The Goldman Guide

I know we have talked a great deal about low oil prices and the effect on our economy. However, it is clearly a near term GDP driver and simultaneously a cause for stock market consternation, as we outlined two weeks ago. Of course, the U.S. is not the only country affected by reduced energy prices. What about outside the U.S.? After an exhaustive review we believe we have found what may the biggest beneficiaries of low oil prices. The answer may surprise you and also offer huge upside to your portfolio.

For all intents and purposes, today is the true first trading day of 2015 and we believe it will be a good one. More important, there are seasonal events that lead us to believe that January could be a great month for small cap and opportunistic investors.

The January Effect appear ready to rock small cap tech stocks this month with the aid of the trends, products, and announcements coming out of the annual International Consumer Electronics Show, which begins today. It may have been a dud in years past but it has a huge buzz this year. See which segments stand to be the biggest gainers in the near term for small, publicly traded tech stocks.

For investors with a longer term horizon, we provide an overview of The Dogs of the Dow (DoD) strategy, along with info on buying the DoD ETN. Plus, we provide our top Dow Jones Industrial Average pick, which may even outperform the DoD ETN.

Finally, Apple (NASDAQ – AAPL) is flashing sell. See what we have to say about it.

As expected, stocks are surging higher due in part to low gas prices. However, the current rise cannot go on forever. We believe we have identified what could temporarily curtail stocks as well as when this will occur.  Check out the latest Goldman Guide by clicking the link below to see and prepare for these catalysts.

Looking for a NASDAQ stock trading at only 10x next year's EPS despite a 50% EPS growth forecast, on top of huge profitability this year?  Click the link below to view this well-known company that could jump 50% next year if these estimates hold true.

Small caps and microcaps had a great week and with certain indicators in our favor, the current Santa Claus rally has real legs. See why stocks are not overbought, billions are sitting on the sidelines waiting to be put back into equities, and how their solid year-end returns should lead into an even stronger January. Plus, we define and describe The January Effect which has been an accurate market indicator for 29 of the past 35 years!

The annual year-end sale of big losers has commenced and will likely last for another week or so. This means that oversold opportunities lie in the hundreds of small cap stocks that have declined by 50% or more this year.  Not only have we identified the big losing sectors but we have unearthed 2 stocks that are expected to enjoy substantial revenue and EPS growth next year, yet are down as much as 83% YTD and thus trade at ridiculously low valuations. See why these sub-$5 NYSE and NASDAQ-traded stocks could be some of the biggest winners in late December/early January.

The convergence of the holiday season, Cyber Monday and sharply lower oil prices mean these three stocks could soar higher this month. One, a low-priced retailer, reports 3Q14 results this week. Plus, see what stocks and sectors should jump and what sectors and markets to avoid.

In this week's edition of The Goldman Guide, we profile a NASDAQ microcap that has few peers in its business and its valuation---it trades at a big discount to its 20% EPS growth rate—and we believe that this is only a temporary scenario. And, the company could emerge as a takeover candidate down the road given the age of its leadership.

As we near the typical strong year-end season, it is time to provide you with our Top 10 thoughts on stocks and the market. Plus, we highlight a popular small cap apparel company that may be in play…

Finally, be on the lookout for the next edition of The 30-30 Report on Thursday. We just added another big winner to the 30-30 circle and historically, this month tends to be our best performing period. Make sure you subscribe today! 

http://www.goldmanresearch.com/plan/subscribe.html

And….our Fourth Annual Thanksgiving Treats and Turkeys Report will be out next week. You don't want to miss this year's year-end buys and sells.

Today, we salute all of the veterans that have given their service to our great country. Interestingly, each Veteran's Day celebration tends to coincide with seasonality and events that are key drivers for specific stocks and sectors, aided in part by a series of company institutional roadshows starting next week.

See which winning sectors as part of this phenomenon that usually enjoy very strong fourth quarter performances.

Well, last night Republicans beat the Democrats like the Globetrotters beat the Generals on national and localized levels and Wall Street is cheering. In this abridged and special edition of The Goldman Guide, we predict the impact of this event on the market and specific sectors (including marijuana).  Hint: There is a correlation between stocks and Cialis.