After a few days of doing like the rest of the market and paying a lot of attention to tariff news and trade war rhetoric, it felt like today might be a good time to shift the focus – at least a little bit – away from some of those issues and look for something […]
Read MoreAt the beginning of 2018, I ran a complete analysis of Bed Bath & Beyond (BBBY), a stock that I’ve followed for some time, and used in the past for some of my own value-oriented investments. The stock has been in an extended, long-term downward trend dating back to the first quarter of 2015. That […]
Read MoreI started out this week looking for stocks that are currently bucking the overall market’s bullish tone and trend right now. That’s a deliberately contrarian viewpoint that works off of the simple idea that stocks that are trading at or near low extremes offer a better bargain proposition than those that are surging to new […]
Read MoreWithin the scope of long-term investing, there are two primary methods most of us use: investing for growth, or looking for value. I write a lot in this space about value-oriented investing, because more than two decades of study and hard experience have taught me that it is the investing method that suits me best. […]
Read MoreOne of the most basic principles of technical analysis is the identification of trends. Trends can last very short periods of time of just a few weeks at a time, or they can extend into several months or even into years. One of the most important elements of trend analysis is the simple fact that […]
Read MoreAs the market pushes to a new set of all-time highs, more and more analysts seem inclined to shrug aside the volatility and uncertainty that defined practically all of 2018. In fact, the market has reclaimed all of the decline that pushed the market nearly to bear market levels. Most of the indicators of the […]
Read MoreAnalysts see double-digit upside ahead for 2 of these 10 stocks.
Read MoreOne of the most cyclical sectors of the market, not surprisingly, is the Consumer Discretionary sector. This is because such a big portion of the sector is made up of highly individualized businesses that cater to a wide variety of consumer tastes. Apparel, footwear, electronics, restaurants, and so on – the disparity between many of […]
Read MoreIn investing, there’s a natural tendency to be drawn to familiar names, an emotional comfort zone that comes from thinking about putting your hard-earned dollars into a company to which you feel you have a connection. It’s one of the reason well-known fundamental investors like Peter Lynch are known for suggesting idioms like “invest in […]
Read MoreOver the last month, the entire market seems to have been holding its breath, waiting for some kind of catalyst to pin the market’s next wave of momentum on. Are indications that the weakening global economy is rippling into the health of the U.S. economy correct, or is an increasingly accommodative Federal Reserve going to […]
Read MoreOne of the classic benchmarks of the economy’s health and strength is the housing market. Stocks of retail companies like Home Depot (HD) and Lowe’s (LOW) often serve as proxies of to guide the market’s perception of the housing market, but it also isn’t uncommon to see experts and analysts referring to homebuilders like D.R. […]
Read MoreOne of the things about stocks in the Consumer Discretionary sector that is interesting is how widely disparate they are. The general perception of most stocks in the sector is that they are highly cyclical, sensitive to inflationary pressures that make them more risky when the economy is in trouble. One industry in the sector […]
Read MoreMarket news for the last while has seemed to be almost completely focused on the trade war between the U.S. and China – to the point that investors seem to be getting what some might call “trade fatigue” – which could be a point where even if or when a deal is made, the broad […]
Read MoreA few months ago, I wrote about the merger between pharmacy kingpin CVS Health Corporation (CVS) and healthcare insurer Aetna Inc. I decided to try to determine if the deal, which closed shortly after I wrote about it, offered a compelling reason to buy the stock at its price at the time, which at the […]
Read MoreAs the market continues to recover from its lows in late December, I’m seeing more and more reports and opinions that while economic growth in the United States may begin to slow (and based on some measurements, that might already be starting to happen), it isn’t expected to actually reverse and begin contracting for as […]
Read More