Stocks to buy

As the artificial intelligence boom has picked up steam over the past few years, firms like Nvidia (NVDA), Microsoft (MSFT), and Meta (META) have notched some astronomical gains. And many investors are left kicking themselves for ‘missing out’ on the AI revolution.  But did you know that the biggest gains in this boom are likely

Tom Yeung here with your Sunday Digest.  When I started my career years ago in corporate finance, I quickly realized that December was always a time of big spending for us.   Departments at my employer rushed to buy what they needed because our comptroller had an old-fashioned “use it or lose it” mentality. Department

Editor’s note: “Quantum Computing Jackpot: Latest Selloff Unlocks A Fantastic Opportunity” was previously published in January 2025 with the title, “Quantum Computing Revolution: The Gargantuan Opportunity Investors Shouldn’t Ignore” It has since been updated to include the most relevant information available. Throughout late 2024, quantum computing stocks were all the rage on Wall Street. To

After December’s red-hot jobs report reignited inflation fears – and suggested that the Federal Reserve may not cut rates again for a while – the stock market has been left reeling. In our view, this latest data is an unequivocal warning sign for market bulls. It seems stocks are not going to have a smooth

I am bullish on stocks for 2025. In fact, I recently issued my 10 big market predictions for this new year. And one of those projections is that the S&P 500 will rise more than 20% in ‘25 to notch its third consecutive year of 20%-plus gains.  But, even as a bull, I recognize that

Tom Yeung here with your Sunday Digest.  In 1909, a young physics graduate student proposed building a magnetically levitated train inside a vacuum tube.   Not only would magnetic forces propel the train forward… but the lack of friction between car and rail meant momentum would be enough to keep a “maglev” train in near-perpetual

When it comes to winning in the stock market, we’ve found that a particular tried-and-true process yields the strongest results: Identify unstoppable investment megatrends that will redefine how the world works. Within those megatrends, find the most relentlessly innovative companies that will dominate at scale.  Of those innovative leaders, identify those with the most hyperscalable

It’s that time of year again where stock market forecasters like myself dust off their crystal balls and make predictions about the year ahead.  Last year, I made 10 big predictions about the stock market for 2024 – and, pretty amazingly, most of them ended up being spot-on! I said the S&P 500 would rally

Editor’s note: “Quantum Computing Revolution: The Gargantuan Opportunity Investors Shouldn’t Ignore” was previously published in November 2024 with the title, “Quantum Computing: the Key to Unlocking AI’s Full Potential?” It has since been updated to include the most relevant information available. For the past two years, AI stocks have been all the rage on Wall

As we keep on racing toward the new year, most investors are busy looking for the best stocks to buy for 2025.  There has been a lot of talk about AI stocks continuing to lead this market rally higher. Energy stocks seem to be a popular choice with the incoming administration. A lot of investors

In 1990, Tim Berners Lee invented the World Wide Web, but the internet’s true “Day One” arrived five years later when Amazon.com Inc. (AMZN) made its first online sale, catapulting the disruptive technology into global consciousness. Likewise, while the first BlackBerry Ltd. (BB) smartphone was released in 1999, that technology’s Day One came eight years

It looks like the U.S. Federal Reserve decided to play the part of the Grinch today, pouring cold water on the Street’s ongoing holiday rally with a very hawkish update. And we’ve got one word to describe the day’s price action – ouch!  In short, while the Fed did cut interest rates today, its December

November’s Consumer Price Index (CPI) report arrived yesterday – and it was just what stocks needed to continue rallying.  That is, this most recent batch of data showed that inflation continued to run as expected last month. In response, the stock market soared, and odds for a December rate cut popped to 99%. It seems

I don’t know about you, but as someone heavily involved in stock analysis on a regular basis, I often feel like there must be a better way to approach the markets. Just imagine how much time you could save if, instead of poring over the details of each individual stock out there, you had a

In Ancient Rome, military commanders often turned to oracles known as Auspex (also known as augurs) to predict the outcomes of battles. Wars were costly, and failures were even more so. Generals had a strong incentive to win.  These predictions weren’t exactly scientific. Many augurs used chickens to divine the future, while others relied on

Ever since it became clear that Donald Trump won the most recent U.S. presidential election, the stock market has been on an impressive tear higher. Now everyone wants to know what the next four years will look like for stocks in the “Trump 2.0” era. Will this exciting price action last? Well, I have six

November’s sought-after nonfarm payrolls report has officially arrived. And while it may feel inconclusive to some, in our view, it broadly suggests that stocks should keep on rallying into the end of the year.  That is, we think this was the perfect “Goldilocks” jobs report. It wasn’t hot enough to create reinflation fears, nor was

With Thanksgiving now in the rearview mirror – and Black Friday and Cyber Monday all wrapped up with a bow – we are charging into the holiday season with gusto. As a matter of fact, after November’s remarkable stock market performance, investors are now buzzing with excitement.  That is, last month, the S&P 500 delivered

For two years now, the stock market has been ripping higher in one of its strongest bull markets in history. In fact, the S&P 500 is up by more than 50% since early 2023.  But while the gains have been impressive, this has also been a “market of the few,” not “of the many.” That

Tom Yeung here with this week’s Sunday Digest.  Many of you will know that I am a relatively conservative investor. I pay close attention to a company’s long-term profitability, and to me, cash flow is king. There’s nothing wrong with earning 10% dividends from a high-quality stock.  But sometimes, growth is so obvious that it’s