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Rising levels of fear in the market against a weaker backdrop for stocks mean it’s time for investors to get defensive. Here are two defensive sectors I like now.

Growing demand for electricity, continued reliance on fossil fuels, and a new administration in the White House all spell more demand for natural gas, and these are two of the best natural gas stocks for the year ahead.

The cannabis sector’s “shadow lenders” offer rich yields to buoy the portfolios of cannabis investors should Trump’s “promises made” fall flat.

All-weather portfolios are structured to perform well in a variety of market conditions, making them ideal for turbulent times. Here’s what you need to know.

SMID caps (small and mid-cap stocks) have been the most hated corner of the market, but they’re finally turning, and these four sectors are the smartest way to play it.

It’s been another mostly sour week in the major indexes, this time led by the Nasdaq—even after this morning’s gap higher, most major indexes are down in the 1.5% to 2% range. Interestingly, the 10-year Treasury yield is down this week, albeit by a mere 7 basis points.

A letter from the desk of President & Publisher Ed Coburn on the importance of implementing your long-term investing strategy even during periods of short-term uncertainty.

Today’s stock is another specialized medical device company. It plays in the highly specialized market for organ transplant surveillance. It has all the attributes of a good stock—it’s expanding its end market potential with new products, is almost profitable, and the chart looks great!

This note includes our review of earnings from Dril-Quip (DRQ), General Electric (GE), Holcim (HCMLY), Janus Henderson Group (JHG), Kraft Heinz Company (KHC), Lamb Weston Holdings (LW), M/I Homes (MHO), Newell Brands (NWL), Polaris (PII), Shell plc (SHEL) and Xerox Holdings (XRX).

There were no ratings or price target changes this week.

There are never any guarantees in the market, but after a very tough 2022, just about all of the top-down evidence (and our indicators are now bullish). We’re not big on labels, but we’re clearly seeing bull market behavior; while leadership usually develops over time (and we’re seeing that here), it’s best to continue stepping into the market as long as things remain in good shape.

Elsewhere in tonight’s issue, we write about some new names go through a variety of topics after that, relaying some thoughts based on various questions we’re receiving.

An improving stock market brings our Stock of the Week portfolio to capacity, 20 stocks, with today’s addition of a fallen growth stock whose name you will almost certainly recognize. It’s a company whose business was hampered more than most during Covid, but has now returned to pre-pandemic levels – and is on track to resume its prior growth trajectory in the years ahead. And the stock is finally playing catch-up. It’s a new addition from Cabot Growth Investor Chief Analyst Mike Cintolo.

The new bull market encountered its first real hiccup last week, as second-quarter earnings season hasn’t been kind to growth stocks in particular – even ones that blow estimates out of the water. So, a few of our stocks retreated after earnings, only one of which was enough to warrant selling. I view most of the earnings-induced pullbacks as buying opportunities. And today, we add a stock that has something for everyone – it’s a big-cap technology company with an artificial intelligence tilt, plenty of momentum and it pays a dividend. It’s a longtime holding of Cabot Dividend Investor Chief Analyst Tom Hutchinson.

It’s been another wild week as we’ve had four companies report quarterly results (two more are on deck tonight) and have seen the situation in Ukraine deteriorate as Russia has invaded the country. We’ve also had the S&P 500 Index officially slip into correction territory (-10% or more).

The goal is to always hold a portfolio that has the best potential to bring you large profits.

It remains to be seen whether the market’s rotation from tech into older economy names is a temporary tax-bill-related phenomenon or a longer-term cycle. But historically, a day like last Wednesday, when the Nasdaq closes more than 1% lower and the Dow closes at least 0.4% higher, is followed by at least a month of Dow outperformance.

With only four low-volume trading days elapsed since our January issue was published, there’s not much new to report from the markets. The exception is the interest rate front.