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8 Reasons Why Energy Stocks Go Higher From Here and 7 Stocks To Consider

By on October 5, 2024 in Contrarian Investing, Emerging Markets, Energy, Foreign Markets, General, Market Psychology, Stock Market, Stocks, Uncategorized, Value Investing

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 […]

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Better to Buy Before a Big Move, But Here’s Why China’s Still Attractive: MCHI KWEB BABA JD

By on September 27, 2024 in Contrarian Investing, Emerging Markets, Foreign Markets, Market Psychology, Stock Market, Stocks

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 […]

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A few good swing trades

By on July 7, 2014 in Contrarian Investing, General, Stock Market, Stocks

At Brush Up on Stocks, I like to ferret out stocks to hold calmly for a few years for returns that beat the markets. That’s what I’ve delivered. On average, my stocks have outperformed every year, since launching the newsletter in 2010. (For a summary of returns, click here.) However, I like a quick trade […]

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First quarter sector calls

By on June 19, 2014 in Contrarian Investing, Stock Market

I’m going to take a break from biotech. The group has done so well, it is due for a correction. Instead, in this issue I want to focus on energy. There’s been widespread insider buying in this group in February. It is the kind of buying that suggests a group will do well. – Brush […]

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6 reasons why it’s time to take a little money off the table

By on June 19, 2014 in Contrarian Investing, Market Psychology, Stock Market

Though the current economic expansion is five years old and the average expansion since 1960 has lasted only 11 months more than that, I doubt this means the bull market in stocks is about to end. So I’m a fan of staying the course with core, long-term stock holdings right now. But if you have […]

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Investing lesson from Steve Jobs: It pays to think different

By on June 17, 2014 in Contrarian Investing, Energy, Stocks

In investing, some of the biggest payoffs regularly come from doing the opposite of the crowd. This is called “contrarian investing,” which I have personally learned about in conversations with some of the greats at this style over the years, like David Dreman, Marty Whitman, Irving Kahn and Seth Glickenhaus. Contrarian investing isn’t for everyone. […]

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