After a stellar performance in 2018, the Smart Money portfolios are off to another good start this year. The table below summarizes the returns for all 5 portfolios. Smart Money Pairs Trading The Smart Money Pairs Trading portfolio is designed to look for large discrepancies in valuations within the stocks of the same industry. When …
After a very successful 2018, the Smart Money portfolios are off to a rip-roaring start in 2019. Table 1 is a summary of returns for each of the Smart Money strategies during January 2019. Table 1. Summary of returns for all Smart Money strategies The results for January have been outstanding. The only strategy that …
The Final Results for 2018 Smart Money Picks At the beginning of each year I survey traders, portfolio managers, and equity strategists from Wall Street to Main Street and everywhere in between. The tables that follow summarize their top picks in five categories: Top 10 Stocks for the coming year – Stocks that can be …
I’m about to praise my own stock-picking prowess to the heavens, but before I do, a little background is in order. I have been trading and managing money for 30 years. I’m still a stock picker at heart, but now I only do it for my own account, my family, and for consulting clients who …
Below is a table of bargain stocks. What makes them bargains? First, they are trading below book value. Second, they have quality ratings of average or higher. No junk here. Third, the analyst community rates all of them as neutral or higher. Again, no junk here. This is a watch list, not a buy list. …
Here is our list of bargains that should be on your watch list. Exxon Mobil [XOM]. Trading at a 13.5 P/E and paying a 4.2% dividend. The stock is down because the price of oil is down. But the price of oil will not stay down forever, and when it recovers, XOM will deliver capital …
As always, we start with a list of roughly 100 picks and cull it down to a more manageable 20 names that represent high-conviction bets by the Smart Money. The november picks performed very well, producing alpha of 7.2% for the month. There were winners and losers, but the net result was very successful. …
Here are the top stock picks from the Smart Money for 2018
Here are the results of the October stock picks from the Smart Money. October 2018 was another successful month for the Smart Money stock picks. The market was down by 7% but the picks were up 4%. That’s Alpha at its finest.
Here are the top stock picks for 2017 from the Smart Money