These four stocks look well-positioned as well known analysts expect the momentum to continue to rise this summer

The global economy is reopening,  Airplanes, in the U.S. and all over the world, are almost fully operating again, traffic is now back. The reopening of major economies around the world has already sent oil up about 40% since the start of the year, but a surge in driving, as well as an increase in goods […]

Any investor who avoided Exxe Group, Inc. (AXXA), Wayfair (W) and At Home Group (HOME) over the past twelve months would be well served to take another look

The global furniture market is expected to grow from $564 billion in 2020 to $671 billion in 2021 at a compound annual growth rate (CAGR) of 18.9%. 4 good reasons attribued to this growth: Improved housing market fundamentals in the United States make the near-term outlook for the furniture industry encouraging. Mortgage interest rates are […]

Family Fun Stocks for the Great American Reopening (FUNN, PLAY, AMC, DIS)

Across the country, states are beginning to declare an end to mask and social distancing mandates as the percentage of the population now vaccinated approaches a level within the “herd immunity” range and case numbers, hospitalizations, and deaths related to Covid-19 trend lower and lower in the US. While this is hardly the case all […]

Set It and Forget It: Investing in Health and Fitness (TQLB, USNA, HLF, CELH, SMPL, NATR)

Secular growth themes are critical to long-term investment strategies because they depend on far-reaching trends that transcend the ups and downs of the short-term business cycle. The health and fitness supplements market is growing strong and has all of the characteristics of a secular growth theme. According to Grand View Research, the global dietary supplements […]

Why the Game is Rigged in Favor of Growth Oil Stocks (CEI, VKIN, PDCE, SWN, PBF, CPE, SM)

The last time you pulled up the pump for gas, you may have noticed a pinching feeling. For every agenda, there’s a price to be paid. In this case, as has recently been highlighted by Shell, Chevron, and ExxonMobil, the price for the mission to slow human-caused global warming is a lack of increased production, […]

Small Cap Energy Stocks for the Next Leg (VKIN, PDCE, SWN, PBF, CPE, SM)

The price of energy is on the rise. But it isn’t a normal commodity bull market. It’s always risky to say “this time is different” when dealing with financial markets. But this time IS different. At least, for energy commodities. Why is it different? Because we have never been in a state of global recovery […]

Investor Alert: Positioning for the Looming Oil Shortage (CEI, HP, FANG, XEC, SBOW, MTDR, HES)

According to the most recent report from the Energy Information Administration (EIA), US crude output is set to fall 230,000 barrels per day to 11.08 million barrels per day in 2021. The EIA also notes that US production will rise next year by 710,000 barrels per day to 11.79 million barrels per day. That sounds […]

Dyadic International (DYAI): A Unique Approach to World Vaccination (DYAI, AZN, MRNA, NVAX, PFE, JNJ, BNTX

The vaccine story is set to take yet another twist and turn in the months ahead as the Biden administration faces the literally world-shaping task of playing a material leadership role in helping to vaccinate the entire world against Covid-19. This comes after better-than-expected results in the pathway to bringing something rapidly closing in on […]

Luxury Goods Stocks Set to Surf Ocean of Money (MASN, RH, LVMHF, SIG, MOV, CPRI, TPR)

Economic confidence and inflation expectations are both at multi-decade highs right now according to a series of surveys by Bank of America. The pandemic was awful, but it clearly had massive economic repercussions for those in socioeconomically disadvantaged circumstances, while posing very few negative effects, economically and financially, for the professional class or those with […]

Stocks Gunning for the Next Big Thing in Advertising (MGNI, TTD, CMGR, CRTO)

One might think of the Marketing and Advertising industry as something akin to the “applied social sciences”. Psychology, sociology, anthropology all rolled into one. Optimized for commercial success. However, no matter how well you understand people, no method of branding can work without access to people. For years, that meant TV and print media. But […]

The Vaccine Investment Hypothesis, and What’s Next (AZN, JNJ, DYAI, BNTX)

The party is apparently “On” as far as the developed world’s sense of “reopening” is concerned. But the global truth is far removed from this celebration, as less than 20% of the world’s population have had access to a vaccine. The major vaccine producers struggle with the unit economics and production dynamics to solve this […]

Clubhouse Media (CMGR) is Bringing AI to Social Media: What it Means

Social media has been called “Web 2.0”. It’s the most powerful possible manifestation of the notion of “many to many communication”. That, of course, stands in contrast to “one to one communication” (a phone call), “one to many communication” (a podcast), and “many to one communication” (a vote, or feedback), which have all been around […]

B2Digital (BTDG) Underestimated as Gym and MMA Segments Show Unprecedented Growth

It is our mission here to highlight names that seem to contain potential that hasn’t yet been spotted by the market. We would submit B2Digital Inc (OTCMKTS:BTDG) as an interesting case study in that light. For some background, BTDG is an emerging name in the fitness, combat sports, and live sports media markets. BTDG is […]

7 Options for an Inflation-Proof Portfolio (CEI, FCX, IPI, PAAS, USCI, USO, SLV)

The debate is raging: Is inflation “transitory”, or are we seeing the foundation for a more lasting inflation problem coming into being? It may be the most important fork in the road for investors in years. The Fed has painted itself into a corner where all potential outcomes must be seen as transitory because its […]