Tweet of the Week: Are We In Another Election-Year Selloff?
Sizemore Insights
by Charles Lewis Sizemore, CFA
3y ago
During an election year the S&P 500 peaks today (Sept 21) and bottoms the last week of October. The calendar very well could be the biggest issue if you are bullish right now. pic.twitter.com/QARx39vENl — Ryan Detrick, CMT (@RyanDetrick) September 21, 2020 If history is any guide, the S&P 500 might be in for a rough month. Ryan Detrick, CMT ran the numbers back to 1950 and found that the market tops out around September 21 in election years and bottoms out in the last week of October. Now, before we go any further, I have to throw out some major caveats. To start, there have only b ..read more
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Trump or Biden: Which Candidate Is More Bullish for Marijuana Stocks?
Sizemore Insights
by Charles Lewis Sizemore, CFA
3y ago
America’s drug laws are a messy patchwork quilt. Eleven states and the District of Columbia have already legalized marijuana for recreational use, and all but eight states have allowed marijuana to some degree for medicinal purposes or have at least partially decriminalized marijuana or its derivatives like CBD oil. Yet at the federal level, the legal pot industry remains in a sort of limbo. Marijuana remains an illegal Schedule I substance under federal law, and businesses related to it face a precarious existence, never really knowing when a fickle Justice Department might decide to put them ..read more
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10 Best Stocks to Buy If President Donald Trump Wins Re-Election
Sizemore Insights
by Charles Lewis Sizemore, CFA
3y ago
This is part one of a two-part article that originally appeared on Kiplinger. See also “10 Best Stocks to Buy If Joe Biden Wins the Presidency.” It’s best to leave your politics at the door when investing. No matter how much you like or dislike the man in the White House, presidential policies generally matter a lot less for the stock market than Federal Reserve policy or the general health of the economy. That said, the best stocks to buy under a Republican administration are sure to be different than those under a Democratic administration. We’re currently in the homestretch of what has alre ..read more
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10 Best Stocks to Buy If Joe Biden Wins the Presidency
Sizemore Insights
by Charles Lewis Sizemore, CFA
3y ago
The following first appeared on Kiplinger. See also 10 Best Stocks to Buy If President Donald Trump Wins Re-Election. It’s still early, and a lot can happen between now and November. But over the past few months, former Vice President Joe Biden’s chances of becoming the next president of the United States have vastly improved. As of late July, the betting markets were pricing in a 60% probability of the election going his way, and most polls show Biden ahead in the key swing states that will decide it. Polls won’t always nail it perfectly, as we saw four years ago when Hillary Clinto ..read more
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Qualified Dividends vs. Ordinary Dividends
Sizemore Insights
by Charles Lewis Sizemore, CFA
3y ago
The following article first appeared on Kiplinger. At some point in almost every investor’s life, they’ll be alerted to the fact that they’re collecting “qualified dividends.” That inevitably prompts the natural question: What are qualified dividends? Ultimately, the importance of this distinction has to do with how you’re taxed on your dividends. The tax rate on qualified dividends is 15% for most taxpayers. (It’s zero for single taxpayers with incomes under $40,000 and 20% for single taxpayers with incomes over $441,451.) However, “ordinary dividends” (or “nonqualifi ..read more
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Generate Safe Income — and Use Bonds to “Buy the Dip”
Sizemore Insights
by Charles Lewis Sizemore, CFA
3y ago
Around the office, people know me as the “income guy.” A large share of my investment research is geared toward generating money you can use now. Capital gains (aka rising stock prices) are ultimately outside of your control. Stocks tend to rise over time, or at least they have up until now. But you can’t make stock prices go up. Mr. Market doesn’t know you and doesn’t care what return you need to meet your retirement goals. So any retirement plan that requires higher stock prices is inherently risky. A strategy with a large income component will be a safer bet. Let’s throw down a fe ..read more
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Dividend Stock of the Week: Sturdy Retail REIT Yields 5.7%
Sizemore Insights
by Charles Lewis Sizemore, CFA
3y ago
Today, we’ll cover one of my favorite long-term dividend stocks: National Retail Properties (NNN). National Retail is a real estate investment trust focused on single-tenant, stand-alone retail properties. The COVID-19 pandemic has hammered REITs — particularly those focused on retail. Many retail tenants had to close their doors in the second quarter. Foot traffic and sales haven’t returned to pre-crisis levels yet. National Retail’s tenant base is no exception. But that’s OK. NNN’s balance sheet is a fortress. It has the flexibility to negotiate with its tenants. In the second quarter, duri ..read more
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Retirement Tip: Max Your 401k Before Your Kids’ 529 Plan
Sizemore Insights
by Charles Lewis Sizemore, CFA
3y ago
You’ll have to excuse me while I brag a little. My daughter Gabriela was born on Thursday and just came home from the hospital on Sunday. Mother and baby are doing great! My house is total chaos at the moment, serving as a nursery, an office and a school for my two sons who are stuck doing remote learning for a while. It also appears to be a soccer training camp, judging from the cones, hurdles and soccer balls scattered across the backyard. But hey, we’re making it work. At any rate, if you know me, you’re aware that I’m the planning guy. So I’m already reviewing college savings plans for my ..read more
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Trump vs. Biden: Better President for Stock Market?
Sizemore Insights
by Charles Lewis Sizemore, CFA
3y ago
“This year’s presidential election is the most important in the history of the republic.” Maybe. But the funny thing is, I seem to remember hearing the same thing four years ago … and four years before that … and four years before that… It seems that every election is the most important in history. Now, I’m not suggesting that the 2020 election isn’t important. And it may be one of the more significant elections of the past several decades. But this reminds me of a quote by Adam Smith, the Scottish-born founder of economics. Following the British loss to the Americans at S ..read more
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The Worst 401k Advice I’ve Ever Seen
Sizemore Insights
by Charles Lewis Sizemore, CFA
3y ago
k) Advice I’ve Ever Seen"/> I don’t like to pick online fights. There’s far too much of that going on these days. But I was ready for digital fisticuffs after reading what may be the worst financial advice ever today. And I’d be doing the world a disservice by not pointing it out. Writing for Bloomberg, Aaron Brown, former managing director of alternative investments firm AQR, said: “401(k) plans no longer make much sense for savers.” I’ll give him some credit. Taxes are significantly lower today than they were a generation ago, and many 401(k) plans are loaded with high fees. By Brown ..read more
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