Investing

US stocks have had quite a rally in the last month, but in the large-cap space, the clear leader has been the Dow Jones Industrial Average (DJIA). While much of the strength in the DJIA has been chalked up to the index being full of old-line industrial stocks that stand to benefit from a Trump victory, practically all of the outperformance can be summed up in two words - Goldman Sachs

Increases in earnings can be seen as a positive sign that a business is healthy and growing. The companies on our list today have seen their EPS grow at a compounded annual growth rate (CAGR) of more than 80% since reporting in fiscal year 2013.

Italian voters rejected a constitutional amendment designed to alleviate political gridlock. Here's our take on the implications for investors.

The zinc price is up more than 70% year to date and the zinc juniors on our list today have all have seen at least a 26% climb in stock value since we last wrote about zinc on October 18, 2016.

Inflation expectations have been on the rise since before the U.S. election, but markets are now more convinced of higher inflation to come due to President-elect Trump’s talk of fiscal stimulus and tax cuts. Measured by break-evens in the Treasury Inflation Protected Securities (TIPS) market, inflation expectations for the next 10 years rose to 1.93%, the highest level since the summer of 2015. The long decline in inflation seems to be turning, as the CPI climbed 1.6% year-over-year, the most in two years. This changing environment has piqued investor interest in TIPS, and in turn, TIPS ETFs.

The TSX energy stocks on our list today were all able to increase their Net Asset Value (NAV) by an average of 34% over the last fiscal year and, with positive net working capital over the past 12 months to handle their day to day operations, they could be in a position to focus on raising capital for exploration purposes.

Biotech ETFs were initially among the biggest winners of Donald Trump’s surprise election win last month, but the early euphoria has now turned to a massive sell-off once again. From a technical, fundamental, and political standpoint, it’s probably safe to say that biotech is back out of vogue, and investors should tread very carefully here as we approach the end of the year.

Some people are screaming that this is just the start of the biggest bull market in the history of the world but the tin hat crowd has a phrase that is often associated with euphoria, bubbles, and overheated markets...that proclaims "this will end badly." That being said, listening to the advice of fear-mongers has been an absolute disaster for your portfolio returns.

I continue to be encouraged by improving fundamentals in many emerging countries... Specifically, there are three reasons that potential opportunities may exist in emerging Asia.

Machine learning and 3D printing are two technologies that are quickly growing and becoming more widespread. To take advantage of this trend, we suggest investors take a look at these three penny stocks that operate within one of these spaces.