The market is beginning to more fully anticipate a post-Covid environment and economy. As such, investors are looking to slower/normalized/sustainable growth following the bulge from the pandemic stimulus programs and pent-up demand, higher interest rates, and a relenting of supply chain issues.
Read More
We continue to watch in amazement the values that the market puts on electric vehicle makers, with the most recent example of Rivian Automotive (RIVN). Since its IPO at $78/share, RIVN shares have doubled, making the EV company’s roughly 900 million shares worth total...
Read More
Like nature, stock markets have seasons. We experienced a brief but frigid winter about 18 months ago when nearly every stock wilted as capital markets froze (no pun intended, mostly).
Read More
Today’s recommendation comes from Carl Delfeld’s Cabot Explorer and this week has found one that we will all understand because it’s part of the solution to one of the year’s greatest economic challenges.
Read More
We’ve come through the seasonally treacherous September-October period with only minimal losses, and odds are now good that the bull market will run right through the end of the year.
Read More
We’re watching with wonder how Tesla is now a $1 trillion company and that Elon Musk, by himself, is worth more than all of ExxonMobil. There is some poetic irony that the pioneer of electric vehicles and solar panels is outshining (no pun the...
Read More
Term preferred stocks and baby bonds offer some of the best fixed-rate bonds to buy on today's market. And right now, four of them stand out.
Read More
Long-term market trends remain positive andm after the recent strength, short-term trends are back on the positive side as well, so I’m happy (once again) to be advising that you be heavily invested in stocks that meet your investing goals.
Read More
A few weeks ago, at the annual Morningstar Investment Conference in Chicago, two investing icons debated the merits of value versus growth. On the value side was Rob Arnott, founder and head of Research Affiliates, with Cathie Wood, founder and head of ARK Management,...
Read More
Long-term market trends remain positive, but short-term trends remain troubling. Still, growth stocks snapped back strongly last week, so it’s possible the weakness has passed and the market will become more cohesive and begin a renewed advance.
Read More
Last week, we wrote about how lower quality, in both home appliances and tangible money, debases value and is a form of inflation. Today’s note includes some of our current views on inflation and capital markets, and what investors can do to help inflation’s...
Read More
Long-term market trends remain positive, but short-term trends have become troubling in recent weeks (last week we sold three stocks), so I’m now recommending scaling back on your market exposure.
Read More
Today’s recommendation is an established retailer with a stable of familiar names—and it pays a dividend!
Read More
Across almost the entire length of the yield curve, interest rates are ticking up. The benchmark 10-year Treasury yield reached 1.53% and may be headed back toward its December 2019 rate of about 1.90%. In an economy that is showing rapid growth, with well...
Read More
Last Monday brought the market’s biggest selloff since the spring, but the rebound since then has been impressive, telling us this long bull market is not over yet.
Read More
It’s not news that the stock market has been sloppy lately. After the steady march upward to a doubling of the S&P 500 from the early 2020 low, and a 33% increase from year-end 2019 before the pandemic, one can hardly be disappointed the...
Read More
The long bull market continues, despite this morning’s sharp selloff, and thus I continue to recommend that you be heavily invested in a portfolio that meets your investment needs.
Read More
After a stunningly strong market so far this year, with the S&P 500 producing a 20% total return through Monday, the slow grind-down of most stocks since early September has seemed interminable. The 1,100 largest stocks in our 3,000-stock database have declined only in...
Read More
Today’s recommendation is a young, fast grower in a sector that has enormous growth potential.
Read More
This week, we are rolling forward our valuation comments – generally dropping our valuation based on 2021 estimates, where appropriate, while adding commentary based on estimates for 2023. Most analysts project that all of their companies will have higher earnings in future years, we...
Read More
