March/April 2018– You gotta know when to hold ’em and know when to fold ’em – Here’s how ValueTrend uses a sell discipline to limit risk.
January 2018 – Take Advantage of Sector Rotation and Tax Policy Changes – Presenting some thoughts on combining a seasonal pattern with some tax considerations regarding your winning and losing stocks
September 2017 – Opportunity Awaits – There are a few indications that the market may be ripe for a short-termed pullback.
March/April 2017 – Reader Questions Answered: Options Contracts – A look at the basics of Options: Calls, Puts, and Covered Calls.
February 2017 – Should You Buy ETFs Or Stocks? – When we try and decide if we should buy a sector ETF versus a good stock, we want to examine the variability of stocks within that sector.
January 2017 – Avoid The Herd With These Contrarian Investments – Contrarian investing is the easiest investment strategy in hindsight, but the hardest one to execute in foresight.
October, 2016 – Time to Check the Bear-o-Meter – The Bear-o-Meter is designed to give us a probability reading of market direction over the next 1-6 months.
July/August 2016 – Fallen Angels – For those who like to look at stocks and sectors that have been out of favour (yet are showing signs of a turnaround) this article might offer some starting points for exploration. I’ve listed a number of “fallen angels” that appear to be technically improving. This list is by no means extensive – it’s just a handful of candidates that appear to be turning around.
May 2016 – Opportunities in a volatile market – It is my opinion that bounces should be used as an opportunity to lighten equity positions, and dips can be used as selective buying opportunities.
January 2016 – Rotation will be key this winter – It is my opinion that markets, sectors, and stocks are now changing and will continue to change leadership rapidly in the coming months and years. This rotation will require more than just a buy-and-hold approach.