The Big Idea
If there was ever any doubt that digital payments is a big trend the coronavirus pandemic has squashed the argument.
Locked up at home, people have still needed to buy things and pay their bills. Businesses, from car and boat dealerships to to...
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The stocks in the marijuana sector have pretty much traded in sync with the broad market since the March bottom, climbing strongly to late-May or early-June peaks and consolidating those gains since, with many stocks pulling back to sensible support levels.
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The S&P 500 soared 46% from the March bottom in about 11 weeks, the fastest such rise in history. It couldn’t keep that up forever and it was bound to falter eventually.
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How to Learn More about the Companies You Own
As the new Chief Analyst for the Undervalued Stock Advisor, I’d like to thank you for reading this month’s letter. I know you have many sources of investment ideas and advice, and I appreciate your in...
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The market is strong, our portfolio is full, and the prospects for the months ahead look good. Thus I continue to recommend that you be heavily invested in stocks that help you meet your investing goals.
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The big news affecting the market this week is the upward trend in coronavirus cases in some states and the resulting concern that an economic rebound will be curbed sooner than hoped.
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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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Buying Opportunities
The last few weeks have brought a much-needed market correction—much-needed because after advancing for eleven weeks from the COVID-19 bottom, the market was extended, and some segments of the investing world were positively giddy. But now that the correction has done its capped...
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While there are growing signs of risk, the market is, as always, difficult to predict in the near term. If it does selloff, that’s okay. Stocks in this portfolio are well positioned to endure further hardship and thrive beyond this crisis. Another down in...
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There have been so many changes in 2020, it pains me to heap another change onto your laps, and yet it is time for me to do so. I’ve implemented the next phase of my longtime career plan by establishing a U.S. equity fund...
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The market is strong, our portfolio is full, and the prospects for the months ahead look good. Thus I continue to recommend that you be heavily invested in stocks that help you meet your investing goals.
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Yesterday, after the market closed, rumors emerged that this portfolio stock is once again in talks to sell their gas stations.
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The market continues to recover from last week’s short but intense decline. In our portfolio there’s been a dearth of news flow. That’s fine with me. I think we could all use a little less stimulation and step back from our computers and devices...
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It’s been another crazy week in pandemic-land. After an interruption last week, the market seems to have resumed its ascent.
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Right now, U.S. stock markets are surging, largely due to the Federal Reserve’s bond-buying binge. As bond prices rise from the increased demand, bond yields fall (and they’re tremendously low).
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The market is strong, our portfolio is full, and the prospects for the months ahead look good. Thus I continue to recommend that you be heavily invested in stocks that help you meet your investing goals.
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This portfolio stock reported good second-quarter results and moves from Hold to Buy.
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We’re finally starting to see signs that investors are realizing that risk actually does exist in the market (I think).
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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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The marijuana sector looks increasingly healthy, as the leading companies continue to post triple-digit growth rates and the leading stocks continue to climb higher.
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