The Top 5 Fundamental Analysis Tools to Understand

Fundamental analysis is key to understanding the underlying nuts and bolts of a company’s engine.  Without it, you’re often just blindly buying a stock, hoping for the best. Think of fundamental analysis as a must for gauging company health. A fundamental analyst is simply trying to understand the intrinsic value of a company stock – … Continue reading “The Top 5 Fundamental Analysis Tools to Understand”

The Top 5 Ways to Become a Better Investor

When markets are riddled with volatility, tried-and-true actions can help investors boost their chances for long-term success. Step No. 1 – Have Stop Losses in Place All of a sudden, your favorite small cap stock is falling out of the sky. What do you do? Do you sell? Do you hold? Or, do you freeze, … Continue reading “The Top 5 Ways to Become a Better Investor”

Three of the Top Small-Cap Oil Trades for 2019

Since October 2018, fear sent oil prices from $75 to $42.50. All thanks to oversupply issues, a strong U.S. dollar, and trade war fears. However, oil prices are now starting to recover. One, we could see an end to the trade war shortly. Two, the U.S. dollar is showing signs of weakness.  Three, Saudi Arabia … Continue reading “Three of the Top Small-Cap Oil Trades for 2019”

A Small-Cap Stock to Consider as Gold Hits 10-Month High

We watched gold plummet from a high of $1,369 to a low of $1,180 in 2018. However, as the Federal Reserve walks back its promise of higher interest rates, gold just exploded to a 10-month high of $1,344 – which wipes out 2018 losses. “In light of global economic and financial developments and muted inflation … Continue reading “A Small-Cap Stock to Consider as Gold Hits 10-Month High”

Three of the Most Essential Investor Questions

Like most investors, one of your top goals has been to enjoy a financially secure retirement at whatever age you choose.  That being the case, it stands to reason that your retirement “nest egg” should ideally generate above-market returns, often with below-market risk. But to create above-market returns with less risk, you need to invest … Continue reading “Three of the Most Essential Investor Questions”

A Small Cap Opportunity on an Oil Recovery

Oil prices have been cut in half. All thanks in large part to oversupply, trade war fears, and a stronger dollar. However, according to Goldman Sachs, oil prices could swing higher. “Core-OPEC producers are adopting a shock and awe strategy, and exceeding their cut commitment,” says Goldman Sachs, as quoted by Bloomberg. “Disruptions have increased … Continue reading “A Small Cap Opportunity on an Oil Recovery”

Why it Pays to Monitor the Money Flow Index

There are many analysts that write off technical analysis as useless. However, once you get into the swing of exactly what to look for, you can begin to see patterns that repeat themselves over and over again. And as those patterns repeat, that’s where your opportunity is to buy or sell. Aside from Bollinger Bands … Continue reading “Why it Pays to Monitor the Money Flow Index”

The Secret Behind John Templeton’s Success

Sir John Templeton was never considered a typical money manager. His Templeton Growth Fund grew at a rate of nearly 16% a year between 1954 and 1992, making it the top performing growth fund of the second half of the 20thcentury. Every $100,000 invested in 1954 was worth well over $55 million just 45 years … Continue reading “The Secret Behind John Templeton’s Success”

Small Cap: How to Technically Trade Fear

If you want to make money, pay attention to fear and greed, technically. In times of panic, we sell without thinking.  We just do it because everyone else is.  In times of excessive greed, we buy without thinking.  We just do it because everyone else is, and because of the fear of missing out (FOMO). … Continue reading “Small Cap: How to Technically Trade Fear”

Trade the News: Why Markets Are Not Efficient After All

Eugene Fama’s Efficient Market Theory argues that when news is released, it’s immediately reflected in the price of a stock. “The accepted view was that when information arises, the news spreads very quickly and is incorporated into the prices of securities without delay,” as reported by a Princeton University paper, The Efficient Market Hypothesis and … Continue reading “Trade the News: Why Markets Are Not Efficient After All”