UBER’s $84 Billion IPO Trades on Friday – Buy or Pass?

UBER is set to begin trading on the New York Stock Exchange on Friday. This IPO Is getting a ton of attention for a couple of reasons. UBER is a super popular company and almost everyone I know uses their app. Valued at $84 billion this will be the largest IPO of the year and…

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S&P 500 up 18% in 2019 – Here’s the Plan

US and global stocks are quietly having an excellent year. The S&P 500 (SPY) is up +18%. The tech heavy NASDAQ (QQQ) is up +24%. The global stock market (VT) is up +16%. Emerging markets (EEM) are up +13%. Take a look at the gains below. Some of our favorite stocks that are widely held…

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A Simple Yet Effective Strategy to Reduce Your Tax Bill

The 2018 tax season is in full swing – and even though no one enjoys paying taxes I am about to share one of the easiest and most effective strategies to score a big tax break. I am talking about making a contribution to an IRA – an Individual Retirement Account. Not only is this…

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Boeing Falls 17% on 737 Crash and Grounding: Buy, Sell or Hold?

Boeing (NYSE: BA) shares were under pressure last week after one of its new planes crashed in Ethiopia. This is one of the most widely held stocks for my clients so I am dropping in to share an update on what is happening and my outlook for shares. Shares of Boeing were down as much…

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S&P Logs Worst Week of 2019 – Time to Panic?

US Stocks had a tough week – their worst of the year – with the S&P 500 closing in the red every day of week. For the week, the S&P 500 fell 2.2%. The tech heavy NASDAQ fell 2.5%. You can see the S&P 500 ‘turning over’ in this chart below. What is driving this…

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Yeti Holdings Jumps 15% on Earnings Surprise: Buy, Sell or Hold?

I see an exciting company that just started trading on the NYSE that I want to share with everyone. Yeti Holdings (NYSE: YETI) is probably a familiar name to a lot of people.Yeti stepped into the US cooler and drink ware industry in 2006 and proceeded to quickly revolutionize the game. Yeti shares just began…

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Cannabis Stock Index up 30% in 2019 – Head Fake or New Rally?

Cannabis stocks are off to a hot start in 2019. In the first three and a half weeks of the year the North American cannabis stock index is already up 30%. Take a look at the big rally below. Canopy Growth Corp (CGC), the largest cannabis company in the world, is up 85%. Take a…

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