Recent Articles by Lyn Alden Schwartzer

Where Fundamentals Meet Technicals: AMGN, EBAY

Overall, Amgen and eBay offer the prospects of long-term gradual wealth compounding.
by Lyn Alden Schwartzer - 2 weeks ago

Market Analysis for Oct 30th, 2020

Liquidity UpdateDuring the worst part of March, I began a series of liquidity updates to provide info about forced selling pressure on assets (stocks, bonds, gold, etc). Due to the global USD shortage, margin pressure, and other things, there were clear signs of forced selling pressure back then. It was bad enough not only to affect stocks, but also gold and long-duration Treasuries (and for Treasuries, that's very rare). I reduced those updates as liquidity became more abundant. This week, however, renewed some (but not all) of the issues.
by Lyn Alden Schwartzer - 4 weeks ago

Fed Continues With "QE Infinity"

The Fed bought $44.5 billion in securities outright this week, and liquidity swaps to other central banks decreased by $20.3 billion.
by Lyn Alden Schwartzer - 2 months ago

Where Fundamentals Meet Technicals: Apple and More

Despite technically being cheaper than Amazon (AMZN), Apple (AAPL) is a clearer case of high valuation relative to some of the other risk-adjusted alternatives that investors could move into.
by Lyn Alden Schwartzer - 5 months ago

Where Fundamentals Meet Technicals: TSLA and XLF

Investors have flocked into mega-cap growth tech names as well as stocks like Tesla (TSLA). On the other hand, traditionally cyclical stocks like industrials and banks have been left for dead. The divergence may be getting a little stretched, however.
by Lyn Alden Schwartzer - 6 months ago

Where Fundamentals Meet Technicals: CSCO and Review

Cisco (CSCO) stock is pretty interesting at current prices. The technical/sentiment analysis has been a bit mixed between our Elliott Wave analysts, but I think solid fundamentals represent a reasonable tiebreaker here. Count me in the long-term bullish camp.
by Lyn Alden Schwartzer - 7 months ago

Deep Dive on the Market Crash

At this point, there’s plenty of areas to look for value, even though there’s still a good chance we haven’t seen “the bottom” yet.
by Lyn Alden Schwartzer - 8 months ago

Where Fundamentals Meet Technicals: The Dark Side

This recent sell-off may present a large number of buying opportunities, but some of the core indices (and most of the stocks within them) may still have considerable room to fall before this is over, even if it may not be in a continued straight line.
by Lyn Alden Schwartzer - 9 months ago

Where Fundamentals Meet Technicals: Be Careful with TSLA

If you've been a Tesla long during this run-up, it would be a good time to re-asses your portfolio's diversification and risk tolerance. I view Tesla as a sell at these levels.
by Lyn Alden Schwartzer - 9 months ago

Who Benefits from Cheap Oil? India, for Starters.

I have a long-term bullish outlook on India as part of a diversified portfolio, but there is one main thing holding me back from being quite as bullish as I am on, say, Russia. And that is India’s heavy reliance on oil imports, which damages its current account and continually weakens its currency.
by Lyn Alden Schwartzer - 1 year ago

Gold Royalty Stocks Update (Yep, Still Buying)

I added a combination of gold, silver, gold miners, and gold royalty companies to my model portfolio in my November 2018 newsletter issue (with an overweight emphasis on the royalties), and have been buying ever since, through dips and peaks.
by Lyn Alden Schwartzer - 1 year ago

The CEF Contrarian Indicator

In addition to my primary focus on measuring value in various asset classes, regions, and stocks, an additional and unusual place I like to look for signs of exuberance is in the world of Closed End Funds, or “CEFs”.
by Lyn Alden Schwartzer - 1 year ago

This Stock Grows by 12% and Yields 6%, But You Won't Like It

Sberbank is the largest bank in Russia, and one of my top long-term aggressive stock ideas.
by Lyn Alden Schwartzer - 1 year ago

A Look at Some Global Cash Cows

The ICOW ETF is probably the most interesting in my view, because the financial sector has been my biggest concern with the ex-US developed world for the past few years. This vehicle provides a potential way to gain that exposure for those that want it without the bank and insurance companies in those regions.
by Lyn Alden Schwartzer - 1 year ago

Long-Term International Expectations

Decades of evidence show that cheaper markets tend to outperform expensive markets over the long-term. It’s a hard thing to do in practice, and feels painful during some years, but allocating capital to regions around the world that are cheap and out of favor historically works very well.
by Lyn Alden Schwartzer - 1 year ago

Church & Dwight: An Example of the American Valuation Premium

I’ve been watching Church & Dwight (CHD) for a while now, because it’s one of my favorite consumer staples stocks. But the sector is looking rather stretched, and Church & Dwight is not much of an exception.
by Lyn Alden Schwartzer - 1 year ago

Kohl's Analysis After the Dip

Our final in a series of articles about the retail industry focuses on Kohl’s (KSS), which reported earnings today and dropped by about 7% to about $45/share. It is potentially a deep value opportunity, but one that comes with considerable risk.
by Lyn Alden Schwartzer - 1 year ago

Tapestry’s Massive Sell-off: Opportunity or Trap?

Earlier this month, I wrote a broad overview of the struggling retail industry, where I discussed the various problems affecting certain retail companies, including Tapestry (TPR), whose stock is down 20% after reporting earnings today.
by Lyn Alden Schwartzer - 1 year ago

My Favorite International ETF

Vanguard’s newer International Dividend Appreciation ETF (ticker: VIGI) is an international ETF I like a lot going forward as part of a diversified portfolio. It invests in international companies that have at least 7 years of consecutive annual dividend growth.
by Lyn Alden Schwartzer - 1 year ago

Looking For Quality Among the Retail Apocalypse

The retail industry is a mess right now, but investors should think of it less as online vs physical retail at this point and start thinking in terms of which omnichannel retailers will survive over the next decade.
by Lyn Alden Schwartzer - 1 year ago

Snap-on is Becoming Attractively Priced

Snap-on Incorporated (SNA) is starting to look interesting from a valuation standpoint. I’m about to move it from my watch list to my active portfolio to begin dollar-cost averaging into it with a small position.
by Lyn Alden Schwartzer - 1 year ago

It's Time to Take a Look at Invesco

Invesco is the 13th largest asset manager in the world and offers a variety of products for passive and active investors. They operate the popular QQQ ETF and a variety of factor-based ETF strategies. I particularly like their lead in equal-weight strategies.
by Lyn Alden Schwartzer - 1 year ago

Russian Stocks are Quietly Outperforming

Russia has a lot of problems. They have severe concentration of wealth due to corruption and oligopolistic aspects to their economy. Growth is slow and population levels are stagnant. And yet their stock market is on fire lately.
by Lyn Alden Schwartzer - 1 year ago

Fed Stress Tests, and One Interesting Bank

BancFirst (BANF) is on my watch list as my regional bank of focus to see what the stock does as this rate cycle and economic cycle continue to unfold.
by Lyn Alden Schwartzer - 1 year ago

I Bought Sprott Inc. Here's Why.

One of my recent investments was a position in Sprott Inc, which is an alternative asset manager that focuses primarily on precious metals and to a lesser extent on other natural resource investments.
by Lyn Alden Schwartzer - 1 year ago