Joseph Shaefer | TalkMarkets | Page 3

Joseph Shaefer

Money manager with 40+ years experience / Geopolitical analyst
Contributor's Links: Stanford Wealth Management
Joseph L. Shaefer is the CEO and Chief Investment Officer of Stanford Wealth Management, LLC, a Registered Investment Advisor. Retired senior executive of Charles Schwab and Co. Retired (36 years) active and reserve military service -- six in special operations, the next 30 in the intelligence ...more
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33 to 48 of 131 Posts
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ACIO And DRSK: And Now, For Those Who May Be A Little Nervous
Tuesday, July 21, 2020 1:16 PM EDT
I have been steadily buying into this rally even though the danger has been high. The future of the US markets always is bright long term. Short term, anything can happen.
In this article: DRSK, ACIO
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PGF: My No. 1 ETF Combining Yield And Safety
Monday, June 22, 2020 8:33 AM EDT
During the difficult mid-March period, when there almost were zero bids for fixed income holdings, PGF met all redemption requests with aplomb.
In this article: PGF Also: IOFAX, BRK-A, BRK-B, PRU
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Boeing Vs. Raytheon: Which One Has The Right Stuff?
Sunday, June 14, 2020 1:58 PM EDT
Whether to buy Boeing or invest in Raytheon is analyzed by looking at their assets, their outlooks going forward and recent news on the companies.
In this article: BA, RTX
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This Is One Dangerous Rally
Wednesday, April 29, 2020 9:28 AM EDT
My biggest concern about this rally: It has little support beyond what was being supported before the decline.
In this article: DPZ, GRUB, SPX
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The Insanity Of This Week's Decline
Friday, March 13, 2020 2:47 PM EDT
I understand that many people have never seen anything like this. Except for Black Monday in 1987 I have never seen anything like it. That bloodbath struck so fast there was nothing to do but ride it out.
In this article: CCL, DIS, TOT, TPL, XOM, DJI
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It's Decision Time Next Week
Saturday, March 7, 2020 9:20 PM EDT
There are many other investment alternatives in the not-so-fixed income arena that have a low, zero, or negative Beta to the stock or bond markets.
In this article: BMY, CVX, OXY, PFE, TOT, TPL, XOM, ABBV, IOFAX, IOFIX
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Boeing Follow-Up: A New 737 MAX Safety Issue Is Discovered
Thursday, February 27, 2020 7:13 PM EDT
The problems with the 737 MAX are less engineering problems than they are a decision to rush a product to market when many of the company’s own engineers warned against it.
In this article: BA Also: EADSY
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Rock-Solid Total Is The Best Energy Company In The World
Monday, February 24, 2020 3:33 PM EDT
TOT is the best-managed super-major oil company in the world, with the most complete plan to reinvent itself as not just a fossil fuel, but also a renewable energy, company of size.
In this article: XOM Also: TOT, CVX, OXY
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Why I Won't Be Buying Boeing
Monday, January 27, 2020 6:55 AM EDT
Boeing's problems are bigger than the 737- MAX - its KC-46 (defense aircraft) faces similar issues. One day I believe Boeing will recover its former glory. Just not today.
In this article: BA Also: EADSY
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My 'Fallen Angels' Favorites For 2020 Part 3: Pfizer
Sunday, January 5, 2020 5:53 PM EDT
Moonstruck investors chased recreational drug stocks into the stratosphere, only to watch them plummet. Pfizer however is a company with real products, real earnings and a not-too-shabby dividend yield just under 4%. It still has room to grow.
In this article: PFE Also: BMY, ABBV, MRK, MYL
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My 'Fallen Angels' Favorites For 2020 Part 2: Kraft Heinz
Tuesday, December 31, 2019 2:08 AM EDT
I invest across all sectors and asset classes. Value is where your find it, as are companies on the rebound. I think Kraft Heinz is at that nexus.
In this article: KHC Also: BRK-A, BRK-B, BUD, JNJ, KO, PM
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My 'Fallen Angels' Favorites For 2020 Part 1: IBM
Monday, December 30, 2019 11:32 AM EDT
Sometimes, even the best of companies don’t perform as well as their peers. However, history shows that buying those with strong balance sheets, income statements, and cash flow will often rebound with gusto. IBM is one such company.
In this article: IBM Also: , ACN, CRM, AMZN, GOOG, MSFT, ORCL, GOOGL
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A Shot Across The Bow: Simon Property Goes Online
Monday, October 7, 2019 2:48 PM EDT
Simon Property Group tends to have the finest-quality outlet malls with some of the best names in retail as lessees in its properties.
In this article: SPG Also: SKT
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Altria: Certain Wealth In Uncertain Times
Wednesday, September 25, 2019 2:00 PM EDT
As of the last trade, Altria may have been 12.21 times earnings and 8,22% yield or some other slight variation based upon the share price.
In this article: MO Also: PM, BTI
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XAR: Still The Best Aerospace & Defense ETF
Monday, September 16, 2019 10:25 AM EDT
XAR carries the lowest expense ratio of all these ETFs – although we are talking a range of only 0.35% for XAR and 0.59% for PPA.
In this article: XAR Also: BA, LMT, NOC, RTN, UTX, ESLT, ITA, PPA, DFEN
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The Market Is Nearing Its Priced-To-Perfection Moment
Sunday, September 15, 2019 6:46 PM EDT
The tweeters are all atwitter about the fact that we are about to hit a new record high. I am enjoying the carnival ride, but am not paying up to ride again right now. I provide the charts below for perspective.
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33 to 48 of 131 Posts
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