Search

Still itching to buy stocks but want something reliable enough to get you through this coronavirus crash? Try these three high-yield REITs.

Valero Energy stock is almost criminally oversold. Here are the myriad reasons why shares of the energy refiner have better than 50% upside this year.

2015 has been a challenging year for most investors. And if this year taught us anything, it’s that options need to be a part of every trader’s playbook.

Few sectors have a ton of momentum right now. But micro-cap financials are starting to look intriguing. Here are three worth your attention.

This month we’re jumping into a little-known company that makes and sells pop culture products.

It’s sort of an odd duck, but when you dig below the surface you find compelling products and interesting market exposures, including to the nascent Non-Fungible Token (NFT) market, which has exploded in trading value over the last year.



Revenue growth is above 30%, and the chart is strong.



Enjoy!

The honeymoon phase for a second Trump term continues on Wall Street. Stocks are up 3.5% in the week since Trump won the election, with all three of the major indexes advancing to new all-time highs. The reaction is being framed as specific to Donald Trump and his potential influence on stock prices – the so-called “Trump Trade” – but in reality, this is nothing new.

In recent years, there’s always been a honeymoon phase for stocks after a presidential election – regardless of which party or candidate won. And it typically lasts until the newly elected president’s inauguration in late January.

As U.S. investors have shifted from risk-on to risk-off mode in recent months, a clear disparity between the “haves” and the “have-nots” has materialized.

Let’s start with the “have-nots.” Financials have fared the worst so far this year (-4.7%), followed by technology (-3.1%), communication services and consumer discretionary (-2.8% each). The downturn in the two tech-related sectors in particular is a stark departure from recent years, when technology led the charge of the current bull market.

In this week’s issue, there’s good news about the portfolio’s performance in 2017 and great news about TAL Education. There’s also a new recommendation for a big energy company that’s emerging from the cloud of an enormous national scandal.

While the direction of the market is highly unpredictable in the short term, it’s a safe bet that this economy will continue to recover after the covid recession. It is also highly likely that interest rates will continue to rise.

Interest rates tend to move higher as the economy emerges from recession and gains traction. It’s already happening. The benchmark 10-year Treasury bond yield has already risen sharply this year. Yet, rates are still well below pre-pandemic levels, and the economy is about to ignite. There will also be trillions in stimulus dollars causing inflationary pressures and upward pressure on rates.



Certain dividend stocks and income paying securities endure despite rising rates. And certain special securities can actually thrive. In this issue, I highlight an investment that loves rising rates. In fact, profits increase directly as a result. The stock pays a stratospheric 8.4% yield and pays dividends every month.



In this issue, I highlight an investment that loves rising rates. In fact, profits increase directly as a result. The stock pays a stratospheric 8.4% yield and pays dividends every month.

The S&P 500 continues to grind higher, now posting a year-to-date gain of 10%. Investors are collectively buying the current narrative that supports these gains: The Fed is poised to cut interest rates later this year to avoid an almost-certain recession.

My Cabot Small-Cap Confidential portfolio is chock full of small-cap SaaS stocks. And I just wrote a report featuring my 10 best ideas for the sector.

My favorite IPO this year is GoPro (GPRO), which excites me because it’s effectively created an entirely new industry.

Rule # 1 for earnings season is to not invest heavily in a stock just ahead of an earnings report.

Volatility continues on Wall Street. Every time stocks seem to be building sustainable momentum, they run into a brick wall. The CBOE Volatility Index (VIX), a.k.a. the investor “fear gauge,” remains well above its 52-week average, showing that there are still some concerned investors out there.

In today’s Update, we’ll sell the BulletShares 2016 High Yield Corporate Bond ETF (BSJG), which is maturing at the end of the year, and replace it with the BulletShares 2020 High Yield Corporate Bond ETF (BSJK), which yields significantly more.

I frequently get mail from business brokers who want to help me sell my business, and I always throw it away. I consider Cabot to be a family business; we’ve been serving individual investors for 38 years and I expect we’ll keep on doing so for decades to come. But I recently took a phone call from a salesman who invited me to an all-day seminar. I told him that my business was not for sale, but that I might be able to write about the topic for my readers. He said that was fine with him; he’d still like me to come. So I went to the seminar last week, and here’s what I learned.

We have a few portfolio stocks that warrant attention this week, amid an ongoing sector rotation. Money is flowing out of overvalued tech stocks into quite a variety of undervalued industries.

Health Management Associates Inc. (HMA, NYSE) owns and operates general acute care hospitals and psychiatric hospitals in rural and nonurban communities. ... We are raising our target price to $11 on BUY-rated Health Management Associates. We believe the company has opportunities to grow its top line and to expand the...