April's Perfect Stocks | The Stock Market Winners And Losers Of The War In Ukraine

[] If you’re looking for longer-term trades right now, start with these perfect stocks for April. We also look at which sectors are most heavily impacted by the Russia-Ukraine war. [View in browser]( . If you’re looking for longer-term trades right now, start with these perfect stocks for April. We also look at which sectors are most heavily impacted by the Russia-Ukraine war. [View in browser]( . . [] [Havens Investment Letter] [] [Havens Investment Letter] [] [] [] A Chance To Grab $490 On A Stock Every Day The Market Is Open? Every morning, this legendary market veteran sends out a list of his personal high-probability daily trades to a small, select group of traders. Now, you can get access to this exact same list of primed trade opportunities... [JUST CLICK HERE NOW!]( [] --------------------------------------------------------------- [] A Chance To Grab $490 On A Stock Every Day The Market Is Open? Every morning, this legendary market veteran sends out a list of his personal high-probability daily trades to a small, select group of traders. Now, you can get access to this exact same list of primed trade opportunities... [JUST CLICK HERE NOW!]( [] --------------------------------------------------------------- [] [] Here are April's Perfect Stocks [Garrett Pic]Dear Investor, You know the drill… It’s time for our monthly update of stocks with great balance sheets, solid valuations, and a little bit of security as we enter the fourth month of the year. As you know, I’m always focused on momentum, which remained Green on Thursday. BUT that selloff at the end of the day was a bit of a warning that something is brewing. I want to be cautious heading into April expiration. That’s why I’m looking to trade stocks that have strong readings on the following: - The Piotroski F-Score - The Altman Z-Score - A valuation rank There is war. There is inflation. There is an oil supply shock. So, let’s take a step away from all of this, and instead focus on stocks that can help up generate income by selling cash-secured puts in these tiresome times. The Three-Point System How do we get this list of stocks? It’s simple. We start each screen by focusing on improving financial growth and low debt exposure – and the F-Score tells both. This is a score created by former Stanford/Chicago Professor Joseph Piotroski. The F-Score (or Piotroski Score) is a NINE-POINT system that rewards each company for meeting a certain criterion on its balance sheet. If the company meets all nine criteria, it has an F-score of 9. Then, there’s the Altman Z-Score. You know I love this one. It’s a weighted average of five metrics to determine whether a company might go out of business. So, if a company falls below 2.6, it has a risky balance sheet. Why is it risky? There are large debt loads or weak cash flow. Simple as that My rule: Find stocks with a Z-Score of 3 or higher. I don’t know what’s coming in 2022, let alone 2023. I want to ensure that I’m protected if a major credit event transpires. And there is a rich history of credit events when the Fed raises interest rates or oil prices move higher (And guess what? We have both situations happening). Stocks with perfect F and high Z-Score are safer alternatives to the speculative mess that rallied after the Fed meeting two weeks ago. They tell us RIGHT NOW what is working in the U.S. economy. Finally, I add on a quick valuation score. I’m looking for a stock that’s trading at a discount to its rivals or to its own historical valuations (be it price-to-earnings, price-to-sales, or price-to-cash flow metrics). Okay… enough typing. Here is the April list. Perfect Stocks for April 2022 Here we go... Stock F-Score Z-Score Wall Street Target Upside Macy's (M) 9 2.66 28.9% Whirpool (WHR) 9 2.68 20.3% Sturm Ruger (RGR) 9 14.7 N/A Universal Logistics (ULH) 9 2.81 23% Flanigan's Enterprises (BDL) 9 2.92 N/A Bath and Body Works (BBWI) 9 3.94 68.2% Cognizant (CTSH) 9 7.66 7.6% Owens Corning (OC) 9 2.86 26.4% USA Truck (USAK) 9 3.22 60.1% I LOVE THIS LIST. It helps me generate some great ideas. And I know the story looking at just about every one of these stocks. Remember, for example, that Macy’s (M) is a secret way to play inflation because of their real estate. There is ample pressure for the company to spin-off its real estate assets, and it’s cleaned up its balance sheet. Owens Corning (OC) is my top pick on this list. There’s a lot of focus right now on energy efficiency by the Biden administration, and sustainability is the name of the game. The upside on OC is tremendous. USA Truck (USAK) - well, let’s be honest. Trucking isn’t going away. In fact, we have a massive catalyst that is coming up for the trucking sector that I’ll talk about tomorrow. You’ve heard it here before, but it’s finally making national headlines… It’s the potential delays at the California ports in June due to labor strikes. Trucking rates are about to go up… up… up… because of the amount of idling time that trucks face on that coast. But rates will rise as we see more trucks used at other ports. It’s going to be a fascinating year for trucking, and I’m not worried about increased diesel costs. They’ll pass those on to their customers. Remember - I like the upside of most of these companies, but my preferred strategy is to sell puts on them so that I can either generate income or pick the entry point that I want in order to set myself up for a longer-term ride. I’ll circle back and talk about ports tomorrow. For now, let’s trade these names. Enjoy your day, [Garrett Sig] Garrett {NAME} Chief Analyst, American Markets [] --------------------------------------------------------------- [] [] Here are April's Perfect Stocks [Garrett Pic]Dear Investor, You know the drill… It’s time for our monthly update of stocks with great balance sheets, solid valuations, and a little bit of security as we enter the fourth month of the year. As you know, I’m always focused on momentum, which remained Green on Thursday. BUT that selloff at the end of the day was a bit of a warning that something is brewing. I want to be cautious heading into April expiration. That’s why I’m looking to trade stocks that have strong readings on the following: - The Piotroski F-Score - The Altman Z-Score - A valuation rank There is war. There is inflation. There is an oil supply shock. So, let’s take a step away from all of this, and instead focus on stocks that can help up generate income by selling cash-secured puts in these tiresome times. The Three-Point System How do we get this list of stocks? It’s simple. We start each screen by focusing on improving financial growth and low debt exposure – and the F-Score tells both. This is a score created by former Stanford/Chicago Professor Joseph Piotroski. The F-Score (or Piotroski Score) is a NINE-POINT system that rewards each company for meeting a certain criterion on its balance sheet. If the company meets all nine criteria, it has an F-score of 9. Then, there’s the Altman Z-Score. You know I love this one. It’s a weighted average of five metrics to determine whether a company might go out of business. So, if a company falls below 2.6, it has a risky balance sheet. Why is it risky? There are large debt loads or weak cash flow. Simple as that My rule: Find stocks with a Z-Score of 3 or higher. I don’t know what’s coming in 2022, let alone 2023. I want to ensure that I’m protected if a major credit event transpires. And there is a rich history of credit events when the Fed raises interest rates or oil prices move higher (And guess what? We have both situations happening). Stocks with perfect F and high Z-Score are safer alternatives to the speculative mess that rallied after the Fed meeting two weeks ago. They tell us RIGHT NOW what is working in the U.S. economy. Finally, I add on a quick valuation score. I’m looking for a stock that’s trading at a discount to its rivals or to its own historical valuations (be it price-to-earnings, price-to-sales, or price-to-cash flow metrics). Okay… enough typing. Here is the April list. Perfect Stocks for April 2022 Here we go... Stock F-Score Z-Score Wall Street Target Upside Macy's (M) 9 2.66 28.9% Whirpool (WHR) 9 2.68 20.3% Sturm Ruger (RGR) 9 14.7 N/A Universal Logistics (ULH) 9 2.81 23% Flanigan's Enterprises (BDL) 9 2.92 N/A Bath and Body Works (BBWI) 9 3.94 68.2% Cognizant (CTSH) 9 7.66 7.6% Owens Corning (OC) 9 2.86 26.4% USA Truck (USAK) 9 3.22 60.1% I LOVE THIS LIST. It helps me generate some great ideas. And I know the story looking at just about every one of these stocks. Remember, for example, that Macy’s (M) is a secret way to play inflation because of their real estate. There is ample pressure for the company to spin-off its real estate assets, and it’s cleaned up its balance sheet. Owens Corning (OC) is my top pick on this list. There’s a lot of focus right now on energy efficiency by the Biden administration, and sustainability is the name of the game. The upside on OC is tremendous. USA Truck (USAK) - well, let’s be honest. Trucking isn’t going away. In fact, we have a massive catalyst that is coming up for the trucking sector that I’ll talk about tomorrow. You’ve heard it here before, but it’s finally making national headlines… It’s the potential delays at the California ports in June due to labor strikes. Trucking rates are about to go up… up… up… because of the amount of idling time that trucks face on that coast. But rates will rise as we see more trucks used at other ports. It’s going to be a fascinating year for trucking, and I’m not worried about increased diesel costs. They’ll pass those on to their customers. Remember - I like the upside of most of these companies, but my preferred strategy is to sell puts on them so that I can either generate income or pick the entry point that I want in order to set myself up for a longer-term ride. I’ll circle back and talk about ports tomorrow. For now, let’s trade these names. Enjoy your day, [Garrett Sig] Garrett {NAME} Chief Analyst, American Markets --------------------------------------------------------------- [] Reclusive California Tech Wiz Reveals... the Perfect AAPL Trade [San Francisco bay]( [See the reveal of this remarkable system]( --------------------------------------------------------------- [] [] Reclusive California Tech Wiz Reveals... the Perfect AAPL Trade [San Francisco bay]( [See the reveal of this remarkable system]( --------------------------------------------------------------- [] [] [] Winners and Losers of the War in Ukraine Dear Investor, Militarily Russia is a great power, but economically it’s a dwarf. Russia's GDP is barely higher than that of Spain. In U.S. terms, its economy is smaller than New York’s and slightly larger than Florida’s. Apart from agricultural and energy commodities, international trade with Russia is relatively small. [Worlds Largest Economies] Source: Nevertheless, the war in Ukraine will continue to fuel inflation worldwide. This is now affecting virtually all areas of life. Since supermarkets have to be supplied with goods on a daily basis, discounters such as Aldi have already started to raise prices on a large scale. These 8 Sectors Are Benefiting From The Current Crisis The war in Ukraine is moving closer to the NATO border. Uncertainty is spreading, including on the stock markets. Still, there are sectors that are bucking the general trend and benefiting from the current crisis. These include: - Alternative energy - Cybersecurity - Fertilizers - Precious metals - Agricultural machinery - Oil & gas - Hydrogen - Defense These Sectors Are Now Coming Under Pressure The major indices have been in a downtrend since the Russian invasion. However, there are sectors that are under particular pressure. These include: - Luxury goods - European financials European banks in particular have been hit by the current crisis. Partly because of interest rates, which are still low in the EU, and partly because of the impact of sanctions, as some European banks have become heavily involved in Russia. Cyclical Industrials These are companies that are particularly cyclical. A poor economic situation combined with weakening demand and high energy prices affects manufacturers of consumer goods. These include, for example: - Automotive stocks - Technology stocks You Should Also Have These Sectors In Your Portfolio Now By the way, the non-cyclical sectors that are holding steady or even making gains during the crisis include: - US financials - Pharmaceuticals - Utilities In conclusion, the war in Ukraine has brought geopolitical risks on the stock market into focus. The big unknowns include not only the Kremlin clique, but also the hitherto dubious role of China. The gloomy scenario of a further escalation is not yet priced in on the stock markets. However, it makes sense for you as an investor to restructure your portfolio according to the crisis winners and losers listed above. Best regards, [Bauer Sig] Dr. Gregor Bauer Chief Analyst, European Markets [] --------------------------------------------------------------- [] [] Winners and Losers of the War in Ukraine Dear Investor, Militarily Russia is a great power, but economically it’s a dwarf. Russia's GDP is barely higher than that of Spain. In U.S. terms, its economy is smaller than New York’s and slightly larger than Florida’s. Apart from agricultural and energy commodities, international trade with Russia is relatively small. [Worlds Largest Economies] Source: Nevertheless, the war in Ukraine will continue to fuel inflation worldwide. This is now affecting virtually all areas of life. Since supermarkets have to be supplied with goods on a daily basis, discounters such as Aldi have already started to raise prices on a large scale. These 8 Sectors Are Benefiting From The Current Crisis The war in Ukraine is moving closer to the NATO border. Uncertainty is spreading, including on the stock markets. Still, there are sectors that are bucking the general trend and benefiting from the current crisis. These include: - Alternative energy - Cybersecurity - Fertilizers - Precious metals - Agricultural machinery - Oil & gas - Hydrogen - Defense These Sectors Are Now Coming Under Pressure The major indices have been in a downtrend since the Russian invasion. However, there are sectors that are under particular pressure. These include: - Luxury goods - European financials European banks in particular have been hit by the current crisis. Partly because of interest rates, which are still low in the EU, and partly because of the impact of sanctions, as some European banks have become heavily involved in Russia. Cyclical Industrials These are companies that are particularly cyclical. A poor economic situation combined with weakening demand and high energy prices affects manufacturers of consumer goods. These include, for example: - Automotive stocks - Technology stocks You Should Also Have These Sectors In Your Portfolio Now By the way, the non-cyclical sectors that are holding steady or even making gains during the crisis include: - US financials - Pharmaceuticals - Utilities In conclusion, the war in Ukraine has brought geopolitical risks on the stock market into focus. The big unknowns include not only the Kremlin clique, but also the hitherto dubious role of China. The gloomy scenario of a further escalation is not yet priced in on the stock markets. However, it makes sense for you as an investor to restructure your portfolio according to the crisis winners and losers listed above. Best regards, [Bauer Sig] Dr. Gregor Bauer Chief Analyst, European Markets --------------------------------------------------------------- [] [] Urgent: Millionaire Trader Opens Private Texting Group Trading Legend Rob Booker has done it again. The 20-year veteran millionaire who navigated both bull and bear markets, is now turning the newsletter industry on its head... Giving the mainstream investors something that was previously off limits to them. You see, the ordinary investor is faced with two tough choices... They could spend years trying to figure things out like Rob did (Who really has the time for that)... Or they can get a financial newsletter to give them picks about once a month and hope things work out. Neither of those choices are very appealing. Which is why Rob has found a better way. He’s allowing anyone to get his real time stock ideas in while he analyzes the markets each day. These aren’t ideas he came up with out of thin air... These are his best trading opportunities that he trades alongside his followers. Once you’re on his contact list, all you need is a few minutes to act whenever he sends out a recommendation. The best part? He’s available to contact directly with any questions. Which is virtually unheard of in the newsletter industry these days. To join him, all you need to do is to take his phone number down. If you’re looking for a way to keep up with the market changes quickly, you need to check this out. Rob’s prepared a presentation explaining how it all works. [Access it here.]( --------------------------------------------------------------- [] [] [] Urgent: Millionaire Trader Opens Private Texting Group Trading Legend Rob Booker has done it again. The 20-year veteran millionaire who navigated both bull and bear markets, is now turning the newsletter industry on its head... Giving the mainstream investors something that was previously off limits to them. You see, the ordinary investor is faced with two tough choices... They could spend years trying to figure things out like Rob did (Who really has the time for that)... Or they can get a financial newsletter to give them picks about once a month and hope things work out. Neither of those choices are very appealing. Which is why Rob has found a better way. He’s allowing anyone to get his real time stock ideas in while he analyzes the markets each day. These aren’t ideas he came up with out of thin air... These are his best trading opportunities that he trades alongside his followers. Once you’re on his contact list, all you need is a few minutes to act whenever he sends out a recommendation. The best part? He’s available to contact directly with any questions. Which is virtually unheard of in the newsletter industry these days. To join him, all you need to do is to take his phone number down. If you’re looking for a way to keep up with the market changes quickly, you need to check this out. Rob’s prepared a presentation explaining how it all works. [Access it here.]( --------------------------------------------------------------- [] [] Article Recap - [Here are April's Perfect Stocks](#i572731) - [Winners and Losers of the War in Ukraine](#i572028) - [Urgent: Millionaire Trader Opens Private Texting Group](#156384) --------------------------------------------------------------- [] Article Recap - [Here are April's Perfect Stocks](#i572731) - [Winners and Losers of the War in Ukraine](#i572028) - [Urgent: Millionaire Trader Opens Private Texting Group](#156384) --------------------------------------------------------------- [] © 2022 Godesburg Financial Publishing, Inc. DISCLAIMER: COMMUNICATIONS FROM GODESBURG FINANCIAL PUBLISHING (GFP) ARE FOR EDUCATIONAL AND INFORMATIONAL PURPOSES ONLY – NOT INVESTMENT ADVICE: GFP and all the services it offers are for educational and informational purposes only and should NOT be understood to be securities-related offers or solicitations. None of GFP’s communications should be considered or used as personalized investment advice. GFP recommends that you speak with a licensed professional before making any investment decision. RESULTS PRESENTED ARE NOT NECCESSARILY TYPICAL OR VERIFIED: GFP communications may include information regarding the historical trading performance of gurus in their services (all verified by a third party), as well as testimonials of non-employees depicting profitable investments and trades that are believed to be true based on the representations of the persons providing the testimonial of their own free will. Please be aware that the claims regarding investing or trading results of non-employees are not tracked by GFP nor can they be verified. As always, past performance is not necessarily indicative of future results. Therefore, results presented in this email should NOT be considered TYPICAL. Actual results can and will vary based on everything from experience, ability, risk mitigation practices, and market volatility... to the amount of money exposed in the investment or trade. Investing and trading are speculative and carry serious risk. You may lose some, all - or possibly more - than your original investment or trade. GODESBURG FINANCIAL PUBLISHING IS NOT AN INVESTMENT ADVISOR OR REGISTERED BROKER: GFP, including its owners and employees, are NOT registered as securities broker-dealers, brokers, or any sort of registered investment advisors with the U.S. Securities and Exchange Commission, any state securities regulatory authorities, or any self-regulatory organizations. GODESBURG FINANCIAL PUBLISHING EMPLOYEES MAY HOLD SECURITIES DISCUSSED: If a writer holds any securities in a communication, it will be disclosed along with the information on the potential investment or trade. HIR, its owners or employees, have not been - or ever will be - paid by the issuer of a security mentioned in our services or communications. GFP, its owners and employees are paid entirely or in part from commissions based on sales of their services to subscribers. For more information, please visit [our disclaimer page here.]( Sent to: {EMAIL} [Unsubscribe]( Godesburg Financial Publishing Inc., 251 Little Falls Drive, Wilmington, DE 19808, United States [] © 2022 Godesburg Financial Publishing, Inc. DISCLAIMER: COMMUNICATIONS FROM GODESBURG FINANCIAL PUBLISHING (GFP) ARE FOR EDUCATIONAL AND INFORMATIONAL PURPOSES ONLY – NOT INVESTMENT ADVICE: GFP and all the services it offers are for educational and informational purposes only and should NOT be understood to be securities-related offers or solicitations. None of GFP’s communications should be considered or used as personalized investment advice. GFP recommends that you speak with a licensed professional before making any investment decision. RESULTS PRESENTED ARE NOT NECCESSARILY TYPICAL OR VERIFIED: GFP communications may include information regarding the historical trading performance of gurus in their services (all verified by a third party), as well as testimonials of non-employees depicting profitable investments and trades that are believed to be true based on the representations of the persons providing the testimonial of their own free will. Please be aware that the claims regarding investing or trading results of non-employees are not tracked by GFP nor can they be verified. As always, past performance is not necessarily indicative of future results. Therefore, results presented in this email should NOT be considered TYPICAL. Actual results can and will vary based on everything from experience, ability, risk mitigation practices, and market volatility... to the amount of money exposed in the investment or trade. Investing and trading are speculative and carry serious risk. You may lose some, all - or possibly more - than your original investment or trade. GODESBURG FINANCIAL PUBLISHING IS NOT AN INVESTMENT ADVISOR OR REGISTERED BROKER: GFP, including its owners and employees, are NOT registered as securities broker-dealers, brokers, or any sort of registered investment advisors with the U.S. Securities and Exchange Commission, any state securities regulatory authorities, or any self-regulatory organizations. GODESBURG FINANCIAL PUBLISHING EMPLOYEES MAY HOLD SECURITIES DISCUSSED: If a writer holds any securities in a communication, it will be disclosed along with the information on the potential investment or trade. HIR, its owners or employees, have not been - or ever will be - paid by the issuer of a security mentioned in our services or communications. GFP, its owners and employees are paid entirely or in part from commissions based on sales of their services to subscribers. For more information, please visit [our disclaimer page here.]( Sent to: {EMAIL} [Unsubscribe]( Godesburg Financial Publishing Inc., 251 Little Falls Drive, Wilmington, DE 19808, United States