Who knows if we will be in a sideways market for a while. But the possibility serves as a good reminder of a key investing tactic that everyone should use. Own dividend yield stocks. The reason: Over the long run (since 1936) dividends contribute 37% of the S&P 500 total return. You don’t want to […]

Back on July 13, 2022, I suggested Forma Therapeutics (FMTX) in in my stock letter in the mid-$8 range as part of a select group of eight cash-rich biotech names which I called the Cash Rich Biotech 8. I selected them out of 120 possible cash-rich biotech names to consider. They were already doing quite […]

Biotech is back. The XBI is up 43% since I wrote a bullish column on the sector June 17 at MarketWatch, outlining seven reasons why the sector was a buy. You can see the column here. Can the rally continue? Short answer: Yes. I offer six reasons below. But first, I wanted to check to […]

Hey investors and traders, it’s time to override your emotions and get cautious on the markets. Otherwise, you might get laid low by a sharp pullback. The stock market is much more vulnerable to one now. Crowd sentiment is very bullish and insiders are quite cautious. This is not a good combination. Here’s more detail. […]

MarketWatch gives me the great opportunity to regularly interview smart people about the stock market and learn some key investing lessons. How do I know who the smart players are? After all, the stock market attracts a lot of hucksters, mediocre people, and grifters. For mutual fund managers, I apply what I call the Morningstar […]

Energy stocks are on fire. But this move is just getting started. They could be up another 50% a year from now, in the “melt up” scenario I foresee for the economy. I don’t know what they will do tomorrow or next week, but any weakness is an opportunity to add. Here are six reasons […]

I spend about 20% of my time researching cancer therapy companies. I’ve done quite well investing in them. In my stock letter, I’ve suggested many 5-20 baggers. As my subscribers know, I have a multifactor model that is good at finding the winners in biotech. I expect many more winners in cancer therapy. About five […]

It’s because no matter who wins the election, more government spending is likely. This favors value over growth because it creates more growth and inflation. This favors value stocks for four reasons. 1) Inflation drives investors out of bonds and into perceived inflation trades — like value stocks and commodities. Larry McDonald at the Bear […]

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Around two decades ago, I introduced the world to the amazing record of the Baker Brothers in biotech. Up until then, no one had written about them. Literally. The only thing I could find online when researching that column was news of their wedding announcements. But I’ve always closely studied which managers and insiders have […]