The Explorer portfolio had another good week despite a sharp pullback by ElectraMeccanica (SOLO). We still have a big profit there, so I advise you to sell half your position and let the rest ride. As you review your stock portfolios going into 2021, I you...
Read More
The Big Idea
For the last nine months the world has been mostly focused on the Covid-19 pandemic and the related importance of testing, treatments and, hopefully, an effective cure in the form of vaccinations.
But while the pandemic has taken center stage in 2020 remains...
Read More
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...
Read More
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.
Read More
For the third straight week the market has rallied on the news of another coronavirus vaccine with positive late stage trial results.
Read More
The Future is Full of Surprises
One of the oft-told tales of the California Gold Rush is that while most miners failed to strike it rich, the real money-makers were the people selling shovels—and of course that immigrant from Bavaria, Levi Strauss, who sold denim...
Read More
Other than price changes not much has happened with our stocks since I wrote last week. With our offices closed tomorrow and Friday we’ll all be taking a short break before gearing up for the last month of the year.
Read More
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.
Read More
After an insane couple of weeks this one has felt relatively calm. There is still plenty of market-moving news around the election, vaccines, the pandemic’s frightening trajectory, etc. but I think we’ve all become somewhat accustomed enough to alarming headlines – within a range...
Read More
Markets steadied this week as the political situation became clearer and prospects for Covid-19 vaccines becoming available in the first half of 2021 seem more promising. The Explorer portfolio performed well this week, with a couple of ideas breaking out to new highs.
Read More
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.
Read More
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.
Read More
The market is working its way through significant developments on many fronts – U.S. presidential race, raging pandemic, positive vaccine developments – and information overload is causing some intense action in individual stocks.
Read More
If you're looking to start an investment portfolio on the cheap, here are the three best stocks under $10 to buy. They have one thing in common: momentum.
Read More
Full Steam Ahead
Well, it took an additional four days after election day for a winner to be declared, but on Saturday, Joe Biden was officially projected to be the 46th U.S. President.
The race was a lot closer than many anticipated, and President Trump challenging...
Read More
The news that Pfizer has a promising Covid vaccine, combined with the weekend news that Biden/Harris won the presidential election, triggered a wave of buying (and selling) on Wall Street this morning, rewarding both large caps and small caps while penalizing (at least stocks...
Read More
It appears that we will have a sharply divided government in Washington, which Wall Street initially is taking as a positive. A better way of putting it is that it could have been much worse for investors.
Read More
The Big Idea
The cell and gene therapy market is one of the fastest growing and most exciting areas of medicine. Analysts see it growing at an average clip of 30% through 2025, powered by expected approvals of more therapies over the next five are...
Read More
We still don’t know who the president is... But the market loves it. The Dow is up over 700 points and the S&P 500 is up over 3% on the day.
Read More
At Least One Uncertainty Cloud Should be Evaporating
There remains a lot going on. The pandemic, domestic and international economies struggling, zero/negative interest rates, and an unusually high number of other clouds still obscure the investing horizon. But, with election season rapidly approaching its one...
Read More
