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The Charles Schwab-TD Ameritrade merger has a lot of ramifications for the industry and potentially your portfolio. And how it came about is interesting.

Commodity prices, particularly copper, are back on the uptick, and that makes these three global mining stocks potentially very strong buy-low plays.

If you’re investing based on the valuation of a company, you may be resting your money in a bed of speculation. Keep reading to learn more about valuations.

In today’s Income Insights, in an article excerpted from The MoneyLetter, The Investment Reporter Editor Marc Johnson lays out some of his rules for designing a growth-and-income portfolio that won’t expose you to too much risk. “Trying to squeeze income and capital growth from a single portfolio is the right choice...

Based on past performance, airline stocks deserve their reputation as terrible investments. All three of the major full-service carriers operating today–American Airlines Group (AAL), Delta Air Lines (DAL) and United Continental Holdings (UAL)–have declared bankruptcy at least once. However, investors shouldn’t overlook fundamental changes in the airline industry that have transformed...

Everybody knows Alphabet, or Google. But sometimes GOOGL stock gets surprisingly undervalued. When it happens, you need to pounce.

Contrary to all the doom and gloom, the U.S. economy is doing just fine, thanks. And Ally Financial stock is a perfect way to play its growth.

There’s a lot of money traveling the world looking for ways to fatten up, and you can learn a lot by taking a look at where it’s going.

Life insurance stocks aren’t glamorous. But they’ve been steady, reliable risers these last three months, and remain undervalued. These five stand out.

Sound Advice is one of the nine letters on Hulbert’s 2010 Honor Roll, which recognizes outperformance in both up and down markets. Below, Editor Gray Cardiff recommends a high-yielding stock leveraged to a U.S. economic turnaround. “The wonderful aspect of investing during economic downturns is that to find bargains...

Today’s note includes an update on Wells Fargo’s (WFC) earnings. There were no ratings changes.

After last week’s two rounds of buying, the portfolio’s cash level is now down to 27%, and all our stocks look good. So now the question is whether we should continue buying.

This stock released earnings yesterday, so I’m discussing its share price, its fourth quarter earnings report and the company’s outlook. But I also want to talk about the differences between thriving companies and failing companies, and the murky in-between.

The good news today is that the broad market is looking healthier than it has in many months, thanks to a resurgence by growth stocks.
The bad news is that we still can’t say that cannabis stocks are truly in an uptrend yet—but they might be!

As earnings season gets into gear we have a few updates on positions that have reported this week. Stepping back and looking holistically at our portfolio, which currently has 34 positions, we’re going to view earnings season as an opportunity to prune our portfolio a little. Essentially, we want to use the current market’s strength to our advantage to lock in some profits, exit stories that aren’t super-inspiring at the moment, and focus on the highest potential names.

The market has been searching for direction this week and we’ve seen an uptick in “the crazy.” If you don’t know what I mean just Google “Short Squeeze GME” and read about the likely collective impact of retail investors teaming up on some stocks to put pressure on those with significant short interest.

Upwork (UPWK) reported Q4 results yesterday that surpassed expectations on the top and bottom lines. Revenue was up 32% to $106.2 million (beating by $8.8 million) while adjusted EPS of $0.06 beat by $0.06. Guidance for 2021 also surpassed consensus.

As you know if you’ve read anything about this deal, these two companies are the “it” players in digital health. Both have business-to-business-to-consumer (B2B2C) business models, meaning they sell to companies, but solutions are used by consumers like you and me.

This month, I’m considering making the first sale from our portfolio, to cut our losses in Seadrill (SDRL). I think now is a good time to address our approach to selling, which stems from our focus on long-term, income-oriented returns.

Using Buy-Writes to generate income is a safe way to create yield in this market—it’s as close to free money as you can find.