General Category > Economy/Business
Investment Tips Thread
catfish1957:
Friendly reminder, that this is the week to kick the tires on the portfolio, and make moves that will impact your taxes, (be it distirbutions, capital gains, etc.) and investment direction for '23.
I am still in Bear expectation mode. Not wanting to appear to be crying "Wolf", but the matter of correction is not a matter of if, but of when.
catfish1957:
Not a recommendation, as everyone should understand the risk, but there are a some hardware/chip stocks out there that have been so beaten down in the overall trashed tech sector, that the are yielding almost 5% in divys alone. Check 'em out if you have some discrectionary play in your portfolio.
happy77
catfish1957:
--- Quote from: DefiantMassRINO on October 26, 2022, 03:13:51 pm ---In the short term, a Dem victory would be a windfall for energy companies - they'd be able to further maximize profits on existing long-term capital investments.
I like to keep an eye on energy pipeline companies and refiners. Biden won't allow new ones to come online, so, the existing ones will only increase in value as the government-created energy supply deficit continues.
I also recently bought some silver coins (2021 Royal British Mint 2oz Silver Bullion Queen's Beasts Completer 5lb coin) for neumistic reasons more than melt value:
I was just enthralled with the quality and level of artisanship in the design.
--- End quote ---
Nice dip in Silver right now.... $20.35/ oz
mountaineer:
The latest from the company with which Mr. M and I have some investments:
--- Quote ---Midyear outlook: Expect a bumpy ride before sailing gets smoother
... While it may be tempting for investors to let down their guard during the inevitable bear market rally, we continue to believe now is the time for investors to prepare for it by keeping their seatbelts fastened. By that, I mean we’re maintaining our guidance to remain defensive in portfolio positioning.
For help with determining what you may want to do with your portfolio to get ready for the coming months, I recommend reading our Midyear Outlook. It offers detailed guidance with a focus on the following four asset types.
Equities. Our view is that corporate revenue growth will stall in the remainder of 2023 as the economy likely falls into a moderate recession. Throw in fixed costs that take time for companies to reduce at a time of declining sales as well as stubborn input and wage costs, and we expect operating margins to continue declining toward pre-COVID-19 levels. We see these factors weighing on earnings in 2023 and early 2024, and our S&P 500 Index target ranges reflect that: 4,000 – 4,200 for year-end 2023 and 4,600 – 4,800 for year-end 2024.
We continue to prefer quality stocks and defensive sectors, and favor U.S. large-cap equities over mid- and small-caps. Playing defense at the sector level includes a preference for the Materials, Health Care, and Energy sectors.
Once the recession appears fully priced in to market valuations, we expect an opportunity to position for a 2024 recovery. Our 2024 targets anticipate that U.S. small-cap equities will outpace U.S. mid-cap equities, which in turn will outgain U.S. large-cap equities.
Fixed income. We believe the next 6 to 18 months will present fixed income with two distinct environments: recession and recovery. Against this backdrop, we favor a barbell strategy that emphasizes short term and long term. We envision positive returns for both taxable and municipal bonds through year-end.
Headwinds are rising in credit markets, and we prefer to focus on bond quality. We favor government securities, particularly U.S. Treasuries, and we believe that investment-grade corporates should retain strength. In contrast, we find high-yield securities to be currently overpriced and suggest caution given that spreads are set to widen further.
Real assets. We believe 2023 may see a short-term price pause before the resumption of a long-term commodity bull super-cycle (a multiyear period in which commodity prices climb together as a family). Even under the pressure of a global economic slowdown, we foresee modest upside for prices from current levels and stronger performance in 2024.
Our outlook for a weaker U.S. dollar should support gold and precious metals prices. We believe the bull super-cycle is very likely to produce performance across all sectors. ...
--- End quote ---
Wells Fargo Advisors
catfish1957:
Just an editioral point on my behalf........
The Big 7 of Tech Stocks in the S & P 500 make up 27% of the Market Cap of The S & P 500
Where's the antitrust zeal we've seen the past 90 or so years? That's how entrenched the socialist dims have put a stranglehold on us by enabling an industry that has put them in power into perpetuity.
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