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Last week’s improved vibes have quickly fallen by the wayside as the market got hit first by another round of hawkish Fed talk and then, more importantly, of fears that something is coming loose in the system—the failure of Silvergate (SI) was half expected, but the implosion and run on SVB Financial (SIVB) is sending shockwaves through the banking system.

We’re now in month nine of a bull market, but not all stocks are benefitting equally. It’s a classic stock picker’s market.

Ahead of the long holiday weekend the market had yet another good week. The S&P 500 gained 1.75%, the Dow rallied 1.5%, and the Nasdaq rose another 1.9%.

This week in an attempt to diversify the portfolio we are adding an energy play.

It’s been a solid rebound week for the markets, but as has been the case lately, it really depends on where you look—many major indexes actually hit new highs yesterday, but the Nasdaq could “only” get back to its 50-day line, and so far this morning, we’re seeing some sellers reemerge.

Two portfolio stocks report earnings beats.

The market quieted down considerably this week—while there were still some sharp daily swings, they were much less than the past four or five weeks. As we write this morning, the S&P 500 and Nasdaq are down less than 1% since last Friday, which again isn’t much of a change compared to recent times.

Sooner or later, the next bear market will be here. But you shouldn’t preemptively stop buying stocks in fear of it. Here’s how to play it.

TAL Education (TAL) is No. 2 in my five-part series on the best emerging market stocks to buy today. Here’s why I like this Chinese stock.

Throughout 2017, you’ve heard the financial media buzzing about energy sector stocks, enough that you know there’s value there. But timing is everything.

The Prudent Speculator is one of the top ten best-performing newsletters tracked by the Hulbert Financial Digest over the last 15 and 25 years. “Though our primary focus is always on buying broadly diversified portfolios of undervalued stocks that we think will provide substantial capital appreciation over the long term,...

It’s been a very interesting week and a half to say the least, with an over-the-cliff decline in the market that took the S&P down more than 6% (and the Nasdaq down more than 7%) in just four days, decisively cracking the intermediate-term uptrend as all indexes (and most stocks) dove below their 50-day lines.

The big event for us this week was that the intermediate-term trend (by our measures) turned up, joining the still-positive longer-term trend. Both major trends are now pointed up—a sign to take a more constructive view of the market.

The stock market was under a bit more selling pressure last week as investors seem to be acting negative, even in response to positive earnings results. Unfortunately, the volatility shook us out of our Coeur Mining (CDE) covered call position. We won’t get every trade right, but that highlights the importance of risk management, especially in turbulent markets. This leads me to this week’s Cabot Profit Booster recommendation from a somewhat more defensive sector.

It has been a volatile few weeks for the market, with the Nasdaq under consistent selling pressure and more than 7% off its February high, while the S&P 500 hit new all-time highs last week.

In my issue two weeks ago, the day before Russia invaded Ukraine, I told you that my favorite three cannabis stocks for buying (not that there was any hurry) were Cresco Labs (CRLBF) for its value and chart; Curaleaf (CURLF) for its size and speed of growth; and Verano (VRNOF) for its speed of growth and chart.



Those are still my favorites. Not much has changed. And while so many of the world’s economic connections have been affected by the actions in Ukraine, the elements of the U.S. cannabis economy, which is heavily domestic, seem fairly immune.

The last two weeks have been challenging for investors, and there’s a case for more selling ahead, but some bullish signals are starting to emerge.

Of course, six months is far too short a period in which to judge a value-oriented investment. More important, Warren Buffett, as far as we know, never paid more than 82 for his shares. Those folks who deluded themselves into thinking they were following the master when they were buying above 90 were only getting half the equation right. They forgot the importance of price.

After the market has motored higher for months, as it has now, few investors are concerned with market timing, and that’s a mistake.