It’s time for my usual half-year review.
I just got to my beach house in Longboat Key, Florida. I’ll be here for seven weeks. Drop me a note if you’re nearby, and we can grab a drink or two.
I’m playing a ton of pickleball at our favorite gym (I might get banned for committing elder abuse on the courts — just kidding). In addition, I’m walking the uncrowded, pristine beaches and enjoying the turquoise Gulf of Mexico and Sarasota Bay.
But maybe most of all I’m loving the fact that my stock portfolio has gotten swollen with winners — and I predicted it back in November 2022.
But it’s not just me. Our all-star platoon of stock market analysts and stock pickers have had a phenomenal year so far recommending winner after winner to you.
And it all started on a special edition of the Angel Research Podcast when Angel Publishing CEO Jason Freiert asked me and Alex Koyfman to tell him where we thought the stock market was going in 2023.
This podcast aired on November 14, 2022.
If you haven’t done so yet, I urge you to sign up to our YouTube channel. We typically give insights and even some stock recommendations before we do so in our newsletters because our podcasts are so off the cuff.
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At the time of that November 14 podcast, the Dow was trading at 33,745, the S&P 500 was at 3,974, and the Nasdaq was at 11,146.
Today, those indexes are trading at 34,445, 4,436, and 13,782, respectively. They are all up year to date, with the S&P 500 and Nasdaq up 16% and 30%, respectively.
On the November 14 podcast, I predicted the markets would finish 2023 with gains… and in some cases, huge gains. For instance, I predicted the S&P 500 would end 2023 with a gain of 25%.
I haven’t changed my predictions, although I’m a little more cautious with the Nasdaq because it’s up so much for the first six months of 2023.
The Nasdaq has already fulfilled the prophecy and then some.
The best-performing investment in my personal portfolio for 2023 has been the QQQs. The Invesco QQQ is a trust that mirrors the performance of the Nasdaq 100. Our analysts have traveled the world over, dedicated to finding the best and most profitable investments in the global energy markets. All you have to do to join our Energy and Capital investment community is sign up for the daily newsletter below.The Best Free Investment You’ll Ever Make
It holds stocks like Microsoft, Apple, Amazon, Meta, Alphabet, and Tesla. These technology stocks have been on fire this year.
The QQQs are up 41% year to date versus the Dow’s 3%.
To give you an idea of the disparity between the two investments, $1 invested in the Dow at the start of 2023 would now be worth $1.03. That same dollar invested in the QQQs at the start of 2023 would now be worth $1.41.
That's a $0.03 gain versus a $0.41 gain. You do the math!
If I can get a 41% gain in two years, I’m very happy. Getting it in the first six months of 2023 is a day at the beach.
My guess is that the Dow and the S&P 500 will play catch-up to the Nasdaq in the second half of this year.
But here’s the juice: The dividend yield on the S&P 500 is 1.5%. In my personal portfolio, I have heavily weighted investments that pay a dividend — at a minimum — of 400% more than what you’re getting on the S&P 500.
Very soon, I will be releasing that list to you — including a $1.10 oil-and-gas stock that’s paying a 10% monthly dividend. That’s right, my friend — every month I get a sweet dividend check from this stock that allows me to buy even more pickleball paddles, including the latest one released by Joola, the new Ben Johns edition, Perseus.
I’ll also tell you about a new-to-the-EV market company whose electric vehicles are in such high demand that it ran out of lithium for its batteries a year ago. The company fixed the problem and is now about to explode. The company’s stock is paying a hefty 8.5% dividend, but get this: The stock trades at a P/E ratio of just 3. When I bought it, the stock was trading at a P/E ratio of just 2.5 and paying me a dividend of 10%. It’s a no-brainer.
By the way, my $1.10 oil-and-gas stock trades at a P/E ratio of 5.
My thesis for the next two years is that there will be an upward re-rating of “traditional” value stocks. It’s why I’m more bullish on the Dow and the S&P 500 going forward. Some of the predictions my crack team of stock analysts are debating are not just “wild eye” but also very encouraging for your portfolios.
They’ll be talking about it in the weeks and months to come.
But first, let me highlight some of their recent winners in the last six–12 months. It’s truly impressive.
First up to the box is our most seasoned grizzled veteran… a man I started in this business with in 1994, Christian “the Hammer” DeHaemer.
Hammer runs two investment and market analysis services: Bull and Bust Report and Launchpad Trader.
Chris uses a unique top-down approach to pinpoint the very best long-term investments and trades. In other words, he looks at the macro picture from a satellite view, discerns what the overall sentiment is, and then drills down deep to find winning plays.
Hammer has been a huge advocate of technology, going all of the way back — nearly 15 years ago — when he prophesied that 1) robots were going to be the next big winning trade in the tech sector and 2) AI was going to fulfill the “singularity” thesis laid out by computer scientist, futurist, and 20th-century version of Nostradamus Ray Kurzweil. It was just a matter of when. The “when” occurred in late 2022 when the much-anticipated ChatGPT was launched.
Chris issued a trade on C3.ai (NYSE: AI) on January 26, 2023, for $14.90 a share. He sold about a week later on February 2 for $21.99 for a profit of 47.58%.
Chris would also trade it again and is currently sitting on a gain of 59%.
In addition, Chris is sitting on big gains of 35% on AI stock Palantir Technologies and 44% on Palo Alto Networks, a stock that has gone from $138 a share at the start of 2023 to its current price of $246.
Chris was also one of the first market analysts to call the opportunity in oil and gas tankers, arguing that the Russia-Ukraine conflict and the subsequent sanctions against Putin would result in a huge investment play in North American tankers transporting energy to the rest of the world.
I took Chris’ advice and have profited handsomely on his calls. He’s currently sitting on over a 50% gain on Teekay Corp. (NYSE: TK).
If you would like to take a look at Hammer’s latest investment play for the second half of 2023, he lays it out here.
Next in the hole is my good friend Alex Koyfman, who runs the exciting and fast-paced Microcap Insider.
Alex has been with me since 2008, after he graduated law school. In my opinion, Alex is the very best small-company investor in the industry… and his track record in 2023 shows it.
His biggest winner has been an AI company that makes algorithms for four of the five biggest tech brands in the world.
Here’s a chart of what the stock has done so far this year:
Alex sold for a 70% profit within three months this year.
He plans to rebuy it on a pullback as the company continues to sign one big contract after another.
And think about this: The stock trades at a paltry market cap of just about $350 million. Alex thinks this could easily be a billion-dollar company very soon.
We love low-priced stocks with massive potential… and buying them before Wall Street catches on.
But that’s not all.
Alex’s Microcap Insider also locked in roughly 60% gains on Exro Technologies this year.
In fact, Microcap Insider has had a 75% win rate year to date.
Although it’s not technically a trading service, Alex isn’t afraid to lock in profits months and even weeks after he initiates coverage. You see, that’s the nature of microcaps — they can move up in the blink of an eye. Catch Alex's latest play here.
Speaking of trading services, one of the best trading systems on the market today is our Topline Trader service run by Keith Kohl.
During the era of COVID-19 sensationalism, Keith took advantage of the fear and greed in the markets. He took several positions in small biotech and pharma stocks, and it paid off in spades.
Earlier this year, he banked 64% gains on Albireo Pharma when the stock was acquired by Ipsen for $42 a share.
The same thing occurred earlier this year when Topline Trader position Amryt Pharma was bought out for $1.48 billion.
Keith took another hefty profit of over 50%.
But don't just take my word for it…
That’s a six-month, year-to-date update on three of our stock analysts.
In my next installment of my six-month review, I will tell you about other huge gains that the rest of our group has provided their readers.
Hopefully you were one of them. If not, I sincerely urge you to subscribe to our premium investment and trading services because I believe we are in the beginning phases of a new bull market. Bull markets nearly always begin after an epic crisis…
And we just saw two back-to-back crises with COVID and the cryptocurrency crash at the end of 2021.
The greed trade is back on for those in the know.
To your wealth,
Brian Hicks Brian is a founding member and President of Angel Publishing. He writes about general investment strategies for Wealth Daily and Energy and Capital. For more on Brian, take a look at his editor’s page.