Investment Opportunity

Speculators in precious metals know that silver stocks have been on a tear. A number of these stocks have actually done so well over the last 18 months that several have been real fortune-making situations. Ten baggers at least. The action in these stocks is still pronounced and,…

With the exception of mining stocks that move commensurately with the underlying spot prices of precious metals, the trading action in a lot of growth companies has been robust. Even recent initial public offerings (IPOs), which usually come to market expensively priced, are doing well in an environment…

— by Mitchell Clark, B. Comm. Speaking of buying low and selling high, it's a tough thing to accomplish on a consistent basis as an equity investor. If you are a profitable trader, it's more likely that you're buying high and selling higher. In most cases, you can…

— by Inya Ivkovic, MA When Alice in Wonderland asked the Cheshire Cat which way she ought to go from here, the Cheshire Cat answered, "That depends a good deal on where you want to go." These days, many investors are facing the same kind of dilemma. We…

As is always the case, when one industry flounders (the financials), another industry flourishes (agricultural equipment). A number of times in this column, I've written about a successful consolidator in the agricultural equipment business called Titan Machinery, Inc. (NASDAQ/TITN). This company, founded in 1980, is headquartered in Fargo,…

Anyone watching or investing in solar energy stocks will notice that most of this group has recovered exceedingly well from the recent correction in the broader market. I still believe very strongly that any speculative equity investor has to have several invested positions in growing companies that belong…

Do you remember this company, First Solar, Inc. (NASDAQ/FSLR)? This burgeoning Arizona power module manufacturer for the solar energy industry was just trading around $50.00 per share one year ago. Now the stock is over $300.00, with earnings expected to double this year and the next. This company…

Investors these days have plenty to fear. The snowball that created the economic avalanche might have originated from an obscure market segment (the U.S. subprime lending market), but it has managed to wreak havoc. First it hit the entire credit market, then it spilled over into the North…

One of my favorite companies is coming due for another two-for- one stock split. VCA Antech, Inc. (NASDAQ/WOOF) has been a great performing stock. If you have the chance, pull up a five-year stock chart on this company and you'll discover how consistent a performer it's been. In…

I have to say that I'm quite concerned about the overall health of the stock market right now. Investors are jittery and there is real potential for things to go very wrong over the next couple of quarters. More and more, I'm hearing people talk about a recession…

I’ve been writing for quite some time now that attractive new buying opportunities in this stock market are few and far between. It isn’t that there aren’t growing companies out there; only that they have already gone up in price and are expensive. I’ll say it again: Great…

Here is a story from my investment-adviser days. In our office, there was a young guy -- I'll call him Jason -- who participated in my former employer's developing investment advisor program. Jason's star rose sharply. Just a few months out of the program, everyone had been talking…

Yesterday, I had the Canadian dollar on the "menu." Let's talk this time about the Canadian bond yield curve. Why, you may ask? Simply, I find it very peculiar how in Canada, the economy is slowly but surely breaking the usual molds of economic theory. You see, yield…

Everyone knows that I like Huron Consulting Group Incorporated (NASDAQ/HURN), as I've written about this company a lot in this column. The stock just hit a new all-time high of over $70.00 per share; more than triple its value when the stock was first listed for trading. This…

One company I have mentioned a number of times in this column is Amerisafe Incorporated (NASDAQ/AMSF). This small insurance company just ticks along, writing more insurance and making money investing the premiums. I love finding companies like this one. Perhaps they are a little quirky, unknown, small, or…

It was October when I last wrote about a particular favorite company of mine. Looking back, I guess I've got a lot of favorite companies, but the fact of the matter is that good companies tend to remain that way. You can't argue with success. When you're looking…

One thing I'm definitely seeing in this market is a reduction in the amount of attractive new investment opportunities. Last year was amazing for finding solid, profitable special situation investments. So far this year, however, I've only been able to discover a few exciting new picks. I've always…

Sometimes the most boring businesses turn out to be the most profitable. Although this doesn’t happen often, there’s no question that a good investment opportunity is a good investment opportunity -- regardless of what industry it’s in. Consider, for a moment, Huron Consulting Group (NASDAQ/HURN). Now, please don’t…

There always seems to be a lull in stock market action in between earnings seasons. I haven't looked into this scientifically; it's just an observation after many years following the stock market. With this in mind, I reiterate my view that I think a correction is coming. If…

In my continual search for great stocks in which to invest, I find myself drawn more and more to China. There's no doubt that stocks from China are high-risk securities, but, then again, so are all stocks. Lots of China stocks are actually listed on American stock exchanges,…