Revisiting 2018 Sells

AAII Journal Editor Charles Rotblut revisits two of last year’s “Sells of the Week” that went on to decline in price: United States Steel Corp. (X) and Vera Bradley Inc. (VRA). He also explains to Chuck Jaffe how the underlying fundamental trends improved for Helen of Troy Ltd. (HELE) after he called a stock a…

 

Brokers Announce New Stock Exchange – What We Know

A new stock exchange was announced on Tuesday. Normally, this would not be particularly noteworthy for most individual investors. What differentiates the Members Exchange (MEMX) is who the founding members are: discount brokers Charles Schwab, E*Trade, Fidelity Investments and TD Ameritrade. Joining them are full-service brokers Bank of America Merrill Lynch, Morgan Stanley and UBS….

 

Revisiting 2018’s Buys

AAII Journal Editor Charles Rotblut revisits two of last year’s “Buys of the Week” that went on to rise in price: Procter & Gamble Co. (PG) and America’s Car-Mart Inc. (CRMT). He also explains to Chuck Jaffe how the underlying fundamental trends worsened for Magellan Health Inc. (MGLN) after he called a stock a “Buy”…

 

The Stretch of Low Optimism Continues

Last month, optimism and pessimism in our weekly Sentiment Survey reached unusual levels. Bullish sentiment plunged to 20.9% on December 12, 2018, while bearish sentiment jumped to a multi-year high of 50.3% by the end of December. Of the two, unusually low readings for optimism have a stronger record of being a contrarian indicator. The…

 

The January 2019 AAII Journal is Now Available Online.

COVER ARTICLE The Position of the Individual Investor By James B. Cloonan Looking back on the occasion of the AAII Journal’s 40th anniversary: This article originally appeared in the second issue of the AAII Journal, March–April 1979, and set the stage for AAII’s mission.   IN THIS ISSUE Steps You Can Take to Reduce the…

 

21 Investing Resolutions for 2019

Special notes: Our offices will be closed on both Monday, December 31, and Tuesday, January 1. The U.S. bond market will close early (2:00 p.m. Eastern Time) on Monday but the stock exchanges will operate on normal hours. All U.S. financial markets will be closed on Tuesday. On behalf of everyone at AAII, have a…

 

We May Be Getting Closer to the Bottom

The current decline has put the S&P 500 index on pace to experience an unusually bad month. Through yesterday’s close, the large-cap index was down 10.6% on a month-to-date basis. This ranks as the 27th worst calendar month, according to @OddStats. It also makes this month the toughest since February 2009, when the S&P 500…

 

One or Two Rate Hikes in 2019?

Special note: Our offices will be closed on Monday and Tuesday both next week (December 24 and December 25) and the week after (December 31 and January 1). On behalf of everyone at AAII, we wish a merry Christmas to the many of you who will be celebrating the holiday and a happy, healthy and…

 

MoneyLife Radio Sell of the Week: United Technologies Corp. (UTX)

AAII Journal Editor Charles Rotblut explains to Chuck Jaffe why United Technologies Corp. (UTX) is his “Sell of the Week” for December 18, 2018, on the MoneyLife Radio Program. MoneyLife is a daily personal finance show that sorts through the financial clutter to bring you the information you need to lead the MoneyLife. Audio url: Sell…