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The “Great Wall” of Worry

The sadly played out freak show in Washington has provided us with a least a few stones placed on the preverbal “Wall of Worry”. Without the resolution yet in hand, I have already
Jordan Kimmel is a Portfolio Manager for Gitterman Wealth Management. Phone: 848-248-4290Email: [email protected] With over 30 years of experience in the financial services industry, both as a retail broker and fund / portfolio manager, Jordan is the creator of the FACTS® Stock Selection Process, which employs a unique holistic and quantitative analysis on the integrity and sustainability of over 2,000 US companies. Jordan’s FACTS® method identifies organizations with: Financial Strength Accounting Conservativeness Corporate Integrity Transparency Sustainability / ESG (Environmental, Social, and Governance) Metrics FACTS® analyzes the largest and most liquid companies, and also incorporates Jordan’s Magnet® Investment Strategy, one of the first strategies of its kind to combine the best tenets of value, growth, and momentum of company fundamentals. Magnet® has been licensed to several leading institutions around the country, and Jordan appears frequently on several major financial TV networks, including CNBC, Fox Business, Bloomberg, and ABC News, among others. He has also been quoted extensively in several publications, including Forbes, The Wall Street Journal, and U.S. News & World Report. He is the author of two books, the most recent being “The Magnet Method of Investing.” (Wiley, 2009).
Jordan Kimmel is a Portfolio Manager for Gitterman Wealth Management. Phone: 848-248-4290Email: [email protected] With over 30 years of experience in the financial services industry, both as a retail broker and fund / portfolio manager, Jordan is the creator of the FACTS® Stock Selection Process, which employs a unique holistic and quantitative analysis on the integrity and sustainability of over 2,000 US companies. Jordan’s FACTS® method identifies organizations with: Financial Strength Accounting Conservativeness Corporate Integrity Transparency Sustainability / ESG (Environmental, Social, and Governance) Metrics FACTS® analyzes the largest and most liquid companies, and also incorporates Jordan’s Magnet® Investment Strategy, one of the first strategies of its kind to combine the best tenets of value, growth, and momentum of company fundamentals. Magnet® has been licensed to several leading institutions around the country, and Jordan appears frequently on several major financial TV networks, including CNBC, Fox Business, Bloomberg, and ABC News, among others. He has also been quoted extensively in several publications, including Forbes, The Wall Street Journal, and U.S. News & World Report. He is the author of two books, the most recent being “The Magnet Method of Investing.” (Wiley, 2009).

The sadly played out freak show in Washington has provided us with a least a few stones placed on the preverbal “Wall of Worry”. Without the resolution yet in hand, I have already played mine. As long fear dominates the investing landscape I think you can make money on the upside.

Interestingly, a few months ago I started seeing lots of smaller Chinese companies appearing near the top of the Magnet lists. Initially, my first reaction was- too many thorns, too much risk. The accounting issues and political concerns even got to me- the one that tries so hard to be unemotional and just “use the model”. This case is was The “Great Wall” of Worry. 

My practice is to set “alerts” -showing me both price and volume alerts and the “Top Ranked Magnets”. As these alerts go off- it’s time to put money to work. At this point many of them have already gone off. In my portfolio we have several. Yesterday Noah Holding (NOAH) simply blasted off. I am guessing being in the wealth management business in China is a good place to be, based on the company’s Magnet® rank. As of today, NOAH is already extended for a good entry point- but I think you’ll be hearing about his one again. There are several others too small to mention in this note…

I always use the Wall of Worry as one of my guides. Valuation is the other. From my view, I am comfortable owning the best Magnet® stocks while everyone else is still expecting gloom and doom. We I can see over The Wall of Worry…I’ll be letting you know that too! For now, I think we are in a great spot to invest.

This article has been prepared solely for informational purposes, and is not an offer to buy, nor sell or a solicitation of an offer to buy or sell any security, product, service or investment.  The opinions expressed herein do not constitute investment advice and independent advice should be sought where appropriate.  All information and opinions expressed herein are current as of publication and are subject to change without notice.

Disclosures: Jordan Kimmel may be trading in these stocks in Magnet AE.