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It’s been a rough couple months for the market. But these three small-cap stocks are gaining ground - and look poised for even bigger moves when the next rally commences.

Avalara (AVLR) shares are rising today after the company beat expectations and gave a solid outlook for the rest of the year. Maintaining at buy.

It can be easy to watch a short-term run-up in IPO stocks and feel like you missed out, but it often pays to give newly issued shares time.

With mortgage rates below their recent highs and an ongoing housing shortage, the future is looking bright for homebuilders, and this luxury builder is my favorite way to play it.

The top-down evidence couldn’t be much better, with our Cabot Trend Lines joining our intermediate-term measures on the bullish side of the fence, while the market’s action over the past two months portends big gains down the road. That said, we’re still waiting for more growth names to liftoff--so far, growth is up but at a moderate pace, and many names are still battling with old resistance. Not to repeat ourselves, but we’re optimistic more names will kick into gear, but we don’t want to get too far in front of our skis before then. We’re doing a tiny add-on buy tonight, but will still be holding 28% in cash and looking for new leaders to hop on board.

The market’s main trend remains up, and thus I continue to recommend that you be heavily invested.

At the same time, it’s important (as ever) to monitor your individual stocks and prune any from your portfolio that no longer deserve to be there. In our portfolio, Berkeley Lights (BLI) is being pruned this week, for a small loss.



As for today’s recommendation, it’s a fast-growing consumer streaming service that came public in 2018 and has hit new highs recently—and you may be familiar with it.

As a company, Tencent Holdings is doing everything right. Then why is Tencent Holdings stock struggling so much - and can it be salvaged?

Shares of Weave (WEAV) are selling off today following yesterday’s Q4 report that beat on both the top and bottom lines.

Willdan Group (WLDN) Delivers Q3

WHAT TO DO NOW: Despite the indexes holding up today, lots of growth stocks are again coming under pressure, continuing a wave of late-week distribution. We’re already holding a lot of cash, but today we’re selling one more position—Vertiv (VRT), which had been trying to hold up but the late-week selling pressure has been too much, cracking the stock. We’ll sell our half-sized position and hold the cash, leaving us with around two-thirds on the sideline in the Model Portfolio.

Sell Remaining Quarter of Paramount Global (PARA). Bloomin’ Brands (BLMN) Earnings Update.

Shares of our silicon battery startup Enovix (ENVX) are trading up nicely today after the company reported Q3 results after the close yesterday. Lots to cover here so I’ll bullet point the most relevant stuff then give my two cents:

Sell Veralto (VLTO); Note on Rivian (RIVN); AST Spacemobile (ASTS) Taking off

Artivion (AORT) Delivers Q2 Beat; Sell Remaining Half of EverQuote (EVER)

All 34 U.S. banks passed the Dodd-Frank Act Stress Test last month. To me, one bank stock has the perfect combination of growth and value.

Why am I very bullish on the market right now? Because the most bullish option trade I’ve ever seen keeps happening every day.