Forget Tech; Invest Here Instead

Forget Tech; Invest Here Instead

Once again, technology stocks are grabbing the financial headlines. They have powered most of the gains in the S&P 500 in 2023. In fact, Apple and Microsoft alone now account for a record 13.5% of the index—the most ever for the top two stocks. While it’s tempting to buy big tech right now, the safer […]

Update on Apple Stock (Buy or Sell)

Update on Apple Stock (Buy or Sell)

We’ve seen Apple’s stock rise nearly 40% YTD.  It’s close to an upper range that it’s hit 5 times in the past two years.  Is it going to break out?  Is it going to stall out?  Today, in my two minute weekly video, I’ll share my thoughts on where Apple could go next.  If you […]

How to Play the Upcoming U.S. Manufacturing Boom

How to Play the Upcoming U.S. Manufacturing Boom

The U.S. seems poised for a manufacturing boom as companies tap into government subsidies, pledging to spend tens of billions of dollars on new projects. The Chips and Science Act and the Inflation Reduction Act (IRA)—passed within days of each other last August—together include more than $400 billion in tax credits, grants and loans designed […]

Three Bank Stocks to Buy Immediately

Three Bank Stocks to Buy Immediately

As bank stocks fall around us, it is important to remember that the perception of the market is often not reality. In this presentation from my recent MoneyShow appearance, I cover why the banking ‘crisis” is a buying opportunity of historic proportions. We are seeing high-quality banks with plenty of capital, strong balance sheets, and […]

Trade of the Week: PACW

Trade of the Week: PACW

The regional banking failures continue, with First Republic getting gobbled up by JP Morgan Chase (JPM) and now PacWest (PACW) searching for strategic options. That means the company is looking for ways out of the current situation and will likely result in a merger or acquisition with a bigger bank. At least one trader may […]

This Strategy Works Great Even in These Ugly Markets

This Strategy Works Great Even in These Ugly Markets

For almost a year, the stock market has been brutal for those investors who have tried to time the next upturn or downturn. Since the bear market first bottomed last June (and then again in October), the stock market rallies have run enough to get investors excited before dashing their hopes by turning down again. […]

Pharma Giant On the Mend

Pharma Giant On the Mend

The pharma giant GSK PLC (GSK) is working to emerge from years with a share price that goes nowhere. The company’s CEO, Emma Walmsley, is still trying to convince investors that she is delivering a “new chapter of growth” after many years of underperformance. GSK shares are down 3% over the past five years, while […]

rising steps made of rolls of all american dollar banknotes in one row on red wall background

How to Identify Opportunities in Community Banks

Sitting down with Phil Timyan to talk about banks and bank stock is a rare treat. Phil Timyan has been on both sides of the table as a banker and investor. He has filed 13D on several banks and waged activist campaigns to improve bank operations and even the outright sale of under-performing banks. Phil […]