1) There was a lot of turmoil in the markets yesterday – driven by fears over a Chinese artificial-intelligence ("AI") startup called DeepSeek... As I covered in yesterday's e-mail, DeepSeek says it spends far less than other AI companies by using cheaper chips but appears to deliver comparable performance. Of course, things are still unclear […]

1) Artificial intelligence ("AI") is rattling the markets... The tech-heavy Nasdaq Composite Index is down about 3% this morning primarily because of fears over a Chinese AI startup, DeepSeek. The company spends far less than other AI companies by using cheaper chips but appears to deliver comparable performance. This article in today's Wall Street Journal […]

1) I'm not surprised to see shares of online travel agency Tripadvisor (TRIP) on the move... Regular readers will recall that I took a first look at the company in my January 7 e-mail. And then, the next day, I shared the bull case for the stock made by my friend Glenn Tongue, who was […]

1) I always like to look back at stocks I've written about to see whether my analysis and conclusions have stood the test of time. It's an important part of the learning process. In my May 1 e-mail, I briefly mentioned ski-mountain-resort operator Vail Resorts (MTN). This was one of five stocks pitched by teams […]

1) I'm glad to see the U.S. Securities and Exchange Commission ("SEC") cracking down on one of the biggest scams financial firms have been pulling on the American public... I'm talking about how some wealth-management firms are screwing their customers by paying them minimal interest on their cash when the market rate is greater than […]

1) The biggest news for investors over the long weekend was that President Donald Trump took office yesterday... And, irrespective of my (or anyone's) political views, I think he is likely to be good for stocks – as he was during his first term until the pandemic hit. That's not only because of the fundamentals […]

Amid earnings season kicking off and a big focus on consumer spending, let's come back to three stocks that regular readers will be familiar with... 1) First up is luxury-goods giant LVMH (MC.PA). The company is headquartered in France and its main listing is on the Paris stock exchange, but it also trades over the […]

Today, let's pick up where I left off yesterday with jewelry retailer Signet Jewelers (SIG)... In yesterday's e-mail, I took a first look at the company, whose stock crashed 22% on Tuesday to a multiyear low of $58 per share (it closed yesterday at $58.92 per share) after the company preannounced disappointing results during the […]

Some investors – and plenty of speculators – scour the 52-week-high list, looking for stocks with "momentum" to try to ride higher... Sometimes this works, of course – just ask the folks who've owned chipmaker Nvidia (NVDA) over the past few years. But being the contrarian value investor that I am, I prefer to pick […]

Today, I'm revisiting three stocks that longtime readers might recall... I have one of my readers, Preston M., to thank for a reminder on them. Yesterday, he sent me this e-mail: I have been a subscriber of yours for a few years. I read with great interest your article of 2/8/24 (My banking-expert friend's areas […]