Even 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 MoreIt isn’t too hard to argue that one of the most severely impacted industries over the last year as a result of coronavirus has been the auto industry. That shouldn’t come as much of a surprise, considering that for most of last spring, shutdown mandates and shelter-in-place orders brought global economic activity to a standstill. […]
Read MoreThere are a lot of ways to look at a company and evaluate them for fundamental strength. Traditional metrics, including many of the ones that I rely on for the stocks that I analyze, measure everything from sales and earnings growth to how much productivity the company realizes per employee. You can break down the […]
Read MoreThe Tech sector has been leading the market higher throughout the past year, with plenty of momentum continuing into 2021. As measured by the S&P 500 Technology Sector SPDR (XLK), the sector is up a little over 6% through the first five weeks of 2021. It has also more than doubled in value from its […]
Read MoreThe market pushed to a new, all-time high to start this week, as investors and analysts seem to be betting on the likelihood of a new, Democrat-driven set of stimulus to help the economy continue to recover from its COVID-induced recession – particularly as measured by unemployment numbers, which still remain near 800,000 per week. […]
Read MoreAs a value-focused investor, I’ve read a lot of books and studied the methods of a lot of well-known money managers who have found success using the same reliance on finding bargains in any market. One of the most successful in the entire history of the U.S. stock market, and arguably the most famous of […]
Read MoreOver the last several years, one of the biggest benchmarks the Fed has used to evaluate the need to raise, lower or maintain their interest rate policy has been the employment rate. Every month, the market seems to hold its breath as a new set of unemployment and salary data is made available and everybody […]
Read MoreFor most of the past year, any examination of the Pharmaceutical industry begins and ends with COVID-19 vaccines. Literally, of course, this isn’t true; diseases of all kinds don’t take a holiday during a pandemic, and so development of existing projects for any company in this industry hasn’t stopped, either. Nonetheless, the massive, immediate impact […]
Read MoreWith so much in constant flux about the financial markets and the health of the global economy, it can be a challenge to know how to best position yourself as an investor. It doesn’t really help to know that there are tens of thousands of available stocks to choose from, each of which can be […]
Read MoreThrough a big portion of 2020, one of the areas that I was able to find some interesting valuations to work with was in the Telecommunications industry. Some of the largest players in the industry do much more than just telecommunications; AT&T Inc. (T) has, of course long been one of the largest telecommunications companies […]
Read MoreOver the last year, COVID-19 has forced businesses in just about every segment of the economy to find ways to adjust. The adoption by corporate America to work-from-home models helped keep a lot of people working, and one of the most intriguing success stories that I think will continue to be told for years to […]
Read MoreSince the beginning of the year, broad market momentum has mostly stalled. Investors seem to be confronting the reality that the pandemic’s economic effects appear set to linger well into the rest of this year, even as vaccinations across the country begin to increase and new vaccine candidates appear ready to apply for emergency use […]
Read MoreOne of the sectors that has picked up a significant amount of strength from the last quarter of 2020 is the Financial sector. When you think about stocks in this sector, you probably think first of banks – especially the biggest names in consumer, commercial and investment banking. That makes a certain kind of sense, […]
Read MoreIt’s a pretty well-documented fact that one of the best-performing sectors in the entire market for the last few years has been the Technology sector. Tech stocks have been a prime focus of attention for investors for more than two decades, and even with the early 2020 bear market drop, it is companies in this […]
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