keith and team and thank you for the opportunity to pick your brain.
We are very interested in assembling a handful of ETF’s with index tracking characteristics for a 10 year period but were put off by a report that said that too many investors have piled into these types of products recently thus limiting future growth prospects, compared to an individual stock picking strategy.
I guess the most the sensible thing is to do both index and individual picking or follow the general advice of John C. Bogle and stick to indexing?
All the best,
Where do you see oil going in the next couple of months?
What are your current thoughts on the marijuana sector? A few weeks ago it broke out and appeared overbought but it seems to have consolidated for a few days now.
Realizing even though one may be short term company specific and one more a short/mid term market oriented, what impact will Reddit and forums like Wallstreetbeats have on the Smart Money/Dumb Money Indicator?
Additionally, will this activity impact Value Trends’ strategy?
Sorry, in my previous comments I said “Wallstreetbeats” and it should be WallstreetBets. Please correct this.
Looking forward to your opportunity to comment.
Hello, if you had a position in Whitecap Resources (WCP) whose merger with Torc Oil & Gas and 2020 fourth quarter results are scheduled for late next month, at what price based on technical indicators would you sell Whitecap?
Per the writeup on this blog – we will not be answering questions on individual stocks. Sectors, markets, commodities, technical analysis methodology, but no individual stocks.
Hi Keith,
Any thought in MEOH (MX.TO)? It has had a big correction and I wonder if it is time to buy. Earnings are tonight so that should be telling so hopefully you can respond after earnings.
Thank you,
Ilona
Per the writeup on this blog – we will not be answering questions on individual stocks. Sectors, markets, commodities, technical analysis methodology, but no individual stocks.
Keith, I should also have asked what signs do you look for to ascertain a market top is near (like 1999-2000) and are you seeing any signs we may be nearing a significant top now in the stock market?
Thanks,
Ilona
When is a good time to buy ETFs?
What is your analysis of the “Timber Sector” from a Fundamental & Technical perspective. Is there a buying opportunity?
If one suspects a market correction may be imminent, what is the best way to hedge you equity investments without actually selling some of your positions?
Will your Zoom link be on Twitter? I follow you on Twitter. If not, do you plan to upload your presentation via Twitter in the future?
@savalai
It will be recorded and you will be able to view it on our website next week. Not on twitter
Hi Keith,
How do you find the winning sectors in this market? And within the sectors, how do you find the winners, companies or ETFs? Is there a golden rule sector allocation to avoid big loses in any market? Thank you very much!
Ana
What is the best entry and exit points for a fast trending up stock 9 ema? 20 ema?
The brokers I use and Stockcharts charting tool have the price indicators of simple and exponential moving averages, price envelop, Bollinger band and RSI and MACD. I do not have Fibonacci or regression channel based on standard deviation.
I don’t do short termed trading – although i did a bit of it in my early career. I would use, back then, daily price charts and use formations plus a few short termed SMA’s. You may be wise to do some reading of books by short termed traders. Currently, I do like BB’s, RSI, stochastics and candlestick signals when I look at potential neartermed moves, but I don’t trade using them. I use those to refine entry and exit points that I am already considering based on bigger termed formations (weekly charts)
Thanks. I will consider weekly chart as better tools for established solid value stocks.