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Carl Delfeld

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From this author
Magazine
Invest in Bill Gates’s Favorite Asset
It’s cheaper than natural gas, more dependable than renewables, and Bill Gates is investing billions of dollars in its development. Here’s how (and why) advanced nuclear power should be in your portfolio.
July 26, 2024
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Carl Delfeld
Magazine
The Best ETF to Safeguard Your Portfolio
Outsized performance by technology stocks has created an unexpected risk for ETF investors. One simple change is all it takes to make your portfolio safer.
July 26, 2024
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Carl Delfeld
Stock Market
Timber Stands Tall as an Investment
A timber investment can help reinforce your portfolio against inflation while adding some highly valuable diversification. This timber REIT and ETF are a good place to start.
July 23, 2024
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Carl Delfeld
Cabot Explorer
Cabot Explorer Issue: July 18, 2024
Markets and especially the tech-heavy Nasdaq index led by semiconductor stocks sold off yesterday. Reasons include perceived rising protectionist and isolationist pressures in both Europe and America. Meanwhile, small-cap stocks continue to rally, and some overseas markets were also up.

As one would expect, our tech stocks pulled back somewhat while all three of our dominator stocks gained ground this week.
July 18, 2024
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Carl Delfeld
How To Invest
A Smart Move to Protect Your Portfolio Right Now
Tech has led the way for all of 2024, and this simple ETF move is a smart and timely way to protect your portfolio right now.
July 12, 2024
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Carl Delfeld
Magazine
Costco vs. Nvidia: Which Is the Better Buy?
Both stocks have been strong performers in recent years and trade at elevated valuations, but which stock belongs in your portfolio: Costco (COST) or Nvidia (NVDA)?
June 28, 2024
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Carl Delfeld
Stock Market
Is General Electric (GE) a Buy Right Now?
Once a storied American conglomerate, General Electric (GE) has struggled for years and is now in the midst of a turnaround, but is General Electric now a buy?
June 20, 2024
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Carl Delfeld
Cabot Explorer
Cabot Explorer Issue: June 20, 2024
Explorer stocks had a good week led by Super Micro (SMCI) up 20% and Cloudflare (NET), up 9%, as PayPal (PYPL) has struggled a bit as it launches a new, higher-margin digital ad business. The S&P 500 is up 14% so far this year but the 10 biggest stocks recently represented almost 37% of the index’s total value, the highest since September 2000, according to FactSet. Use caution and take partial profits if you have some of these in your portfolio.

We have been discussing some great companies and breakthrough technologies, but it is easy to overlook that energy is the foundation of economic and technological development. It is also at the core of how countries secure and project national power.

So today, we add a U.S. renewable energy company that is a leader in an alternative energy source that’s making a comeback.
June 20, 2024
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Carl Delfeld
How To Invest
How to Invest Like Harvard University
Harvard’s endowment is massive (and profitable) with exposure to a wide range of assets. So how do we invest like Harvard University? Here’s one place to start.
June 18, 2024
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Carl Delfeld
How To Invest
How to Invest like a “New Tycoon”
The “new tycoons” may not be the railroad barons of old, but they share a dedication to finding opportunity. Here are 10 ways you can invest like a “new tycoon.”
June 18, 2024
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Carl Delfeld
Cabot Explorer
Cabot Explorer Issue: June 6, 2024
This morning, from Normandy to Washington, D.C., there will be ceremonies honoring the 80th anniversary of D-Day. Now, we are amidst a different type of struggle, and semiconductor chips are at the heart of it all. And today’s new Explorer recommendation is one of the more important cogs in that global struggle.
June 6, 2024
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Carl Delfeld
Magazine
Why It’s Time to Buy International Stocks
Domestic equities are trading at fresh all-time highs, which makes it a smart time to hedge risk and diversify your portfolio by adding exposure to international stocks.
May 31, 2024
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Carl Delfeld
Cabot Explorer
Cabot Explorer Issue: May 23, 2024
Going back to 1960, nearly 85% of the cumulative total return of the S&P 500 Index can be attributed to reinvested dividends. And that’s why today we’re adding a new high-yield fund to the portfolio that gives us exposure to fast-growing overseas markets.
May 23, 2024
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Carl Delfeld
Tech Stocks
3 Solid-State Battery Stocks with Game-Changing Tech
These 3 solid-state battery stocks aren’t all pure plays, but they’re all investing heavily in next-generation battery technology that could change the game.
May 21, 2024
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Carl Delfeld
Precious Metals Investing
Buying Silver and Mr. Herbert Hunt
Herbert Hunt’s legacy may be buying silver, but his story offers important lessons for us all. Right now, that lesson is the importance of understanding commodity cycles.
May 16, 2024
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Carl Delfeld
Cabot Explorer
Cabot Explorer Issue: May 9, 2024
As many analysts focus on inflation and the job market, they miss that earnings per share for companies in the S&P 500 for the first quarter now look to be up 5.2% from a year earlier, according to FactSet. Since profits and profit growth are the lifeblood of an economy and stock market, it pays to watch them closely.

For this week’s new idea, we go to a Canadian-based company focused on a different resource and technology crucial to North America and beyond.
May 9, 2024
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Carl Delfeld
International Stocks
Buying International Stocks: Your Passport to Profits
With domestic equities trading at high valuations, buying international stocks is an opportunity to get ahead of the crowd, hedge risk and diversify your portfolio.
April 30, 2024
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Carl Delfeld
Magazine
A Different Kind of Alternative Energy Stock
A new generation of smaller, more efficient nuclear reactors is once again making nuclear energy a part of the alternative energy conversation. Here’s my favorite way to play the trend.
April 26, 2024
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Carl Delfeld
Magazine
2 Robot Stocks to Capitalize on the AI Craze
The arrival of AI and widespread demographic trends are rapidly increasing the pace of workforce automation, and these two robot stocks are well positioned to benefit.
April 26, 2024
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Carl Delfeld
Cabot Explorer
Cabot Explorer Issue: April 25, 2024
Tech stocks steadied a bit this week as quarterly earnings started coming in. Sea (SE) was up this week on two analyst upgrades. Super Micro (SMCI) will report crucial quarterly earnings early next week.

The Explorer’s one current European stock recommendation is Danish drugmaker Novo Nordisk (NVO). It has passed French luxury group LVMH Moët Hennessy Louis Vuitton to become Europe’s most valuable company.
April 25, 2024
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Carl Delfeld
Cabot Explorer
April 22, 2023
MP Materials (MP), a rare earths mine and processor, is down about 11% this morning.
April 22, 2024
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Carl Delfeld
International Stocks
European Stocks on Sale
European stocks are trading at multi-decade lows relative to U.S. stocks. This presents a prime opportunity to hedge risk, reduce volatility, and diversify your portfolio.
April 16, 2024
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Carl Delfeld
Cabot Explorer
Cabot Explorer Issue: April 11, 2024
Inflation appears stuck at a much higher level than acceptable for the Federal Reserve so lower interest rates are on pause. Gold is one beneficiary.

This means that some high-flyer tech stocks may be vulnerable. Meanwhile, Japanese stocks remain near all-time highs.

Fortunately, we have exposure to both gold and Japan in the Explorer portfolio, and today we add to that exposure.
April 11, 2024
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Carl Delfeld
Cabot Explorer
Cabot Explorer Issue: March 28, 2024
The bull market rages on, and technology stocks continue to garner most of the headlines, some of which we’ll examine today. But our new recommendation isn’t some go-go artificial intelligence play: it’s a small-cap U.S. titanium maker that’s off to a very fast start (+56%) in 2024 ... with plenty more runway ahead.
March 28, 2024
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Carl Delfeld
Magazine
Should You Invest in this Mega-Merger Between Japan and the U.S.?
With uncertainty swirling around the proposed acquisition of U.S. Steel by Nippon Steel, how can investors profit from the possible outcomes?
March 28, 2024
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Carl Delfeld
Cabot Explorer
Cabot Explorer Issue: March 14, 2024
Bitcoin is sometimes referred to as “digital gold,” but investors should also have some of the real stuff. As J.P. Morgan put it, “Gold is money. Everything else is credit.” So today, with gold prices on the rise, we add exposure to the yellow metal in the form of a low-risk streaming and royalty company.
March 14, 2024
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Carl Delfeld
Cabot Explorer
Cabot Explorer Issue: February 29, 2024
You may have noticed that last week when Nvidia (NDVA) announced its earnings, its stock rose 16% while Explorer recommendation Super Micro Computer (SMCI) went up 32%.

This is consistent with my view that Super Micro is a leveraged bet on artificial intelligence (AI), and I expect this will also be the case when Nvidia’s stock price moves the other way. Nvidia is now priced at an incredible 32 times trailing annual sales and has a larger market cap than Germany’s entire blue-chip DAX index. Super Micro has already tripled in 2024 so consider taking partial profits. Remember, J.P. Morgan allegedly stated that he made his greatest profits by selling too soon.
February 29, 2024
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Carl Delfeld
Stock Market
How to Profit from U.S. Steel (X) Acquisition Uncertainty
Nippon Steel has offered to acquire U.S. Steel (X), but the bid is politically fraught, and the outcome likely lies in the hands of voters.
February 29, 2024
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Carl Delfeld
Magazine
4 Tips for Reducing Investing Risk
Studies show that most investors get caught up in panic selling when positions move against them. You can prevent that by having a plan in place to manage the risk in your portfolio, and these four tips can help.
February 23, 2024
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Carl Delfeld
Cabot Explorer
Cabot Explorer Issue: February 15, 2024
The latest earnings reports were mixed but generally encouraging.

The S&P 500 exceeding the 5,000 mark reminds us that while our dynamic economy leads to disruptions in companies and markets, and Fed interest rate moves can impact the market, it is revenue and earnings growth that really drives stock returns over time. Companies normally become more profitable over time, and that’s what leads to higher stock prices. Staying in the market and leveraging the power of compounding returns is important to successful investing.

So today, we expand our portfolio by starting a small position in a brand new asset class.
February 15, 2024
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Carl Delfeld