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If market trends continue to improve, I’ll consider taking on more risk in the portfolio—but only if I think we’ll be well compensated for it. There are no ratings changes this week, and none of our stocks reported.

In a volatile, unsafe market, safe dividend stocks are a good place to lay low and reduce your risk. Here are three that could also produce big returns.

In my Wall Street’s Best advisories, more than 70 contributors gave their top stock picks for 2019. Here is a sampling of them, and our top picks from 2018.

After years of under-funding, a U.S. infrastructure boom is coming. Here are four stocks and ETFs that stand to benefit most from it.

Holding a great growth stock forever can be smart. Excellent stock-picking combined with a bull market can be rewarding.

The market put in a solid show last week, with the indexes finally getting off their knees. However, as you can see from our new market monitor above, the field is still tilted toward the bears – eight days of rallying doesn’t undo the 15% to 20% decline seen from mid-December to mid-January. If a new bull market is starting, there will be plenty of time and opportunities, but for now, you should stay defensive, holding cash, and buying only small amounts of certain stocks. OptiMo’s pickings remain somewhat slim, as much of the market’s recent strength has come from the most beaten-down sectors (financials, homebuilders, transports), which aren’t high-odds setups. But we believe there are some emerging leaders in today’s Top Ten, led byInteractive Brokers (IBKR), a newly-public market maker and brokerage firm for professional investors. Its business depends on the market’s action; if a new bull market unfolds, it should drive earnings and the stock much higher.

Stock Name	Price	Buy Range	Loss Limit
ACI (ACI)	0.00	44-48	-
ACOR (ACOR)	0.00	22-26	-
CALM (CALM)	0.00	28-32	-
IBKR (IBKR)	0.00	33-35	-
NITE (NITE)	0.00	14-16	-
OI (OI)	0.00	46-52	-
RATE (RATE)	0.00	50-54	-
SID (SID)	0.00	88-95	-
TNE (TNE)	0.00	56-62	-
WMS (WMS)	0.00	35 1/2 - 39	-

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.

In this kind of so-so atmosphere, we are taking exactly what the market hands us and making decisions based on what the charts show us. That means a little selling today, but we also have an exciting and very new stock for our watch list. Read on for all the details.

Yesterday was a rough day for stocks in the marijuana sector. Today was better. But overall, I continue to hold the opinion that the sector peaked two weeks ago and that it needs a longer cooling-off phase—a real correction.

Such a correction can take many forms, and it’s hardly worth speculating about what form this one will take. Yet by managing your portfolio carefully, based in large part on the action of each stock, you can get through this correction with minimal pain and be well-positioned to add to your gains when the uptrend resumes—because in the long run, this remains a fantastic sector to be invested in.



Full details in the issue.

2021 kicked off with a bang, as investors small and large poured money into marijuana stocks in anticipation of growing legalization, so our portfolio is off to a fine start.

But the threat of a downturn is ever-present, and the longer the bull market runs, the greater my unease.



Still, I can’t argue with the trend, which by all measurements remains up, so I’m keeping the portfolio fully invested. And if you’ve got cash, the softness of recent days is now presenting some buying opportunities!Full details in the issue.



Full details in the issue.

The main trend remains up, in both the broad market and the cannabis sector in particular, but in the intermediate-term, we are now in a correction, and thus a little more caution is advised.

In fact, in today’s issue, I’m raising cash by selling portions of the portfolio’s two biggest investments, and then buying some more of one of the portfolio’s “safest” investments, if anything in this industry can be called safe.

The past month has brought great performances from many of our marijuana stocks, but right now, there’s a risk that the market is turning down, preparing to take some of our profits.

Long-term, however, trends toward increased legalization mean prospects for the marijuana sector are brighter than ever; next week’s election will tell us a lot about what the next few years might bring.



How do we balance this short-term risk with this long-term opportunity? By remaining invested in the best-performing stocks, of course.

The market is still trending higher. But it can’t continue at the recent pace. And a 10% or so correction is possible at any time, especially after such a strong move higher. While the short term is always unpredictable, I’m still bullish over the intermediate and longer term.

With the market looking topsy in the near term, it’s a great time to write covered calls. In this issue, I highlight two call writing opportunities on existing portfolio positions. These calls provide a great way to cash in on a high market without giving away too much upside potential.

After eleven weeks up, the broad market has been correctingfor the past fethreew weeks, and the marijuana stocks are also in gear, totally synchronized—which is good. Bottom line, this correction provides a fine buying opportunity.

I’m taking advantage of this opportunity to average up in Canada’s leading producer, Aphria (APHA). And I’m sticking with all the other portfolio stocks because I truly think we have a portfolio that will thrive as this industry matures.



Full details in the issue.

The cannabis sector remains in a correction, with Canadian stocks in particular still struggling—even as Cannabis 2.0 promises new retail opportunities. But the fundamentals of the industry remain bright, and investors are now beginning to discriminate between the winners and the losers—with the best stocks showing substantial increases in buying volume recently.

The portfolio remains more than a third in cash, waiting for the sector’s main trend to turn up, and there are just two small adjustments today. The portfolio will sell half its position in Cresco Labs (CRLBF) and double its position in Innovative Industrial Properties (IIPR).



Full details in the issue.

I recently brought you an issue of Cabot Wealth Advisory that reviewed some of our most important investing lessons from the year written by three of our editors. Today, I’m going to bring you something from the rest, Timothy Lutts, Cabot publisher and editor of Cabot Stock of the Month, Paul Goodwin, editor of Cabot China & Emerging Markets Report and Michael Cintolo, editor of Cabot Top Ten Report and Cabot Market Letter. I hope this helps you tackle your next investing challenge.

Berkshire Hathaway had to alter its annual meeting this year, but Warren Buffett’s company remains strong. Here are 4 Berkshire Hathaway stocks to consider.

After weeks of choppiness, many stocks have been knocked back. A few have become oversold. Here are 3 oversold stocks that look attractive.

Depending on how sophisticated you are, you can save on your living trust cost by creating it yourself or with the help of an online service.