Great returns, no hidden agendas
Let me tell you a little story.
Back in late June, 2016, the market was in a panic about Brexit. But my own analysis and independent thinking told me the economic damage from Brexit would not be so bad, even though everyone was freaking out. So I suggested ten equities to my stock letter subscribers as a contrarian play, when most people were selling.
I got emails telling me I was crazy.
But within two days, those ten names were up 11% vs. 5.2% for the S&P 500.
By the middle of November, my ten picks were up 55.3% compared to 9.3% for the S&P 500.
Like those returns? Then join the money managers, brokers, analysts and individual investors are already on board and subscribe here. As a welcome aboard, I’ll bring you up to speed with the latest back issues.
Want more examples? Read on.
A system that works
The fake Brexit crisis is a classic example of the kind of contrarian set up I seek for subscribers to my stock letter, Brush Up on Stocks (twice a month, with updates in between).
* I use a combination of about a dozen sentiment and technical measures plus macro analysis to identify buyable market or sector sell offs.
* Then I suggest groups of individual names (for diversity) that look good by my stock selection system. My system favors qualities like the right kind of insider buying and ownership, reasonable valuations, financial strength, and a plausible growth story.
* I have no hidden agendas or conflicts of interest.
Brexit is just one example.
* In early August I suggested airline stocks which suddenly ranked high in my system. By mid-November they were up 27.8% compared to 0.3% for the S&P 500. Later, we learned that Warren Buffett was buying airlines around the same time my system favored them.
* On October 13 I asked my subscribers to buy biotech as a contrarian play because the group was so disliked. I suggested the five biotech stocks that came up the strongest in my system. By November 17 they delivered 22 percentage points of outperformance. They were up 25.3% vs. 2.6% for the market (SPY) and 7.4% for biotech overall (the IBB).
No matter who is president, what’s going on in China, or who wins the World Series, the market, or a sector, is always going to go into panic mode at some point, creating contrarian opportunities. It’s just human nature, sad to say. Groupthink and the herd mentality always come back around and create opportunities.
It’s just a matter of having the right tools to identify them and the best names to buy, and the discipline to act. Trust me, it’s not always easy. The best purchase decisions are always the ones that are the toughest to make. But I can help guide you there. While you take care of your business, I’ll be your eyes on the market.
When there is no contrarian opportunity, my system regularly kickes out favorable buy and hold stocks which on the whole outperform, according to my analysis of every single stock I suggested over a three year period.
How to subscribe
Why wait? Let’s get started. To bring you up to speed, I’ll send you the last month or two of issues when you subscribe.
To join the hedge fund managers, brokers from household-name banks, analysts and individual investors who already subscribe to my stock letter, click here.
Want to know more?
To find the best stocks for you, I use the skills I’ve learned over the past two decades at Columbia Business School, Johns Hopkins University, the New York Times, and the Economist Group, among other major business publications.
I look for the right kind of insider buying, cheap relative valuation, smart money ownership, financial strength, good growth potential, and opportune sentiment extremes since I am a contrarian investor. My system has worked well over the years. I suggest about 10-20 new stocks per month.
Importantly, I offer unbiased analysis. I have no conflicts of interest. Many brokers, financial advisers and analysts have hidden agendas. I don’t.
Unique investing ideas
So come join us. To get regular investment and trading insights you’ll find nowhere else, click here.
You may cancel for a full refund on the remaining portion of your subscription, anytime. But that doesn’t normally happen.