Joseph Shaefer | TalkMarkets | Page 6

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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81 to 96 of 131 Posts
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There Are Preferred Stocks And There Are 'Preferred' Preferreds
Monday, March 6, 2017 3:21 AM EDT
Most investors buy preferred shares because they pay a better dividend than most other investments of similar quality.
In this article: GE, GS, JPM, WFC, NPSAX
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Passive Index Investing Is A Delusion
Monday, February 20, 2017 11:50 PM EDT
Delusion is a harsh word, but a delusion is precisely what many have come to accept with passive index investing. In fact, committees decide what stocks constitute their index actively, regularly and, I would suggest, often capriciously!
In this article: GE, AAPL, AMZN, INTC, MSFT, NWS, META Also: PRFRX, FFRSX, FNV, CERN, NEE, VARAX, AA, ARNC
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Is Real Estate The "Sleeper Buy" For 2017?
Monday, February 6, 2017 5:08 AM EDT
The real estate cycle does not follow the stock market cycle. I believe the two will overlap. There are times, of course, when the stocks of real estate-related firms will rise in concert with or decline as the rest of the market enters panic mode.
In this article: BZH, DHI, HR, HST, HT, KBH, MTH, PHM, STWD, TOL, DOC, LADR
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Gas And Oil Firms Will Be Cheaper In 8 Weeks – Here’s How To Profit
Friday, January 13, 2017 2:38 AM EDT
There is one law that affects gas & oil above all others -- the law of supply and demand. I think both oil and gas will fall -- here are the companies we'd like to buy if/when that happens.
In this article: CVX, CNQ, APC, XOM, CHK, DVN, SWN Also: BNO, DBO
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Why Is The Market Still Rallying? Is There Anything Still Worth Buying?
Monday, December 12, 2016 1:36 PM EDT
The market is still rallying, albeit selectively, because the underpinnings of the market have changed. Markets do best when companies are increasing their revenues and earnings.
In this article: ADM, AFL, CAH, DVN, HBI, IR, JEC, NOV, SCHW, STI, TTC, AKREX, BTMFX, PARMX, VETAX, VSEAX, FOVAX, AAPL, GOOG, MU, ODFL, PZZA, XRAY, WFM, LCSAX, META
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Energy Wars: USA 10, Canada 10, Mexico 8, Oz 7, Iran 3, OPEC & Russia 0
Friday, December 9, 2016 7:00 AM EDT
I wrote an article two years ago titled “Oil and Gas: USA 1, OPEC 0.” Things have only gotten better for those of us lucky enough to live in North America or Australia. OPEC is an anachronism but doesn’t yet know it.
In this article: BCX, BGR, CHK, CNQ, DVN, ECA, RIG, SWN, XOM, PXI
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Buy Health Care Now? It All Depends On The Election
Monday, November 7, 2016 1:10 AM EDT
It is impossible to separate market strategy from the presidential campaign. Each candidate will deal differently with various investment sectors. Here is our strategy, along with two health care picks and 3 "safety net" mutual funds.
In this article: AGN, JNJ, NVO, SWN, VTA, LFRAX, PRFRX, FFRSX, TEVA, FTSL
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The One Sector We Must Own For 2017
Tuesday, November 1, 2016 2:33 PM EDT
Gas and oil company stocks will rebound from their current mid-point. But I think we'll see one more decline as any OPEC accord collapses. Then we want to own the very best. Like these.
In this article: BGR, APC, BHI, CNQ, COG, COP, CVE, CVX, DVN, ECA, ENB, EOG, EQT, HES, MRO, NBL, OXY, PXD, RRC, SWN, TOT, TPL, TRP, VLO, XEC, BRGXF, GZPFY, OISHF, PSX, AR
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Buy This Lodging REIT For Yield + Gains!
Friday, September 30, 2016 5:30 PM EDT
Lodging REITs have been underperformers this year even as investors have raced to find yield. However -- the best of them, like this one, are likely to provide yield and outsized capital gains, as well.
In this article: SHO Also: HT, PEB
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"It's The Central Bank(s), Stupid": Here's How To Profit
Wednesday, September 21, 2016 2:42 AM EDT
These days economic progress and the real economy have taken a back seat to the Fed and the other central banks. Enough already. Here’s what I sent our clients about obsessing over the Fed -- and what we are buying.
In this article: OMOAX, IIM, BKN, LADR, MCRDX, VARAX, OTCRX
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The Two "Smart" Ways To Profit From The Permian Oil & Gas Rush
Friday, September 9, 2016 4:17 AM EDT
The Permian Basin is the most prolific field with the biggest reserves in the USA. Here are the two smartest ways to avoid the volatility of a single producer.
In this article: TPL Also: BGR, CVX, EOG, OXY, PXD, REN, XOM, APA
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Retirees: New No-Load Fund + Experienced Fund Manager = High Yield Opportunity
Thursday, August 25, 2016 12:30 PM EDT
Retirees seeking yield these days are having a rough time of it. Many are turning to equities at absurd valuations in what they think are “safe” sectors. Here's a better alternative.
In this article: MCRDX Also: MAINX
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Q2 2016 Saw The Greatest Corporate Earnings Gains Of All Time
Monday, August 22, 2016 3:03 PM EDT
Here's how Wall Street plays their games, and here's an appropriate defense.
In this article: ASA, GG, GROW
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'Crisis' & Opportunity: 3 Little-Followed Global Companies Now Benefit
Sunday, August 21, 2016 2:24 PM EDT
I think of Smurfit the same way King Gillette thought of razors and razor blades. The big shippers who buy Smurfit's product have to buy a new one for every new order placed by a customer.
In this article: CRH, IRL, GSK, TKF, BURBY, SFTBY, ARMH
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Brexit: Brussels Over-Reaches, Brits Wave Goodbye. What To Buy Now...
Monday, June 27, 2016 1:14 PM EDT
In crisis, there is always opportunity. Brexit is no different. Here are two ways to profit from what is likely to follow.
In this article: IRL, EUO Also: KGSPF, KRYAY, SMFTF, RYAOF, CRH
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Want Good Grades? Buy This Student Housing REIT
Tuesday, June 21, 2016 9:49 PM EDT
Too many investors believe they have to swing at every pitch. I say, "Wait for it." We'll take a small position in our favored sub-sector of the residential lodging REIT sector, student housing --- but buy in quantity on any decline!
In this article: ACC
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