Why Those in the Know Are Bullish on Banks

Why Those in the Know Are Bullish on Banks

My talks with bankers and technology providers in Tampa last week emphasized how important deposits have become in the world of banking. Even the flashiest fintech companies were emphasizing how their products could help banks attract and retain deposits. There was a lot of talk about how the industry is changing. Banking is now a […]

Boost Your Covered Call ETF Returns

Boost Your Covered Call ETF Returns

Covered call ETFs offer the combination of investment exposure to a selected index, plus high-yield income from selling call options. I am considering a tactic for this type of fund that should help boost total returns. Last month, I made a presentation at the Las Vegas MoneyShow covering covered call ETFs. I discussed how they […]

Forget Tech; Invest Here Instead

Forget Tech; Invest Here Instead

Once again, technology stocks are grabbing the financial headlines. They have powered most of the gains in the S&P 500 in 2023. In fact, Apple and Microsoft alone now account for a record 13.5% of the index—the most ever for the top two stocks. While it’s tempting to buy big tech right now, the safer […]

Update on Apple Stock (Buy or Sell)

Update on Apple Stock (Buy or Sell)

We’ve seen Apple’s stock rise nearly 40% YTD.  It’s close to an upper range that it’s hit 5 times in the past two years.  Is it going to break out?  Is it going to stall out?  Today, in my two minute weekly video, I’ll share my thoughts on where Apple could go next.  If you […]

How to Play the Upcoming U.S. Manufacturing Boom

How to Play the Upcoming U.S. Manufacturing Boom

The U.S. seems poised for a manufacturing boom as companies tap into government subsidies, pledging to spend tens of billions of dollars on new projects. The Chips and Science Act and the Inflation Reduction Act (IRA)—passed within days of each other last August—together include more than $400 billion in tax credits, grants and loans designed […]

Three Bank Stocks to Buy Immediately

Three Bank Stocks to Buy Immediately

As bank stocks fall around us, it is important to remember that the perception of the market is often not reality. In this presentation from my recent MoneyShow appearance, I cover why the banking ‘crisis” is a buying opportunity of historic proportions. We are seeing high-quality banks with plenty of capital, strong balance sheets, and […]

Trade of the Week: PACW

Trade of the Week: PACW

The regional banking failures continue, with First Republic getting gobbled up by JP Morgan Chase (JPM) and now PacWest (PACW) searching for strategic options. That means the company is looking for ways out of the current situation and will likely result in a merger or acquisition with a bigger bank. At least one trader may […]

This Strategy Works Great Even in These Ugly Markets

This Strategy Works Great Even in These Ugly Markets

For almost a year, the stock market has been brutal for those investors who have tried to time the next upturn or downturn. Since the bear market first bottomed last June (and then again in October), the stock market rallies have run enough to get investors excited before dashing their hopes by turning down again. […]