Hilary Kramer
My Top Sector of 2021 Is All About Anticipation
It looks like I ruffled a few feathers by being so bullish on the banks in my post-election conference call. (Click here to listen to the recording.) After all, it has been a grim year for the financial sector. Mighty JPMorgan Chase & Co. (NYSE:JPM) is down 17% year to date. Bank of America Corp. […]
CANNABIS CORNER: A Good Year After All
Remember when the cannabis stocks were dead money? The group has now made money year to date (YTD). If you were in big banks or big oil, you’d be sad. If you were in big cannabis, you’re cheering now. Sales are still robust. In wide swathes of the American landscape, legal weed has become a […]
Rotate Past the Pandemic Economy (but Don’t Dump Tech Yet)
We’ve heard a lot about COVID-19 vaccines in this long and often harrowing year, but now it looks like Pfizer Inc. (NYSE:PFE) has really found a way to shield 90% of the population from the virus. Wall Street has a reason to celebrate Thanksgiving a little early. I’m cautiously optimistic that we’ll be able to […]
CANNABIS CORNER: The Map Turns Green
Voters have spoken. Thanks to the latest round of ballot proposals, only Nebraska and Idaho will remain closed to medicinal marijuana. Meanwhile, four new states opened up to recreational sales. Arizona, New Jersey and Montana will soon be fully “green” jurisdictions. South Dakota leaped straight from banning all forms of consumption to what amounts to […]
The Election Is Over: Time to Pivot Your Portfolio
While the battle for the White House mattered as much to Wall Street as Main Street, the dominant mood is relief that the long campaign season is over. It’s time to look to the future. Investing is all about playing the cards the world deals you. Sometimes, the opportunities fall right into your hand. In […]
Cannabis Corner: Widen Your Horizons
Believe it or not, a well-constructed cannabis portfolio is now beating the S&P 500. You just need to look past the established cultivators that got too far ahead of themselves and will need years to recover. I track eight significant cannabis stocks. On average, the group has surged a healthy 11% YTD while the broad […]