Daily Posts Archive

How will I know that the market has bottomed and it’s time to jump back in? There are the five key characteristics I look for—characteristics that have appeared at nearly every major market bottom for the past 70 years. Here they are.

When the market turns back up, having the shopping list ready will save a lot of research time, and money can be quickly directed into those names that have convincing uptrends. Here are five mid- and small-cap software stocks that are on my radar as potential buys for investors. With forecasts suggesting cloud software will drive 50% of all software investment through 2019 (equal to average annual growth of 18.3%), these stocks deserve a spot on any growth investor’s wish list.

Way back in eighth grade, my history teacher, Max Pofcher, called me an iconoclast. And Mr. Pofcher was right. Being an iconoclast—or at least a nonconformist—has paid dividends in my life, not least by allowing me to see the stock market in ways different from the average investor. And when you can act contrary to the herd, you can make a lot of money! So, without further preamble, I present Five Wrong Ideas, otherwise known as five things most people believe that I don’t.