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…
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…
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…
2022 was a rough year for investors, with nearly all S&P 500 (SPY) sectors ending the year in negative territory, except for energy. Meanwhile, staples and utilities exited the year with only a marginal decline, with many investors looking to play defense. Fortunately, 2023 is off to a much better start, with the S&P 500…
One of the best ways to generate alpha is to uncover early-stage growth stories, and the best place to find these names is in the new IPO list. However, given that IPOs see a lot of excitement when they begin trading and debut at lofty valuations, I prefer to place these names on a watchlist…
2022 was a year to forget for investors in stocks and bonds, with it being one of the worst years in history for combined stock and bond returns. Not surprisingly, the difficult year has led to many investors reeling in their expectations as we head into the new year. This is reflected in the share…
While value investing is a highly profitable strategy that has stood the test of time and has been employed by many famous fund managers, one ruler I typically use to separate the wheat from the chaff is the 80% decline rule. This rule means that unless the overall market has declined by 40% or more…
One of the best strategies for long-term outperformance is to ensure one owns shares in the best businesses globally, given that winners tend to continue winning. The tricky part about this strategy is buying these businesses at the right price, given that the top 25 businesses globally rarely head onto the sale rack from a…
One of the hardest-hit industries has been the restaurant space, which isn’t surprising given that restaurant brands have had to deal with rising food costs and rising wages to properly stock and staff their restaurants. However, with inflation seemingly peaking this fall, we’ve seen a dramatic recovery in many restaurant names. Restaurant Brands International (QSR)…
One strategy for generating consistent alpha in a bear market is to buy the strongest stocks with the best growth metrics, given that this often suggests that they are under accumulation and likely to accelerate higher as soon as the weight is lifted off the market. However, another strategy that has stood the test of…
You are now leaving a Magnifi Communities’ website and are going to a website that is not operated by Magnifi Communities. This website is operated by Magnifi LLC, an SEC registered investment adviser affiliated with Magnifi Communities.
Magnifi Communities does not endorse this website, its sponsor, or any of the policies, activities, products, or services offered on the site. We are not responsible for the content or availability of linked site.
