Wyatt Research Week-in-Review: July 20-27

A relatively dull mid-summer week on Wall Street gave us time to delve deeply into some macro market issues dominating the market landscape these days.
Our analysts explored big-picture issues such as what to do when (if?) interest rates finally rise; how much we should care that stocks are technically “overvalued” at the moment; and how to protect your portfolio when (if?) a market crash does finally arrive.
Of course, there were smaller, sector- and stock-specific topics that were also on our mind. Steve Mauzy assessed Google’s chances of becoming the first trillion-dollar company. Lawrence Meyers unearthed some ripe opportunities in the organic sector. And Tyler Laundon told us why he loves mobile banking.
With a full plate of appetizing topics from our experts this week, I won’t delay any further. Here is a sampling of what we were talking about at Wyatt Investment Research this week.
Why You Can Buy Boeing On the Cheap– Between the Boeing 777 being shot down in Ukraine and the Farnborough International Airshow ending, there has been a lot of news in the aerospace industry of late. Most of it hasn’t been flattering.
The Most Tax-Efficient Way to Hold Dividend Stocks– The day will eventually come when you’ll withdraw from your retirement account. When you withdraw, you’ll discover the free lunch isn’t so free after all.
Top Three Stocks to Own Before Interest Rates Rise– Every day we appear to inch closer to the Fed pushing interest rates higher. When it happens, here are three stocks you’ll want to already own.
How Much Does Valuation Matter in this Market?– Stocks are overvalued. You can’t go a full day without reading or hearing that. Even our new Federal Reserve chief, Janet Yellen, said it last week, singling out biotechs and social media stocks as being particularly overvalued. She was merely echoing what numerous Wall Street analysts and CNBC talking heads have been saying for the better part of a year.
And yet stocks continue to rise.
Why I Love Mobile Banking– Mobile banking and online payments is an incredibly fragmented market. And, it’s extremely lucrative. Let that sink in for a moment.
Fragmented … and lucrative. Seems like a good area to invest.
Google and a Trillion Dollar Market Cap– Breyer Capital CEO Jim Breyer boldly predicted on CNBC that Google (Nasdaq: GOOG) will achieve a billion-dollar market cap in the next 10 years. Is he right?
It’s Time to Invest in an Organic Grocer– I think you should have one of the big organic grocers in your long-term diversified portfolio.  The reason is that “organic” is the greatest marketing scheme invented, second only to DeBeers’ campaign, “Diamonds are forever.”
Here’s the Best Way to Protect Your Investment Returns– The S&P 500 just hit another all-time high. As a result, the questions have been rolling in here at Wyatt Investment Research. The question on everyone’s mind . . . what is the best way to protect my investment returns?
For most individual investors, buying put options is the answer. Unfortunately, this strategy is one of the worst ways to protect the stocks in your portfolio. However, coupling a long put with a simple covered call strategy provides the ultimate protective strategy.
The Future Is Here: Investing in Robotics– 2013 will go down in history as the year robotics came of age and took center stage.
VIDEO: Did Janet Yellen Short Tech Stocks? – Janet Yellen called biotechs and social media stocks “overvalued” last week. Since then, both sectors have plummeted. Did the Fed chief just short tech stocks?
Throughout the week, please make sure to visit WyattResearch.com for the information you need to know and opinions you need to read to become a better investor.