Mostly Sunny, Chance of Showers
In the last issue, we wrote about the myriad crosscurrents that were still being seen—while the major indexes looked good, the day-to-day rotation was wild among sectors and themes, with news-driven moves the norm for a few weeks. But also...
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The final tally is in, and it was a November for the ages. The Dow Jones Industrial average was up 11.8% for November, making it the best month for the index since 1987. The S&P 500 climbed 10% while the Nasdaq gained another for...
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Sometime between today and Friday, the U.S. House of Representatives will vote on the Marijuana Opportunity, Reinvestment and Expungement Act, otherwise known as the MORE Act.
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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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Stocks have surged this past month, with the S&P 500 returning 11% in November. Other major indices, including the Dow Jones Industrial Average and the Nasdaq Composite, produced similarly strong returns. These kinds of returns would make a good year in most investors’ eyes.
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For the third straight week the market has rallied on the news of another coronavirus vaccine with positive late stage trial results.
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Remain optimistic but pick your stocks carefully. The overall market is in good shape, and there’s definitely more good than bad among individual stocks, though it’s also tricky, with plenty of rotation and news-driven moves.
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The bull market is alive and well, as investors look forward to vaccines that enable economic reopening. So I continue to recommend that you be heavily invested in a diversified portfolio of 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
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
Wild—but Positive—Action
The healthiest market environment is generally one where most participants are rowing in the same direction—the vast majority of stocks and sectors glide higher (with the occasional pullback or shakeout, of course) as investor perception of the future steadily improves. Even if broad...
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A wave of quarterly reports in recent days means most of our companies have reported.
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This year continues to amaze. The market had another big rally this week on news of very positive late-stage trial results for a coronavirus vaccine from pharmaceutical company Moderna (MRNA). The S&P 500 soared to a new all-time high, the first since early September.
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Stock Name
Market Cap
Price
Investment Type
Avantor (AVTR)
$15.8 billion
27.46
Growth – MedTech
Berkeley Lights (BLI)
$5.5 billion
86.15
Rapid Growth - MedTech
e.l.f. Beauty (ELF)
$1.1 billion
21.67
Growth – Personal Care
Farfetch Limited (FTCH)
$15.2 billion
44.56
Rapid Growth - Ecommerce
Kornit Digital (KRNT)
$3.2 billion
79.06
Rapid Growth – Textile Printing
Preparing for the Next Phase of the Pandemic
The current investing climate one...
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The bull market rolls on, with today’s news about Moderna’s vaccine providing a high-profile reason to be optimistic about reopening the economy.
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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
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
Stay cautious for now as we wait to see whether growth stocks can find their footing (which they’ve done for a couple days in a row now).
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With all five states that voted on marijuana proposals last week saying “Yes,” the trend toward nationwide legalization is now clearer than ever—and marijuana investors have been acting accordingly.
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