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Expensify (EXFY) reported underwhelming Q1 2023 results after the bell yesterday. Our goal here was to get into what seems like a promising long-term opportunity with a small specialist (expense management and other financial tools for small and very small businesses) before the trends turned more positive.

With rates rising and bonds losing value, dividends are all the rage these days. And these little-known dividend payers are offering some attractive yields.

Stock spin-offs are one of my favorite types of “special situation” investing, this is just one reason why.

Dividends are a useful way to add yield to your portfolio and these three dividend-paying stocks look good for 2023.

Today’s CPI reading showed inflation moderating a little (not a huge surprise) and the market has, so far, loved the result. The Nasdaq has been up over 2% in the early going.

Given recent market volatility, it’s time to refocus on managing portfolios and reducing stock investing risk. These tips will help.

WHAT TO DO NOW: The market is acting powerfully since Tuesday’s election, and we’re seeing some outsized moves on earnings this week. We’ll have our full update of Growth Investor tonight, but this bulletin concerns AppLovin (APP), which is skyrocketing this morning after earnings, and of course, this comes after a big run. We’re going to lean against the wind here and take some partial profits, selling one-third of our position and holding the rest. Again, more color tonight.

If you want investing success, keep it simple. A simple strategy with a strong core portfolio and exploratory upside keeps your returns sustainable.

Following company insiders is a great way to identify opportunities the market is overlooking, and this cannabis sector investment just saw a major buy signal.

We frequently write about the power of dividend reinvestment, compounding returns, and staying in the market. But when should investors stop reinvesting dividends?

WHAT TO DO NOW: As we write about in tonight’s issue, there are many crosscurrents out there, with some growth names cracking while others emerge on the upside, so we’re selling laggards while aiming to add fresher, stronger names. In the Model Portfolio, we sold MP and GEV last week, and today we’re going to sell Oracle (ORCL), which tripped our mental stop today. That said, we’re also going to fill out our position in CrowdStrike (CRWD), adding another half-sized stake, and start a new half position in Vertiv Holding (VRT), all of which will leave us with around 38% in cash.

Buying the dip has paid off handsomely for investors for years, but with the current meltdown, you should wait for the dust to settle.

The introduction features a few international trade issues, including disputes about international court systems within NAFTA and CETA, and a potential sunset clause in NAFTA. I’d go on to itemize which steel companies might benefit or be harmed by the latest round of steel tariffs, but I frankly believe that last week’s newest steel tariffs are simply a temporary negotiating ploy pertaining to NAFTA. Therefore, I thought it might be more useful to discuss what’s currently happening with NAFTA negotiations.

It’s been a crazy year, with bank failures, bailouts and a historic election behind us, 2008 will definitely be one to remember. In honor of the New Year, I’ve been looking back at 2008--all its ups and downs--and came up with a few investing New Year’s resolutions based on what’s happened. The most important thing to remember is to learn from your mistakes, but don’t dwell on them. They teach important lessons, but the most important thing is to move forward with those teachings in mind. Best of luck to you in 2009!

The market’s uptrend is under a bit of pressure and the Fed’s dovish stand on interest rates is a sign of weakness that is unlikely to impress Wall Street. Nevertheless, Sea Limited (SE) has regained its momentum and NovoCure (NVCR) is up 35% over the past two weeks. And our emerging markets timer (EEM) is positive. This week we go to Australia for a new fintech idea that has been on a tear, but fortunately has pulled back for a decent entry point.

Wells Fargo & Company (WFC) reported second-quarter results this morning, and we comment on the report.

Shares of ESAB Corp (ESAB) have crossed our $68 price target so we are now formally reviewing the rating and price target.

What happens when you implement a digital marketing platform within secure online banking and mobile banking channels? Is that even possible?
The short answer is yes, it’s possible … if you can get banks to sell you their transaction data, host your platform and accept the revenue share agreements you propose for all the deals that consumers accept while logged in.
This month’s Cabot Small-Cap Confidential stock has created such a platform, and it’s taking off.
The story, and potential, of what happens when digital marketing and fintech walk down the aisle together is inside.