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Explorer stocks were all up this week though it is not clear we are out of the woods yet. Sociedad Química y Minera de Chile S.A. (SQM) jumped from 83 to 90, Infineon Technologies (IFNNY) shares had double-digit gains, and Kraken (KRKNF) was up 8% yesterday and almost 20% over the last two weeks as smaller stocks are in favor.

Markets continue to at best tread water. Yesterday, markets performed better as the Nasdaq Composite ended a seven-session streak of declines.

Kraken Robotics (KRKNF) shares were up 20% in their first week as an Explorer recommendation as the company signed a follow-on contract to supply additional KATFISH™ for the NATO Navy’s new mine hunting vessels.

This week’s note includes our comments on earnings from Vodafone (VOD). Next week, Kohl’s (KSS) reports, with Macy’s (M) and Duluth Holdings (DLTH) reporting on June 1.

Centrus Energy (LEU) shares retraced from 38 to 34 as three hedge funds were long Centrus in the third quarter, while six hedge funds were long the stock in the previous quarter. Their total stake values were $14.9 million and $14.7 million, respectively. This is still a buy for aggressive investors.

A key theme of the Explorer is that there is always a bull market somewhere in the world. Today we offer a quick update on two – nuclear energy and electric vehicles.

All in all, the track record of nuclear energy is very good, especially when compared with the effects from comparable forms of energy.

Today’s Revolutionary Stock is Yelp. The growth potential for the company, which has no debt, is still huge.

Changing your expectations based on how you feel or what the headlines say is going to have you out of sync with the market.

Rate hikes typically come when the market is trending up, and investors tend to expect these trends to continue—so they do, for a while. So whether the Fed hikes rates this month, next month or months later, don’t be afraid. Remember that the first rate hike, on average, comes in an environment that is beneficial to investors, and thus you should make the most of it.

There are less than 50 companies that pay monthly dividends. Even fewer are high yield stocks. Here are 3 exceptions, writes Sure Dividend.

Traditionally, investors thinking about retirement have invested in a mix of stocks and bonds to balance safety and growth.

I’m in Amish country this week so the Cabot Explorer issue will be briefer than usual today. Markets are facing a 5% dilemma. The benchmark Treasury yield closed just above 4.9%, a fresh 16-year high.

Third-quarter GDP estimated growth may be above 5%, signaling that inflationary expectations are still strong.

The market will likely turn broadly positive when expectations are that interest rate hikes are over – and lower rates may be around the corner.

No student of the market is going to look at the action of the past week and shrug it off; that said, looking at the evidence, we can’t say the rally has gone kaput, at least not yet: By our measures, the intermediate-term trend is still pointed up, and a lot of high relative strength stocks (like those found in Top Ten) are pulling back very normally at this point, We’re not going to whistle past any graveyard: We’ll move our Market Monitor back down to a level 5, and if things worsen from here, we’ll quickly bring that down another notch or two--but we’re still holding our resilient names until something changes.



This week’s list reflects the renewed strength we’ve seen in commodity and “old world” names, even as the market has retreated. Our Top Pick is a name we missed a couple weeks back but think this pullback marks a decent entry point.

There’s no question that, from a top-down perspective, the evidence has continued to improve over the past few weeks, with today seeing the market surge as the U.S. and China slashed tariffs on each other. That said, even with today’s run in the indexes, leadership is hard to spot—many names that approach old highs are rejected, with the buying focused on beaten-down names for the most part. Don’t get us wrong: We’re encouraged and extending our line, but we’re doing so slowly until some real leadership develops. Our Market Monitor stands at a level 6.

This week’s list has a mix of names from different sectors and with some at different areas on their charts. Our Top Pick staged a classic gap to new highs after earnings last week. We’re fine starting small here or on dips.

Thanks to Oprah, Weight Watchers stock was hot for a few years, peaking last spring. Since then, it’s tanked. What happened?

With this stock below its September lows, we’re back to square one. How did we get here?

There are lots of good U.S. stocks. But even more opportunities lie beyond our borders. With that in mind, here are 3 Canadian stocks to buy.

Despite promises of a U.S. cryptocurrency reserve, President Trump’s limited support for cryptocurrencies offers little, if any, meaningful upside for the market.

Today’s featured stocks reported fourth quarter results this morning; we have a new addition to the Growth & Income Portfolio; which could deliver quick capital gains when they report earnings; and another company which gave an informative presentation at the recent Needham Growth Conference.

I also discuss the coronavirus, which could easily cause stock market turbulence through April, even if the virus dissipates quickly.