Energy stocks are up 6% since I posted a bullish column on the sector at MarketWatch less than two weeks ago, compared to flat returns for the S&P 500. That’s some nice short-term outperformance. But energy stocks have more to go. Here are eight reasons why, with seven suggested names to consider owning. 8 Reasons […]
About Michael Brush
Author Archive | Michael Brush
Better to Buy Before a Big Move, But Here’s Why China’s Still Attractive: MCHI KWEB BABA JD
It seemed like everyone was buying China on September 26. China stocks were up 10%. The big move was celebrated on CNBC in an interview with David Tepper which got a lot of attention on social media. Of course, the best time to get into a trade is before the big move and before it […]
6 reasons why you should buy any stock market weakness NVDA GOOGL RH
There’s still a significant amount of fear among investors. But the best thing to do is ignore it, except when it creates buying opportunities by pushing stocks down. Then you should thank the bears for creating better entry prices. Here are six reasons why you should buy that weakness, when it happens. 1) The economy […]
Who got the market call right in 2023 and who did not
It’s the turn of the year. So, the financial media are full of forecasts and retrospectives. A common meme is that no one saw the huge 2023 bull market gains coming. Here are a few headlines from the Wall Street Journal: What Did Wall Street Get Right About Markets This Year? Not Much Almost no […]
6 Reasons to Buy Weakness
Back on October 12 last year, I said go all in. It was time to buy. You can see this outlook here. Since then, the S&P 500 is up 25% and Nasdaq is up 34%. So, that was a pretty good call. But what’s my take now as the market hits some downside volatility? Buy […]
We can still find bargains in tech, despite the big gains since the October lows
Back on January 9, 2023 I suggested going long the Mega Cap 8, in my stock letter. This meant GOOGL, AMZN, AAPL, META, MSFT, NFLX, NVDA, TSLA. As of the close June 2, 2013 they were up 68.2% vs. 12% for the S&P 500 and 24.8% for Nasdaq. The best two performers were NVDA and […]
Don’t get suckered in by these dividend traps – Here’s a better path to 10%+ yields
Who knows if we will be in a sideways market for a while. But the possibility serves as a good reminder of a key investing tactic that everyone should use. Own dividend yield stocks. The reason: Over the long run (since 1936) dividends contribute 37% of the S&P 500 total return. You don’t want to […]
The Biotech Buyout Parade Continues — Will You Participate?
Back on July 13, 2022, I suggested Forma Therapeutics (FMTX) in in my stock letter in the mid-$8 range as part of a select group of eight cash-rich biotech names which I called the Cash Rich Biotech 8. I selected them out of 120 possible cash-rich biotech names to consider. They were already doing quite […]
6 Reasons Why the Biotech Rally Will Continue
Biotech is back. The XBI is up 43% since I wrote a bullish column on the sector June 17 at MarketWatch, outlining seven reasons why the sector was a buy. You can see the column here. Can the rally continue? Short answer: Yes. I offer six reasons below. But first, I wanted to check to […]
Here’s why the odds of a pullback are rising, and how to prepare for it now
Hey investors and traders, it’s time to override your emotions and get cautious on the markets. Otherwise, you might get laid low by a sharp pullback. The stock market is much more vulnerable to one now. Crowd sentiment is very bullish and insiders are quite cautious. This is not a good combination. Here’s more detail. […]