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There is a potentially nice trading opportunity setting up in cannabis near-term.

When Washington, D.C. lawmakers return from their July 4th break on July 10, they are likely to get down to serious business on the SAFE Banking Act.

This proposed law would boost investor interest in the space because it would allow banks to work with cannabis companies. This would help cannabis companies in several ways.

Manitowoc (MTW) is a construction company that’s benefiting from the rebounding economy.

AmBev, Coca-Cola and PepsiCo were recently recommended in the Dick Davis Dividend Digest.

I’m always noticing trends in the stocks recommended in the Dick Davis Digests. When markets are choppy, advisors recommend a lot of conservative stocks and value stocks that look like good bargains. Sectors like health care and technology and retail have phases as well, driven by news, economic reports and...

Canadian stocks are a good way to diversify your portfolio without taking on too much risk. And here’s one Canadian stock that appears quite undervalued.

Foreign automakers, including electric vehicle (EV) makers, are losing market share in China as the country doubles down on the EV supply chain.

China makes almost all of EV electric motors and refines most of the chemicals used for lithium batteries. China even leads in developing what could be the next generation of technology, sodium batteries.

A major challenge in 2024 for investors and analysts alike will be separating the artificial intelligence (AI) “pretenders” from the “contenders.” Super Micro Computer (SMCI), a recent Explorer recommendation, was up 23% this week, and Exscientia (EXAI) shares were up 13% yesterday.

In my view, the best strategy for overseas markets is to play the trends with a contrarian value approach. For example, the Hang Seng China Enterprises index, a closely followed gauge of large Chinese listings in Hong Kong, has fallen about 11% so far this month after losing 14% last year. Foreign investors have sold about 90% of the $33 billion worth of Chinese stocks that they had purchased earlier in 2023 and have continued selling this year.

So today, we go against the grain on China.

The market has been ripping higher with broader participation from sectors that weren’t doing much a couple months ago. That’s the good news. And it’s showing up in the charts with the Small Cap Index at multi-month highs (but well below all-time highs). IPOs are starting to find their legs too. The not-so-good news is that the market is looking a little stretched, which could mean a pause or pullback is coming sooner rather than later. But, the market has a way of doing the unpredictable and with so many investors thinking it’s time for break we could see just the opposite. This month we try to play both sides of the ball by spreading things around in different sectors and across market caps. There’s some IPOs, some high growth software and MedTech ideas, and another growth + value name. They all have their own qualities and stand out to me for different reasons right now.

The major indexes have been flopping around this week, with some ups and downs, though things are quieting down just a bit. Growth funds have been mostly in the same boat, choppy but up a smidge on the week. Not the worst, not the best.

Checking your stocks often probably doesn’t do any harm, but stock watching does reveal something about you as an investor.

Donald Trump could have a big influence on emerging market stocks, especially in China and Russia. Here’s what to look for when he takes office.

Donald Trump’s presidency is supposed to be bad for Chinese stocks. But in his first week on the job, he just did them a big favor.

Arcosa (ACA) released an uninspiring report on Wednesday that was particularly ill-timed given yesterday’s market retreat. The company missed across the board. Revenue was up 2.7% to $459 million, missing by $4.7 million while adjusted EPS of $0.33 missed by $0.08. Guidance for 2021 also missed.

It’s still a bull market, but our Cabot Tides are close to the fence and the odds are that the recent burst in selling pressures probably won’t go away overnight.

Agricultural stocks and other food-related investments are a way to feed your portfolio in this worldwide climate of rising demand for more and better food.

Perhaps a slogan that best represents American history as well as the American stock market might be - “America Runs on Optimism.”

Some of the world’s best investors built their reputations investing in spin-offs, and these 3 look particularly interesting.

Although it may not be evident in the negative headlines, America (and its stock market) runs on optimism. That, plus a little patience, is key for portfolio outperformance.