There is a lot of uncertainty out there, which isn’t an entirely new scenario. We’ll continue to try and play it a little safe right now by keeping all stocks previously rated hold at the same rating.
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The market’s had another rotational week—the big-cap indexes have done OK (S&P 500 and Nasdaq up around 1%), small-cap indexes have done even better (up nearly 2%), but growth stocks have suffered another round of heavy selling, with many falling to new correction lows.
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Baker Hughes changes their corporate name and stock symbol. And, two stocks report third-quarter earnings beats.
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There are a couple quick things to cover today. First, the introduction in the email that went out introducing yesterday’s Issue was placeholder text from a past update. I apologize for the error and hope it didn’t seem too random. Second, I’ve received about...
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Our Emerging Markets Timer as found support in recent weeks, but that hasn’t been enough to produce a new buy signal.
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Two stocks report earnings and two more are rising again.
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It’s been a tough few months for cannabis investors, but no downtrend lasts forever, and yesterday’s blast-off by Aphria (APHA), which sparked buying across the sector, is a sign that the worst has almost certainly passed.
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Tyler is selling one stock.
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The market is once again flirting with all time highs. The good week was driven largely by the announcement of a partial trade deal with China. But the main event will be earnings going forward.
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Stocks in this Issue
Five Portfolio Management Tips for Early-Stage Stocks
The nature of this newsletter is that 90% of our focus is centered on finding early-stage opportunities and vetting them. But to have investing success – in any type of stocks – over the haul...
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The top five holdings of this fund are Weyerhaeuser Co (WY, 6.23% of assets), Brookfield Asset Management Inc Class A (BAM.A.TO, 5.37%), Five Point Holdings LLC A (FPH, 5.16%),
Lennar Corp (LEN, 5.03%), and CK Asset Holdings Ltd (01113.HK, 4.88%).
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Short-term, the market remains under pressure, buffeted by the selling of investors scared by the prospects of an extended tariff war, but long-term, the trend remains up, so we still see the current weakness as a normal correction.
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There’s been a variety of news pertaining to airlines, and also to the Boeing 737 MAX jet problem, in recent weeks. It can be hard to know which industry-specific stocks to own and which to ignore. I always use profit growth as my line...
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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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The ping-pong action of the market has continued this week, with quick, sharp fluctuations based on daily (and often intraday and even overnight) news and rumors of the progress (or not) of the U.S.-China trade negotiations, including this morning’s good-looking pop. Frankly, we encouraged...
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Yesterday was the worst day of the year for cannabis stocks, with HEXO (no longer in our portfolio) leading the way down with a plunge of 22.5% after the company announced that revenue for the fiscal fourth quarter, ended July, would be $14.5 $16.5...
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Patience Precedes Profits
We regularly write about practicing patience with your winning stocks, and that will always be a key factor in making big money—unless you’re a savant, you’ll find that many of your trades will offset over time (small losses, break-evens, small wins, with...
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Today marks the first face-to-face talks between senior officials from America and China since July.
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This week’s update is both early and much shorter than normal.
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