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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.

Current Market Outlook


Greece continues to dominate the headlines, and this weekend’s “No” vote hit the market and most stocks, though nothing as dramatic as what we saw last week. That said, you shouldn’t overreact to today’s action, just as it wasn’t smart to overreact to last Monday’s drubbing. Overall, we’re still neutral, as the main trend remains sideways, and we expect further volatility based on the news of the day. Our biggest piece of advice is to take things on a stock-by-stock basis—many stocks are acting well, and you should hold onto those, but don’t hesitate to dump shares of stocks if they break key support.

Encouragingly, this week’s list contains a lot of resilient, growth-oriented stocks … just the kind of potential leadership we like to see setting up. Our Top Pick is Horizon Pharmaceuticals (HZNP), which is acting like it wants to get going should the market hold together.

Stock Name	Price	Buy Range	Loss Limit
Wayfair (W)	167.03	35-37	32-33
Valero Energy (VLO)	97.40	63-65	58-59
Receptos (RCPT)	0.00	186-195	165-170
Ligand Pharmaceuticals (LGND)	267.14	94-97	87-88
Horizon Therapeutics (HZNP)	49.89	33.5-35	30-31
HealthEquity, Inc. (HQY)	70.70	30-32	27.5-28
The Hain Celestial Group, Inc. (HAIN)	0.00	64-67	61-62
Celanese (CE)	0.00	70-73	66-67
BioMarin Pharmaceutical (BMRN)	0.00	137-139	122-124
Acuity Brands (AYI)	0.00	183-188	175-176

The back-and-forth between the US and China rattled markets early this week as our emerging market signal turned negative. But stocks have bounced back with investors taking advantage of some emerging market bargains. Nevertheless, our portfolio is in a conservative posture with sizable cash allocation. We put some of this to work in a high quality idea from the land of the rising sun.

High yields don’t always mean high risk. Here are 10 high yield dividend stocks that have reliable revenues, rising stock prices and quality businesses.

As financial markets begin to thaw, global leaders build consensus on how to address this pandemic, options of potential interim treatments for Covid-19 surface and the framework of economic relief starts to firm up (even though it won’t be enough), the stock market may be showing early signs of stability (a relative term).

With the market near record highs, many stocks are trading well above the $1,000/share price level. Investors tend to dismiss stocks with basement-level prices, so we explored this maligned group in search of neglected value.

In this issue, we look at the several of our recommended stocks in this range.

The market has been iffy since Fed Chair Jerome Powell’s “prepare for pain” speech at Jackson Hole last Friday.

With interest rates up and (most) stocks down since I’m going with a high-quality name this month.



This healthcare specialist just posted 44% growth in Q2 and has grown its covered lives by 80% over the last 12 months. It’s profitable, and with a bucket of new contracts in the first half of 2022 the business looks set up for a terrific 2023.



Enjoy!

Investment management companies, which manage mutual funds and other investments on behalf of individuals, pensions and other clients, have fallen sharply out of favor. As contrarians, we think there is still good value in these companies.

In this issue, we cover eight managers whose weak shares offer attractive valuations and dividend yields.

Tax-free bond funds yield peanuts these days, so if you’re trying to actually grow your money, there’s only one sensible course.

Why dividend-paying stocks are important to have in your portfolio.

This month we’re jumping into a highly specialized financial services company that helps immigrants send money to friends and families overseas.

You can think of it as the modern version of Western Union (WU). But there’s more to the story than that. Starting with a vision that’s a lot more about helping customers than overcharging them.

The hook is that revenue growth is off the charts. And it’s profitable!

All the details are inside this month’s Issue.

These are harrowing times to be an investor but we’re always on the hunt for emerging opportunities, regardless of market conditions. As always we’re spreading things around this month, with the focus on two defensive names (including one larger company), two beaten and battered names that seem miss-priced (depends on what happens) and one stock that seems to be in high demand, despite the market conditions. Suffice to say, there’s little incentive to place big bets right now. But we’d be remiss not so send some ideas your way. These new names will come with a short leash!

Today’s candidate provides at-home health care solutions to people with vascular disease. These are often chronic conditions, which account for up to 80% of every healthcare dollar spent in the U.S. The company is growing quickly, with average annual growth since 2013 is over 30%!

Would you lend a friend $100 if he promised to pay you back $99 within a year?

The tech sector is propping up this market, but there are plenty of cheap technology stocks still out there. And these two will lead a coming revolution.