It’s rare that the best companies in the world see their stocks move onto the sale rack (at least 30% discount to fair value). While owning these companies to diversify one’s portfolio is certainly a winning strategy, it’s hard to generate double-digit annual returns if one doesn’t wait for major corrections to buy these stocks.…
Category: stock pick
Energy Company of the Future
It’s been a volatile year for investors in the major market averages and while some growth stocks have done quite well and climbed more than 50% off their lows, most have struggled to make much upside progress with gains being fleeting. This is frustrating to say the least for many investors, and especially those that…
Panic Selling Creates Buying Opportunity
It’s been a volatile week with fear of bank runs for the overall market, and it’s little surprise that the major market averages have found themselves sitting near their December lows given the wreckage witnessed in the Financial Sector (XLF) with the failure of Silicon Valley Bank and Signature Bank New York. While this has…
Luxury Retailer Too Cheap To Ignore
Market corrections can be exciting for long-term investors given that they provide an opportunity to buy shares in great businesses at an attractive price. The caveat however, is that market corrections stemming from economic weakness can make this more challenging, especially in the Retail Sector. The reason is that recessionary environments can lead to a…
DPZ Just Dropped Onto The Sale Rack
It’s been a tough 14-month stretch for the major market averages. While investors focused on great businesses trading at deep discounts to fair value have managed to outperform the indexes, it hasn’t been easy and many former leaders have been taken out and shot. With the S&P 500 (SPY) now up ~15% off its lows,…
Dozens Of Catalysts On Deck For This Stock
While commodity stocks often allure many investors given their ability to return upwards of 200% in a strong year, they are not for the faint of heart. This is because cyclical stocks can rise just as quickly as they fall, they regularly retrace over 70% of their advances and they can be extremely volatile. It’s…
Small-Cap With A Double Digit Yield
In a market where positive returns could be fleeting due to abnormal volatility, stocks offering high yields can be very attractive options given that they guarantee returns and often help to smooth portfolio volatility. Some of the best candidates that fit this bill are TC Energy (TRP) and Enbridge (ENB), and ideally one wants to…
CELH Continues To Post Industry-Leading Growth
We’ve seen a much better start to the year than 2022, with the S&P 500 (SPY) clawing back some losses after the worst year for the market since 2008. Although this is a positive for investors enjoying seeing some green in their portfolios, it’s made stock-picking a little more difficult. This is because it can…
High-Growth Auto-Parts Name Breaking Out
It’s been a volatile past year for the major market averages, with several bull traps laid by the market, placing a severe dent in the portfolios of investors that stumbled into these snares unexpectedly. One of the areas where we’ve seen the most traps and damage occur is in the growth space, which is understandable…
A REIT That’s A Play On The Cannabis Sector
It’s no secret that the cannabis sector, tracked by the AdvisorShares Pure US Cannabis ETF (MSOS), has been a place where capital has gone to die in the past two years. In fact, while the Nasdaq Composite (COMPQ) may have just endured a 40% peak-to-trough decline, the Pure US Cannabis ETF is down 87% from…
