The market (as measured by the S&P 500) has now fallen ~9.0% from its highs approximately one month ago, and many popular growth stocks have fallen even more. For example, Tesla is down ~15.0%, Palantir is down ~25% and Super Micro Computer is down ~23.0%. This volatility has a lot of growth-stock investors very nervous, and wondering what to do. In this special note, we share some critically important information about what is very likely to happen next in the market. It’s worth the quick read.

Markets ticked lower again this past week (especially for growthier stocks) and a lot of investors are now fearfully looking at their account balances and wondering if they should sell! However, in the contrarian spirit of the newly announced Splunk (SPLK) acquisition by Cisco (CSCO), we share a list of targets for the next big buyouts (yet to be announced), plus two attractive growth stocks now trading at lower prices.

The Income Equity Portfolio Tracker Sheet has been updated for September, and there are a few new buys and sells (we highlight them in this note). As a reminder, the objective of the Income Equity Portfolio is “steady income and long-term capital appreciation” by investing in blue-chip companies with earnings growth potential, attractive valuations (multiple expansion opportunity) and prudent capital allocation (including reinvesting in the business, dividends, share repurchase and strong balance sheet management). Here are the latest updates.

The High Income NOW portfolio has been updated for September. The current yield is 9.7%. Here is a link to the portfolio, and here are the highlights:

A lot of top growth stocks have sold off hard over the last month, and a select few of them provide extremely attractive entry points right now. In this report we share data on over 100 top growth stocks, briefly review macroeconomic conditions, discuss several massively disruptive secular trends, and then count down our top 10 growth stock rankings. We believe the names on this list have dramatic upside potential in the quarters and years ahead. However, if you are not a growth stock investor, this report is absolutely not for you.

If you are an income-focused investor, there are a lot of opportunities and pitfalls, especially considering the current macroeconomic environment. In this report, we share data on over 100 big-yield opportunities (including CEFs, BDCs, REITs and MLPs), and then rank our top 10 big-yielders, counting down from #10 and finishing with our top ideas.

Income investors, focused primarily on generating big steady income, can still enjoy some price appreciation too. And now that interest rate volatility is decreasing, attractive high-income opportunities are increasingly emerging. In this report, we first share and discuss comparative data on over 100 big-yield closed-end funds (“CEFs”) and over 40 big-yield business development companies (“BDCs”), and then rank our top 10 favorites (with yields ranging from 6.0% to over 12.0%), starting with #10 and counting down to our very top ideas.

Market fear has ticked up slightly over the last week as interest rate hikes are expected to resume and this could pour water on the red hot stock market rally so far this year, especially high-growth stocks. However, it’s our contention that this short-term noise won’t matter for select top growth stocks which will be driven higher by strong execution supported by incredible disruptive secular trends (including generative AI, the great cloud migration and the world’s insatiable desire for more efficient sources of energy). In this report, we share high-level data on the current state of the market, company-specific fundamental metrics on over 50 top growth stocks, and then review three specific stocks from the list that represent particular compelling businesses going forward.