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Contributor Commentary

David Trainer | Equities.com |

For long-term investors, now is an excellent time to buy leading businesses, with the cash flows and balance sheet to survive the downturn, at significant discounts. Investors overlooking Simon Property Group are in the Danger Zone. Investors willing to lift their gaze past the (inevitable and steep) dip in economic activity should consider this Long Idea for their portfolio. Simon’s History of Profit Growth. Simon is down 63% year-to-date (YTD) and trades below its economic book value, or no-growth ...


Jeff Kagan | Equities.com |

Retailers should rush to get set up with touchless payment technology or contactless payment technology. Either that or they risk doing much less business in this new COVID-19 marketplace. I have written about this problem several times in recent years. Now this topic is front and center. Customers do not want to touch a germ filled screen. They want touchless or contactless payment technology.That being said, only a very small percentage of stores use contactless or touchless payment tech. In r...


Leo Kolivakis | Equities.com |

Pippa Stevens of CNBC reports on why the stock market is up even with historic job losses:A record number of Americans just lost their job, and yet stocks are moving higher. This seems paradoxical given the economic toll — to say nothing of the emotional toll — on millions of people across the country without a job.While some say this is further indication that the stock market has become decoupled from reality, others say there are clear reasons why stocks have rebounded, and can continue ...


Gary C. Bizzo | Equities.com |

As a boy growing up in Canada, I remember seeing the ubiquitous 'Made in the USA' product label everywhere and on everything. Lionel Trains, established in 1900 in Concord, North Carolina, were my go to rainy weekend toys. My first guitar at twelve was a Fender Stratocaster made in California and my first computer was an Apple made in Cupertino. Remember Wrigley's Juicy Fruit gum stuck under your desk top at school? It was made in Chicago. What happened to the Made in the USA label on every...


Frank Holmes | Equities.com |

Warren Buffett is arguably the most respected and accomplished investor in U.S. history. He turned Berkshire Hathaway, a struggling textile company, into a multibillion-dollar holding company. Since 1987, Berkshire’s Class A shares have delivered an impressive compound average growth rate (CAGR) of 14.91 percent.That doesn’t mean all of his investing decisions should be seen as gospel. He famously doesn’t like gold, for one. And in 2018, he admitted that he was wrong to underestimate Amazo...


Ivan Martchev | Equities.com |

If it weren’t for the elimination of the uptick rule in 2007 and the subsequent infiltration of high-speed computerized trading, the volatility in the stock market would not be so high. The same is true for the commodity markets, even though the rules of trading there have always been different. The most extreme case of “computers gone wild” is the recent trading in May 2020 WTI crude oil futures (CLK20), where the last trade in the contract was a positive $9.06 one day after the contract ...


Michael McTague | Equities.com |

Beyond the coronavirus financial crisis, all countries need to protect their economies from further damage. Our new series concerns Italy, a major member of the euro zone that has also suffered mightily this year. Italy’s economy is our focus. The euro zone suffers from slow growth. Long before the corona virus cut deeply into profits, the wealth centers on the continent – Germany and France -- were crawling along. But, careful observers will note that Italy has been mov...


Robert Reiss | Equities.com |

This pandemic has sent our country into a rapid economic downturn with massive job losses and millions of people seeking ways to cut costs. It’s a perfect storm on many fronts leaving consumers mainly focused on indispensable items should as food, shelter and yes communication devices such as mobiles and tablets. These devices have become the ultimate form of communication during this pandemic for news and updates and in many cases the only way family members can communicate with their loved o...


David Nelson, CFA CMT | Equities.com |

Markets took a pause last week while at the same time completing one the biggest single month gains in a generation. It would be nice to believe the challenges ahead are few and that 2020 is just a cyclical downturn easily followed by the next leg of a bull market. Unfortunately, reality is a bitch!S&P 500 3 Year Chart with Linear Regression and Retracement _____David Nelson is Chief Strategist for Belpointe Asset Management._____Equities Contributor: David Nelson, CFA CMTSource: Equities Ne...