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Now is an excellent time to buy undervalued Canadian stocks. Canada’s housing market and the banking sector are healthy.

You have $10,000 to invest, but do you know how to invest in stocks to create a profitable stock portfolio?

Here are highlights of this week’s earnings as reported by companies within the Cabot Undervalued Stocks Advisor portfolios. In addition, Boise Cascade (BCC) moves from Buy to Hold, and Federated Investors (FII) declared a special dividend.

The Emerging Markets Timer is in good shape, with iShares EM Fund sitting well above its 25-day moving average.

Small caps put together a decent week as the iShares Core S&P 600 Small Cap ETF is up 3.6% from last Thursday’s close.

Digging a little deeper, we’ve seen a lot of strength in small-cap industrials and tech plus some stability in small-cap financials and energy.

Things haven’t been pretty in this market, to say the least. The summer rally topped in the middle of August, and it’s been downhill ever since. In September, the selloff became more inclusive and took just about everything down, including previously buoyant defensive stocks.
The main catalyst for the selling was the August inflation numbers that came out in September. Core inflation was far worse than expected, at a time when investors were hopeful that inflation had already peaked and there would be a light at the end of the tunnel. The market, which doesn’t take disappointment well, has since priced away most of that hope.

In this month’s Dividend Digest, our contributors have recommended two commercial REITs.

Last week was another up week for the S&P 500. The index has made up all the losses since April and is now in positive territory for the year.

After a multi-month barrage of relentlessly negative headlines, the S&P is within 3% of the all-time high. Seven of the eleven market sectors are higher YTD, and two of the negative sectors are down less than 1% for the year so far.

It’s ugly out there, as virtually everything has been caught up in the merciless selling the last couple weeks. As a result, we are parting ways with three more stocks this week before their losses become even bigger. But we’re not completely battening down the hatches: Today’s addition to the Stock of the Week portfolio is a small-cap growth stock courtesy of Cabot Early Opportunities Chief Analyst Tyler Laundon. It’s not a household name, but it’s growing fast by taking full advantage of the return to relative normalcy in a post-Covid world.

Details inside.

The market has been bouncy in recent days but is still close to the high. Prices are high, but uncertainty is growing.

Stocks sold off on Friday as Israel and Iran exchanged bombings. But the market rose on Monday as investors are expecting a quick end to the conflict. Anything can happen. The conflict adds another degree of uncertainty beyond the tariffs and the economy.

Want to trade covered calls but don’t want to buy 100 shares of stock? Try poor man’s covered calls. And use them to trade this gold ETF.

The Trump Bump has been a boon to the stock market the last two months, but that doesn’t mean you should blindly expect the rally to continue.

One thing I’ve learned in my three decades in the financial industry: When volatility reigns, it’s time to go conservative and buy boring defensive stocks.

After peaking in January, marijuana stocks have had a rough go these last six months. And that could make this the perfect time to buy them again.

The retail sector has been hard hit by coronavirus, shopping centers most of all. But certain shopping center REITs are well positioned for a rebound.

BABA vs. AMZN: shares of both e-commerce giants have been in virtual lockstep the last couple years. But which is the better buy now?

The market backdrop is much improved this week and small caps posted another week of encouraging action (up 2.1% over the last five sessions). The S&P 600 had that sketchy drop below the 200-day line (red line in chart) in mid-August, but the index has come back strong since.

Analysts are still processing the Broadcom-Brocade merger, as is typically the case with M&As. I say don’t hesitate: buy Broadcom (AVGO) now. Here’s why.

Five portfolio stocks reported earnings and one moves to Strong Buy.