MY JOURNAL FOR MONDAY MORNING – NOVEMBER 25, 2019
NEWS, BREAKOUTS, MOMENTUM PLAYS, & BOTTOMS
Five examples of how investing in what you know can make you a fortune – 5i Research 📰
Peter Hodson: These ‘common sense’ stock ideas were just staring us in the face
For this column we are going to channel Peter Lynch, who liked to invest in what he knew. Hang on, as we are going to get personal here, as we walk you through our past couple of weeks highlighting some “common sense” stock ideas that were just staring us in the face.
Apple Inc. (AAPL on Nasdaq)
I am not one of those tech geeks who needs to upgrade their smartphone every six months. My iPhone 6S was working just fine — until it wasn’t. The camera broke, the battery was fading, and when using Siri it developed a bad habit of freezing up. So, off to the Apple store I went last week. Since I am (a) old and (b) had a big-screen phone already, I opted for the iPhone 11 Pro Max. Throwing in the Apple Care warranty, and yeah, I just had to buy those cool new Air Pod Pro headphones, I walked out of the store with a $2,200 bill, including taxes. My first car cost half that! And of course, even though it was a Tuesday morning, the Apple store was absolutely packed with customers. It’s no wonder that Apple stock is up 67 per cent this year (it also announced it was increasing iPhone 11 production after good reviews and initial strong sales). The largest company in the world (about to move to number two though with the Aramco IPO), it is arguably cheap at 20X earnings. It pays a 1.17 per cent dividend, which was raised in April. It has $206 billion in cash, and generated $59 billion in free cash flow in the last 12 months. I do own Apple stock, but walking out of the store I wondered why I don’t own more. – READ MORE
Peter Hodson, CFA, is Founder and Head of Research of 5i Research, a conflict-free investment research provider for retail investors offering research reports, model portfolios and investor Q&A, which is available to try for free (Click Here).
Stock Market Outlook for November 25, 2019 – EquityClock.com 📊
Always a month behind the US in reporting retail sales, Statscan released its report for the month of September. The statistics agency reported that retail trade in this country fell by 0.1% in September, inline with the consensus analyst estimate. The result places the year-over-year change at +1.0%. Stripping out the seasonal adjustments, Canada Retail Trade actually fell by 7.1%, which is much weaker than the 3.9% decline that is average for September. The year-to-date change is now trending 5.5% above the seasonal average. We sent out further insight to subscribers intraday. Feeling left out? You can signup now to either the monthly or yearly subscription option and we’ll send these intraday reports directly to your inbox.
Tech Talk is a free stock market letter service available at TimingTheMarkets.com and EquityClock.com. Ask us about the Seasonal Advantage Portfolio.
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BREAKOUTS, MOMENTUM PLAYS, & BOTTOMS 📈
TFI International (TSX:TFII)
Dream Hard Asset Alternatives Trust (TSX:DRA.UN)
Park Lawn (TSX:PLC)
Northwest Healthcare Properties REIT (TSX:NWH.UN)
Champion Iron (TSX:CIA)
MOMENTUM ALERT SIGNALS 📡
Have a great day! 🙂
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