When it comes to homebuilder stocks, the author of today’s article declares “What a difference a few months can make”: after plunging in the fourth quarter of last year due to concerns over rising interest rates and a possible recession, homebuilders have rallied this year. With valuations still relatively low despite the rally – and with the Fed now having signaled not to expect any rate hikes this year – homebuilder stocks appear to be attractive buys right now. For specific homebuilder stocks to consider based on their implied upside potential, CLICK HERE.
Last year’s best-performing hedge fund (and one with a history of outperforming the S&P 500) has identified what it sees as the “trade of the century” – and has oriented three-quarters of its positioning around this trade idea. The trade in question is based on the fact that, while the consensus thinking is that a recession could hit in 2020 or 2021, this firm believes a recession is closer. For more on this trade, CLICK HERE.
As marijuana stocks’ impressive run so far this year generates increasing investor interest in the sector, the author of today’s article warns of a danger associated with buying and selling pot stocks, a danger “with which even experienced investors aren’t entirely familiar” and which “can eat into your profits and even turn gains into losses”. That danger? Illiquidity risk. How can you manage illiquidity risk if you want to trade a pot stock not on a major exchange? CLICK HERE.
When it comes to having some portfolio insurance against the next financial upheaval (whatever or whenever that may be), precious metals can fill this need like nothing else. With both gold and silver currently available at bargain prices, which may be the smarter buy right now? While the author of today’s article recommends holding a small amount of both metals, he is advocating strongly for one in particular. For more – including an important lesson for precious metals investors from the financial downfall of the once richest man in the world – CLICK HERE.
While the efficient market hypothesis suggests that one should not be able to beat the market consistently, fortunately for active investors this is not the case. In fact, a new, in-depth study has identified a number of investing styles that have demonstrated durable outperformance across a variety of market backdrops. For these six market-beating styles (including which one has proven to be the most effective), as well as some other important takeaways from the study for active investors, CLICK HERE.
Among the hot IPOs expected this year are the two biggest ride share companies in the country: Uber and Lyft. While Lyft is targeting an IPO valuation of $20 billion to $25 billion, Uber could be worth more than $120 billion. What are investors to make of these two IPOs, which will undoubtedly generate much hype? For some possible clues as to how these IPOs might perform, the author of today’s article looks at how the 157 IPOs that have taken place in the past 12 months have delivered (or failed to deliver) for investors. For more, CLICK HERE.
The author of today’s article sees this current period as the early innings of the “end of the oil age” and advises that, “For those who want to own oil stocks, there are certain oil stocks that could give total returns approaching doubles and triples in the next several years.” After outlining a number of key points regarding oil for investors to be aware of now and going forward, he highlights his “dirty dozen” favorite oil stocks for 2019 – eight oil producers in the Permian Basin and four oil plays in other regions. For more, CLICK HERE.
“Technology companies aren’t the only ones that can profit from technological advances. Nor are startups the only ones harnessing technology to generate significantly positive growth,” notes today’s article. It proceeds to identify nine technology themes (e.g. nanotechnology, medicine and neuroscience, robotics) and highlight the leading company within that theme (be it as a producer or user of the technology) that is currently the most undervalued. For more, CLICK HERE.
Today’s article describes them as “offer[ing] investors a hassle-free way to purchase shares of international companies without having to deal with foreign markets or contend with hefty overseas banking fees.” We’re talking about American Depositary Receipts (ADRs), which can serve as an easy way to diversify a portfolio. How do ADRs work, and what do prospective investors need to understand about the different types of ADRs? CLICK HERE.
Facing declining sales in their own industries, and with the global legal cannabis market predicted to be worth $146.4 billion by 2025, tobacco and alcohol companies have been considering – and in some cases making – moves into the cannabis space. Today’s article previews that, this year, “Not only will we see big players entering the sector but there will also be a series of consolidations by large cannabis firms seeking to compete with new entrants” – and highlights one company in the fast-growing CBD sub-sector that may be a particularly tempting acquisition target after the passing of the Farm Bill. For more, CLICK HERE.