Author Archives: nlo-admin

Market Ratio–January 2026

The small cap started the year extremely strong with the Russell 2000 up 8.7% YTD compared to S&P 500 which is virtually flat. Below is a long-term trend chart of an indicator we developed call the Market Ratio. Continue reading →

Q&A: Silver Thoughts

Continue reading →

Transaction Thoughts

Continue reading →

Dollar General Review

On January 5, 2025, we said the following:

“With the above in mind, we see this is as a great opportunity to start your fundamental research and see if Dollar General should be part of your portfolio.”

Since that time, we’ve seen the following performance:

image

At the current levels, Dollar General is not a consideration for potential purchase.  We hope to inform of when our indicators suggest reviewing the company again.

See also:

Dow Theory Mortgage Rate Targets

Continue reading →

2026: High Yield Strategy

Continue reading →

Nasdaq 100 Watch List: Costco Review

Continue reading →

Q & A: Japan, Rates, and Nikkei

Continue reading →

2026: The High Yield Strategy

Continue reading →

U.S. Dividend Watch List: January 2, 2026

The S&P 500 ended the week slightly lower, slipping to 6,896.24 after a prior close of 6,945.77, marking a modest decline of roughly 0.7%. The pullback came as markets continued to wrestle with interest‑rate uncertainty, with stronger economic readings keeping pressure on expectations for when the Federal Reserve might ease policy. Higher yields weighed most heavily on tech and other long‑duration growth names, while defensive sectors once again showed relative stability.

Broader sentiment remained cautious as investors digested mixed corporate updates and positioned ahead of early‑year economic data. Despite the weekly dip, the index remains near its recent highs, reflecting underlying resilience even as volatility picks up. Our watch list remain relatively steady. Below is our dividend watch list to kick off 2026. Continue reading →

Penultimate Profit Prospect Stock

Continue reading →

Dogs of the Dow & TSX 60

Continue reading →

2025 Dogs of the Dow Review

Continue reading →

2025 Review: Dogs of the TSX 60

Continue reading →

Insurance Watch List: Brown & Brown

Continue reading →