Do Not Fight A Riptide!

Do not fight a riptide! Go with the flow instead of trading in a twitchy market.

 

• Going over the new rankings of both Magnet and FACTS, I came across a well-known name that I now think is the best single company to own stock in over the next 5 years.
• The new 52-week low list stayed low, but the advance/decline headed back down. This is a dangerous riptide market. Do not chase anything here, be patient – even great stocks pull back.
• The exaggerated moves being made by large cap quality companies is making a mockery of fundamental analysis. Up and down gap reactions to earnings look like the Wild West.
• The indexes maybe have up 1-2% in January, but the volatility it took to get there tells me 2025 will challenge most investors, and traders maybe even more.
• Imagine just being invested in a portfolio of only 20-30 of the most trustworthy and profitable companies. You might not need to follow the news so closely. Follow The Trust 200 index at this link. https://indexone.io/index/d2bfdd48-0bf6-43a2-ae04-7d2cb3c92beb-0/overview
• There is an international push to get more capital into the US. This is significant and should not be underestimated.
• Inflation is 3%, bonds yield 4.5%- move on, there is not much more to think about here. This is a time to own rather than lend. You just need to own the right things.

Below is a link to the FOX Business segment from 12/27 where I share my current best companies to consider and overall market views.

https://www.foxbusiness.com/video/6366487829112

 

Economic data and market clues:

I look forward to a less busy news week. Good luck with that. Earnings week and the build up to the jobs numbers on Friday will provide enough for most traders.

Tariffs and reactions will be interesting to watch.

The pro-growth and America first policies of the new administration is the real key. It has started small business, consumer, and stock market optimism. Despite obstacles and potholes, the environment is now set for winners to win.

“Let’s Give Growth a Chance” – is my idea for a new song for the new administration. It will solve a lot of problems.

 

For a longer and more in-depth look at the markets, please sign up for ProInvestors Insights newsletter. It includes contributions from me and a selected group of today’s most recognized investor services. Here is the link to sign up, it is 100% complimentary.

https://proinvestorinsights.co/

 

 

 

Magnet® : 

ODDITY Tech                ODD

Jazz Pharma                 JAZZ

Iridium Comm                IRDM

 

 

FACTS:

Google                         GOOG

Dick’s Sporting             DKS

Technip FMC                FTI

 

For more information, contact us.

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More By This Author:

No Need To Over-Reach Now- There Are Enough Great Looking Companies.
“Let’s Give Growth A Chance” – A New Song For The New Administration
Do Not Get Caught Holding Story Stocks- The Market Is Unforgiving