Search

One of our positions reports a strong earnings and revenue beat. For now it’s still a hold as we are awaiting a pullback, but it should be a buy candidate in the near future.

The market suffered another round of selling today, and this time it was concentrated in the Nasdaq and many resilient growth stocks.

I find it imperative to again congratulate you on the best investment service I have ever subscribed to. Never have I had a service that I can count on a review of every stock in the portfolio on a weekly basis, sound advice as to when to take profits, differentiation of the stocks to buy based on price and market conditions, and complete analysis of a stock when it is recommended. I also must confess my selfish happiness that the service is for limited number of subscribers. This is not a one-lucky-stock service. While I have taken a couple of small losses, my profits following your advice has been exceptional. In my book, you are the number one service I have ever subscribed to. I appreciate being able to read your work on a weekly basis. On behalf of all of your subscribers, thank you for your very hard work and impressive insight.
Ron A., Palm Beach, Florida

WHAT TO DO NOW: The market is quiet today, and while the possibility of a near-term pullback in growth stocks is growing, the big-picture evidence remains in good shape. Today, though, we are pulling the plug on Inspire Medical (INSP), which hasn’t been able to get going and today is cracking support on big volume. We’ll sell our half position and hold the cash.

Alphatec reported preliminary Q1 results on April 19 when the company announced the acquisition of the REMI Robotic Navigation System.

• All About Credit
• Want to Buy a Good Stock after Bad Earnings? Wait Three Days
• Why You Should Invest in these 5 Manufactured Housing REITs
• Why the Dividend Aristocrats ETF is Not the Best Dividend Growth Investment
• Why Diversifying Your Portfolio Isn’t as Essential as You Think
• 3 Leveraged Long Funds Worth Buying
• 9 Reasons Why You Should Still Buy Tesla Stock
• The Biggest Thing that Revives Beaten-Down Bargain Stocks
• 3 European Stocks to Buck U.S. Markets’ Malaise
• These Little-Known REITs are Delivering Big Returns
• 5 Efficient Ways to Invest in FinTech

Recognize the fact that the market, reflecting the sum knowledge and perceptions of all investors, is smarter than any one of us.

Retail stocks haven’t gotten their usual Black Friday bump, with two major exceptions. But a closer look at these two retail “winners” reveals big warts.

“Contrarian investors typically like out-of-favor situations where the masses have ignored or dismissed certain stocks or sectors. The theory is that barring insolvency, those same masses will eventually return, generating handsome profits for those brave enough to buy when prices were low. There are risks, primarily if the masses prove...

Five Below (FIVE) is a discount retailer that’s a growth and value stock all in one. How long can it appeal to both investment types?

Inspire (INSP) is soaring this morning as the company trounced Q2 estimates and management raised guidance. Revenue was up 335% to $55 million (beating by $9.1 million) while EPS of -$0.48 improved from -$0.88 in the year-ago quarter and beat by $0.14. Driving the results was the addition of 63 new U.S. centers (well above expectations for 35 to 40) and a jump in covered lives. Results were strong both in the U.S. (up 349% to $49.4 million) and Europe (up 201% to $3.6 million) with average prices of both $23.9K and $23.4K (U.S. flat, Europe up modestly).

My topic today is what I call TOGA stocks, which stands for The Ones that Got Away. I got an email a few weeks back from an acquaintance who is still beating himself up because he didn’t buy Cisco Systems (CSCO) at 10 cents per share (split-adjusted) in 1990 and sell it at 80 in 2000.

Dropbox and Spotify are two more high-profile tech IPOs that have investors excited. Here’s why you shouldn’t buy the hype.

It’s been mostly another rotational week, with investors rotating out of some of the recently strong tech and cloud areas and back into some cyclical areas (especially metals and financials).

Our interest in oil and natural gas exploration and production (E&P) companies has been warming up lately. Many of these stocks are beaten down, yet oil prices have remained resilient, leaving producers like ConocoPhillips meaningfully undervalued.

There’s a clear winner in the battle between Target stock vs. Walmart stock. But that doesn’t necessarily mean I’d invest in either right now.

Avalara (AVLR) reported Q3 results yesterday that surpassed expectations with revenue up 42% to $181.2 million (versus $170.3 million consensus). Adjusted EPS of -$0.03 beat by $0.04. Several recent acquisitions contributed meaningful growth in the quarter ($16.2 million in revenue) which, if taken out, means the organic revenue growth rate was closer to 29%.

After three months of corrective action, beginning with the market’s first big selloff in late January, continuing through the first retest at the end of March and finishing with the second retest last week, the odds are now very good that the correction is over and that the market is ready to work its way back up toward—and hopefully beyond—its old highs.

Steel stocks are surging today, most likely triggered by the unfortunate news of corruption at Kobe Steel. The Cabot Undervalued Stocks Advisor portfolios currently hold two steel stocks.