This class discussed the "new kid on the block"... the Energy sector made it into the Top Four sectors on the Sector Selector for the first time in over 3 months. We decided to kick an underperforming Health Care stock out of our portfolio, but were fortunate enough to still take profits on it. We bought a stock from the Energy Equipment and Services industry.
This basic options class discussed the continued bullishness into the summer and how it has impacted the VIX. With implied volatility getting lower and lower, it's been a slightly more challenging time to make sold put trades where we feel comfortable with the distance between the stock's current price and the strike price. We ended class with a head-to-head match-up of a Consumer Staples stock versus a Utilities stock.
This class discussed a couple of the big Industrials companies that were hitting all-time highs this morning, which we had the benefit of covering in the DGI class a few years ago. We then reviewed the Sector statistics for overvalued/undervalued percentages, based upon Dividend Yield Theory. There's still plenty of opportunities out there. Lastly, we had a head-to-head match-up between two Aristocrats in the Staples sector.
This active swing trading class reviewed our three open orders. Despite the market's biggest sell-off day in over two months, we were still profitable on two of our three bullish trades. We reviewed the Factor Selector to find that all of the rankings were exactly the same as the prior week. We then reviewed 3 new swing trading set-ups and the class voted for a well-known Consumer Discretionary stock.
The purpose of this session is to answer questions from students regarding topics taught in Brandon Van Zee's weekly classes. The goal is to help you apply the learning you receive to your own portfolio as you watch Brandon apply the same concepts in his class portfolios. Stocks discussed: GREK, O, KR, WMT, SPY, PG, JNJ, KVUE, and INTC.
In today's class, we discussed how markets have performed over the past 2 weeks and how they responded to the Fitch credit downgrade. We also discussed recent moves in bond yields and commodities and how they impact long-term expectations. We looked at technicals to see the likelihood of another correction by the end of the year.
In today's class, we looked at this week's drop over the past 3 sessions, including the credit downgrade and Apple's earnings to dissect the technical signals that are suggesting we may transition next week to a bearish intermediate decline. We discussed what catalysts might be there for it turn into something more than just a pullback.
The purpose of this session is to answer questions from students regarding topics taught in David Settle's weekly classes. The goal is to help you apply the learning you receive to your own active trading as you watch David apply the same concepts in his class trades.
This class discussed a fairly large pivot towards the top of our Sector Selector tool. We have two value/cyclical sectors in our "Top Four" which hadn't spent much time in the upper rankings this year: Energy and Financials. We also talked about a situation where we held firm in our decision to hold a stock for over a year as it was underwater, but it came firing back and we are profitable again. We reviewed 3 Financials at the end of class.
In this class, we reviewed the major dividend increase announcements from last month. Financials and snacking companies impressed. We then reviewed our portfolio and found a couple positions underwater, but their strikes had not yet been breached, so we remain in wait-and-see mode. We then looked at two new Aristocrats in our head-to-head match-up.
This class discussed the concept of Yield On Cost, using Warren Buffett and his investment in Coca-Cola as an example. We also discussed the importance of diversification, using Energy stocks a couple years ago as an example. We then turned our attention to a couple somewhat new candidates from the Utilities sector for consideration to our portfolio. Between the two, we had covered one of them just once in eleven prior portfolios.
This intermediate options class is designed for market participants who want to start trading more actively. Bullish and bearish directional strategies are guided by technical analysis and are used on both stocks and ETFs.
This class discussed the market's recent transition. We've been seeing a number of oil stocks perking up lately, Utilities are trying to confirm a hammer candle from yesterday, and Tech stocks (particularly AI names) are suffering from profit-taking. We ended class with three new swing trade ideas: a bullish Health Care trade, a bullish Energy trade, and a bearish Discretionary trade.
This advanced options class uses volatility and market analysis to guide its decisions to build an inventory of multi-leg options trades across multiple ETFs. The inventory is then managed as one position rather than as separate trades.
The purpose of this session is to answer questions from students regarding topics taught in Brandon Van Zee's weekly classes. The goal is to help you apply the learning you receive to your own portfolio as you watch Brandon apply the same concepts in his class portfolios. Stocks discussed include: IFF, STT, BRK/B, AMGN, and SMG.
In today's class, we discussed today's inflation report and intraday reversal and how these moves impact our intermediate-term and long-term expectations and allocations. We also looked at international equities and how they've been rotating into favor as risk appetite starts to wane.
This class trains students on a wide variety of technical indicators to become more confident traders. Participants will learn to identify active trading opportunities using relative strength, candlestick analysis, and price patterns.
The purpose of this session is to answer questions from students regarding topics taught in David Settle's weekly classes. The goal is to help you apply the learning you receive to your own active trading as you watch David apply the same concepts in his class trades.
This class discussed the slippage in a number of Technology stocks recently (especially those affiliated with the A.I. theme). Energy remained at the top spot of the Sector Selector; Industrials replaced Technology in the second place position. We ended class with a look at natural gas company, a uranium company, and a broader-based foreign country ETF.
This class discussed the positions that we expect to roll off our books this upcoming Friday, with the September expiration weekend. We also discussed a retailer that we have a sold put on that reports earnings this week. We ended class with a head-top-head match-up between two Dividend Aristocrats.
This class discussed the recent market turbulence (S&P 500 down 8 of last 11 days), but noticed that our DGI portfolio is holding up reasonably well, mostly due to our Energy and Communications stocks. We then had a discussion about REITs and some of the nuances that make them different than other sectors (like FFO payout ratios). We conducted a head-to-head match-up between two rare REITs with multiple decades of dividend growth.
This intermediate options class is designed for market participants who want to start trading more actively. Bullish and bearish directional strategies are guided by technical analysis and are used on both stocks and ETFs.
This class discussed the recent bearishness in the markets, which led to some surprising changes in the factor rankings on the Factor Selector. The Financials sector has been noteworthy, due to how strong it was just a few weeks ago and that advance has now come to a screeching halt. That may have been why Low Size fell to last place. Value is now on top, due to Energy strength. We ended class with 3 new trade ideas.
This advanced options class uses volatility and market analysis to guide its decisions to build an inventory of multi-leg options trades across multiple ETFs. The inventory is then managed as one position rather than as separate trades.
The purpose of this session is to answer questions from students regarding topics taught in Brandon Van Zee's weekly classes. The goal is to help you apply the learning you receive to your own portfolio as you watch Brandon apply the same concepts in his class portfolios. Stocks discussed: PM, PEP, BLK, JJSF, MDLZ, VTV, SDY, SCHD, NOBL, TXN, JNJ, TROW, and UGI.
This class analyzes macro conditions and intermarket relationships using the Asset Selector tool. Students then learn to manage the passive portion of their portfolios using ETFs representing various asset classes and sectors.
In today's class, we looked at the current consolidation/intermediate decline and analyzed some of the technical signals that suggest more downside to come and also discussed what we need to see in the short term to end this current decline and start a new upside run back to new highs.
The purpose of this session is to answer questions from students regarding topics taught in David Settle's weekly classes. The goal is to help you apply the learning you receive to your own active trading as you watch David apply the same concepts in his class trades.
This class discussed the recent selling in the market and how it has been changing the sector rankings. Financials had a bad week, falling from 4th to 8th on the Sector Selector. We discussed a takeover within the Materials sector. We conducted some half-sales, implementing our risk management rules. Then we bought a position within the Energy area, one of the few sectors still holding up.
This basic options class discussed a recent dividend cut and how we intentionally avoided it, using some important metrics (and some common sense). We then discussed the state of the markets; in particular, interest rates are surging and giving Dividend Growth Investors some indigestion. We then had a head-to-head match-up between a Consumer Staple versus a Technology stock.
This class discussed the rising interest rate environment and how it has negatively impacted many dividend stocks. In particular, the Utilities have been hit hard, with all but one utility stock on the S&P 500 trading below their falling 30 day moving averages. We then conducted a head-to-head match-up in the Materials sector, including one stock that we had not reviewed in the previous 5 years.
This intermediate options class is designed for market participants who want to start trading more actively. Bullish and bearish directional strategies are guided by technical analysis and are used on both stocks and ETFs.
This class discussed the big pullback in interest rate sensitive areas. We spent some time talking about a penny stock that went on to produce tens of thousands of percent returns for investors over recent decades. We examined the Factor Selector and found that Quality is back on top, but Low Size stayed at the bottom. We ended class with three new swing trade set-ups.
This advanced options class uses volatility and market analysis to guide its decisions to build an inventory of multi-leg options trades across multiple ETFs. The inventory is then managed as one position rather than as separate trades.
The purpose of this session is to answer questions from students regarding topics taught in Brandon Van Zee's weekly classes. The goal is to help you apply the learning you receive to your own portfolio as you watch Brandon apply the same concepts in his class portfolios. Stocks discussed: K, GIS, JPM, HD, PNC, SCHW, SIVB, KO, BIL, BMY, SRE, NNN, SWK, TDS, TMP, UBSI, UVV, MO, and NJR.
In today's class, we looked at the market response to NVDA's earnings and how it impacts expectations that SPX may be ending its current intermediate decline or whether it may turn into the beginning stage of a deeper correction. We discussed other signs that point to market showing more signs of weakness and how that can impact current allocations.
In today's class, we looked at the intermarket relationships affecting the equity markets, including how rates are expected to move after today's Jackson Hole speech and the recent breakout in the US dollar. We also discussed the technical signals that are pointing to a deeper pullback that indicates the beginning stage of a another correction.
The purpose of this session is to answer questions from students regarding topics taught in David Settle's weekly classes. The goal is to help you apply the learning you receive to your own active trading as you watch David apply the same concepts in his class trades.
This class discussed the ability for the market to get past the two big events last week (NVDA earnings and Jackson Hole Symposium) without too much damage. We discussed the Sector Selector and found that most of the positions at the top held firm, but Communications was back in the Top 4. We then focused our analysis on three uranium-related trade ideas.
This class discussed the concept of many past bearish pullbacks leading us to wonder if we were holding less quality merchandise, but how this one instead has been a bit different, due to interest-rate sensitive stocks not rallying strongly compared to tech stocks. We then did a head-to-head match-up between a couple of the most popular stocks within the DGI community.
This class discussed the importance of being contrarian and being willing to "buy ugly charts" for many successful dividend growth investors. We discussed the frustrations of a stock that had been in the blue zone for the entire last week up until today, but we'll keep our eye on it and maybe it'll fall into our lap down the road. Lastly, we analyzed two Industrials, one of which we had never covered in previous years.
This intermediate options class is designed for market participants who want to start trading more actively. Bullish and bearish directional strategies are guided by technical analysis and are used on both stocks and ETFs.
This class discussed the impressive market breadth from the last two days. We also spent some time discussing the impact of luck upon our results, sharing an example of a stock that was within 4¢ of stopping us out and then went to max gain within a week. Lastly, we reviewed two bullish trade set-ups from the Quality factor and a bearish trade set-up from the Value factor.
This advanced options class uses volatility and market analysis to guide its decisions to build an inventory of multi-leg options trades across multiple ETFs. The inventory is then managed as one position rather than as separate trades.
The purpose of this session is to answer questions from students regarding topics taught in Brandon Van Zee's weekly classes. The goal is to help you apply the learning you receive to your own portfolio as you watch Brandon apply the same concepts in his class portfolios. Stocks discussed: EXR, AMT, JNJ, AMGN, PFE, ABT, ABBV, VFC, EVRG, BRK/B, and NWN
In today's class, we looked at the renewed strength in the NASDAQ, in particular the Technology sector, in relation to other markets and in context of the inverted yield curve between the 10-year bond and 3-month bill. We discussed the likelihood of getting even more bullish as SPX makes it way to pre-correction highs and how long a new "expansionary period" may last.
In today's class, we looked at important intermarket relationships that are affecting risk appetite for equities and how SPX may perform in the next week or two despite all the bullish breakout signals we've seen this week. We also compared the extremely low VIX to the inverted yield curve to see how that relationship may impact long-term risk appetite.
© 2023 · Market Scholars.