Smart Money Monday Archive - Thompson Clark

Smart Money Monday Archive, May 2025

October 30, 2023

My Top Idea for Generating “Mailbox Money”

For the first time in nearly two decades, a new investment item is back on the menu, offering solid returns with minimal risk.

October 23, 2023

Small-Cap Stocks: Strategies for Finding the Next Big Winners

The three biggest winners of my career—Tucows (TCX), B. Riley Financial (RILY), and Luna Innovations (LUNA)—have one thing in common…

October 16, 2023

Mailbag: WRK, ATVI, FCNCA, DG, Spinoffs, and More

This week, I’m turning to you. Many of you write in on a weekly basis, which I appreciate.

October 9, 2023

Bargain Hunting in “Dollar” Stores

This week, we’re looking at two companies that dominate the “dollar store” sector of the US economy. And they’ve both been absolutely hammered.

October 2, 2023

Will These Mega Deals Go Through and Create Global Giants?

Two of our Smart Money Monday (SMM) ideas are inching closer toward deals.

September 25, 2023

Simplifying the ‘Fed Model’ to Determine Fair Valuation

Let’s break down the Fed model, analyzing the relationship between the risk and returns of stocks and US bonds.

September 18, 2023

Is This Dog of the Dow a Buy?

I’ve said it before: The “Dogs of the Dow” strategy is a straightforward and historically profitable one that’s easy to follow.

September 11, 2023

Catastrophe Bonds—Are They Worth the Risk?

Discover the unique world of catastrophe bonds, or “cat bonds,” including their risks, strong performance this year, and how to potentially invest.

September 4, 2023

Is This Beaten-Down Utility a Buy?

There’s one question I try to answer with any beaten-down stock: Is this a good company with temporary, solvable issues?

August 28, 2023

Outperform the Market by 6% or More Every Year

Profitable investments are a simple shortcut away. Boost your investing returns with the power of insider ownership.

August 21, 2023

A Mega-Deal in the Making

As an investor, one of my favorite hunting grounds for stock ideas is deals.

August 14, 2023

At a 30-Year Low, Is AT&T a Buy?

When a mega-cap stock is sitting on a 30-year low, I can’t help but look.

August 7, 2023

Energy Remains Cheap and Actionable

The opportunity in the energy sector remains clear—in fact, the situation hasn’t changed since I last wrote to Smart Money Monday readers about it in June 2022.

July 31, 2023

The October Surprise for Tens of Millions of Americans

In two months, 37 million Americans are in for a rude awakening.

July 24, 2023

This Sector Is in a Recession—Time to Buy?

The COVID mania period from 2020 to 2022 created tons of abnormalities across the economy.

July 17, 2023

Victory Lap: Microsoft-Activision Gets the Green Light

It looks like Microsoft’s (MSFT) acquisition of ATVI for $95 per share is set to close tomorrow, July 18.

July 10, 2023

Mr. Buffett: It’s Time to Sell This Tech Giant

To the greatest investor of all time: a small suggestion…

July 3, 2023

Capitalize on Investment Banking’s Return to Normalcy

When something falls 95%—be it a stock, cryptocurrency, or commodity—you’d call that a depression.

June 26, 2023

The One Cyclical Stock I’m Buying

If you want to make some money (and quickly), buying cyclical stocks is one way to do it… if you time it just right.

June 19, 2023

Small Caps Are Starting to Work—and We’re Likely Still Early

Over the past month, the S&P 600 Index has jumped over 8%—a sign that small-cap stocks are finally starting to work.

June 12, 2023

There’s Only One Way to Beat the Market

Beating the market by 5% is more doable than you might think.

June 5, 2023

Trillion-Dollar Club—Bravo, Nvidia

Nvidia’s (NVDA) management team is sending a signal to the market.

May 29, 2023

Private Equity Has a Problem

The LBO market is struggling. Here’s how it affects the rest of the market…

May 22, 2023

Buffett’s Calling a Recession—and He’s Probably Right

The most extraordinary economic period since World War II…

May 15, 2023

The Shorts Go After Carl Icahn

Icahn Enterprises LP (IEP) is Hindenburg Research’s latest target.

May 8, 2023

A Tale of Two Banks [Interview]

Last week, we saw the failure and subsequent takeover of First Republic Bank.

May 1, 2023

One of the Most Unique Setups I’ve Ever Seen…

A breakout year could be due for this undervalued steel giant.

April 24, 2023

Special Edition Interview: Inflation Is Dead—What’s Next?

These stocks offer the better risk/return setup…

April 17, 2023

A Safer Way to Play Bank Stocks for Market-Beating Returns

Today, I'm going to tell you about a special kind of financial instrument that you can buy as easily as any ordinary stock.

April 10, 2023

Be Careful When Buying Beaten-Down Office Stocks

Buying into beaten-down stocks or sectors can work in your favor… under the right circumstances.

April 3, 2023

The Banking Deal of the Decade

My longtime favorite bank stock just jumped 54% in one day.

March 27, 2023

This Prestigious Bank Is Down 90%—Is Now the Time to Buy?

Bank stocks are getting slaughtered on the heels of Silicon Valley Bank’s failure.

March 20, 2023

Silicon Valley Bank’s Collapse Offers a Crucial Reminder

If you hike interest rates at the fastest pace in half a century, something just might break.

March 13, 2023

A Transformational Acquisition for This Proven Utilities Winner

It’s been two years since Winter Storm Uri wreaked havoc on the Texas power grid.

March 6, 2023

The Truth Behind the CO2 Crisis… and the Smart Way to Play It

The solution to solving the global carbon emissions “crisis” is simple.

February 27, 2023

My Top Smart Money Monday Pick for 2023

This stock just hit an all-time high. And it’s as cheap as ever.

February 20, 2023

Thoughts from the Hospital (and a “Hospital Stock” to Avoid)

Here’s why it’s not time to pull the trigger on this healthcare monopoly.

February 13, 2023

A Clear Path to Market-Beating Returns

There are lots of ways to make money in the markets…

February 6, 2023

Good Jockeys, Bad Horses—Avoid These “Disruptors”

As a concept, WeWork Inc. (WE) has a lot going for it.

January 30, 2023

Investors Always Miss This Key Element

It’s the most important part of achieving long-term market success.

January 23, 2023

Ring the Register—Plus, Where to Park Your Profits

Sometimes an investment works out a lot quicker than expected.

January 16, 2023

A High-Torque Way to Play a Rebound in Air Travel

What do Italian gas stations, luxury goods, and airports have in common?

January 9, 2023

How the Top 3 Storylines in 2023 Will Impact Small Caps

Happy New Year, Smart Money Monday readers!

December 26, 2022

The Dogs of the S&P 600

There’s a dead-simple strategy for putting up market-beating returns.

December 19, 2022

Watch This “Pickleball” Stock…

By now, you’ve likely heard of pickleball, the fastest-growing sport in America.

December 12, 2022

What History Tells Us About Buying in a Recession

There’s a lot of chatter out there about recession…

December 5, 2022

Iger’s Back—Is Disney a Buy?

Surprise! Bob Iger is back as CEO of The Walt Disney Company (DIS).

November 28, 2022

Using Silicon Valley’s “Open Secret” to Buy a World-Class Tech Stock

There’s a big “open secret” in Silicon Valley that’s spreading, one that has already reached three-fourths of FANG. But the market has yet to recognize its impact on one remaining company.

November 21, 2022

The Silver Lining to Investment Losses in 2022

Believe it or not, 2022 is almost over.

November 14, 2022

3 Slam-Dunk Opportunities as the Inflation Nightmare Weakens

As I wrote a few weeks back, our inflation nightmare is nearly over. My prediction remains the same: Inflation will be close to flat come March.

November 7, 2022

0% in 30 Years?! This Shocking Statistic Reaffirms Our Approach

I recently learned a shocking statistic…

October 31, 2022

This “Sneaky” Good Company Is More Profitable than Microsoft

Bear markets present three unique investing opportunities.

October 24, 2022

Are You Falling Victim to This Simple Investing “Rule”?

Investors love easy-to-follow “rules.” The simpler, the better.

October 14, 2022

The “Procter & Gamble of the UK” Is Now on My Watchlist

Here at Smart Money Monday, we’re “go anywhere” investors.

October 10, 2022

Smart Money Is Targeting These Undervalued Stocks

It has been a stressful year for most investors.

October 3, 2022

A Better Way to Invest in EVs than Tesla…

Every time I cruise around Raleigh, it’s like Tesla drivers have multiplied.

September 26, 2022

It’s Not Enough to “Invest in What You Know”

Inexperienced investors can take the idea a little too far.

September 19, 2022

Our Inflation Nightmare Will Flatline in 6 Months

Investors are running scared.

September 12, 2022

America’s Top CEO Calls This Emerging Market a “No-Brainer”

When Jamie Dimon speaks, it pays to listen.

September 5, 2022

I Use This Stock-picking Shortcut Every Single Day

Market veterans will tell you there are no shortcuts in investing.

August 29, 2022

Buffett’s Next Big Buy Might Be Hiding in Plain Sight

Looks like Warren Buffett is just as bullish on oil as I am.

August 22, 2022

Is WeWork a Bargain… or Just a Mess?

“Coffee? Seltzer? Kombucha?”

August 15, 2022

Why I’m Buying Twitter Before Musk Has To

Elon Musk has a Twitter (TWTR) problem.

August 8, 2022

“Have We Reached the Bottom Yet?”

Mania. It’s hard to recognize when you’re in it.

August 1, 2022

An Inside Look at What Oil Execs Really Think

Oil execs are walking on eggshells.

July 25, 2022

Copper just collapsed. Time to get long

It’s been a rough couple of months for copper.

July 18, 2022

My Favorite Place to Park Cash

Inflation keeps creeping higher.

July 11, 2022

Tesla Is the Bubble

There’s more pain ahead for still-frothy tech stocks…

July 4, 2022

These Stocks Can Do Something Coca-Cola Cannot

Three of my biggest winners have one thing in common…

June 27, 2022

I haven’t seen bargains this good in 20 years

This bear market is punishing everyone and everything. Growth. Value. Large caps. Small caps.

June 20, 2022

Why Insiders Are Bullish When Nobody Else Is

Crypto meltdowns. Tech implosions. The biggest rate hike in decades.

June 13, 2022

I’m buying another dirt-cheap energy stock

Energy has been on quite a run.

June 6, 2022

Amazon Is Doing Something It Hasn’t Done in Over 20 Years

Today, Amazon is doing something it hasn’t done since the dot-com bubble…

May 30, 2022

Three Stocks to Buy in This Bear

There’s a silver lining to the current bear market…

May 23, 2022

Schultz Is Back

Remember the days of a 50¢ cup of Joe? When coffee meant the Folgers you brewed at home or the watery crud you got at a diner. That was before my time, but I’ve heard the stories.

May 16, 2022

Disruptor Stocks Are Dead

Investors are in a pickle.

May 9, 2022

Did You Catch Charlie Munger’s Zinger?

Did you catch billionaire Charlie Munger’s zinger at Berkshire Hathaway’s annual investment conference?

May 2, 2022

They’re Missing the Point About Warren Buffett (Again)

The California Public Employee Retirement System (CalPERS) is throwing another hissy fit about legendary investor Warren Buffett and his holding company, Berkshire Hathaway.

April 25, 2022

My Favorite Low-Risk Bonds Are Set to Pay 9%+

You’ve probably heard that inflation hit a 40-year high last month.

April 18, 2022

How to Pick Dividend-Payers, Plus My Favorite One to Buy Now

Ask income investors what they’re looking for, and one word is bound to come up…

April 11, 2022

A recession may be coming: Here’s what to do

The world’s most feared—and accurate—recession indicator just sent a warning.

April 4, 2022

How to Play Merger Arbitrage

Get equity-like returns with bond-like risk.

March 28, 2022

Key Watchlist Update—Plus Your Questions Answered

Last December, we added Coupang (CPNG), the Amazon of South Korea, to our watchlist.

March 21, 2022

$2 Million Starter Homes - Bubble?

When you imagine a $2 million house, it’s probably big and fancy.

March 14, 2022

Writing This Here Would Have Been Illegal in 2020

Add these two reopening plays to your watchlist.

March 7, 2022

Oil Won’t Drop Below $100 Anytime Soon

Oil prices spiked 15% last week, reaching an eight-year high of $110.

February 28, 2022

Time to Buy Beaten-Down Tech Stocks?

High-flying tech stocks are falling back to pre-Covid levels.

February 21, 2022

The Only US Bank Stock I’m Buying

It’s an open secret among bank investors.

February 14, 2022

Spotify Doesn’t Have a Joe Rogan Problem

The markets, and the people who participate in them, do strange things.

February 7, 2022

Profitable Small Caps Are Dirt Cheap

Profitable small caps are dirt cheap.

January 31, 2022

What Keeps Stocks from Falling to Zero?

There’s a lot of carnage out there.

January 24, 2022

Investing Success Hinges on This One Factor

“Invest in what you know.”

January 17, 2022

There’s a Government Bond Paying 7%+

Remember the days when you could park your cash in Treasuries and earn a decent yield?

January 10, 2022

What Happens When You “AutoZone” a Stock?

Regular ol’ businesses can make you a ton of money.

January 3, 2022

Three of My Top Picks for 2022

Today in Smart Money Monday, Thompson Clark sits down with Mauldin Economics publisher Ed D’Agostino to discuss three of his top stock picks for 2022.