This portfolio stock has just pulled Q1 2020 guidance, saying revenue will be roughly 35% to 45% below the low end of its prior revenue guidance ($47 million) due to global disruptions from COVID-19.
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Some Short-Term Signs of Spring
We can’t remember a time when the news flow came as fast and furious as it has in recent weeks, from state-wide shutdowns to big market swings to stimulus packages to Federal Reserve actions. That’s why it’s good to a..
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The past week has seen the market rocket higher on hopes for a massive $2 trillion economic stimulus plan that would try to help consumers and businesses get through the tunnel of productivity and financial devastation that this pandemic has created.
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In such an environment it’s easy to assume the worst and miss the flipside of the equation – great companies trading at prices that just a month ago we would have considered incredible. Market volatility and uncertainty are creating great opportunities.
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Uncharted Territory—But We Have A Compass
As of Monday, we’d experienced the market’s quickest 30% drop ever. Just 22 days from top to bottom.
Yesterday, the Dow had its best up day in 87 years—up 11%!
And tomorrow?
Well, as the headline says, we’re in uncharted territory. one...
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The market has bounced decently during the past couple of days, and we’re cautiously optimistic that a workable low is in.
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The market doesn’t know how long this will last. And that’s why it hasn’t been able to find a bottom. But there has been some very encouraging news in the past week.
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Congratulations! You’ve saved up $10,000 and you’re ready to begin investing in the stock market. Here’s how to proceed with your $10,000 stock portfolio.
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The economy has fallen into a recession. The official economic statistics are not at our doorsteps yet – two quarters of falling GDP – but it’s fairly obvious that American business has gone into hibernation for at least a few months.
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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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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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As financial markets begin to thaw, global leaders build consensus on how to address this pandemic, options of potential interim treatments for Covid-19 surface and the framework of economic relief starts to firm up (even though it won’t be enough), the stock market be...
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Stock Name
Market Cap
Price
Investment Type
BellRing Brands (BRBR)
$600 million
15.23
Growth – Packaged Foods
BlackLine (BL)
$2.76 billion
48.98
Rapid Growth – Accounting Software
Kroger (KR)
$26.9 billion
34.19
Steady, Slow Growth – Grocery Store
Survey Monkey (SVMK)
$1.5 billion
10.67
Rapid Growth – Survey Software
Sunnova (NOVA)
$624 million
7.43
Growth – Solar Panels & Storage
Searching for Turnip Shoots on a Scorched I..
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Remain defensive. There are certainly indications that a countertrend rally could start at any time, so we’re not anxious to raise more cash, but we’re sticking with the trend, which remains down. In the Model Portfolio, we have no changes tonight—we’re holding four stocks...
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Because of all the craziness out there I’m pushing back the stock section of this week’s update to tomorrow.
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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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With the market down more than 30% since it peaked a month ago, it’s worth reviewing the reasons for the quick crash.
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The quarter’s revenue surged in their Europe and licensing businesses, and lagged in their Americas Retail, Americas Wholesale and Asia businesses.
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Remain defensive. The market took another leg lower today, though our four remaining stocks in the Model Portfolio hung in there.
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