Articles on

I’ve been expecting a rally in stocks, so I’m not surprised at last week’s bounce. What worries me is what’s next, says Joe Duarte of In the Money Options.
Technically speaking, the S&P did finally close back above the 50-day moving average today after spending a few weeks below, says Steve Reitmeister, editor of Reitmeister Total Return.
Suddenly, talking about a global energy crisis doesn't sound crazy anymore, exclaims Phil Flynn of the PRICE Futures Group.
The S&P 500 had its best week since July, states Bonnie Gortler of bonniegortler.com.
While we must always be braced for downside volatility, we like the long-term prospects of our portfolios of undervalued stocks. We think valuations for equities are attractive, including these automakers, observes Jason Clark, a value investing specialist and contributing editor to The Prudent Speculator.
When it comes to hotels, we like to insulate ourselves from the natural volatility with preferred shares, suggests income expert Rida Morwa, editor of High Dividend Opportunities.
As the world grew more digital, so did NetApp (NTAP). You might remember NetApp as Network Appliance, one of the darlings of the tech boom of the late 1990s, recalls Richard Moroney, editor of Dow Theory Forecasts.
It took an 11th hour legislative showdown and threats by the company to shut a pair of nuclear plants — but Illinois has now passed the omnibus energy legislation that Exelon Corp. (EXC) sought for years, asserts Roger Conrad, editor of Conrad's Utility Investor.
The US 5-year yield is up 22 bps this month to its highest since February 2020 on inflation tailwinds and rate hike expectations, states Bill Baruch of Blue Line Futures.
US equities had a slight downward bias overnight as market participants await this week’s earnings reports, states Ian Murphy of MurphyTrading.com.

Virtual Learning

As the world changes at breakneck speed, it can be difficult to keep up with developments. Using Elliott Wave analysis can help clarify the global macro environment as well as identify emerging opportunities to either speculate or to protect your existing investments. Elliott Wave International's head of global research, Murray Gunn, will show you the outlook for various asset classes over the next year, allowing you to be prepared in good time.
<p>The markets have had an incredible run this year, but things are changing. The S&P and Nasdaq are trading well off their recent lifetime highs. Inflation is in the daily headlines and the investment community is worried. Many talking heads are forecasting a 20%+ correction before the end of the year.</p><p>In spite of all the talk about higher rates, individual investors are still stuck in a zero-rate environment. Those looking for income have to take unreasonable risks that subject their capital to large losses in a market downturn.</p><p>During this presentation, Mike Turner will show you how he uses yield plus growth to target a goal of generating 7% to 10% in a strong dividend portfolio. He will go over his equity selection process, his downside protection process, and the diversification strategy that he uses in his proprietary "Diversified Income Strategy" model portfolio.</p><p>After the presentation has ended, join Mr. Turner for a special Zoom conference during which he will answer your questions.</p>
There is a new kind of private market evolving around us at this very instant. As it matures, so do the opportunities for profitable exits for savvy investors. Jason Williams, founder of the Main Street Ventures investment advisory, discusses deal sourcing in the 21st century and the often-overlooked opportunities that can be found in equity-based crowdfunding. He will introduce you to several portals where founders come to you with their investment rounds as well as share some of his top open opportunities with you. You'll also get a special offer to join his community of like-minded investors and get access to all his future recommendations.
<p>Join First National Realty Partners co-founder and managing principal Anthony Grosso as he unveils the company's most recent acquisition, Westwood Shopping Center.</p><p>Westwood Shopping Center is anchored by a 31,420 square-foot Food Lion grocery store with a lease term extending to August of 2024. Food Lion has been a tenant at the site since 1989 and maintains one five-year renewal option that will allow them to remain at the site until 2029. They have strong annual sales of $17.5 million dollars ($556 per square foot) and the benefits of Ahold's fortress balance sheet. This center also includes many other high-quality, national tenants including Roses, Truist, Wells Fargo, Hardee's, Jersey Mike's, UPS Store, Dairy Queen, and more.</p><p>Westwood Shopping Center is situated in a densely populated retail corridor approximately five miles west of downtown Fayetteville and five miles south of Fort Bragg which is the world's largest military installation. The property sits at the intersection of Morganton Road, South McPherson, and All American Freeway with combined traffic counts of over 104,000 vehicles per day. Within a five-mile radius of the property, the population is over 157,000 people, and within a one-mile radius, the average household income is over $79,000 dollars.</p><p>The property will provide investors with the opportunity to earn long-term cash distributions with exciting potential for upside through the execution of several value-add tactics.</p><p>Westwood Shopping Center Financial Projections:</p><ul><li>15% Targeted Annual Return</li><li>8.5% Targeted Avg. Annual Cash Distribution</li><li>1.5x Targeted Equity Multiple</li><li>$36mm Purchase Price</li><li>Three-Year Targeted Hold</li></ul>
History hints that due to a variety of milestones set earlier in the year - including the number of new all-time highs through February, the Q1 2021 low not eclipsing the December 2020 low, and a top-20 first half return for the S&P 500 Q4 2021 will likely record a higher-than&#8211;average full year return. Indeed, the S&P 500 typically saves the best for last. Whether looking at all years since 1945, or just first&#8211;year of the 16&#8211;quarter presidential cycle, the S&P 500 recorded its highest average price change in Q4, as well as its highest frequency of price gains. However, investors will need to hang on tight during the typically tumultuous ride in October, which saw 36% higher volatility when compared with the average for the other 11 months. Sam Stovall, Chief Investment Strategist at CFRA Research will discuss his outlook for the remainder of 2021 and his preliminary prognosis for 2022.
<p>Learn how to earn consistent passive income and diversify your portfolio with one simple investment vehicle. In this session, the managing partners of Bequest Funds, Martin Saenz and Shawn Muneio, explain how their fund leverages the secondary mortgage market to generate 8% or 9% annual preferred returns for investors. Monthly payments from borrowers become monthly passive income for investors. Join us to learn more about Bequest Funds' conservative underwriting model and investor benefits including monthly passive income distributions, zero fees, and investment liquidity following a mere 12&#8211;month lock&#8211;in period. Earn consistent income and diversify your portfolio to include real estate assets with Bequest Funds.</p>
"Best Investor" principles, process, and practices have never been more essential. Top of the list is risk management. In this talk, Chris Belchamber, of CB Investment Management, will travel through macro instability, investment strategy, and then focus on how "Best Investor" risk management can be executed in real time.
Why are even conservative investors pouring into this new type of oil investment? The clear BOOM in the oil market is undeniable and&#8212;for obvious market reasons&#8212;will continue for a long time to come. Yet, oil is historically and correctly considered to be a high-risk asset class. Join this special presentation as Bryan Ellis, publisher of <em>Accredited IQ Magazine</em>, reveals why savvy oil veterans along with truly conservative "new" oil investors are flooding into a special type of oil income opportunity (called "Proven Zone Re-Entry") that offers shocking income, astonishing tax benefits and, even better: 100% elimination of the risk of a "dry hole"!
Global maritime shipping sectors have performed exceptionally well in 2021 as investor attention returns to global recovery trends while tight supply chains have led to surging profits. Several segments of the global logistics industry are enjoying near-record profits and cash flows with the outlook improving further into 2022. J Mintzmyer, a renowned global maritime shipping expert, will walk investors through the key segments of the industry and share insights about which shipping segments and companies are best positioned both for ongoing recovery trades and also for potential long-term investments. Join for the latest global trade commentary as well as an educational seminar on a fascinating, but often overlooked, key segment of the global economy. You won't want to miss this one: J's curated model portfolios have already returned an average of 125% YTD as of September!
Join Mark Russo, Founder and Chairman of Treasure Investments Corporation and Foundry Michelangelo, and Michael Sheppard, Partner & Director of Investor Relations, to learn how to take advantage of an opportunity get in on the ground floor prior to the company going public.

Conferences