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This portfolio stock reported Q1 results after the close yesterday that should have investors feeling pretty good about the company’s ability to weather this pandemic.

I’m raising my rating on Robert Half International (RHI) today to Buy. RHI appears in the Buy Low Opportunities Portfolio.

After surging to new highs in mid-March, today’s recommendation entered into a tight consolidation pattern—and today it’s still in that pattern! While the broad market has pulled back, this stock has held up strongly, which is a very good sign.

At a new all-time high, this is a tough market to navigate. Sure, the market could stay good for a while. But at this late-stage of the bull market and recovery, how much is left in the tank?

It’s hard to muster the enthusiasm to take on risk to get the last drop of this late stage bull market before the next downturn. While defensive stocks make a lot of sense here, most are very expensive. But there is one place where stock prices are still cheap, value stocks.

Investors have been rotating toward the long-neglected value stocks and they are starting to perk up. These stocks represent a way to get bargains in an expensive market as well as protection from the next downturn. And some stocks even have momentum.

In this issue, I highlight a stock that is one of the best healthcare companies in the world that is perfectly positioned ahead of the world’s most pronounced megatrend. It also offers great value in an expensive market and has recently found upward momentum.

ABBV stock was hit hard after AbbVie acquired Allergan for $63 billion. But there are ways to profit from the AbbVie-Allergan deal in the long run.

Investment leverage, which in investment terms is just a fancy word for “debt,” can move worlds of money if used properly.

Last June, I wrote about the world of drinking stocks. Today, I provide an update on the group, including one of the best pure beer stocks to invest in, along with another recommendation. But first, here’s why I think that Budweiser’s (BUD) new name is brilliant.

I recently finished an interesting book called The Invisible Gorilla. It has nothing to do with gorillas—it’s about the tricks our minds play on us. The name comes from an experiment the authors did in which viewers were asked to count the number of times people passed a ball. If...

Last August, there was a lot of buzz about the film “I.O.U.S.A.” and I wrote about it for Cabot Wealth Advisory. At the time, the U.S. national debt looked pretty bad, but this was before we had failed banks, a stock market crash and a long string of government bailouts. This week brought the prediction of a 10-year federal deficit of $9 trillion, which is more than the total of all previous deficits since the United States’ founding. The White House went on to say that by the next decade’s end, the national debt would equal three-quarters of the entire U.S. economy. So I’ve come up with some solutions for how the U.S. government can alleviate some of our deficit:

I always find several excellent ideas among the comments and suggestions from our readers.

Blackbaud (BLKB), Mitek (MITK) and Primo Water (PRMW) announce earnings . BLKB is now rated Sell.

Yesterday the FOMC decided to move ahead with another 25bps hike, bringing its federal funds target rate to a range of 4.75% to 5%. The statement was missing the phrase, “...ongoing increases in rates would be appropriate,” which was present in the eight previous statements, suggesting the Fed may be done hiking soon.

The marijuana sector peaked in February, bottomed from late March to mid-April, and since then has been building a base, preparing for a resumption of the big advance.

Fundamentals in the industry remain terrific, as second quarter results have recently revealed, and the trend toward legalization in the U.S. continues, so it’s only a matter of time before these stocks enjoy their next upwave.



In the portfolio today the one small change is that I’ll downgrade Columbia Care (CCHWF), our biggest loser, to Hold.



Full details in the issue.

Today’s candidate provides digital health solutions to people with chronic health issues. Its biggest market is people with heart conditions, but it is branching out to the diabetes market as well. For a short window of time, I believe we can establish a position while shares are “on sale.”

You don’t need to be independently wealthy in order to invest. Here are some ideas for investing small amounts of money that could pay off nicely over time.

We have one rating change from Strong Buy to Hold and several earnings announcements coming up.