The market had another constructive week, which by our thinking makes it three in a row. Coming into today, most indexes were up in the 1.5% to 2% range, which keeps the nascent intermediate-term green light (received last week) intact.
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The market's nascent bounce two weeks ago has morphed into a very impressive rally, led by a gaggle of growth stocks that are acting better than they have since late last year and early 2021. We're not completely out of the woods, and season...
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As we move closer to earnings season for our portfolio holdings (really gets underway the week after next) we see many small-cap growth names (and growth stocks in general) recovering nicely from the drawdowns in late September.
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In a person, company, country, or stock, resiliency matters. For example, with disruptions related to the pandemic and supply-chain chaos all around us, some will navigate better than others. U.S. stocks have been rising despite coping with the effects of inflation, a slowing economy...
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Forget the virus. Forget about the Fed tightening. It’s all about earnings now.
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Stock Recommendation Tracker
The Stock Recommendation Tracker is a table that features all of the current recommendations in all of our portfolios. It’s a quick way for you to see what stocks are currently in our portfolios and will highlight new additions or any to...
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Stock Recommendation Tracker
The Stock Recommendation Tracker is a table that features all of the current recommendations in all of our portfolios. It’s a quick way for you to see what stocks are currently in our portfolios and will highlight new additions or any to...
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Stock Name
Market Cap
Price
Investment Type
AppLovin’ (APP)
$35.6 billion
95.7
Rapid Growth - Software
Dynatrace (DT)
$21.9 billion
77.0
Rapid Growth – Software
GFL Environmental (GFL)
$14.5 billion
40.1
Rapid Growth – Waste Management
SiteOne Landscape (SITE)
$9.53 billion
214
Growth – Landscape Supply
ZoomInfo (ZI)
$27.3 billion
69.6
Rapid Growth – Software
It’s All About Earnings
There are a lot of things investors could focus these...
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After pulling back in September, the S&P 500 is back to flirting with all-time highs. My favorite strategist, Ryan Detrick, recently shared that the market is typically weak now before starting to run into the “Santa rally.”
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A few weeks ago, at the annual Morningstar Investment Conference in Chicago, two investing icons debated the merits of value versus growth. On the value side was Rob Arnott, founder and head of Research Affiliates, with Cathie Wood, founder and head of ARK Management,...
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After months of trading sideways, here are three investing tips to help you navigate through all the stock market's ups and downs.
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Before we dive too deep into this week’s idea I have decided to sell our PureStorage (PSTG) stock position as the stock has not been participating in the recent market rally. This could prove to be a mistake, but I would prefer to lock in small...
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Starbucks (SBUX) was my top pick for 2019. It didn't disappoint, and somehow continued rising through a pandemic. Now it looks even better.
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Energy stocks have been the best-performing sector of late, with a continued rise likely. Dorchester Minerals stock is a good way to play it.
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Long-term market trends remain positive, but short-term trends remain troubling. Still, growth stocks snapped back strongly last week, so it’s possible the weakness has passed and the market will become more cohesive and begin a renewed advance.
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Bitcoin has been red-hot, shattering records by the day over the last few weeks. But is bitcoin a good long-term investment? Let's examine.
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Last week’s market bounce was encouraging but inconclusive—the major indexes rallied at a key level, and many leading (and potential leading) stocks did the same. That said, at best, most things were still stuck in neutral, with few names really powering ahead and indexes...
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The unemployment-stock market correlation is a picture-perfect inverse. What does that mean with an improving but still-high jobless rate?
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If professional investment companies are not making their decisions based on the price of the stock, neither should you.
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The biggest stories this week weren’t all that different from last week, namely supply chains, interest rates/inflation, and Covid. But this week has a decidedly different feel to it, possibly because we’ve added earnings season into the mix and, so far, that’s going well...
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