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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The market has been doing OK, though it’s more about addition by subtraction—the fact that growth stocks have avoided any major selling wave after the recent upmove is a plus, but we’re still seeing lots of selling on strength and rotational action that by...
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Small caps and growth stocks continue to look better for the third consecutive week. This is a welcome trend given that the beginning of May was pretty tough.
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The market has been subdued for the last few weeks as investors weigh how far the market has come against the risks of rising inflation, supply-chain problems and the possibility of higher taxes.
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The bull market that began in March 2020 rolls on, and the good news is that growth stocks are now looking stronger, as hopes for rapid growth outweigh fears of inflation.
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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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Baby Steps
Three weeks ago, growth stocks were in ruins, and we don’t think that’s much of an exaggeration—while the Nasdaq was only 8.5% off its high, things like the Russell 2000 Growth Fund (IWO), which we write about later in this issue, sat than...
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The bull market that began in March 2020 remains in effect, and our policy of investing in a balanced portfolio of stocks chosen using a variety of investing systems continues to work.
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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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The market was mixed today with cyclical stocks outperforming—at day’s end, the Dow was up 139 points while the Nasdaq was down 2 points.
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Well, it’s about time some buyers showed up. While we can’t yet characterize the move in higher growth small- and mid-cap stocks as a rally per se, it’s not premature to say that sentiment has turned up when it comes to these types stocks...
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Markets continue to consolidate and churn with solid earnings offsetting concerns over inflation and valuations.
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The bull market that began in March 2020 remains in effect, though showing signs of age.
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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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Biding our Time
It’s been a downer of a three months for growth stocks, so we want to start with a positive note, partially in response to some worried questions we’ve started to get as the sellers really dug in their heels last week: term,...
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While still very choppy, this past week has been much better than the two weeks prior as the selloff in growth stocks has cooled and more investors have begun to think longer term. While the risk of inflation is still an overhang on stocks,...
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Stock Name
Market Cap
Price
Investment Type
AppLovin (APP)
$20.9 billion
64.29
Rapid Growth – Software
Cactus (WHD)
$2.6 billion
34.71
Cyclical Growth – Oil Services
e.l.f. Beauty (ELF)
$1.50 billion
29.22
Growth – Cosmetics/Personal Care
Fox Factory Holdings (FOXF)
$6.56 billion
156.4
Rapid Growth – Suspension Products
Montrose Environmental (MEG)
$1.31 billion
50.38
Rapid Growth – Environmental Services
The Great Inflation Debate: Transitory, Or Here To you...
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Growth stocks continue to struggle, and thus overall, I think It’s wise to lean toward larger value-oriented stocks.
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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...
Read More
This has been another tough week for most growth-oriented small cap stocks as the sellers have clearly taken control. There are easy targets to point to as driving the decline, namely fear of inflation. But the reality is it is mostly just a of...
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