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This has been a relatively quiet week for us in terms of quarterly reports as Repligen (RGEN), which reported this morning (details to follow), was the only portfolio company on the schedule.

After a fairly quiet March, emerging markets came to life this week after the revelation of unexpectedly strong manufacturing growth in China, progress on trade talks and lower interest rates—which always help emerging markets.

This week we have a new recommendation that helps power emerging market consumer spending, a key driver as these markets transition from exports to consumer spending to fuel their growth.

Markets are a bit subdued with low summertime volatility, though some Explorer recommendations are doing very well in the power sectors of cyber and space. Today we take a look at Brazil, which is struggling with high unemployment, Covid-19 and political instability though we offer a new recommendation in a high-growth sector with a clear uptrend in share price.

Surging data center demand. Electric vehicles. Heat pump HVAC systems. Severe weather events. Hurricanes. Rising sea levels. North Carolina flooding.

This is just a short list of the drivers behind rising electricity demand, the harsh realities of being behind the curve when it comes to global warming, and the resulting push toward energy efficiency and greenhouse gas emission reductions.

Today’s portfolio addition is a small and still-unknown company that helps solve these challenges, moving the country toward a more sustainable, clean-energy future.

I think you’ll find it interesting.

This month we’re going with a little-known consulting company that’s growing revenue and EPS in the double digits as it helps organizations adapt to the changing times.

It is growing especially quickly in areas like digital transformation, which is challenging for lumbering organizations in the healthcare and education segments where the firm generates the bulk of its revenue.

With a fresh revenue and profit growth strategy and a plan to return more money to shareholders, this little company’s stock looks great.

Enjoy!

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.

Now that a vaccine is getting closer, we can begin to look toward a post-pandemic world. Start with these two small-cap growth stocks.

Amid a global health crisis and a very uncertain market, safe healthcare stocks should be part of your portfolio. Here are two that stand out.

If consistent cash in your pocket isn’t reason enough to own monthly dividend REITs, here are some other attractive features of this type of investment.

The COVID-19 pandemic is wreaking havoc on many retailers, but one—Amazon—is benefiting, with an unprecedented retail growth story.

SPACs and growth stocks rose in tandem in 2020 and 2021. Now both are struggling in the new bear market. One has more immediate upside.

Market truisms don’t offer specific advice for every market, but there is broad value in using them to rethink how you invest.

This week, I’m pleased to bring you the first in a new series of interviews with the expert contributors to The Dick Davis Digests. Our first contributor is Vivian Lewis, the editor of Global Investing. Vivian is a Harvard graduate who worked as a financial journalist in Europe for 18...

Cabot’s growth advisory letters—Cabot Growth Investor, Cabot Top Ten Trader, Cabot Emerging Markets Investor—use market timing to identify positive market conditions, essentially telling you when the investment surf is up. Their advice is especially important when market conditions are negative. Knowing when to get out of the water is how surfers—and growth investors—stay safe.

It would be nice to be absolutely certain about anything in the business world, but things just don’t work that way.

A company benefiting from a revolution that’s sweeping the world—the communications revolution.

According to the latest Gallup poll, here are 16 problems Americans consider most pressing.