From Boeing’s 737 Max safety scandal to Insys Therapeutics’ doctor bribing scandal to Wells Fargo’s fake account scandal and more, corporate misconduct appears to be on the rise. That’s concerning enough in and of itself, but it’s all the more concerning given that, as the author of today’s article notes, “Business scandals seem to peak at the end of every growth cycle.” So, on top of the recent inversion of the yield curve, is this apparent rise in negligence and misconduct at public companies another indicator of a coming recession? CLICK HERE.
While everything appears to be falling into place for the North American marijuana industry to be an unprecedented growth opportunity, today’s article notes that, when it comes to individual cannabis companies, “Over the past seven months, three marijuana stocks have gone from having the full support of their shareholders to having partially or completely destroyed that faith in management.” For these three pot stocks that have gone from popping with promise to problem-plagued – including the firm the author singles out as “the train wreck of all train wrecks” – CLICK HERE.
Despite the market’s recent drop brought on by concerns over escalating trade tensions between the U.S. and China, it is hard for investors to find value plays amongst stocks. There is, however, still value to be had – and today’s article highlights three undervalued stocks to consider. Among them is a mid-cap stock carving out a niche in what the author notes “is the fastest-growing space within the pharmaceutical industry”: oncology. For more on these three value stocks, CLICK HERE.
When predicting where the stock market will go, the author of today’s article acknowledges that “It’s easy to see what’s happening now, compare that with what has happened recently, decide you see a trend and conclude that the trend will continue.” He further notes, however, that “When you do that, you’re sometimes correct. And you’re sometimes wrong. Oh, so very wrong.” He proceeds to outline several examples illustrating why investors should expect the unexpected – and what he sees as the best method for investing in the face of the unknown. For more, CLICK HERE.
Some analysts are predicting a shortfall in the supply of copper relative to global demand come 2021, and, given the critical role copper plays in the trend towards mass electrification, the author of today’s article states that “We could be looking at another commodities super-cycle, with the red metal leading the way.” For more on the opportunity this presents (including what the author singles out as his favorite play for exposure to copper), as well as the author’s insights on several current issues related to gold (including whether bitcoin will come to replace gold in people’s portfolios and the potential for attaining “peak gold”), CLICK HERE.
“You’re looking at a group of profitable enterprises with staying power,” states the author of today’s article in regards to the eleven dividend growth stocks he proceeds to highlight as worthy of further consideration. Specifically, each of these companies has a track record of at least ten years of annual dividend increases – and each just recently raised its dividend again. For the author’s assessment of the attractiveness of each of these companies, taking into consideration this most recent dividend increase, dividend record, valuation and track record, CLICK HERE.
In building his theoretical “Cheapskate Portfolio”, the author of today’s article identifies the cheapest stocks in each sector with a market value of $1 billion or more (and which don’t have debt that exceeds stockholders’ equity). For the ten stocks that make up the current iteration of the Cheapskate Portfolio (no stock in the utility sector met the criteria) – which are currently trading for three to 11 times earnings compared to the market’s average earnings multiple of 21 – CLICK HERE.
The yield curve was the focus of much attention – and the source of much concern – when it inverted last month. After all, an inversion of the yield curve has preceded every recession over the past 50 years. However, while the yield curve inverting may be a worrying economic sign, the author of today’s article notes that, while a recession is coming, history indicates it’s not coming tomorrow. Moreover, he asserts that “The recent yield curve inversion is a positive sign for stocks, at least for now.” Why? CLICK HERE.
“Even as the stock market hits new highs, there’s discernible negativity toward the technology sector,” notes the author of today’s article. But is this negativity misplaced? He proceeds to outline how much of the negativity surrounding the tech sector currently is based on “false fears”, making the space an attractive buy. Additionally, a number of experts with strong track records in the tech sector name their favorite picks at the moment, including what one top-performing portfolio manager declares “is the best place in tech to be invested.” For more, CLICK HERE.
A recreational boat dealer, a small bank, and a manufacturer of tow trucks and car carriers with “no following on Wall Street whatsoever” are among the five stocks highlighted in today’s article as possible “undiscovered gems”. More specifically, each of these five picks is from the realm of small stocks (with the author noting that “Your odds of finding an undiscovered gem are higher” in this space) and the recipient of scant analyst coverage. For more, CLICK HERE.