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Just because you can’t do the same research a large investment management firm can, that doesn’t mean you can’t make the same trades.

Thanks to poor leadership and a devalued currency, Brazil stocks have been among the world’s worst performers this year. Which means it’s time to buy.

Apple (AAPL) has had a rough go of late. Is the worst over, or does the stock have further to fall? These two AAPL options trades play both sides.

One of the biggest emerging market booms is happening in Panama, which is quickly becoming the Singapore of Central America. Here’s how to invest in it.

As I’m sure you all know by now, one of my favorite parts of editing the Dick Davis Digests is looking for trends running through the hundreds of newsletters I read. Many of the trends are fairly obvious. Last week’s Investment of the Week focused on one of those--the relatively...

Four of the stocks in our portfolio reported first quarter results today. There are two rating changes.

This week we had one company reporting earnings - Lamb Weston Holdings (LW). We are raising our price target on Signet Jewelers (SIG) to 42 from 35. DuPont (DD) shares are under review as they trade above our 75 price target.

In the interest of helping simplify options trading for beginners, here are a few strategies (and Cabot services) to consider starting with.

We are recommending shares of CNH Industrial (CNHI) as a new Buy. The company is a major producer of agriculture (80% of sales) and construction (20% of sales) equipment for customers around the world and is the #2 ag equipment producer in North America (behind Deere). It also provides related supplies, services and financing.

These are uncertain times. Risks abound, yet the market forges to new all-time highs. With so many things we can’t know about the virus and the election, it’s a good time to focus on what we do know.

Certain powerful trends will continue regardless of what the economy does or who’s President. One such undeniable trend is the aging population. The population is older now than it has ever been before. And it’s getting still older, at warp speed. The aging population is an irrefutable fact. And older people will require more health care.



This mega trend is literally transforming the demographics of the human race. It will be a huge tailwind for the health care sector in the future. At the same time, many great health care stocks haven’t gotten nearly as pricey as the overall market. And they tend to hold up well if things turn south.



In this issue I highlight one of the very best health care companies in the world. The stock is defensive and barely budged when the market crashed. Yet there are huge growth opportunities ahead as it sells cutting-edge treatments and drugs for illnesses and diseases to a public that will demand them like never before.

The timing is right for alternative energy.

Alternative energy (also referred to as clean or alternative energy) is by far the fastest growing energy source. The International Energy Agency (IEA) estimates that global renewable power supply will grow 50% in just the next 5 years.



While clean energy has been a story and knocking at the door for a while now, a certain critical mass in growth and development seems to be taking place recently. The market usually gets it. And it’s telling us something.



The iShares Global Clean Energy ETF (ICLN), which tracks 30 stocks in the Global Clean Energy Index, has taken off lately after going nowhere for more than a decade. ICLN soared 100% over the past year and 178% for the past two years, compared to S&P 500 returns of 22% and 44% respectively over the same period.



The market clearly sees big changes looming in the energy sector. It also helps that the Biden Administration will likely reward clean energy companies with more tax breaks and subsidies and other goodies. But more importantly, the focus will draw still more investor attention to the booming growth in alternative energy. And investor intrigue will only accelerate.



This month’s highlighted stock NextEra Energy (NEE) should clearly benefit going forward. It may not be the sexiest clean energy. But it provides a great way for more conservative, income oriented investors to play the trend.

The selling continued on Wall Street this past week, which has us trimming two more positions in the Stock of the Week portfolio. But most of our stocks are holding up well, and two in particular – Centrus Energy (LEU) and Ulta Beauty (ULTA) – are thriving. Today, we add a stock that not only insulates us a bit from all the selling, but also broadens our international exposure. It’s a value play, courtesy of Bruce Kaser, that’s also growing – up 24% this year!

Details inside.

After the latest jobs report, the Fed is almost sure to raise interest rates this week. That’s good news for one small cap stock in particular.

Marijuana stocks are red hot, but it’s hard to choose the right ones. These four marijuana index funds and ETFs give you exposure to the entire industry.

Last year, after much soul-searching, I decided to trade in my trusty 1998 Toyota Avalon in favor of a smaller, better-for-the-environment car--2009 Toyota Matrix. According to Toyota, the 1998 Avalon gets 19 miles per gallon city and 27 miles per gallon highway, not bad for such a large car. But the Matrix gets 26 miles per gallon city and 32 miles per gallon highway. At the time, there was no such thing as the Cash for Clunkers program that’s available now. My Avalon wouldn’t have been eligible anyway, as it comes in well above the 18 combined mile-per-gallon qualifying mark. Well the program, which is supposed to run from July 1 to November 1, has been such a hit that it has already run out of funding. Congress has just added an additional $2 billion to the nearly depleted $1 billion the program started with.

It’s hard to ignore Halloween if you work in Salem, Massachusetts. And with the Big Day falling on a Saturday this year and the weather nice, it will likely be an even bigger deal than usual. A quick walk through Salem’s downtown at any time of year will reveal enough witch shops, fortune-tellers and scary museums to satisfy your taste for the weird.

Guest Editor Nathan Slaughter discusses why spinoffs can be profitable investments.