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Unless you have a portfolio full of utility stocks, here are my personal rules for dealing with a bear market so that you can save your mental capital.

It’s been a modestly positive week in the market, with a few intraday wobbles but nothing overly stressful. And, encouragingly, growth stocks led the way—the Nasdaq came into today up around 1.5%, while the rest of the major indexes were flat to up a touch and growth-y funds and indexes outperformed broad market ones.

It’s been another constructive week for the market in our view. The major indexes have perked up, with all five that we track back above their 50-day lines. That’s not the be-all, end-all, but there’s been improvement.

Today’s note includes earnings updates and the podcast.

Today’s note includes earnings updates, ratings changes, the podcast and the Catalyst Report.

From a top-down perspective, the market and our trend-following indicators are in fine shape, but we’re now seeing some big-picture yellow flags (tons of speculative activity) and, more important, growth stocks are beginning to look iffy. We’re not selling wholesale, but we do have a few tweaks today:

The best coffee stocks will help your portfolio perk up and face the future with vigor. Here’s where to find them.

After last week’s boomlet, the market has put together another constructive week in our book, mostly because of what it didn’t do—all major indexes either rose nicely (the Nasdaq is posting just its second week of back-to-back gains since around Halloween) or have effectively held the vast majority of last week’s gains.

As we head into the weekend, it’s shaping up to be a red week—just about all of the major indexes are down 2% or so coming into Friday, with growth funds down a touch less.

Tomorrow is the expiration of June options and we are going to close five positions for full profits ranging from 9.75% to 17.64%.

Americans continue to abandon cable in favor of streaming video in droves. And last week, these five media stocks felt the brunt of that ongoing exodus.

Here are two systems to evaluate stocks. The PEG ratio finds undervalued growth stocks, and the Benjamin Graham system finds bargain-priced value stocks.

The much-anticipated Snapchat IPO seems like a distant memory, as SNAP stock just sank to new lows. It’s Exhibit A as to why you should avoid IPOs.

Credit Suisse came out with a list of 18 “fading stars” in the market - all blue-chip stocks. Here’s why their list is flawed.

The good news is that one of our stocks, Trulieve (TCNNF), closed at a record high yesterday. The bad news is that none of our other stocks did. The sector as a whole remains in the moderate correction that began five weeks ago, and I continue to think that we are likely to see lower prices in the near future.

This portfolio stock has exploded over 25% to all-time highs following a beat and raise Q1 that seemed in the cards, but still comes very much as a surprise to me.

Thanks in part to a surprising demographic (Millennials!), cruising is more popular than ever. And the three cruise stocks on the market are undervalued.

Concur Technologies (CNQR) has a great chart and a bright future.

GoPro (GPRO) has been grabbing a lot of headlines lately. But Lumentum (LITE) is the far better growth stock. Here’s why.

It’s been a tough few months for investors. But there have been worse market corrections this decade - and each time stocks rose to new highs within a year.