Latest in We're lightening up on a rallying stock that's grown too big in our portfolio
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Trump says Canada, Mexico tariffs are coming Saturday. Stocks dived, then rallied.
President Donald Trump offered fresh comments on Thursday afternoon about his threat to hit Canada and Mexico with 25% tariffs. His remarks weighed on stocks.MarketWatch - 1h -
2 portfolio names rise to record highs after earnings, but Microsoft stock sits out the rally
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.CNBC - 7h -
We're cutting our price target on Danaher as frustration mounts after a messy quarter
Shares tumbled more than 8% after in response to fourth-quarter earnings and 2025 guidance.CNBC - 1d -
We're increasing our price target on Starbucks after CEO Brian Niccol shows signs of progress
The coffee giant is in the midst of a turnaround. Patience is required.CNBC - 1d -
Portfolio manager pours cold water on Nvidia's stock bounce back
Portfolio manager Dan Niles warns that Nvidia's shares could have further to fall after it posted the biggest one-day loss of market-cap in U.S. history.CNBC - 2d -
4 portfolio stock winners from DeepSeek's emergence — and 2 we're less sure about
Meta and Amazon are clearly in the potential winners circle.CNBC - 2d -
We're lightening up on a rallying stock that's grown too big in our portfolio
The sale also comes as our trusted momentum indicator moved further into overbought territory.CNBC - 2d -
JD Vance says Big Tech has "too much power"
Vice President JD Vance said Saturday that "we believe fundamentally that big tech does have too much power," despite the prominent positioning of tech CEOs at President Trump's inauguration last ...CBS News - 4d -
We're adding 4 stocks to our Bullpen watch list including a hot steakhouse chain
We're expanding our Bullpen following this week's January Monthly MeetingCNBC - 5d -
We're trimming a disappointing stock that has rallied as major overhangs eased
We're acting on our investing discipline with the market entering overbought territory.CNBC - 6d -
Our 5 top-performing portfolio stocks since December's Monthly Meeting are tech free
The S&P 500 has jumped 3.7% since the December Monthly Meeting to Wednesday's close.CNBC - Jan. 23 -
CEOs of 4 big portfolio companies dish on AI, cyber, banking, and Trump from Davos
It's that time of year when business tycoons and influential world leaders gather in Davos.CNBC - Jan. 22 -
Adidas has ‘brand heat,’ analysts say. It’s a hot stock, too.
Adidas stock rallied on Wednesday as the apparel maker said its fourth-quarter results would come in ahead of estimates.MarketWatch - Jan. 22 -
Wall Street analysts say buy this portfolio cyber stock. Why we're not taking their advice
In a note to clients, Morgan Stanley said there's an "increasingly attractive entry point" in Palo Alto Networks shares after a lackluster start to 2025.CNBC - Jan. 21 -
We're booking hard-won profits in 2 stocks and adding to another position on a pullback
We will make a trio of trades shortly after Tuesday's opening bell.CNBC - Jan. 21 -
Here are the 4 things we're watching in the stock market in the week ahead
Donald Trump returns to the White House, and Abbott Laboratories is set to report quarterly earnings.CNBC - Jan. 21 -
Stock-market rally depends on answer to this ‘real question’ about bond yields
For stocks, much depends on whether the past week marked a peak in yields or was merely a snapback after getting technically overstretched.MarketWatch - Jan. 20 -
Tempted to swap your stocks for bonds this year? Here's why we're sticking with equities
Trying to consistently hop in and out of asset classes is not a game we want to play.CNBC - Jan. 18 -
Why the stock market turned around this week — plus, the portfolio winners and losers
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.CNBC - Jan. 17 -
We're buying more of an underappreciated stock and downgrading another that has broken out
The purchase will increase the stock's weighting in our portfolio to more than 2%.CNBC - Jan. 17 -
German stocks are quietly rallying. An election’s coming up.
German stocks have been the stars of the young new year, ripping higher on Friday to a fresh record high.MarketWatch - Jan. 17 -
That big one-day stock-market surge we just had? Don’t make too much of it.
Price spikes happen in bear markets more often than in bull markets.MarketWatch - Jan. 16 -
In Panama, we're a laughing stock because of Trump
Donald Trump's threats to take back the Panama Canal have been met with laughter and mockery by Panamanians, who view him as a buffoon, while also taking his threats seriously due to America's ...The Hill - Jan. 16 -
Richemont stock is surging by the most ever. Other luxury plays are jumping too.
The struggling European luxury-goods sector roared to life Thursday after Richemont reported its highest-ever quarterly sales as it blew by analyst estimates.MarketWatch - Jan. 16 -
Wall Street stocks post biggest rally since Trump’s election victory
Easing underlying US inflation and strong bank earnings boost equitiesFinancial Times - Jan. 15 -
Here are the 8 things we're watching in the stock market in the week ahead
Inflation data and bank earnings will take center stage.CNBC - Jan. 12 -
Tired market timers are just what stocks need to rally again
Be worried when timers are stubbornly bullish after a big downturn.MarketWatch - Jan. 11 -
We're buying more of this retail stock that's showing positive sales momentum
The company is having a nice fourth quarter, according to a note published by Truist on Friday.CNBC - Jan. 10 -
Consider flipping your 60/40 portfolio to 40/60 as bonds become more attractive than stocks
It’s no longer the glory days for the classic 60/40 investment strategy.MarketWatch - Jan. 9 -
We're buying more of a newer stock that is wisely pushing into a fast-growing market
We first added the company to our portfolio in October.CNBC - Jan. 8 -
Eli Lilly's lead in the obesity race has grown. Its recent stock performance says otherwise
Eli Lilly has been one of the worst-performing Club stocks over the past six months.CNBC - Jan. 8 -
We're locking in roughly 100% gains on a stock that has fallen out of favor
The stock has been downgraded by three analysts this week.CNBC - Jan. 8 -
Indian stocks will benefit from the Trump 2.0 era, portfolio manager says
Investors eyeing up firms with the potential to become the "blue chip companies of the future" should look to India, according to investor Kunal Desai.CNBC - Jan. 7 -
Nvidia’s stock rallies as AI chip trade reloads for fresh run higher
Nvidia Corp.’s stock continued its rally Monday, embodying the red-hot momentum in the artificial-intelligence chip trade so far this year.MarketWatch - Jan. 7 -
We're trimming our stake in a beaten-up stock that has taken off in 2025
The stock is our top-performing holding in the new year.CNBC - Jan. 6 -
Here are the 5 things we're watching in the stock market in the week ahead
Nvidia's Jensen Huang will be at CES, and investors will get a fresh batch of labor market data.CNBC - Jan. 5 -
100% stocks for retirement? A new study says dump the 60/40 portfolio and target-date funds.
An all-equity portfolio, with a focus on international stocks, could be the key to maximizing retirement wealth, research suggests.MarketWatch - Jan. 4 -
These stock-trading moves can boost your portfolio if the ‘Santa Claus rally’ fails
Despite year-end selling, market conditions look promising for 2025.MarketWatch - Jan. 4 -
Here's why one of our favorite industrial stocks is up more than 3% Friday
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.CNBC - Jan. 3 -
We're selling this stock for the first time in a year, locking in a nearly 1,000% gain
The last time we trimmed this stock was Jan. 2, 2024.CNBC - Jan. 2