Uncommon Sense Investor

When Will the Fed Stop Hiking Rates?

Thu, 04 Aug 2022 16:32:01 +0000

There's been premature talk in financial markets about a "Fed pivot". That the U.S. central bank is already indicating it will stop its interest rate increases sooner than later. That's news to the yield curve of two and 10-year U.S. Treasuries, which remains inverted, implying more rate hikes and slowing economic growth. But, at some point, the Fed will end its battle to reel in inflation and stop raising rates. The question is when. J.J. Johnston has some thoughts on the matter from our live show.

The post When Will the Fed Stop Hiking Rates? appeared first on Uncommon Sense Investor.

]]>

These Three Large Caps Are Attractive for Long-Term Investors

Tue, 02 Aug 2022 16:05:24 +0000

Check out this segment from our live show in which J.C. O'Connell, Director & Associate Portfolio Manager at Davis Rea, details three large cap stocks that are attractive from an historical perspective.

The post These Three Large Caps Are Attractive for Long-Term Investors appeared first on Uncommon Sense Investor.

]]>

“If You Have Money Put It In the Stock Market”

Fri, 29 Jul 2022 18:26:22 +0000

Our live Davis Rea quarterly conference call produced a lot of cogent insight, analysis, and actionable ideas. We're carving out the hi-lights of the show to post over the next week. In this segment, John O'Connell, Chairman, CEO, & CIO, makes an impassioned and convincing argument that now is the time to be an investor in the stock market. Find out why.

The post “If You Have Money Put It In the Stock Market” appeared first on Uncommon Sense Investor.

]]>

“There’s No Rush to Call a Market Bottom”

Fri, 29 Jul 2022 14:55:22 +0000

When you've called every bear market since 2008, including the current one, you've earned the right to have strong, provocative opinions. Keith McCullough, who is not a perma-bear, doesn't hold back in this interview. The CEO and Founder of Hedgeye Risk Management prepared his institutional clients and subscribers to preserve and grow their capital as his proprietary, data-driven, "go anywhere", macro process sniffed out the stock market peak last year and the subsequent market downturn. In our conversation, McCullough covers a lot of ground explaining his views on the deteriorating macro economic picture, why there's no rush to find the stock market bottom, why earnings are a "certified train wreck", dishonest CEOs, why the Fed is dead wrong...again, Cramer and the CNBC "clown show", liars, thieves, and scoundrels and much more.

The post “There’s No Rush to Call a Market Bottom” appeared first on Uncommon Sense Investor.

]]>

Three Mighty Mid-Cap Stocks

Mon, 25 Jul 2022 16:41:57 +0000

About a year ago, we brought you what turned out to be a very popular article entitled 11 Mighty U.S. Mid-Cap Stocks, courtesy of Kiplinger. Now, Canadian investment writer Will Ashworth has come up with 15 Mighty Mid-Caps to Buy for the Rest of 2022. See below for the full article and list. As a taster, we're featuring three of these stocks that have 12-month upside of between 24 and 48 per cent.

The post Three Mighty Mid-Cap Stocks appeared first on Uncommon Sense Investor.

]]>

Big Picture: Stocks, Economy, the Loonie, Inflation & More

Fri, 22 Jul 2022 18:06:23 +0000

Davis Rea Investment Counsel has sent out its latest quarterly report to its clients and we have exclusive access to it. John Johnston, Economic Advisor, has surveyed the landscape and crunched the numbers to present a cogent view of the economy, recession risk, commodities, the Canadian dollar, inflation, bonds, interest rates, and equities. Go behind the scenes to get Johnston's Big Picture outlook.

The post Big Picture: Stocks, Economy, the Loonie, Inflation & More appeared first on Uncommon Sense Investor.

]]>

10 Top Signal Strength Stocks from Hedgeye’s Keith McCullough

Fri, 22 Jul 2022 13:53:16 +0000

Keith McCullough, the CEO and Founder of Hedgeye Risk Management, keeps a running tally of his 20 Top Signal Strength Stocks. They're ranked based on his proprietary price, volume, and volatility algorithm, which includes risk range levels as to where to buy and sell them. McCullough was gracious enough to give us more than a peek into his list by rattling off 10 of the stocks that currently rank highly. There are far fewer than usual because of the poor stock market conditions. But watch this video, part one of our conversation, to find out what's working now.

The post 10 Top Signal Strength Stocks from Hedgeye’s Keith McCullough appeared first on Uncommon Sense Investor.

]]>

Leveraged Speculation Shifts to the Short Side

Thu, 21 Jul 2022 16:16:37 +0000

It's incorrect to think that the speculative fervour among retail investors has come out of the stock market because so much pain has been inflicted on the downside. Like the title of that new movie. Nope. A lot of these investors have simply re-loaded and are now making aggressive, speculative bets against the market by making short trades. Find out more from Jesse Felder, and see three very telling charts.

The post Leveraged Speculation Shifts to the Short Side appeared first on Uncommon Sense Investor.

]]>

Have Investors Reached “Full Capitulation?”

Tue, 19 Jul 2022 16:16:56 +0000

Capitulation. A former colleague and I used to jokingly throw that word around the BNN newsroom in the early 2000s because it was so ubiquitous as pundits tried to pick the bottom of the market after the tech crash. Now, capitulation - the action of surrendering or ceasing to resist an opponent or demand - is back in the headlines as investor sentiment plumbs new lows and many wonder if the worst may be over for stocks.

The post Have Investors Reached “Full Capitulation?” appeared first on Uncommon Sense Investor.

]]>

Amazon Tells Consumers to Spend…Less

Tue, 19 Jul 2022 14:22:25 +0000

Amazon is tackling inflation head on...with an advertising campaign. The e-commerce and web services giant is actually encouraging parents to spend less on their kids for their back-to-school needs. Will this attempt at humour and playfulness work on consumers, many of whom are experiencing the real world effects of higher prices? Keep reading...

The post Amazon Tells Consumers to Spend…Less appeared first on Uncommon Sense Investor.

]]>