I’ve written quite a bit in this space about my opinion that the Consumer Staples sector – and more specifically, stocks in the Food Products and Food and Staples Retail industries – are smart places to find good values in today’s market. That’s because most of the stocks in these industries are benefitting from stay-at-home, […]
Read MoreEver since coronavirus found its way to American shores, a large amount 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 have been working hard to develop effective treatments for the disease. From the market’s bearish low in […]
Read MoreFor talking heads and analysts, moving into the last quarter of the year is usually a good time to look back and find the storylines that have carried the market. With national elections coming up next month, the normal, COVID-19-driven narrative is being dovetailed with political analysis and rhetoric; along with the impact the pandemic […]
Read MoreOne of the sectors that has really faded after initially pushing strongly off of its March, bear market lows is Financials. When you think about the Finance sector, you probably think first of banks – especially the biggest names in consumer, commercial and investment banking. That makes a certain kind of sense, especially in light […]
Read MoreAs a value-focused investor with more than a bit of a contrarian bent, I tend to get nervous when stocks keep making one new high after another, and I like it when I see stocks trading at or near historical lows. That’s pretty different than the mindset of most investors that focus on growth first, […]
Read MoreWhile the Tech sector has been a bit depressed over the last month, most analysts continue to expect Tech stocks to lead the market for the foreseeable future. That is especially true for stocks that specialize in the technologies that enable remote networking and cloud-based operations. If you follow the sector, or this particular trend, […]
Read MoreThe market’s uncertainty over the last couple of weeks appears to have raised the spectre of increasing downside risk, even as the market this week has managed to reclaim a portion of the drop to correction territory that started earlier this month. It is clear that while the stock market pushed past its pre-pandemic highs […]
Read MoreThe last few weeks appear to have brought uncertainty back to the market. Rising infections in a number of states seem to coincide with the reopening of schools, with the demographics showing most of those infections coming among teen to college-age young people. To some, that might not sound like a big deal, but it […]
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 MoreIt’s kind of funny to see how popular opinion among investors shifts under different conditions. A stock market that has recovered in record time from the fastest plunge to bear market low in recorded history, in the face of the pandemic that prompted the downturn in the first place continues practically unabated, has prompted investors […]
Read MoreSometimes market, economic, and other forces work on a global scale to turn against an industry in such a way that even long-term forecasts remain uncertain. The Aerospace industry is a good example of what I mean; the global spread of COVID-19, which as of this morning has now taken more than 900,000 lives brought […]
Read MoreOne of the ironies of the stock market right now is that if you look at the major market indices, it’s easy to say that, right or wrong, investors continue to look for a V-shaped recovery in the U.S. economy. That’s the hope that, while the impact of COVID-19 on virtually every sector in the […]
Read MoreWe’re moving into the last month of the third quarter of 2020, and it looks like the market is finally letting off some steam. The NASDAQ is down nearly -10% in the last two days, leading the major indices lower. It seems apparent that the practically uninterrupted increases of the last few weeks have finally […]
Read MoreEven before the coronavirus pandemic started to take down entire sectors of the economy beginning in February, the Auto industry was experiencing quite a bit of bearish pressure. Sales were down globally, reflecting economic slowing in various parts of the world as well as the effects of an extended trade war between the U.S. and […]
Read MoreAs a value-focused investor with more than a bit of a contrarian bent, I tend to get nervous when stocks keep making one new high after another, and I like it when I see stocks trading at or near historical lows. That’s pretty different than the mindset of most investors that focus on growth first, […]
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