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Tariffs aren’t gone, but the 90-day pause has served as a tourniquet for a market that was bleeding out. Who knows what this week will bring after total extremes the first two weeks of April. But for now, relative calm has been restored. So today we capitalize on it by adding a growth stock with momentum via Mike Cintolo’s Cabot Top Ten Trader advisory.

Details inside.

The wild ride continues. After a crazy first few weeks of April, this week has continued in the same vein, with a big down day on Monday and a big up day on Tuesday. This might last a while longer.

It’s been a tough market. The S&P started this week down about 6% for the month of April, over 10% YTD, and over 14% from the high. And that was before Monday’s selloff. It is entirely possible that the market falls back to a new low and an official bear market.

Centrus Energy (LEU) shares rocketed 40% this past week and have surged 78% so far in 2025 while newcomer American Superconductor’s (AMSC) shares jumped 18% this week.

You may also have noticed that our BYD (BYDDY) recommendation is already up 24% in 2025 and has increased about 80% over the last year. This highlights an important trend in China that is unlikely to reverse.

In China, a consumer preference for multinational brands from everyday items like coffee to luxury markets was clear for decades, boosting the sales and value of companies like LVMH (LVMUY) and Starbucks (SBUX). Since the pandemic, however, preferences have shifted. Which brings us to today’s new recommendation.

Is the worst of this late-winter selloff over? Or are there lower depths still to plumb? A lot may depend on what the Fed says this week. Or the next bit of tariff news. Or who knows what. There’s a lot of uncertainty out there. And the market hates uncertainty. But after a month of almost nothing but selling, there are some encouraging signs of life.

Still, the wise move is to stick to safety, so this week we add a safe dividend stock that’s in about as reliable a business as there is: trash collection. It’s a new recommendation from Cabot Dividend Investor Chief Analyst Tom Hutchinson.

Details inside.

All-weather portfolios are structured to perform well in a variety of market conditions, making them ideal for turbulent times. Here’s what you need to know.

Finding promising small-cap stocks is only half the battle. Once you’ve found them, how do you manage them? These five steps can help make you a smarter small-cap investor.

WHAT TO DO NOW: While we’re not aiming to sell wholesale given our large cash position (60% coming into this week), today we’re going to sell the remaining portion of our stake in AppLovin (APP), which is being mauled by a couple of short reports today. We had already sold the vast majority of our stake, but today we’ll sell the rest and hold the cash. Details on that (and other stocks) below.

Last week saw the softness in leading growth titles spread to most of the market, with most indexes now in intermediate-term downtrends and there’s no question market leadership has taken a hit. That said, the rest of the market isn’t in nearly as bad shape, and what we’re watching closest is how the current bounce phase progresses: Obviously, a strong, big-volume, multi-day bounce in the market and fresher leading names would be encouraging, but right now, we think it’s best to play defense (our Market Monitor now stands at a level 4) but to also remain flexible.

This week’s list has a lot of names that have gone through corrections in recent weeks and months—likely kicking out most weak hands and, in many cases, resetting their uptrends. Our Top Pick is trying to break free from a nine-month rest; given the market, we’d keep it small if you enter and see how the market and breakout attempt go from here.

A note from President & Publisher Ed Coburn on remote learning, how in-person remains the gold standard, and an in-person learning opportunity for you.

With higher chocolate prices hitting consumers and shifting preferences, is Hershey (HSY) or Mondelez (MDLZ) the better play as snackers kiss chocolate goodbye?

So much for the market rebound. Or is this a classic double bottom before the real rally begins after Wednesday’s “Liberation Day” full of Trump’s latest round of mysterious tariffs finally passes and Wall Street breathes a collective sigh of relief? I’m betting the clouds part sooner rather than later, as investor pessimism has reached levels not seen since the October 2022 bear market bottom. So today, despite saying goodbye to a few more underperforming positions, I’m betting on the upside of growth, adding a mid-cap software stock recently recommended by Tyler Laundon to his Cabot Early Opportunities readers.

Details inside.

Last week, I wrote about the problems facing the newspaper industry and some possible solutions. I asked for your feedback and I got a huge (and insightful) response. So today I’m going to feature many of the best letters submitted via email and on our blog, The Iconoclast Investor. If you haven’t shared your view on this yet, either send me an email or post it on the blog, where it’ll get shared with your fellow readers as well. Thanks for writing in!

The market stinks right now, but MasterCard (MA) still looks good.

It’s a busy and short Christmas week and like many of you, I was doing last-minute shopping and preparing to visit family.

Therefore, this is a brief update and instead of the usual stock-by-stock update, I can summarize as follows.

During my decades of experience advising investors and writing about stocks, I have learned many lessons.