North Sea Operator Offers Growing Profits and Dividends 09-12-14

Average Annualized Return Per Closed Trade: 34.6%
Average Return Per Closed Trade: 20.2%
Average Holding Period: 226 days

Our most recent recommendation has performed strongly and has quickly already come close to our initial, conservative buy-up-to price. Since joining our portfolio last Friday, the stock is up roughly 3 percent, compared to a 1.1 percent decline for the S&P 500. Lest anyone misses out on the opportunity, today we revise the suggested buy-up-to price upward (read more for details). We rate the stock a solid buy at the current price level. Read more about North Sea Operator Offers Growing Profits and Dividends 09-12-14

The ECB's Limited Attempt to Stave Off Deflation 09-05-14

Yesterday, the European Central Bank (ECB) unveiled its latest monetary policy decision. The ECB trimmed its main interest rate to a record-low 0.05 percent from 0.15 percent. Furthermore, the central bank will punish banks more for keeping funds in its (virtual) vault, lowering the overnight deposit rate to minus 0.2 percent from minus 0.1 percent. The ECB will also commence buying an unspecified amount of covered bonds from banks in October. Read more about The ECB's Limited Attempt to Stave Off Deflation 09-05-14

Locking in a Strong Return and Checking in on Buy-Side Moves 08-29-14

Average Annualized Return Per Closed Trade: 34.6%
Average Return Per Closed Trade: 20.2%
Average Holding Period: 226 days

Earlier today, we recommended selling Thermo Fisher Scientific (TMO). In its 372 days in our portfolio, TMO delivered a strong return (including dividends) of 33.4 percent. Funny enough, it actually slightly reduced our annualized average return per closed trade. We will have more recommendations soon, so stay tuned. Read more about Locking in a Strong Return and Checking in on Buy-Side Moves 08-29-14

Yellen and Draghi Convey Their Dovish Messages 08-22-14

Average Annualized Return Per Closed Trade: 34.8%
Average Return Per Closed Trade: 19.7%
Average Holding Period: 220 days

Market participants are closely watching this week’s annual Jackson Hole, Wyoming symposium on economic policy, hosted by the Kansas City Federal Reserve Bank, for insight into the Fed’s plans—most pertinently, for hints about when the Fed may first increase interest rates. The highlight of the conference, this morning Fed Chair Janet Yellen delivered a speech centered on the labor market. Read more about Yellen and Draghi Convey Their Dovish Messages 08-22-14

The Hot Riser and the Newcomer 08-15-14

Average Annualized Return Per Closed Trade: 34.8%
Average Return Per Closed Trade: 19.7%
Average Holding Period: 220 days

This week, we take a look at the results reported by two of our recommendations, the hot Chinese online retailer stock that has gained roughly 30 percent since joining our portfolio less than 3 months ago, and the recent diagnostic testing biotech stock that we added just last week. Read more about The Hot Riser and the Newcomer 08-15-14

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