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Explorer stocks had a great week as Centrus (LEU) is up another 10%, Cloudflare (NET) adds 20%, Infineon (IFNNY) reports revenue jumping 33% and Ford (F) reports eye-popping sales results for July. Data and analysts are divided so stay cautiously optimistic and consider today’s new recommendation at the heart of U.S.-China rivalry.

Explorer stocks, with the exception of Neo Performance (NOPMF), held their own in a difficult week. The market concerns center on the impact of high interest rates and mortgage rates on consumer spending, investment, and economic growth.

We’re encouraged by what we’ve seen so far in the New Year. Granted, it’s been just three-plus days, but of the stocks that had been setting up into year-end (either as pullbacks or as bases), we’ve seen a few emerge on good volume and hold their gains. That can always reverse, of course, but going with the evidence thus far, it’s bullish.

If you’re serious about trying to cash in on the marriage biz, you might take a look at XO Group (XOXO).

Markets are all about buying and selling, and the market itself will happily let you know if your strategy, your tactics, your rules and your intuitions are up to the task. But year in and year out, the lesson the market is fondest of teaching is about selling. I know, I know, you’re probably weary of investing experts who always want to talk about when to sell. It’s the Great Mystery for novice growth investors and the Prime Directive for veterans.

Fertilizer stocks may not be the most glamorous option, but they’re a great inflation play. Here are three that are making a big move.

Gold prices are in the midst of a major comeback. And Russia is having a more direct hand in the new gold bull market than you’ve heard.

Inflation and a weakening dollar are normally not good signs. But there are ways to take advantage by buying the right stocks.

We all know company brands - Coca-Cola, Nike, McDonald’s. But we rarely talk about country brands. And the U.S. and China are waging a huge brand war.

If you’ve been listening to our warnings about risk control over the past month, you were probably able to minimize the damage.

Want to know how to invest in Cuba now that Fidel Castro is dead? There are several decent stocks, but one in particular stands out.

Amazon.com (AMZN) and Apple (AAPL) both have successful e-readers on the market.

The 80–20 rule tells me that picking growth stocks is not really that complicated, although you can make it complicated if you want to.

We have one rating change from Strong Buy to Hold and several earnings announcements coming up.

President-elect Donald Trump endorsed three major cannabis reforms during the election, and the future of the cannabis sector may now lie in his hands.

The market is perched at all-time highs and we’re in a seasonally quiet period. Is it still a good time to buy? Our experts weigh in…

This month we’re adding a high-growth biotech name that has just begun to commercialize a unique compound for fighting aggressive cancers and other diseases including, potentially, COVID-19.

The company just began booking revenue from its first cancer treatment. That launch significantly de-risks the stock and raises the potential for future approval of the same compound for other indications.



The stock has retreated lately because prescription sales were curbed during the COVID-19 outbreak. This should be a temporary dip as there are many potential stock-moving catalysts coming this year. We’re hoping to sneak in and buy the dip on this high-potential name.



All the details are inside this month’s Issue. Enjoy!

Stocks seemed to wobble a bit this week and yesterday there was a mild sell-off among some tech stocks. Still, of the 400 S&P 500 companies that have already reported earnings, 80% had beaten analysts’ expectations, according to FactSet. Overall, the Explorer portfolio has performed relatively well with Fisker (FSR) up 17% and Virgin Galactic (SPCE) doubling since the beginning of 2021. This week’s new recommendation is from a sector in an uptrend due to a combination of higher demand and tight supply.

Ford (F) reported a down third quarter, but Explorer stocks had a good week with all positions in the black. MP Materials (MP) and Oracle (ORCL) were up 11%, and SQM rose 8%.

The headline of today’s GDP report will likely be more upbeat than the two previous negative growth numbers, instead showing that third-quarter GDP grew at about a 2% annualized pace.

But beneath these numbers, investor sentiment, economic trends, and geopolitical risks are not all that encouraging.

How should investors take all this in and execute a strategy to exploit the situation?