News2020-09-04T08:46:15-05:00

Monetta in the News

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Markets

“18 Consumer Staples Stocks to Take the Edge Off Your Portfolio”

May 8, 2019 | James Brumley, Kiplinger

Monetta Financial Services founder and portfolio manager Bob Bacarella says Costco “has a number of competitive advantages such as low prices, economics of scale compared to smaller retailers, can easily adjust to changes in customer consumption patterns, has an online delivery platform, an and innovative supply chain/inventory system.” Bacarella also is impressed by the way Costco continues to increase same-store sales while other retailers are getting “Amazoned.”  Read more at Kiplinger

“Fund managers skittish over Levi’s long-term growth prospects”

March 21, 2019 | David Randall, Reuters

Bob Bacarella comments on Levi’s return to public markets in a recent Reuters article, noting concerns over the brand’s expansion plans – “If they can come out with a plan to show that they can grow market share and not be as dependent on retail stores then it becomes a lot more interesting.” Read more at Reuters

“7 Ways to Prepare Your Portfolio for a Recession”

February 15, 2019 | Debbie Carlson, US News

It’s important to “think long term”—even when a recession is on the horizon, notes Bob Bacarella in a recent US News feature. He cautions against market timing: “The time in the market, not market timing, helps people reach their financial goals. In the investment ocean, a recession is a wave that will eventually pass or that can be surfed on… it is not a reason to get out of the water.” Read more at US News

“5 Ways to Build a Conservative Investor’s Portfolio”

February 13, 2019 | Barbara Friedberg, US News

Bob Bacarella discusses risk vs. return in a recent US News column: “No investment strategy can guarantee positive returns, and it’s nearly impossible to tell if the market is in a temporary dip or at the beginning of a prolonged correction. Risk and volatility go hand in hand.” But avoiding risk altogether risks meeting long-term financial goals, he stressed. Read more at US News

“Some U.S. funds waiting for earnings to buy shares of surging Chipotle”

February 4, 2019 | David Randall, Reuters

Bob Bacarella discussed Chipotle’s lofty valuation with David Randall of Reuters.: “I like to buy stocks at new highs only because management is proving the fact that they can deliver…..” Read the full story at Reuters

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