Stocks

The S&P 500 posted its second consecutive 20%+ annual advance. Yet since WWII, only 20% of the time did the S&P 500 follow up with a “three-peat.” What’s more, 2024 was the sixth year in the past eight in which the Tech sector rose by 30% or more. With that in mind, should investors buy last year’s winners or losers? A “Free Lunch” is defined as receiving something for nothing, or with investing, receiving a higher return with lower volatility. In this presentation, Sam Stovall, Chief Investment Strategist at CFRA Research, will discuss whether history advises buying last year’s winners or losers and how a portfolio consisting of only two sectors delivered 94% of Tech’s return since 1990 with 40% lower volatility. 

Benj will talk about contrarian investing in this time of frothy markets, huge debt loads around the world and a new administration in the White House. The icing on the cake to be addressed is the increasingly frosty relations between major nations. 

Following the Trump win, markets generally and, small caps specifically received a bump. We examine the potential winners and losers – gold, manufacturing, bank stocks, crypto, and more – in the wake of the Trump win and what to do differently, if anything, in your portfolio. Mr. Irvine will also detail why we focus on small to mid-sized profitable growth and dividend-growth stocks and how you can use KeyStone’s research to help identify the next great growth stock. 87% of all global equities that went up 1,000% or more over the past ten years started as micro/small-caps. 82% of those were profitable at the start of their ascent, and 91% had some history of profitability. Focussing on buying 15-25 stocks that match these criteria, we will show you a new way to look at stock investing and present 5 stocks you can start buying today including:
1.       Top unknown Gold Stock (3-4x return potential & great growth dividend),
2.       A great dividend growth stock (6%+ yield),
3.       Top Cash-Rich SaaS Tech Stock,
4.       Unknown Cash-Rich Pharma Stock,
5.       Unknown profitable fin-tech on the cusp of a 10x opportunity.
6.       and more!

Join Chris White, CFA, for this exclusive webinar where he will provide insights into his stock market research and unique investment models. Chris has recently stepped into the role of Head of Research at 5i Research. His work has significantly enhanced the research function at both the micro and macro levels. This webinar will delve into the innovative models and research he has developed.

Restaurant operators have been forced to juggle multiple disconnected systems—until now. SRVE POS and Restaurant Systems Pro are revolutionizing the industry by merging POS, full-service accounting, and operational management into one seamless platform, creating a game-changing investment opportunity. Same company with a dual brand because Restaurant Systems Pro can connect with other POS systems.

As the 2025 markets ebb and flow, NNN REIT, Inc. (NYSE: NNN) remains well-positioned to react to any elevated economic and capital market challenges that may arise. For 40 years, NNN has applied a multi-year view to operating the company, focusing on producing consistent per-share results. This has enabled NNN to successfully navigate all types of market conditions and provide shareholders with solid, stable progress. NNN shareholders have enjoyed 35 consecutive annual dividend increases and a 30-year average annual total return of 11.8%. Join us and learn how NNN’s steadfast, dependable dividend income could provide a bit of consistency for your portfolio.

Join Todd Ault & The Deal Alliance and learn more about transformative AI solutions & the next industrial revolution, where they dive into the transformative impact of artificial intelligence on business strategies and global industries. At the heart of this transformation is askROI.com, a pioneering platform that leverages cutting-edge AI to empower businesses with actionable insights and strategic foresight. During the webinar, you'll discover how askROI.com harnesses the power of AI to optimize resources, streamline operations, and deliver enhanced value to stakeholders. This exclusive presentation will showcase real-world examples of AI's role in shaping the next industrial revolution, offering a compelling vision of the future landscape and the strategic advantages for early adopters.

Join Todd Ault & The Deal Alliance and learn more about transformative AI solutions & the next industrial revolution, where they dive into the transformative impact of artificial intelligence on business strategies and global industries. At the heart of this transformation is askROI.com, a pioneering platform that leverages cutting-edge AI to empower businesses with actionable insights and strategic foresight. During the webinar, you'll discover how askROI.com harnesses the power of AI to optimize resources, streamline operations, and deliver enhanced value to stakeholders. This exclusive presentation will showcase real-world examples of AI's role in shaping the next industrial revolution, offering a compelling vision of the future landscape and the strategic advantages for early adopters.

Get Jeff’s full 2025 forecast, plus hot stock and ETF picks for the AI Tech Super Boom! 2024 was a huge year, and the market has come a long way over the past two years so some profit taking is not unusual. My bullish 2024 Annual Forecast was on target with my best-case scenario of 15-25%. Election cycle pattern since 1949 paints a rather bullish picture for 2025. I expect the market to be up 8-12%. My January Barometer Holds the Key.

David Morgan will outline The Morgan Report January Forecast issue covering the major markets.

The S&P 500 posted its second consecutive 20%+ annual advance. Yet since WWII, only 20% of the time did the S&P 500 follow up with a “three-peat.” What’s more, 2024 was the sixth year in the past eight in which the Tech sector rose by 30% or more. With that in mind, should investors buy last year’s winners or losers? A “Free Lunch” is defined as receiving something for nothing, or with investing, receiving a higher return with lower volatility. In this presentation, Sam Stovall, Chief Investment Strategist at CFRA Research, will discuss whether history advises buying last year’s winners or losers and how a portfolio consisting of only two sectors delivered 94% of Tech’s return since 1990 with 40% lower volatility. 

Benj will talk about contrarian investing in this time of frothy markets, huge debt loads around the world and a new administration in the White House. The icing on the cake to be addressed is the increasingly frosty relations between major nations. 

Following the Trump win, markets generally and, small caps specifically received a bump. We examine the potential winners and losers – gold, manufacturing, bank stocks, crypto, and more – in the wake of the Trump win and what to do differently, if anything, in your portfolio. Mr. Irvine will also detail why we focus on small to mid-sized profitable growth and dividend-growth stocks and how you can use KeyStone’s research to help identify the next great growth stock. 87% of all global equities that went up 1,000% or more over the past ten years started as micro/small-caps. 82% of those were profitable at the start of their ascent, and 91% had some history of profitability. Focussing on buying 15-25 stocks that match these criteria, we will show you a new way to look at stock investing and present 5 stocks you can start buying today including:
1.       Top unknown Gold Stock (3-4x return potential & great growth dividend),
2.       A great dividend growth stock (6%+ yield),
3.       Top Cash-Rich SaaS Tech Stock,
4.       Unknown Cash-Rich Pharma Stock,
5.       Unknown profitable fin-tech on the cusp of a 10x opportunity.
6.       and more!

Join Chris White, CFA, for this exclusive webinar where he will provide insights into his stock market research and unique investment models. Chris has recently stepped into the role of Head of Research at 5i Research. His work has significantly enhanced the research function at both the micro and macro levels. This webinar will delve into the innovative models and research he has developed.