Last week, a big week for earnings reports and this week will be as well. The positive earnings surprises have been much bigger surprises than usual. We did very well with Nokia (NOK), the new management team has really done a good job in expanding margins in their 5G products. To continue reading click below:…
The goal of the strategy is to deliver a dividend yield of between 4% and 6% on an annual basis. The current dividend yield of 5.6% is in the upper end of the range, generally a good sign of outperformance. It is also the goal for the strategy to limit declines to no more than…
The current stimulus plan runs out on July 31st, while congress typically goes on summer break during the month of August. The expectation is for a $1.0 to $1.5 trillion plan. To continue reading click below: Market in a Minute 2020-7-21
This week, we start to get earnings reports for the second quarter, with many banks reporting. The banks are expected to have positive earnings, but will be down significantly from last year as they continue to raise their loan loss provisions. To continue reading click below: Market in a Minute 2020-7-14
Reviewing the first half performance and market action, it was quite volatile with the S&P 500 falling -35% in about one month. The market decline of over 30% was the fastest on record, followed by a historical rally over the ensuing three months. PVG – Dynamic Core Monthly Update July 2020_
Reviewing the first half performance and market action it has been quite volatile with the S&P 500 falling -35% in about one month. The market decline of over 30% was the fastest on record, followed by a historical rally over the ensuing three months. To continue reading click below: PVG – Tactical Total Return Monthly…
We have mentioned this now for the third week that the uptick in the number of Covid-19 diagnosis does not concern us…but there will be a point when it might. To continue reading click below: Market in a Minute 2020-7-7
Last week, the S&P 500 broke the important 200-day moving average on concerns the virus was accelerating its spread, and some states slowed the reopening process. To continue reading click below Market in a Minute 2020-6-30