5 Stocks for November

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Our analysts assemble five stocks worth your attention in the month to come. Plus, the one sticky point that could send Bernie Sanders' pot plan up in smoke, and how to invest in the booming business of digital advertising.
— Nathan Alderman, Stock Up Editor

5 Top Stocks for November


With the end of the year approaching, now's a good time to take a hard look at your existing holdings; consider selling any long-term losers now to take advantage of the loss on your taxes next year. And once you've freed up space in your portfolio, you might be on the lookout for new, better investments to replace the ones you've jettisoned. Like a Thanksgiving table overloaded with food-coma-inducing goodness, our analysts have put together a smorgasbord of stock ideas for the month ahead.

  1. Wherever you roam, this travel titan can find you a way to get there, a place to rest your head when you arrive, and a good meal. Don't worry about its recent slowdown in growth; this behemoth business has big plans to branch out into China, with shrewd investments to get its foot in the door. And given this company's history of surpassing earnings expectations, it might start paying off sooner than you think.
  2. A miner that just tunneled its way out of bankruptcy? Ore you kidding me? No, we're not being ironic; this mining company's mighty management team has proved its prowess, strengthening operations and paying down debt since it took the reins. It's possible that iron ore could still take a big hit if the global economy heads south. But for the moment, this company's trading as if its turnaround never happened — giving you an opportunity to buy it on the cheap. We can dig that.
  3. From actual picks and shovels to a pick-and-shovel play, we've found a promising middleman in the marijuana market. Rather than growing or selling the stuff, this company specializes in processing the kind bud into various products for human consumption — the better to meet ever-growing demand in Canada. Even as it ramps up capacity for its eager customers, this company's predictable, long-term contracts have helped it turn its first quarterly profit less than a year into its existence.
  4. As traditional databases struggle to contain the many, messy kinds of information businesses now need to track, this company's fresh approach to handling those records helps customers keep everything neat and tidy. Tens of millions of developers have already signed on, so enamored of the company's free offerings that they're willing to pay up for professional-grade services as well. While customer counts flourish and recurring revenue grows, we think this company has only captured a sliver of its huge potential opportunity.
  5. As you'll read more about below, digital advertising is a huge and growing industry — and this competitor stands head and shoulders above its rivals. The rapid-fire, automated form of advertising it enables only makes up a slim slice of the current market, but it's set to consume more and more in the next few years. Programmatic ads are growing five times faster than the rest of the market — and this company's growing even faster than that. And thanks to a new deal with Amazon.com (NASDAQ: AMZN) to serve up ads for streaming TV, we don't think that growth will slow down anytime soon.

To learn more about all five of our November stock ideas, read the rest.


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Bernie Sanders' Marijuana Legalization Plan: What's He Smoking?

The federal government's just-say-no attitude toward marijuana is keeping the U.S. locked out of a global boom in the cannabis business. But Democratic presidential candidate Sen. Bernie Sanders wants to change that. He's vowed to:

  • Legalize pot within his first 100 days in the White House.
  • Reduce or expunge federal prisoners' pot possession sentences.
  • Plow profits from legal weed into the communities hurt most by the government's decision to treat illegal drugs as a law enforcement issue instead of a social or medical one.
  • Promote marijuana nonprofits while locking big tobacco out of the cannabis business and preventing big players from monopolizing the industry.

So far, so good; recent polls show that two-thirds of Americans want legal marijuana. But companies like Altria (NYSE: MO) would see their current big investments in marijuana's future vaporized by Sen. Sanders' plan (and not, you know, in the good way).

There's one far bigger problem with Bernie's burning bud ambitions, though: the ambitious amount of tax revenue he hopes to raise from legal weed. He plans to spend $50 billion raised from legal pot sales to help communities and people hurt by our decades-long crackdown on marijuana. But if California's experience is any example, that admirable idea might not work out nearly as well as he hopes.

To learn the blunt truth about the Sanders pot plan's weak spot, read the rest.


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How to Invest in Digital Advertising

Commercials subsidize much of the media we otherwise enjoy for free. But for decades, the business of advertising has been messy and imprecise. Advertisers had to guess at where they'd find audiences receptive to their messages. When they guessed wrong or even partly wrong — as they often did — they wasted their money on people who had no interest in what they were pitching.

Thanks to the Internet, advertisers no longer have to guess at how many people are watching or reading something. And depending on who's on the other end of the screen, they can serve different ads on the same TV show or website. (That sound you hear is George Orwell sighing heavily in his grave.)

These digital ads aren't just more precise and efficient; they're also front and center in all the ways we increasingly get our information. That means they're creating a huge opportunity for investors like you to profit — provided you know how the business works and where to best deploy your own dollars. And hey, we can help you there!

We've assembled a comprehensive guide to the digital ad business: how it works, how fast it's growing, who the key players are, and which stocks we think shine brightest in this ever-growing market. (There are also Friends references, if you're into that.)

To learn more about this promising investment opportunity — and help keep us in business by, uh, viewing the ads that support our own free site — read the rest.


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