Here’s the way the world looks to me right now: The combination of a highly emotional Supreme Court fight, the failure of the government to agree on more stimulus/rescue money, and the way all that plays into the upcoming election and the virulent “end of the world” posturing we’ll hear from both major parties, means […]
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This article was originally published about a month ago, on August 20, but there is a new push behind the stock, premised on the idea that “a ferocious short-seller ‘hit piece’” has suppressed the share price — “temporarily,” they believe. So we’re re-publishing our answer here for you, and I’ve added a deeper look into […]
Another wild week in the life of growth stock investors — in just the course of a week Shopify, Fastly, Amazon, Docusign, Roku, NVIDIA, Teladoc and Wrap Technologies each managed to rise in value by more than 10%, some by much more, and that’s in a week that saw essentially no fundamental news about any […]
It’s been a year since we first covered this Frank Curzio teaser, and it’s back in the news again in recent weeks… with a new teaser pitch for his Curzio Research Advisory ($49/yr) over the past few days… so I thought I’d check in with some updates. First, though, we’ll get quickly to our solution, […]
Let’s start with a reminder this week that will lead me into a bit of blatheration (feel free to skip ahead to the first ****, this might veer into sanctimonious lecturing): Don’t double down with your retirement money. Taking extra investing risks might be appropriate for some folks who don’t have enough exposure to equities […]
We saw a big recovery over the past week or so from those cyclical stocks that were hurt by coronavirus, as the excitement about reopening and vaccine development sends people out of direct beneficiaries of the outbreak like Teladoc (TDOC) and the stuck-at-home names and into the stocks that were most hurt by the shutdown. […]
We’re used to seeing biotech stocks surge because of the results of a clinical trial… but it’s quite crazy to see the whole market pinning its hopes on a clinical trial. Gilead’s (GILD) Remdisivir had some weak results leak last week and that helped inspire the market selloff (“Oh no, we won’t get a drug […]
We’re now a month past the “bottom” that the market hit on March 23 in the heat of the panic, and although the world is thinking about opening up now and throwing ever more “rescue” money from helicopters, we’re still not all that close to predicting when “back to normal” might hit… and just now […]
Earnings season is winding down, with only a few of my larger holdings yet to report, and so is my Annual Review of all of the stocks in my Real Money Portfolio — so I’ve got another installment of that for you today, sharing my updated opinion on a bunch of holdings (including a few […]
Today I’m starting my Annual Review, during which I take a (hopefully fresh-eyed) look at every stock in my Real Money Portfolio and update my opinion for you (and, frankly, for me, since it’s a good exercise). Some of these stocks pop up in my writing practically every week, but for others where there might […]
Happy New Year! Today I’ve got a teaser solution for you from one of the Cabot newsletters, and you’ll see in a minute why I chose to cover this one in the Friday File… and I’ve also got a few portfolio updates to share as the year gets underway and I finish up this first […]
It’s “goodwill toward all” season, right? So now is the time to get ready to be nice to yourself. I don’t know whether this trade war will end, or if impeachment will lead to something bigger, or whether President Trump will find a way to goose the stock market again next year to boost his […]
It’s the end of the year, so we’re running into all those stories again about how this is the longest expansion in history, and we have never gone this long without seeing a 20% (or more) drop in the market. Which, of course, fires up the market timer in all of us — especially now […]
Let’s start with the bad news… we got quarterly updates this week from Charlotte’s Web (CWEB.TO, CWBHF) and II-VI (IIVI), both stocks I’ve bought fairly recently (IIVI just a few weeks ago, CWEB a few months ago), and those are both in the red. Neither one hit a stop loss yet, but what did we […]
Today I’ve got a few portfolio moves to share with you that go against the Wall Street mantra (“sell your losers, let your winners run”)… last night I sold my position in Kweichow Moutai in China — this is a fantastic company, mostly because they have insanely high profit margins on their signature Moutai liquor… […]
Another week of fussing about macro issues that we can neither control nor predict, what fun! The Federal Reserve did exactly what the market demanded in cutting rates, but the market was still mad because they failed to promise that they would give us each a pony. President Trump seemed angered by the lack of […]
There’s no more cyclical stock than a semiconductor stock, and we’re seeing the whipsaw slash through that market now as trade sentiment weakens and pundits begin to see some weakness in the economy, particularly in the employment numbers, and the Federal Reserve fuels that uncertainty by essentially promising a rate cut in their attempt to […]
I’ll let you know up front that this is not a particularly “secret” stock reveal today — yes, Frank Curzio is hinting at a stock to promote his entry-level newsletter (Curzio Research Opportunities, currently $49), but you could find this stock on your own. Anyone could, that’s the nature of a unique product. But I’ve […]
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