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This week’s market recap is a familiar story—the major big-cap market indices are doing great! But the small cap index is still wallowing in the mud.

Today’s addition is a small-cap networking company on the cusp of a potential multi-year growth cycle.

The big-picture growth catalyst? Emerging AI and cloud computing technologies that place new strategic importance on network infrastructure and security for data centers, hyperscalers and global enterprises.

All the details are inside this month’s Issue.

Enjoy!

This month we’re digging into an emerging software star that specializes in helping brands communicate with consumers like you and me.

The details behind the technology are a bit technical. But if you’ve noticed an uptick in personalized emails and text messages letting you know it’s a good night to get takeout, or that those shoes you’ve been pining for are back in stock, you get the picture. Enjoy!

There are no rating changes in today’s weekly update.

Two years after the yield curve inverted, there’s still no U.S. recession in sight. As a result, financials – beaten to a pulp during the double whammy of the 2022 bear market and the March 2023 bank collapse – have become the fastest-growing non-tech sector of the market. It’s also one of the most undervalued. So in this month’s issue, we add a very recognizable big bank that does a little bit of everything – and seems to be everywhere. It’s growing at a healthy clip and yet is cheaper than even the average financial at the moment.

Details inside.

The Canadian government announced tha trusts will lose their tax-favored status in January.

Today’s investment idea is in the biotech field. I’m stuck on these stocks for several reasons. One, they’re strong. Two, many actually boast growing earnings trends. Three, the group has failed many times in past decades to put together a lasting advance, so maybe now is the time. Four, there will be tremendous demand for health-improving products as baby-boomers age; biotechnology offers the best chance we have to stay healthy.

Emerging markets got a boost this week as it appears that there will be a high level meeting between the U.S. and China at the upcoming G-20 meeting.

The G-20 meetings in Japan yielded only incremental progress. This was grudgingly accepted as a positive by markets with most emerging market stocks getting a boost as we headed into a slow and short week.

Looking for a stock to feature in today’s Investment of the Week, I noticed that all my candidates had something in common: they were firmly in the “Mid-Cap” range of market capitalization. The range for a mid-cap varies by source, but usually includes companies valued between $1 billion and $10...

The market has resumed its uptrend and the S&P 500 is now back to within 3% of the all-time high.

The S&P 500 is now within 1% of the all time high. It could even make a new high today. The index has rallied 54% since the lows of March. What pandemic?

Our portfolio’s earnings season kicked off with a bang last night with three companies opening their books from Q3. As I expected the reactions were significant and unpredictable. We took partial profits on all positions ahead of earnings and have kept them rated hold into the events.

The International Energy Agency issued a report earlier this month predicting that a “golden age of gas” could be coming.

How often do you trade your stocks during a year? Do you turn over your portfolio an average of once a year, twice a year or a dozen times a year? In this age of super-fast computers that are programmed to trade in nanoseconds, should we trade more often to keep up with the ever-changing stock market? My opinion is no.

In part 3 of my series on the top-performing stocks of 2016, here are six more that managed to more than triple their share price last year.

Today, savvy investors are working to find “the next Apple” because that’s where the real growth potential lies.

Investing in revolutionary companies isn’t about finding bargains; it’s about getting on board the rocket ship before the masses.