It may seem a bit incongruous, but the truth is that value investing tends to be counter-intuitive to the mindset that most investors take to the market. I say incongruous because, at its most basic starting point, the principle of value investing fits well with rule #1 of investing in the stock market – buy […]
Read MoreOne of the things I like about value investing is the way that it naturally gravitates to stocks that are generally already at or near historical low prices. Under normal circumstances, that usually means that the downside risk aspect of buying a stock is minimized simply because the market is usually more likely to push […]
Read MoreCisco Systems Inc. (CSCO) is one of the most recognizable and established companies in the Technology sector. With a market cap of about $167 billion, they are also one of the largest, if not THE largest player in the Networking & Communications segment. They are, without question, the standard that all other networking businesses are […]
Read MoreThroughout the last several months, it has been interesting to sit back and observe the dichotomy between price action in the stock market and actual economic growth. Increasing infection rates across the United States along with still historically high unemployment numbers showing that economic recovery is much slower than the market would prefer to see. […]
Read MoreNo matter what the market or economy is doing at any given time – bull market, bear market, expansion, contraction, or stagnation – one of the things that makes it compelling is the reality that there is always a new opportunity to take advantage of. That doesn’t mean that you can ignore broad market conditions […]
Read MoreEnergy may be the market’s worst-performing sector this year, but traders say these 2 stocks in the space look like solid bets right now.
Read MoreIf you think strictly about price performance and what the price of a stock is now relative to where it was in the past – in particular, relative to where it was on a pre-pandemic basis – it’s pretty easy to understand why so much attention is being paid to Tech stocks that make remote […]
Read More“Coronavirus exhaustion” may not be a real term – but I do believe it’s a real thing. Over the last few months, it seems that there is real fatigue about hearing more news about COVID-19, vaccine trials, or the importance of hand washing and mask wearing. That comes in the face of increasing infection rates […]
Read MoreSometimes there are forces that affect a sector or industry in such a way that it creates a storyline that extends into not merely weeks, or months, but years. These can be positive or negative, but one of the things that I find interesting as an analyst is to look for those threads and try […]
Read MorePlus, the EU won’t allow travelers from the U.S. as it reopens its external borders amid the surge of coronavirus cases, Wells Fargo is the only major bank reducing its quarterly dividend following the Fed’s latest stress test, and Royal Dutch Shell said it will write down as much as $22 billion in the second quarter.
Read MoreIt’s a bit interesting to me to see that while Healthcare stocks in general have performed well during the COVID-19 crisis, the gains don’t extend to every single stock in that sector. That’s isn’t altogether unusual; after all, no matter what direction the trend of a given sector may be, there are always outliers that […]
Read MorePlus, the market is higher on optimism that a third stimulus bill will be finalized today, Gilead Sciences’ experimental COVID-19 treatment, remdesivir, received Orphan Drug Designation from the FDA, and General Motors said it is conserving cash and drawing down $16 billion from credit lines.
Read MoreThe financial markets aren’t alone – or even leading the way – when it comes to reactionary, over-the-top fear about coronavirus. Last weekend, my wife and I were making our weekly run to the grocery store to stock up on the typical essentials. While this may not surprise you, it did surprise me to see […]
Read MoreIn the last week, uncertainty and concern related to the increasing spread of coronavirus on a wider, global basis (including the U.S., on a relatively smaller scale) officially gave way to panic; for the week, the Dow Jones Industrial average shed more than 4,000 points from its last peak in the middle of February, which […]
Read MoreWith the market pushing to a new set of highs to begin 2020, and the completion of a Phase One deal between the U.S. and China now in place, a lot of analysts are calling for a continuation of the longest bull market in recorded history. At the same time, I’ve seen a few expressing […]
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