Ask Sean

This is the place that you can ask Sean about things like: former portfolio positions, questions about this site, how to become a subscriber, questions about investing, etc.

This is the place that you can ask Sean about things like: former portfolio positions, questions about this site, how to become a subscriber, questions about investing, etc.

Comments (102)
View Older Messages
Sean Hyman
Sean Hyman

The video is now available under the Premium tab. Just click on that and you'll see the video there.

Goldpeace
Goldpeace

I'm also holding UW and AP stocks and plan to check out the video you mention (under the "Premium" tab). So glad to have found you again. I've missed your weekly UW and AP videos.

Sean Hyman
Sean Hyman

Thank you so much. I appreciate that!

bilbo55
bilbo55

Hi Sean. Are there any of the positions in the Ultimate Wealth list that were active when you left that you would recommend to be sold now in anticipation of purchasing positions in your new program?

Sean Hyman
Sean Hyman

Watch the latest video that I did in the Premium section. There are no official sells but the ones that are charging to the upside right now are the emerging market ETFs.

Daddybuzzard
Daddybuzzard

Are IBM and Qualcomm still good to average into?

pappy
pappy

I'm now 70 should I keep investing like I have been in the UW portfolio? I Don't need all the retirement I get now, but what I get in my state retirement will never increase so investments will have to pick up the slack in the future. More div stocks???

Sean Hyman
Sean Hyman

That's up to you. But you do want stocks like I picked there: Huge companies, large market share, lots of cash, low debt, and a nice dividend yield where it can be found too. And always keep some cash set aside for new stocks and for averaging down or market corrections.

joecpa
joecpa

Sean, watched your video update for the former UWR investments which I believe you did on June 26. When will you do another update for those investments and how often will you do them?

Sean Hyman
Sean Hyman

Editor

Since this is a completely new site with a completely different newsletter, I made a video for former UWR and AP subscribers so that you'd know the ultimate targets I expect those stocks to get to. I won't be able to run three portfolios at the new site (UWR, AP and the Logical Investor). That will only confuse. So there may be occasional videos for former UWR and AP subscribers. But I don't ultimately control those portfolios anymore. The other publisher and it's editors do. However, I don't agree with their approach or one word they've said about the portfolios either, which is why I made the videos for you. That way, you'll know the ultimate projections that I have for those stocks which will give you the direction you need concerning those stocks. Keep in mind, some of those stocks may end up in the Logical Investor portfolio that will be started likely within the next month or two, once the publisher has the subscription side of the site up.

Sean Hyman
Sean Hyman

Editor

Keep this in mind: You'll still be able to ask questions about the previous portfolios in the Premium section that I've set up.

philip_from_cal
philip_from_cal

Hi Sean, What do you think about buying UDN? If you think it is a good buy, how will I know when to sell?

shmcc2000
shmcc2000

Editor

Personally, I'm not much of a fan of UDN. I'd rather be in things that have more trading volume and benefit from the dollar's fall, like GLD or FXE, etc. which have very high inverse correlations to the dollar, over time. But there's nothing wrong with UDN. I'm just not a big fan of it because of its low trading volume.

No. 51-86
tucaboiadeira
tucaboiadeira

Hi Sean, with the UWR you send emails weekly with the update on

tucaboiadeira
tucaboiadeira

on each stock. Would you do the same here at the Maven?

shmcc2000
shmcc2000

Editor

At Newsmax, there was an emailing system attached to the site that the publisher used to send out my weekly videos. We don't have that yet. This site is still in beta. So only 10-20% of the site is built out. There are still many things that are coming to the site over the coming months but will take patience on your part. There's a search field coming to make it easy to search for certain words, stocks, etc. There's a smartphone app coming, etc. And eventually, there's an emailing system coming, from what I understand. That will come in time. Meanwhile, weekly videos appear in the Premium tab by each Thursday evening and monthly newsletters appear in the Premium tab toward the end of each month. The most recent video and newsletter will be easily found in the top carousel in the Premium tab. Hope that helps.

Yohance K (@HUEYmixwitRILEY) Wuuudfff
Yohance K (@HUEYmixwitRILEY) Wuuudfff

good to know

taino
taino

Hello Sean, I always look forward to your newsletters every thursday, and as a UWR former subscriber and now of course a Logical Investor subscriber, I have tested time and time again your recommendations and feedback and to no surprise it always holds true.With that said I do have a question about RIG.In previous newsletters you mentioned not to average down on Rig. I would appreciate your thoughts on Rig for the future as crude seems to be on a upward slope.

shmcc2000
shmcc2000

Editor

Thanks. I appreciate that. Even though oil is going up, I'd still say to average down on the strongest positions, fundamentally. And RIG is one of the fundamentally weaker stocks. It still likely goes up. But if you're putting more money into something, you want the best odds of it panning out and that comes from the stronger companies, fundamentally. For instance, CEO is much stronger fundamentally. So in believing that oil will rise, if my original buy price was higher than where the stock is presently trading, then it would be worth averaging down on, on pullbacks lower.

Brewermoving1
Brewermoving1

I've got a question for you Sean. My investment on my house has more than doubled in The Last 5 Years. Do you believe the housing market is going to drop in value enough to where I should sell my home right now and try and rent for a couple of years? Just to wait for the price for the housing market to come back to a healthier level and then I can buy back in again. Let me know your thoughts as we purchased our home at $140,000 and its current value is closer to $300,000 with the renovation in the kitchen.

Sean Hyman
Sean Hyman

Editor

I can't give you direct, one-on-one advice about that. Each housing market can vary some and even your location within that city vs other locations, etc. But with that said, when the stock market corrects lower, people will feel poorer and less apt to buy a home, generally speaking. Additionally, home prices are far outstripping wage increases. That elasticity can only go so far. Has it reached it's full peak? No one can completely know for sure. I know in our area, things are starting to cool off a bit and we live in one of the fastest growing places in America. But you'll have to make your own judgment call on what you think is best. Also, if you're married, whatever you do...make sure they're on board. They're the biggest investment you'll ever have. My wife grew up moving often throughout her childhood. So the moves I've made with her haven't been as big of a deal. She's super flexible. But had she not been on the same page, that would have factored in heavily as well and I'd not likely have moved without her on board. So many facets to consider.

CBuck
CBuck

Hello Sean, from a technical standpoint does it appear that RIG and DO are in fact making a turn or is it still to early to tell? Thank you

jlchennault
jlchennault

we are overdue for an update collectively on the UWR positions. Really still need to hear your assessment until we phase out of those as you create a new portfolio here. HELP

Sean Hyman
Sean Hyman

Editor

Click on the above link and it will contain your answer.

Bronrooda
Bronrooda

sean, I find it hard to find you and your comments on Thursdays. This format is full of advertisements and that was not what I'm looking for.

Sean Hyman
Sean Hyman

Editor

I don’t control ads. But the video is always at the very top of the Premium page by Thursday evenings. It’s always labeled as such, “Logical Investor Weekly Video” and it’s dated in the title. Plus, I’ve made Getting Started videos that go over all the elements of the site as well.

Sean Hyman
Sean Hyman

Editor

So if you just click on the Premium tab (which is where all subscriber material is kept) you’ll always see it at the very top of the page each Thursday evening.

Sean Hyman
Sean Hyman

Editor

Hope that helps.

akjohn
akjohn

Do you feel that Pastor Lindsey Williams speaking for those shaping world events behind the scenes has any credibility?

Sean Hyman
Sean Hyman

Editor

I don't know who that person is. So I'd have no valuable input to add.

robertlcoxjr
robertlcoxjr

Sean, I'm still trying to figure out where to put my 401k money. I've been told that I have to select from the options (no money market alternative). You've said that bonds are overvalued right now. Does that include AAA rated government bonds, such as treasury notes?

Sean Hyman
Sean Hyman

Editor

Do you have the option of short-duration bonds? Or a stable value fund? What are your options?

Dalecarney
Dalecarney

Hello Sean was a UWR subscriber and fairly new to new sight, have been unable to locate your thougths on UWR positions and unable to find positions on new site.

Sean Hyman
Sean Hyman

Editor

It's awesome to have you here with us. I'd encourage you to watch the Getting Started video if you haven't already. I'll get you that link. And then I'll show you where the UWR video is as well.

Sean Hyman
Sean Hyman

Editor

UWR positions are commented on often in the Ask Sean and Premium tabs in the comments section but the easiest way to find the ones you're looking for in particular is to use the search feature. I show where it can be found in the latest weekly video.

Sean Hyman
Sean Hyman

Editor

And the current Logical Investor portfolio can be found at the very bottom of each monthly newsletter. The monthly newsletters (and weekly videos) are all found in the Premium tab. The latest ones will be posted towards the top of the page.

Chas2008
Chas2008

I like your new LI setup. Taking a little getting used to it but keep learning. My question on the even distribution to all funds is easy but what is your goal as to how many funds do you plan on having in the portfolio? Basic math $100,000/20=$5000 in each.

Sean Hyman
Sean Hyman

Editor

Thanks, I'm glad you like the new format. Sorry for just seeing this post. In the future, if you're respond in the Conversation area of the site, I'll be able to see it sooner and give you a more timely response. In good times (stock markets that aren't overvalued), we tend to have 20-25 positions. But as you know, we're in an overvalued stock market. Right now, it's a balancing act between building up enough positions for diversification's sake and still having enough cash left over for when the market corrects/crashes and provides even more deep values. So in a touchy environment like this (overvalued stock market), it would be better to err to having too much cash on the sidelines than too little. As far as how many positions, I can't say for sure. We could establish a few more positions or so. But you'll want to keep some cash sidelined specifically for the massive stock market correction or crash that's coming.

Dwellingwithinme
Dwellingwithinme

Hey Sean.was wondering when I can convert my retirement back into somewhat aggressive again? It was converted into nonaggressive when I had Ultimate Wealth Report per your suggestion. Been patient because I know the market can be so unpredictable. Would you inform us when to switch back? If so, I would appreciate it if you can put it in your article. Finding time to read you article is easier for me then the video, since I print out the article and red it at my leisure.

Prosper
Prosper

Sean, when I do a search for a pick (DO for instance, to see if I should average down) it shows the comments to be locked. Why, and how do I access them? Thanks

Sshetty
Sshetty

hi Sean ..there is Canadian stock that I purchased before I was a UWR subscriber that is Crescent Point Energy Corp CPG-T....I brought it at a higher price point ..can you please advise whether I should average down on this ...the price is now $ 6per unit. thank you very much

Sshetty
Sshetty

thank you Sean ...my original price point was at $22 and now the price has fallen to $ 6 , thats why I thought I will average down to bring to a price point of $8 and see if I can make a profit of around 20%...what do you think

JOSEPH F Ruda Jr
JOSEPH F Ruda Jr

When does the newsletter come out?

Joseph Goh
Joseph Goh

Hi Sean, I've been looking at NKE, it's looks like it's at it's ATH and PE is at 64.4 and from a TA perspective, it looks like it's forming a double top. Seems like it might be heading for a correction in the near future. Your thoughts? However, I do think NKE is a fundamentally sound stock but it's wayyyyyy too expensive now.

5 Replies

Sean Hyman
Sean Hyman

Editor

It is stretched far away from its 200-week moving average and is overvalued fundamentally. The potential for downside risks are huge. It's not a double top, however because the two tops aren't near enough to being equal. Nonetheless, still there's a lot of downside risk potential for buyers. So buying puts or even better selling a vertical call spread (aka credit spread) is an even higher probability trade if done right.

When doing puts or bear call credit spreads...since we've already determined on the weekly chart that there's huge downside risks "overall", then we'd want to hone an entry point. With the price stretched well above its 200-day moving average and when it's at its top Bollinger Band is a high probability entry point. If it's even out of the top of the top Bollinger Band, to the upside, even a bit better. Also, notice, at the same time there's a declining RSI (showing potential weakness as well).

Sean Hyman
Sean Hyman

Editor

Click on the charts to enlarge them.

Sean Hyman
Sean Hyman

Editor

So...that's not a recommendation but just some observations about it.

Joseph Goh
Joseph Goh

Yeah, I definitely agree with your observations of cause doing my own due diligence.

Sean Hyman
Sean Hyman

Editor

Glad that was all helpful.