As the market edges ever nearer to the all-time high it set late last year, the number of opinions about where the market will go from here are becoming increasingly divergent. The market has been pricing in the expectation of positive catalysts so far this year, like a trade deal between the U.S. and China […]
Read MoreFor the last week or so, I’ve been focusing a lot of attention and analysis on the Food Products industry in the Consumer Staples sector. A lot of the stocks in this industry have increased nicely since the beginning of the year, but remain well below their 52-week highs. That’s opened up a lot of […]
Read MoreOver the last week or so, I’ve written about a few companies in the Food Products industry that I think offer some interesting possibilities under current market conditions – something that is even more true if the market sees an increase in short-term volatility. Investors are putting a lot of focus on geopolitics right now, […]
Read MoreEconomic reports this week set the market on edge this week, although optimism related to trade gave investors reasons to push the market higher late in the week. One of the risks that I’ve seen some experts and economists start talking about more lately is the possibility that if and when a trade deal with […]
Read MoreYesterday I highlighted General Mills (GIS) as a stock that could offer an interesting value proposition right now. The Consumer Staples sector is starting look like a market segment that smart investors should be paying attention to right now. The market has been moving nicely since the beginning of the year, but with indications that […]
Read MoreEconomic reports this morning, in particular global factory orders and January housing sales and inventory both seem to be reigniting concerns about global and domestic economic activity. The market is also paying attention on the trade front, as negotiations between the U.S. and China by all accounts progress at a slow, but steady pace. The […]
Read MoreYesterday I was interested when I saw a headline indicating that since the beginning of the year, only 3 of the 11 total sectors identified by Standard & Poor’s remain at correction levels. That’s a pretty impressive recovery in the last five weeks or so, when every sector in the market was testing bear market […]
Read MoreAs the market dropped from historical highs, nearly to bear market territory in the last quarter of the year, the Consumer Staples sector was one of the hardest hit. That seemed a little ironic, since much of the broad decline was driven by uncertainty and fear about the health of the global economy, and the […]
Read MoreWhen the stock market struggles, the tendency for most investors is to start looking for “safe haven” investments. That often means getting out of stocks and moving your money into less volatile options like bonds or very short-term, interest-bearing instruments like Treasury bills, money markets or Certificates of Deposit. Some investors will be a bit […]
Read MoreUntil the beginning of this week, the market seemed to be getting more and more bearish every day. After watching the major market indices all decline by more than 10% in October, they staged a short-lived rally at the beginning of November, only to turn back again with a resounding series of consecutive down days […]
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