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Novonix (NVNXF) shares broke above 5 this week and have more than doubled since early August even as the market is under pressure due to the slowing of federal stimulus, China’s property debt issues, and some increase in interest rates and inflation.

Since the COVID-19 crash ended just over weeks ago, the market has been impressively strong, with marijuana stocks some of the strongest, as they left behind a two-year bear market.

So even though some of these stocks seem a bit over-extended today, short-term, they still have enormous upside potential in the long-term.



Full details in the issue.

Happy New Year to everyone - I wish you and your families a healthy and prosperous New Year. As we turn the page to 2022, let’s review some trends before getting to a company with a new device to shake up and lower costs in healthcare at home and around the world.

We’re letting go of Equifax (EFX) today, booking a nice profit, and reducing our exposure to Home Depot (HD) by half. We also sold Amgen (AMGN) on Monday, after health care industry stocks suffered a major selloff. Drug companies and distributors are anticipating even more pressure to rein in drug prices next year.

As part of our ongoing “Core & Explore” approach, today I present three new ETFs for your consideration. These three funds should help you weather the market’s many ups and downs these days. They are designed to remain both in the market and keep flexible to take advantage of new growth opportunities without going overboard.

This week, we comment on earnings from Conduent (CNDT), Ironwood Pharmaceuticals (IRWD), Organon (OGN), Toshiba (TOSYY) and TreeHouse Foods (THS).

Luxury leader LVMH Moët Hennessy (LVMUY) CEO Bernard Arnault has a mantra that can be applied to business and investing: “In times of uncertainty, be patient.”

I would add that this requires playing both defense and offense.

Our offense has been working quite well of late: Super Micro Computer’s (SMCI) share price was up another 40% this week and is now up 300% since the start of the year. Sea (SE) had a good first week in our portfolio as well, up 22% after an encouraging financial report.

Many large cap stocks are household names that you interact with regularly, like Hershey, Target, or Pfizer. Here’s what that means for investors.

Donald Trump’s presidency is supposed to be bad for Chinese stocks. But in his first week on the job, he just did them a big favor.

There are plenty of stocks under $5, but few of them offer much value. And the distinction between cheap and low-priced is an important one.

Growth and income stocks sound like a contradiction. But there are loads of growth stocks with big dividends that can make you rich in two ways. Here are 7.

Two blue-chip Japanese stocks, Honda and Sony, are teaming up to enter the booming electric vehicle fray. Should you invest in either?

Investing in monopolies is a good way to make money. But it can be difficult for U.S. investors. Where to find them? Start overseas.

AgFeed Industries is a Chinese company that sells pre-mixed food for livestock, especially pigs, to the enormous Chinese market.

Facebook stock plummeted after the company vowed to scale back the number of advertisements on its site next year. Will it stay down long?