Latest news with #MikeLarson
Forbes
6 days ago
- Business
- Forbes
How To Capitalize On Rise To New Highs
So much for the Liberation Day selloff! Markets are rising to new highs – and our MoneyShow experts have several ideas on how you can capitalize. Here are three. Mike Larson What about housing? It's a question I used to get a LOT. After all, I closely analyzed and wrote about the mortgage and real estate industries for years. But even though I haven't heard it much from friends, family members, colleagues, readers, and conference attendees, I have heard a few people talk about housing STOCKS and ETFs as value/turnaround plays. Which brings me to today's pair of MoneyShow Charts of the Day. First up is the year-over-year change in the (yes it's a mouthful!) S&P CoreLogic Case-Shiller US Home Price Index. You can see that after booming during Covid and the year or two afterward, house price appreciation collapsed. Then prices started falling. The S&P Homebuilders ETF (XHB) Price growth resumed in late 2003, accelerated into 2024, but has been easing back ever since. That brings me to my next chart, which shows the SPDR S&P Homebuilders ETF (XHB). The $1.5 billion ETF owns shares of 35 home builders, building products companies, home improvement retailers, and home furnishings firms. Sample names include PulteGroup Inc. (PHM), TopBuild Corp. (BLD), Lennox International Inc. (LII), and Toll Brothers Inc. (TOL). I used a weekly timeframe and am showing a half-decade of trading. Energy Transfer LP (ET) You can see that the XHB fared poorly in late-2023, rallied throughout 2024, then slid lower into April – just like the broad averages. But even as the lagging house price data hasn't turned up, XHB held support at the 200-week simple moving average, then started rallying. It's now challenging overhead resistance at the 50-week SMA. RSI is confirming the rebound. I wouldn't say housing stocks are out of the proverbial woods. But I'd watch this level, see if they can punch through that resistance, and if so? Maybe take a stab at XHB or related stocks as potential value plays. Roger Conrad Conrad's Utility Investor Midstream energy stocks are a great way for income-seeking investors to get a piece of the AI boom and accelerating demand for electricity. And few, if any, are as well positioned as Energy Transfer LP (ET). The diversified midstream company yields north of 7% and is raising its dividend on a quarterly basis at an annualized rate between 3% and 5%. That dividend is also a tax-advantaged return of capital. Energy Transfer is coming off a solid Q1 in which its distributable cash flow covered its payout by better than a 2-to-1 margin and it covered capital spending with operating cash flow. Overall interstate natural gas transportation volumes hit a new record. Crude oil throughput expanded by 10%, NGL transportation 4%, NGLs/refined products 4%, NGL exports 5%, and midstream gathered volumes 2%. Verizon That growth is being driven in large part by low-cost acquisitions over the past few years, and more recently by using the stock of its Sunoco LP (SUN) affiliate. Energy Transfer's EBITDA from Sunoco grew by 89.3% in Q1. It will take another big jump when Sunoco closes the $9.1 billion acquisition of Canadian fuels distributor Parkland Fuels (PKIUF) in second half of 2025. Energy Transfer is a player in the global LNG trade, with its Lake Charles LNG export facility almost fully contracted and set to start up later in the decade. But management is talking more and more about its opportunity to ship gas to data centers, especially in Texas. The company has a long-term agreement to supply the CrowdBurst facilities in central Texas. It has also entered the generation business, building a fleet of eight 10 megawatt capacity natural gas-powered facilities in Texas. Renewable energy — particularly solar plus storage — is currently Big Tech's favored way to feed its electricity appetite. Facilities can be deployed at scale within 12 to 18 months of the planning stage. And the cost is a fraction of other sources, with or without tax credits. When you build renewables at scale, however, you've got to have natural gas. And adding meaningful, new nuclear capacity is a decade away at best. That means Big Tech is going to need a lot more gas. And Energy Transfer is well positioned to transport it to them. Steve Strazza AllStarCharts Earnings season continues to deliver surprises - both good and bad. But the market rewarded a telecom giant for another solid quarter while punishing one of the most well-known restaurant chains for falling short yet again. Verizon Communications Inc. (VZ) had a +2.69 reaction score after reporting a double beat. It's a reminder that even in a generally positive earnings backdrop, the reaction often depends more on sentiment and expectations than the raw numbers. VZ reported revenues of $34.5 billion, versus the expected $33.74 billion, and earnings per share of $1.22, versus the expected $1.19. VZ has now been rewarded for three consecutive earnings reports, rallying 4% after this one. Here's why: Technically speaking, the stock is a hot mess. However, the fundamentals are trending in the right direction. With a dividend yield exceeding 6%, we believe this presents an attractive opportunity for income-seeking investors. The price is in the process of resolving a massive bearish-to-bullish reversal pattern, and the VWAP anchored to the 2019 high is our line in the sand. If and when VZ reclaims $46, the path of least resistance will shift from sideways to higher.
Forbes
13-06-2025
- Business
- Forbes
Metals Market On Fire; Here's How To Profit
The metals market is on fire – with precious metals like silver and platinum joining the party gold has enjoyed for a while. Investors are also warming to energy metal plays like uranium. Here's what you need to how to of MoneyShow experts. Mike Larson I grew up watching The A-Team as a kid – so the phrase 'I love it when a plan comes together' will always be stuck in my head somewhere. And it certainly applies to the action in METALS these days! I've been talking about how the bull market in gold would likely spread to other that it was a profit opportunity in the making. So, have many of the best metals experts in our MoneyShow roster. Now, we're seeing it unfold in real time – as you can see in the MoneyShow Chart of the Day here. SLV, PPLT, PALL, CPER (YTD Change) Silver jumped last week. Platinum soared. Palladium is on the move. Copper lagged, but it's still up nicely on the year. Amid a hard asset revolution, could energy metals like uranium be next? It's a thesis getting kicked around by some people I follow closely. ETFs like the iShares Silver Trust (SLV), abrdn Physical Platinum Shares ETF (PPLT), abrdn Physical Palladium Shares ETF (PALL), and the United States Copper Index Fund (CPER) are easy vehicles to invest in if you're looking for exposure. Depending on your risk tolerance and preference, you can also trade commodity futures or buy physical metals. Just keep in mind the importance of timing and key levels, especially if you're trading shorter term. Bloomberg says platinum ETF flows have risen 3% in the last few weeks, while silver ETF inflows have climbed 8%. At some point, too much money will flood in and it'll be time to ring the register. Then again, silver DID trade around $50 an ounce back in 2011. It finished trading last week around $36. Mary Anne & Pamela Aden The Aden Forecast Energy security is at the top of the list of global worries – and uranium is becoming the number one solution around the world. Uranium shares are rallying in response. The White House signed an executive order aimed at pushing along domestic energy projects, with nuclear included – and it sent a big message. In today's world, the goal is about building reliability and resilience because this means strength and, therefore, control. Energy Uranium Nuclear energy does what no other energy source can. It's about 8,000 times more energy-dense than fossil fuels, and it runs almost around the clock. With US nuclear plants operating at a 92% capacity factor, it makes them twice as reliable as natural gas, and three times more reliable than wind or solar. This is why the US is turning back boldly to nuclear power. Nuclear energy is also growing around the globe. Canada, France, the UK, and China are all on board with the nuclear revival, and it could ignite a global nuclear race. Most importantly, it's about energy security and not about weapons. Our positions are doing great, with our targeted picks at new highs, including the Global X Uranium ETF (URA). Brien Lundin Gold Newsletter No, your Gold Newsletter Alert service hasn't transformed into a daily letter. But it's silver's turn to break out. We've become accustomed in this 15-month-long bull market to seeing gold-only moves, with silver only reluctantly following along, if at all. That's because this gold bull was spawned and supported by central bank buying, and central banks don't buy silver or mining stocks. We've also become accustomed over the years to seeing silver spike higher, have silver bugs like us get then getting whipsawed as the rally was viciously driven down by concerted selling in the paper silver market. 10 year silver Still, this move looks for real, not just because the metal is up so much recently, but because it absolutely demolished upside resistance at $35. If you want to appreciate just how imposing that level has been, take a gander at the 10-year silver chart from Kitco. Updated as of last week, this decade-long chart's Y-axis doesn't even go above $35! That'll have to change now. Silver even traded over $36 at one point recently, but was then brought down by either shorts in New my friend Adam Taggart's top-ticking post on social media.
Associated Press
30-05-2025
- Business
- Associated Press
MoneyShow Announces 'Mid-Year Portfolio Review' Jun. 17-18, 2025
AUSTIN, Texas, May 30, 2025 (GLOBE NEWSWIRE) -- MoneyShow, a leading producer of live and online financial conferences for investors, traders, and financial advisors, is pleased to announce the upcoming 'Mid-Year Portfolio Review' on Jun. 17-18, 2025. This fully virtual event will bring together more than 15 renowned speakers who will recap market activity in the first half of the year with attendees – and help them prepare their portfolios for the second. They will cover investment allocation principles, portfolio strategies, and trading tactics during the two-day event. Plus, they will explore trends in all major asset classes, including equities, debt, and alternatives such as precious metals, real estate, cryptocurrencies, and private credit/private equity. Mike Larson, Editor-in-Chief at MoneyShow, highlighted the significance of the coming event: 'The year started on a promising note. But sweeping tariff measures, stubborn inflation, and persistent geopolitical stand-offs have caused considerable turmoil in the financial markets. Our exceptional lineup of speakers will provide in-depth context to these market moves, as well as share highly actionable strategies to optimize portfolios for the remainder of 2025.' MoneyShow conferences are recognized for offering premier educational experiences, as well as fostering productive networking environments to help attendees reach their financial goals. This summit will bring together leading economists, market analysts, money managers, and professional traders. Attendees will get a 360-degree view of asset market activity in the past six months – and help understanding which investments look the most promising going forward. The virtual format will also allow attendees to access live market analysis, portfolio recommendations, and a wealth of educational resources. Interactive features include virtual booths showcasing investment opportunities, one-on-one Zoom meetings with company representatives, and insightful presentations. Participants can also engage directly with thought leaders, access exclusive discounts, and have the ability to win prizes during illuminating sessions. Notable speakers include Omar Ayales, Editor, Gold Charts R Us; Nancy Davis, Managing Partner and CIO, Quadratic Capital Management, LLC; Jamie Dlugsoch, Editor, The Rational Trader; Bob Elliot, Co-Founder, CEO, and CIO, Unlimited Funds; Jeffrey Hirsch, Editor-in-Chief, The Stock Trader's Almanac & Almanac Investor; John Rutledge, Chief Investment Strategist, Safanad; Amy Smith, National Speaker, Investor's Business Daily; and Eoin Treacy, Head Analyst, FullerTreacyMoney. The full roster of speakers can be accessed here: Sponsors and media partners of the expo include prestigious organizations such as The Deal Alliance, Barron's, Investor's Business Daily, and MarketWatch. MoneyShow has partnered with IBN (InvestorBrandNetwork) to amplify the digital reach of the event. IBN's extensive network includes over 5,000 syndication partners, such as Apple News and MarketWatch, as well as 60+ IBN brands with millions of followers. As the official media sponsor, IBN will enhance recognition for speakers, participants, and the event through cutting-edge digital and social media strategies. Randy Clark, Director of Global Operations at IBN, emphasized the value of the event, stating, 'MoneyShow organizes industry flagship events that draw highly-sought after speakers and a high-calibre audience. The state-of-the-art educational resources and insightful market intelligence at these events has proved to be indispensable for investors across all categories and assets. This conference shall offer unparalleled opportunities to deepen understanding of market mechanics, as well as uncover avenues of exceptional value offering robust potential returns and prudent risk management. We are excited to collaborate with MoneyShow and deliver a powerful experience for attendees.' Registration for the event is available at the following link: About MoneyShow MoneyShow has a long history of creating successful investors and traders through timely investing and trading education, delivered by powerful experts who are best-selling authors, market analysts, portfolio managers, award-winning financial journalists and newsletter editors. With MoneyShow's interactive environment, our audience of over one million passionate investors and traders are offered a unique format of live, interactive exchange, which generates unparalleled experience for both the expert and the investor and trader. With constant network expansion, we continue to create broader distribution of our expert commentary through virtual events, face-to-face forums, social media, and in-depth courses that educate and guide qualified investors and traders to outperform the market. Each session energizes, empowers, and educates everyone who participates. The opportunity for learning and profit within this highly charged atmosphere draws hundreds of thousands of enthusiasts, year after year. General Inquiries: Debbie Osborne Raible Sr. VP, Media and Programming [email protected] 941-373-2238 About IBN IBN consists of financial brands introduced to the investment public over the course of 18+ years. With IBN, we have amassed a collective audience of millions of social media followers. These distinctive investor brands aim to fulfill the unique needs of a growing base of client-partners. IBN will continue to expand our branded network of highly influential properties, leveraging the knowledge and energy of specialized teams of experts to serve our increasingly diversified list of clients. Through our Dynamic Brand Portfolio (DBP), IBN provides: (1) access to a network of wire solutions via InvestorWire to reach all target markets, industries and demographics in the most effective manner possible; (2) article and editorial syndication to 5,000+ news outlets; (3) Press Release Enhancement to ensure maximum impact; (4) full-scale distribution to a growing social media audience; (5) a full array of corporate communications solutions; and (6) total news coverage solutions. For more information, please visit Please see full terms of use and disclaimers on the InvestorBrandNetwork website applicable to all content provided by IBN, wherever published or re-published: Corporate Communications IBN Austin, Texas 512.354.7000 Office [email protected]
Forbes
23-05-2025
- Business
- Forbes
Amid Debt & Deficit Turmoil, Where Can Investors Turn?
Rising government debt. Exploding budget deficits. They have bond AND stock markets spooked. With rates on the rise, how can investors cope? Here are a trio of top strategies and picks favored by MoneyShow contributing experts. Mike Larson The 'AAA Age' is over. Moody's Ratings just stripped the US of its last top-notch credit rating, citing ballooning government debt and budget deficits (plus other factors). You can read more about what happened and why in my MoneyShow Market Minute column from this morning. Here, I want to talk about what it means for interest rates. Check out the MoneyShow Chart of the Day – the CBOE 10-Year Treasury Note yield Index going back 12 months. TNX tracks the 10-year yield with a decimal place shift. In other words, a value of 44.41 equates to a yield of 4.441%. CBOE You can see that yields have chopped around a lot in the past year. But in the shorter-term, TNX broke above the 50-day moving average AND minor overhead resistance at $44. This chart doesn't yet incorporate the further rise in yields the close later will be important. If the $45 level gives way, it opens the door for a move to the January highs around $48 (a 4.8% yield). If you're trading bonds in any format – bond futures, futures options, or via Treasury ETFs like the iShares 7-10 Year Treasury Bond ETF (IEF) or iShares 20+ Year Treasury Bond ETF (TLT) – pay attention to these key levels. They could be ones to use as stop-out or trade-entry points, depending on what happens in the first one-two trading days after the Moody's downgrade. Bryan Perry Cash Machine The lowering of the US credit rating by Moody's, which essentially aligns its outlook with that of Standard & Poor's and Fitch, was seen as an eventuality by market participants. Meanwhile, I continue to like Petrobras SA ADR (PBR) Soon after the markets opened lower Monday, with the 10-year breaching 4.5% and the 30-year Treasury seeing 5%, the bond market caught a midday bid. Treasury Secretary Scott Bessent stated the Moody's downgrade is a lagging indicator and that current policy directives aim to bring down the federal deficit. Petroleo Brasileiro SA (PBR) Without much explanation or details as to what is the blueprint to slash the federal deficit, the market bought his response at face value. But I am highly skeptical of his position regarding this issue. Either he knows of a pool of endless money to buy the US Treasury auctions or there will be a shortage of buyers of US debt at some point. As for PBR, it reported quarterly adjusted earnings of R$1.81 per share for the quarter ended March 31. That was lower than the same quarter last year, when the company reported EPS of R$1.85. Revenue rose 4.7% to R$123.30 billion from a year ago; analysts expected R$125.08 billion. The mean earnings estimate of analysts has risen by about 9.4% in the last three months. In the last 30 days, there have been no negative revisions of earnings estimates. The current average analyst rating on the shares is 'Buy.' Recommended Action: Buy PBR. Keith Fitz-Gerald 5 With Fitz Headlines are trumpeting that the 30-year US Treasury Bond Yield topped 5%, while the 10-year yield hit 4.5%, on deficit concerns. Nice try. US debt has hit those levels because buyers are walking away as traders reprice risk. Here is one way to cope regardless. It's something we've been talking about since last Sunday when I warned you very specifically about it, together with a downside test this week. Remember how the game is played. Highly leveraged traders – a.k.a. the big money – borrow boatloads of moola to magnify returns. 10-Year Treasury Note Index When rates rise, the vigorish costs more so they sell: A) To reduce the risk of institutional-size margin calls by reducing their VaR (Value at Risk) and B) Because every dollar they'd otherwise fork over in interest to pay for their leverage costs more while also becoming a performance drag. Both of those reduce bonus potential. What to do? Funny you should ask. I recently sat down for a wide-ranging interview with my colleague, the fabulous Scott 'The Cow Guy' Shellady. He wanted to know how and why the spike in Japanese government bonds would impact investors here. It's not something that's widely talked about because most financial advisors, frankly, haven't got a clue how international markets work. But they probably should, IMHO. This really IS a bigger deal than people think, which is why smart investors will pay attention. My investing tip: Low-beta, high dividend stocks are going to be your best friend if there's some volatility ahead like I think might be the case. Hopefully you've got your shopping list ready.
Forbes
25-04-2025
- Business
- Forbes
Volatility Here To Stay! 3 Ways To Profit (and Cope)
Market volatility is not going ANYWHERE! That much is clear from the last several weeks. So, how can investors profit – and copy – regardless? Here are three strategies put forward by top MoneyShow in-house and contributing experts. Mike Larson MoneyShow Few things are as exciting as 'face-ripping' rallies in the stock market. One minute, you're watching your trading positions sink into the abyss. The next, you're seeing them soar – and you're frantically scanning the newswires, social media, or financial television to see what happened. The only problem? The biggest one-day rallies usually come in BEAR markets, not BULL runs! Take a look at this MoneyShow Chart of the Day, with data from Hulbert Ratings and MarketWatch. The Nasdaq 100 was created in 1985. Since then, only 16% of its trading days (through mid-2024) were during bear markets. Bear Markets Hulbert Ratings Yet a whopping 90% of its biggest 'up' days – gains of 10% or more – occurred during bear markets. So, did a sizable majority of its 5%-or-more 'face-rippers.' Then there's the Dow Jones Industrial Average, the granddaddy of the major indices. Look at this table of its top 10 one-day percentage rallies from Wikipedia. You can see that six of ten came between of the remaining ones were in October 2008…while another was in March 2000. The biggest gain was 15.3% in March 1933, while the tenth-biggest was 9.4% back in February 1932. Largest daily percentage Hulbert Ratings If you know your market history, you know a little about those periods of time. They came during, at the start of, or only just after the end of some of the worst Dow bear markets in history! Keep that in mind when you see days like April yesterday's intraday surge. The key to a lasting turn isn't just a face-ripper or two. It's a steady, base-building process that can lay the groundwork for a more-durable, more-powerful move. Marc Lichtenfeld Wealthy Retirement I recently discussed two strategies for generating income in this tough market environment. While selling covered calls and naked puts is a conservative strategy, some investors prefer more of a 'set it and forget it' approach. Fortunately, there's a simple solution: Bonds. You may have never invested in a bond, but they're actually easier to understand than you might think. When you buy stock, you own a piece of a business. But when you buy a bond, you are a creditor to the business. As anyone who's ever owned a business knows, creditors get paid before owners. Otherwise, the creditors take your business. A bond is a contract between a borrower (the company) and a lender (the bondholder). The company must pay bondholders a predetermined amount of interest on specific dates and then pay the loan off in full on the maturity date. No ifs, ands, or buts. There is no wiggle room. If the company does not live up to those obligations, it is in default, and bankruptcy proceedings start. If a stock falls in price, you have to pray to the investing gods that it will come back up and make you whole. If a bond falls in price, it doesn't 'matter,' because the company will pay $1,000 per bond on the bond's maturity date, no matter what. If it doesn't, it's in default. Most bonds are incredibly safe. Investment-grade bonds default at a minuscule rate – way less than 1%. Non-investment-grade bonds, also known as high-yield or 'junk' bonds, default around 4% of the time. However, the overwhelming majority of those defaults are from the lowest-graded bonds, rated CCC or lower. A bond with a grade of B- or higher has a very low chance of default. Lastly, my favorite feature about bonds is that you know exactly how much you are going to make over a specified period of time. You'll never have that kind of certainty with a stock. In short, bonds provide both income and security, with no exposure to the stock market's volatility. If the wild swings of the stock market are causing you stress, consider moving some money into individual bonds. Tim Plaehn The Dividend Hunter The recent market pullback has put some great dividend stocks on sale. Energy midstream has been a hot sector for several years, driving up share prices and driving down current yields. I like Plains GP Holdings LP (PAGP). On March 31, PAGP yielded close to 7%. Now, with the share price down over $2, the yield is closer to 8%. PAGP is the strongest dividend grower in the Dividend Hunter portfolio, growing by more than 10% per year. Buying PAGP shares on sale locks in a great yield and future income growth. (Editor's Note: Tim will be speaking at the 2025 MoneyShow Masters Symposium Las Vegas, scheduled for July 15-17. Register your interest in attending HERE.) PAGP QuoteMedia Given the recent market pullback, it's also good to look into how your portfolio is doing. Although this is a broad market pullback, some sectors and even stocks will fare better than others. When this happens, I like using Magnifi to perform a portfolio health check. Recommended Action: Buy PAGP.
