One of the themes of most of 2021 has come as investors and economists have tried to look past the difficult conditions imposed by the COVID-19 pandemic and forecast the best places to look for new investing opportunities. It’s often called the “reopening trade,” referring to the industries and stocks that may be best positioned […]
Read MoreUncertainty in the financial markets, and in the economy is usually considered a bad thing, because it makes things more difficult and stressful for everybody. Even though the major market indices have been pushing to new all-time highs for the last month, for example, there is still plenty of concern about the pace of inflationary […]
Read MoreOne of the big recovery stories this year has come from the Aerospace industry, which includes commercial airlines. It comes as no surprise, really to say that in 2020 and the early part of 2021 the industry was one of the biggest, unquestioned losers in the stock market after commercial travel dried up to practically […]
Read MoreAs a value investor, the search for stocks trading at useful values never really stops, no matter whether the market is sitting at new all-time highs such as what we’ve been seeing since mid-October, or if it has been following a sustained downward trend. Extended conditions tend to elevate valuations across the board, which makes […]
Read MoreTraditional, growth-oriented investing puts most of its emphasis on stocks that have already started moving up. That makes sense when you consider the popular technical idiom that a “stock tends to follow the direction of its next longer trend.” That means that when you can clearly see a stock going up, it should continue to […]
Read MoreNo matter how tired we get of hearing about COVID-19, there is no denying that ever since the virus found its way to American shores, a lot of media attention has been given to the Healthcare sector – and especially to the Biotechnology industry, where many of the biggest names across the world worked nonstop […]
Read MoreOver the course of my investing career, I have learned to rely on a lot of fundamental data to paint a picture about the underlying strength of any stock I might consider using for a value-based investment. While some fundamental investors prefer to work with easy-to-reference, quick-glance data like earnings per share and price-to-earnings ratios, […]
Read MoreFor most of the past two years, stocks in the Health Care sector have drawn a lot of attention from investors and analysts. That includes stocks in the Pharmacy/Drugstore industry; these were names, like Walgreens Boots Alliance (WBA) and CVS Corporation (CVS) that worked actively in the early stages of the crisis as a critical […]
Read MoreIntel Corp (INTC) is a stock that I’ve followed for quite some time, and that I’ve written about in this space periodically for quite a while. This is one of the 600-lb gorillas of the Technology sector, after all, and the company that is easily considered the gold standard of companies in the Semiconductor industry. […]
Read MoreYears ago, as I began my career as an investor, I read a book by Peter Lynch. Mr. Lynch had made his name, and his fortune, as the manager of Fidelity’s flagship Magellan fund in the late 70’s and ’80’s, and his incredible performance was one of the big reasons Magellan, at the time, was […]
Read MoreOver the last few months, the Energy sector has been one of the market leaders, as the price of oil, natural gas and other energy products have all increased. Many analysts are pointing to supply constraints that are being felt in multiple sectors and that are creating inflationary pressure all the way to the consumer […]
Read MoreThe yield on Walgreens stock is far above the average for the S&P 500. Courtesy Walgreens Boots Alliance Walgreens Boots Alliance, MSC Industrial Direct ,and Ames National each scored a recommendation as a stock to consider for a safe dividend portfolio, nudging out other reliable dividend payers offering lower yields. New Constructs, a stock research […]
Read MoreEvery investor wants to see his stocks pay off – or he wouldn’t be in the markets. But finding the right investment, the ‘one’ that will bring profits, no matter what direction the overall markets take, can sometimes be challenging. The two simplest courses of action an investor can take to ensure solid returns are […]
Read MoreAmong the interesting trends I have been watching for most of the last two years, and that have emerged at least in part as a practical response to the global health crisis we continue to struggle with has been a shift in consumer focus towards health, wellness and fitness. Given the constant messaging about personal […]
Read MoreGo for big income investments with large dividend yields. When it comes to dividend stocks, many investors are only interested in the larger and more established companies out there that pay back their shareholders. That’s because, while you can find some high-yield offerings in the smaller sections of Wall Street, the stability and scale that […]
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