One forecast has business value derived from artificial intelligence hitting $3.9 trillion by 2022, reflecting an annualized growth rate of 40%. For investors looking to capitalize on the AI trend, however, there may be better picks than the stocks they tend to gravitate to for this purpose (the FAANG stocks). The portfolio manager cited in today’s article advocates looking to software companies that have “tremendous expertise in their specific industry, understand their customers’ businesses, and provide highly tailored solutions.” For three such stocks he is highlighting, CLICK HERE.
Commodities have been in an extended bear market for quite some time. Looking ahead, however, one commodities watcher is very bullish on uranium (which he singles out as possibly being his favorite commodity right now), and expects very big returns from the metal, which is currently as cheap as it was in 1998. For more – including one uranium development company that he likes in particular – CLICK HERE.
When it comes to what a company does, the stance taken by the author of today’s articles is “Who cares!?” – and he argues that other short- and medium-term traders should adopt the same perspective. What does he identify as “some of the main reasons to ignore fundamentals in your trading plan for many setups, and why you really shouldn’t care what a company does when you’re trading it”? CLICK HERE.
When discussing stocks, the author of today’s article, John Dorfman of Dorfman Value Investments, typically does not focus on stocks that he – and most of his clients – own. In today’s article, however, he breaks convention and highlights these stocks – 24 of them to be exact, including “the only consumer discretionary stock in [his] model portfolio right now”, two of his favorite bank stocks, and a stock and an ETF for exposure to Japan. For more, CLICK HERE.
Trade tensions are the talk of the town for investors these days, with a number of tariffs (and retaliatory tariffs in response to those tariffs) being slapped on a variety of goods, from steel and aluminum coming into the U.S. to American whiskey heading out. In addition, the U.S. is considering steep tariffs on imported automobiles. While acknowledging that these trade moves will pose a headwind for continued economic growth, the author of today’s article details how tariffs could be great for gold. For more, CLICK HERE.
Low-priced stocks offer smaller investors the chance to not only make a tidy profit (as these stocks can provide the largest short-term gains), but also to acquire a higher share count than they would be able to of large and mega-cap stocks. As such, today’s article highlights five low-priced (trading under $10) stocks with significant upside potential that may appeal particularly to aggressive traders. For these five stocks, CLICK HERE.
While Canadian cannabis stocks have been on a multi-year tear in anticipation of full legalization, U.S. cannabis stocks have lagged. And while the author of today’s article acknowledges that there are a number of good reasons why Canadian cannabis stocks deserve a premium, he argues that this premium appears to be excessive – and uses one U.S. producer and one Canadian producer to illustrate his case that U.S. cannabis stocks offer compelling relative value. For more – including some catalysts that could lie ahead for U.S. producers – CLICK HERE.
Compared to gold and silver, where the figures are much higher, only about 3% of platinum is bought and held as an investment. Is platinum being overlooked? Today’s article outlines the fundamentals when it comes to platinum and the case for investing in it, with one platinum observer noting “there’s this perception that platinum’s not going to be necessary to the same degree that we’ve seen in the past, but this doesn’t really actually match up what’s going on right now.” For more – including insight on what could be the biggest catalyst for platinum – CLICK HERE.
In addition to the previously announced tariffs on China, President Trump has now announced that there will be tariffs on steel and aluminum imports from Canada, Mexico and the European Union. Against this backdrop, today’s article looks at the only two steel producers in the U.S. and whether they are good investments, with the author suggesting that “rather than looking away from steel and aluminum which will be the focus of a trade war, we should look at them.” For more, CLICK HERE.
Short-term interest rates continue to inch higher – and the author of today’s article lays out several reasons why “prospects for higher long-term interest rates are still significantly greater than many forecasters would have you believe.” So what are fixed income investors to do in this rising rate environment? The author highlights one option to consider: defined maturity bond ETFs. For more on the potential benefits of defined maturity ETFs – and bond laddering with them – CLICK HERE.