Day 248: Best Stocks for 2nd Half?

Mother's Little Helper portfolio was UP today +9,381.11 (+1.20%). Overall GAIN YTD: +$207,468.52 (+35.53%). According to CNN Money our benchmark index, the S&P 500 is up +10.40% Year To Date. http://money.cnn.com/data/markets/sandp/ Sorry about missing yesterdays portfolio update. Normally, even if I don't write a blog post I do update the portfolio with the days closing prices. Yesterday was a big day, I had some work to do on one of my show bikes and at work I had a house to draw, the kitchen is looking really good. Did you catch that sunset last night? You get the point, we all have better things to do than focus on what the stock market is doing on any given day. So while there are t

Day 246: Damn The Torpedoes!

Mother's Little Helper portfolio was UP today +307.20 (+0.04%). Overall GAIN YTD: +$190,554.78 (+32.64%). According to CNN Money our benchmark index, the S&P 500 is up +9.27% Year To Date. http://money.cnn.com/data/markets/sandp/ I've been away for a few days, moving, getting kids to college and new high schools, so I thought I would take a look at what's impacting the markets lately. North Korea launches a missile over Japan, that's the eleventh missile test in 2017. Treasury yields are lower, the US Dollar was flat today, and Hurricane Harvey continues to create havoc in Texas and Louisiana. The disruption to the refining industry sent oil prices lower and gasoline higher. Bitcoin has

Day 232: Take the Quiz

Mother's Little Helper portfolio was UP today +$3,559.18 (+0.46%). Overall GAIN YTD: +$198,908.14 (+34.07%). According to CNN Money our benchmark index, the S&P 500 is up +10.24% Year To Date. http://money.cnn.com/data/markets/sandp/ We're Not Saving, and We're Not Learning to Save Financial literacy in the U.S. is not getting better, in fact it's getting much worse, even in the wake of the financial crisis. A survey conducted at George Washington University and the University of Pennsylvania found that 70% of American's cannot answer 3 basic questions about their money with respect to saving and investing. With only 30% answer these questions correctly we clearly have a lot of work to do

Day 230: You're Wreaking Havoc?

Mother's Little Helper portfolio was UP today +$11,095.35 (+1.43%). Overall GAIN YTD: +$200,667.98 (+34.37%). According to CNN Money our benchmark index, the S&P 500 is up +10.14% Year To Date. http://money.cnn.com/data/markets/sandp/ Are average investors wreaking havoc on the markets? (insert sarcasm here) I know this is going to make you sad, but I think so, we may be creating an inflection point that has professional investors worried. Lately I've been hearing a familiar cadence on the financial news channels and in the papers; it's that line of bearish preaching warning that the end is near. The nay-sayer's, dooms-dayer's and the worst of the bunch, the all-knowing hedge fund managers

Day 226: Hold Your Ground

Mother's Little Helper portfolio was DOWN today -$19,787.78 (-2.50%). Overall GAIN YTD: +$187,753.79 (+32.16%). According to CNN Money our benchmark index, the S&P 500 is up +8.91% Year To Date. http://money.cnn.com/data/markets/sandp/ OUCH! That hurt today. First up I reported yesterday that NetEase beat expectations on their earnings call. In fact they missed. My bad I reported un-audited numbers, when investors got the real scoop they sold NetEase off, the stock was down over $30/share. These are the days that make investors question themselves. These are the days when nothing makes sense in the markets and we all just wonder if the money isn't safer in something like a bond or a mo

Day 225: 2 Beats, 1 Miss

Mother's Little Helper portfolio was DOWN today -$1,914.34 (-0.24%). Overall GAIN YTD: +$207,610.58 (+35.56%). According to CNN Money our benchmark index, the S&P 500 is up +10.51% Year To Date. http://money.cnn.com/data/markets/sandp/ Three companies in the portfolio reported earning today; we had 2 beats and 1 miss. The Children's Place and NetEase continue to grow earnings at a strong pace while Mylan has under-performed for a variety of reasons all year. While Mylan has a great franchise and an enviable pipeline, the scandal over EpiPen pricing, reduced margins and increasing competition in key product lines will most likely hold the share price down through out the year. However wit

Day 224: Omeros Beats Estimates

Mother's Little Helper portfolio was DOWN today -$1,388,.83 (-0.17%). Overall GAIN YTD: +$209,630.50 (+35.90%). According to CNN Money our benchmark index, the S&P 500 is up +10.55% Year To Date. http://money.cnn.com/data/markets/sandp/ Omeros Corporation reported earnings today and beat estimates by $0.15. OMER is up after hours over 4% or about $1.00/share giving the portfolio a nice boost. If you've had a cataract surgery lately you likely came in contact with Omeros' Omidra product. Omeros Corporation is a bio-pharmaceutical company that discovers, develops, and commercializes small-molecule and protein therapeutics, and orphan indications targeting inflammation, coagulopathies, and

Day 223: We're #4

Mother's Little Helper portfolio was UP today +$10,300.12 (+1.31%). Overall GAIN YTD: +$211,187.75 (+36.17%). According to CNN Money our benchmark index, the S&P 500 is up +10.81% Year To Date.http://money.cnn.com/data/markets/sandp/ The portfolio had another big gain today following dramatic rises in Dynavax, LAM Research, Cognex and Nvidia. Companies in the portfolio expected to report earnings this month are listed below. Note that the company may report on a different day, these are estimates. A positive surprise in earnings and revenues with upbeat forward guidance from management is usually the trifecta earnings call that moves share prices higher. I think it's occasionally helpful

Day 220: Bond Bubble?

Mother's Little Helper portfolio was UP today +$3,237.71 (+0.41%). Overall GAIN YTD: +$200,971.18 (+34.42%). According to CNN Money our benchmark index, the S&P 500 is up +10.63% Year To Date. http://money.cnn.com/data/markets/sandp/ Something is not right! I'm not a professional investor, I haven't worked at a hedge fund, I simply selected a group of stocks according to my own version of 'common sense' and they just keep going up and up and up, I'm sorry but my ego elevator doesn't go to that floor. Something is not right. In July 2016 when U.S Treasury bonds hit a low I began building a small position for my own portfolio in a fund called the ProShares UltraShort 20+ Year Treasury (TBT)

Day 218: DOW 21,700?

Mother's Little Helper portfolio was DOWN today -$4,098.54 (-0.53%). Overall GAIN YTD: +$190,623.80 (+32.65%). According to CNN Money our benchmark index, the S&P 500 is up +10.66% Year To Date. http://money.cnn.com/data/markets/sandp/ On January 6, 2017 I posted the article below where I laid out my thesis for the DOW reaching 21,700 by 2018. I was off, by 300 points and 5 months. Today the DOW closed above 22,000 for the first time. As a buy and hold practitioner I probably should have ignored this milestone, it's just another fence post along the road. In the years to come we'll look back on DOW 22,000 the same way my dad looked back on DOW 500. How much longer will this bull market l

Day 217: Scheduling a Recession Part 3

Mother's Little Helper portfolio was UP today +$2,763.66 (+0.36%). Overall GAIN YTD: +$194,840.37 (+33.37%). According to CNN Money our benchmark index, the S&P 500 is up +10.61% Year To Date. http://money.cnn.com/data/markets/sandp/ There are as many indicators and collections of data sets that presume to predict the causes of recessions that ferreting out what’s right and wrong is a cottage industry unto itself. Instead of trying to get to a perfect answer, I’m going to offer up some potential recession igniters and we’ll take our conversation forward from there. First up is energy. As I stated in my hypothesis, I think energy plays a vital role in triggering recessions. In fact four U.S

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This material is provided for informational purposes only, as of the date hereof, and is subject to change without notice.
This material may not be suitable for all investors and is not intended to be an offer, or the solicitation of any offer, to buy or sell any securities.

© 2016 by Clay Baker all rights reserved