We can’t remember a day recently that skipped some mention of the “Magnificent 7,” a nickname for the seven stocks in the S&P 500 index that have swelled. By the end of February, nearly a third of the index by weight and half of the index’s 34% gain since October 2022 could be attributed to the … Read more about Trendy Investing – The Magnificent 7 Stocks
High-Income Stocks & Retirement Planning : Webinar Q&A Follow-Up
We would like to thank all who attended our webinar on High-Income Stocks & Retirement Planning and wanted to offer a follow-up for questions during the Q&A session we were unable to get to in the allotted time. In case you missed the webinar, a complete replay is available for Members … Read more about High-Income Stocks & Retirement Planning : Webinar Q&A Follow-Up
Investment Insight: 2024 Visual Guide to the Markets
Inflation, rising interest rates and economic worries were top of mind heading into 2023, causing many folks to remain on the market’s sidelines. The efforts to kneecap inflation by the Federal Reserve seem to have worked, suggesting that a fabled “Soft Landing” has moved from … Read more about Investment Insight: 2024 Visual Guide to the Markets
2024 Stock Market Outlook: Webinar Q&A Follow-Up
We want to thank all who attended our webinar on our 2024 Stock Market Outlook and wanted to offer a follow-up for questions during the Q&A session we were unable to get to in the allotted time. In case you missed the webinar, a complete replay is available in the Special Reports section of … Read more about 2024 Stock Market Outlook: Webinar Q&A Follow-Up
You’re Invited! Webinar: 2024 Stock Market Outlook
Webinar: Where to Invest - 2024 Stock Market Outlook. In our latest Special Report, 2024 Stock Market Outlook, we detail seven themes with more than 40 specific stock mentions, which we think those who share our long-term view should be considering as we head into the new year … Read more about You’re Invited! Webinar: 2024 Stock Market Outlook
Barron’s Top 100: Our Kovitz Wealth Management Services
We are excited to announce that Kovitz (of which The Prudent Speculator is a part) has been named a Barron’s Top 100 RIA for 2023. We note that Barron's Registered Investment Advisor (RIA) Rankings include some 15,000 RIAs in the United States! As the founder of our firm Mitch Kovitz said: “We … Read more about Barron’s Top 100: Our Kovitz Wealth Management Services
Insight: The CAPE Ratio
We originally published this Insight on Kovitz.com/Insights. Through Kovitz, we offer wealth management services and have collaborated with our clients on their investment decision-making process as they pursue their long-term financial goals. Our investment solutions are backed by our own … Read more about Insight: The CAPE Ratio
Insight: In the Thick of a Recession
We originally published this Insight on Kovitz.com/Insights. Through Kovitz, we offer wealth management services and have collaborated with our clients on their investment decision-making process as they pursue their long-term financial goals. Our investment solutions are backed by our own stringent … Read more about Insight: In the Thick of a Recession
Special Report: Consider Cheering Higher Rates
Strange as it sounds, more than five decades of historical market data demonstrates that Value investors benefit handsomely from higher interest rates. Sure, it’s easy to argue that this time is different, but we should be careful not to discount evidence which supports the thinking that higher … Read more about Special Report: Consider Cheering Higher Rates
7 Stock Market Charts to Kick Off 2023: Equities, S&P 500 Price Return, Growth Valuations and more
Elevated inflation and rising interest rates commanded most of investors’ attention over the past year, with proclamations from Jerome H. Powell and his colleagues at the Federal Reserve often the catalyst for volatile gyrations in asset prices. Those moves were generally in the negative direction … Read more about 7 Stock Market Charts to Kick Off 2023: Equities, S&P 500 Price Return, Growth Valuations and more
2 Ports In The Storm: GILD And BMY Offer A Haven In A Turbulent Market
Following another ugly market week, the average U.S. stock is now trading in Bear Market territory. Of course, such was also the case in 2020 and 2018 and 2016 and more than a few other periods throughout market history. Such is the hardship that must be endured to achieve significant long-term … Read more about 2 Ports In The Storm: GILD And BMY Offer A Haven In A Turbulent Market
3 Undervalued Bank Stocks To Buy Now
Bank stocks have been surprisingly weak this year with the KBW Bank Index off as much as the S&P 500. I don’t think the punishment fits the crime and I believe the big selloff creates an intriguing buying opportunity. It was nice to see a prominent bank stock analyst echo what I have been … Read more about 3 Undervalued Bank Stocks To Buy Now
3 Undervalued High Yielding Stocks – In Dividends We Trust
I understand that stocks historically have been far more volatile than bonds, so it makes sense that the financial press will focus on the losses with headlines like Dow Falls Sharply As Rate Worries Linger during the downturns. However, we are puzzled by upbeat language such as Yields Climb on … Read more about 3 Undervalued High Yielding Stocks – In Dividends We Trust
3 Stocks That Could Benefit From Powell Channeling Volcker
Mark Twain purportedly said, “History doesn’t always repeat, but it often rhymes,” so it would make sense to look at what transpired in the equity markets the last time inflation was rearing its supposedly ugly head as it is today. Indeed, Jerome H. Powell saw fit to invoke the name of Paul … Read more about 3 Stocks That Could Benefit From Powell Channeling Volcker
TPS SPECIAL REPORT: Inflation 101B
Our Inflation 101B Special Report is available in Adobe pdf format by clicking here. Although the increase in the Consumer Price Index in July was not as high as in June, inflation is front and center in the minds of economists, market watchers and everyday folks. U.S. inflation was ramping up … Read more about TPS SPECIAL REPORT: Inflation 101B
TPS SPECIAL REPORT: 2022 Outlook Mid-Year Update
Our 2022 Outlook Mid-Year Update Special Report is available in Adobe pdf format by clicking here. To say that 2022 has been a tough year in the financial markets would appear to be a major understatement. After all, the S&P 500 tumbled 8.4% in June, skidded 16.5% in Q2 and plunged 20.6% in … Read more about TPS SPECIAL REPORT: 2022 Outlook Mid-Year Update
TPS SPECIAL REPORT: Stay the Course
Our Special Report, Stay The Course is available in Adobe pdf format by clicking clicking here. After gaining more than 120% between March 23, 2020 and January 3 of this year, the S&P 500 index, a benchmark of the 500 largest companies in the U.S., has fallen nearly 20% over the last four … Read more about TPS SPECIAL REPORT: Stay the Course
TPS SPECIAL REPORT: Small Companies, Big Potential
Our Special Report on Small Companies, Big Potential is available in Adobe pdf format by clicking here. Four and a half decades ago in the first edition of our The Prudent Speculator newsletter, Al Frank (founder of Al Frank Asset Management, which was aquired by Kovitz in 2018), wrote, … Read more about TPS SPECIAL REPORT: Small Companies, Big Potential
TPS SPECIAL REPORT: Don’t Forget About Value
Our Don't Forget About Value Special Report, a long-read on value stocks, is available in Adobe pdf format by clicking here. Value has always been top of mind for us. Despite the broad U.S. equity indexes posting negative returns in January, there was a renewed enthusiasm for stocks in the Value … Read more about TPS SPECIAL REPORT: Don’t Forget About Value
Think Advisor: A Few of John Buckingham’s Favorite Stocks for 2022
The link to, A Few of John Buckingham's Favorite Stocks for 2022 is available by Clicking here Think Advisor Interview In John's interview with Think Advisor, he discusses the stock market outlook plus his favorite stocks for 2022. There's More We frequently publish market-oriented content on … Read more about Think Advisor: A Few of John Buckingham’s Favorite Stocks for 2022
TPS SPECIAL REPORT: 2022 Stock Market Chartbook
The Most Important Charts of 2022 Special Report is available in Adobe pdf format by clicking clicking here. “Read last year’s forecasts before you take next year’s too seriously,” advised Morgan Housel, a partner at The Collaborative Fund, to his Twitter followers. Sound advice, we think, even … Read more about TPS SPECIAL REPORT: 2022 Stock Market Chartbook
TPS SPECIAL REPORT: Morningstar Stars & Ratings
Our Morningstar 5-Star Supernovas Special Report, a review of Morningstar ratings, is available in Adobe pdf format by clicking here. Warren Buffett states, “In the business world, the rearview mirror is always clearer than the windshield.” And even though investors are constantly bombarded with … Read more about TPS SPECIAL REPORT: Morningstar Stars & Ratings
John Buckingham on Value vs. Growth
At MoneyShow San Francisco, John Buckingham shares ideas on value stocks in a challenging year where growth stocks have made the headlines. Watch the full interview here. Please see media disclosures for additional information. … Read more about John Buckingham on Value vs. Growth
The Little Newsletter That Crushed the Market
In a recent Barron’s article, The Little Newsletter That Crushed the Market, Mark Hulbert put it this way: It pays to have nerves of steel. That’s the most important lesson to emerge from The Prudent Speculator’s position as one of this country’s most successful investment newsletters of the past … Read more about The Little Newsletter That Crushed the Market
Bloomberg Markets: Buckingham on ‘Surprising’ Market
Bloomberg Markets Radio 01/12/2017 Bloomberg Markets Announcer: Global business news 24 hours a day at Bloomberg.com, the RadioPlus mobile app, and on your radio. This is a Bloomberg business flash. Charlie Palette: From Bloomberg World headquarters I’m Charlie … Read more about Bloomberg Markets: Buckingham on ‘Surprising’ Market
