2022 | OnTheMark Investing

Commentary for the week ending 04/29/2022

May 4, 2022May 3, 2022 by Dan Miley

Well, this has been a rough week (and month/quarter), especially for growth investors. I have been particularly disappointed in PYPL and NFLX. I think that NFLX will recover – I think worries over subscriber defections are overblown. There is still room for growth, especially outside of the US. But we will see. As for PYPL, I am less than sanguine. Management has been less than open with their reports. So I can’t say I would buy more. As for the rest of the stocks, stay the course and I still think you will be rewarded. I am especially confident that AMZN will rebound. Increases in Amazon Prime cost will absorb some of the higher shipping costs and it seems that AWS is unstoppable in the cloud market. So buy more AMZN with confidence in long term returns. I know that the fund has failed to beat the S&P so far this year, so again, in the long term I feel that these stocks will win. read more

Commentary for week ending 03/05/2022

March 7, 2022 by Dan Miley

With all of the events happening in Ukraine, my comments will be somewhat brief.

I want to remind you that panic is not a strategy. Baron Rothschild, an 18th-century British nobleman and member of the Rothschild banking family, is credited with this saying: “Buy when there’s blood in the streets, even if the blood is your own.” This is an important reminder, especially if you are a 401k and/or IRA investor building your portfolio. So continue to make regular investments in the market and don’t worry. And if you are following my 90/10 rule on allocation, put the 10% cash to use! read more

Commentary for the first 2 months of 2022

February 28, 2022 by Dan Miley

Before I comment on the stock market, I have to say something about the terrible situation in Ukraine. I encourage you to donate to a charity supporting the Ukrainian people such as the International Committee of the Red Cross (https://www.icrc.org/). read more

Commentary for the first 2 weeks of 2022

January 18, 2022January 18, 2022 by Dan Miley

Well, the first 2 weeks have been rough for the Growth Fund. Recognition of inflation is finally showing up in the market, leading to a tech sector selloff. I think much of the selloff is unjustified, particularly in the chip sector like LRCX, AMAT, and NVDA. I think that these stocks will recover and exceed expectations by the end of the year. So be patient, I think that these stocks represent buying opportunities – in fact, all of the stocks in the growth fund represent good values right now. And Amazon is bargain priced now, I never thought I would say that about them but with AWS and the retail sector recovering, I see the stock at about 4,000 by year end. It is a top pick now. read more

December 2021 Observations – technical whipsaws

January 5, 2022 by Mark Bates

As was mentioned last month in this space, December is usually a good month and for the SPY it was as the index rose 2.82% for the month. For the retirement ETF fund where trades are made based on where the stock closes at month end relative to its long term moving average, however, it was a lousy month. read more

Review of 2021 and Picks for 2022

January 3, 2022 by Dan Miley

My 2021 picks for the Growth Fund did pretty well, didn’t they? Fortinet and Nvidia hit the ball out of the park! But they were balanced out on the downside by BABA, OLLI and VIPS. The fund would have down so much better without the losers, but hey, I still beat the S&P. And I did advise taking profits in BABA and VIPS when they were up substantially. OLLI never did get any traction, did it? For 2022, I hope to do better (no Chinese stocks for me!), so here are my stocks in order of preference (some are carry overs from last year): read more

Miley Growth Fund

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Miley Income Fund

[stock_market_widget type=”table-portfolio” template=”basic” assets=”XOM,PM,IRM,NNN,ABBV,FE,FHN,MRK,PDCO,AMGN,EOG,VTRS,RF,MET,PRU,CFG,OGE,DOW,LMT,JEPI” fields=”symbol,change_pct” search=”false” display_currency_symbol=”true” pagination=”false” rows_per_page=”30″ sort_field=”change_pct” sort_direction=”desc” alignment=”left” api=”yf” portfolio=”{‘PM’:{‘qty’:4.08,’p_price’:79.65},’PRU’:{‘qty’:4.15,’p_price’:78.28},’DOW’:{‘qty’:6.26,’p_price’:51.9},’OGE’:{‘qty’:10.64,’p_price’:30.52},’PFE’:{‘qty’:9.05,’p_price’:35.9},’CFG’:{‘qty’:8.92,’p_price’:36.44},’WU’:{‘qty’:14.59,’p_price’:22.27},’MET’:{‘qty’:6.75,’p_price’:48.15},’CC’:{‘qty’:12.33,’p_price’:26.34},’FITB’:{‘qty’:11.23,’p_price’:28.93},’DTE’:{‘qty’:2.73,’p_price’:118.86},’RF’:{‘qty’:19.1,’p_price’:17.01},’CAH’:{‘qty’:6.05,’p_price’:53.73},’SNV’:{‘qty’:8.73,’p_price’:37.2},’JEF’:{‘qty’:13.91,’p_price’:23.35},’MRK’:{‘qty’:4.22,’p_price’:77.07},’GPC’:{‘qty’:3.46,’p_price’:93.88},’MMM’:{‘qty’:1.85,’p_price’:175.66},’LMT’:{‘qty’:1,’p_price’:324.88},’JEPI’:{‘qty’:5.89,’p_price’:55.2}}” ]