As more and more states in the United States, and indeed other countries across the globe begin to acknowledged the reality that COVID-19 is here to stay, they are also making moves to reopen local, state and national economies to get business activity underway again. That means trying to strike a balance between the broader […]
Read MoreEven before COVID-19 put a stranglehold on business activity, travel, and consumer demand in just about every respect (except healthcare, basic supplies and food storage), global auto sales were under pressure. The industry was hampered through most of the past two years by trade tensions between the U.S. and its largest trading partners, which included […]
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 MoreWhen it comes to identifying stocks that might make useful investments, there are as many strategies as there are people. You can break these strategies into any different number of categories. I like to differentiate between strategies by thinking first about the amount of time I might actually plan to hold the stock in question; […]
Read MoreAs economies throughout the world begin to reopen on a gradual basis, economic reports are starting to come in reflecting the very real, and very dramatic impact that COVID-19 and global shutdowns have had on corporate operations. While that impact is very surprising at all, I do think that as investors look for constructive places […]
Read MoreHaving a contrarian temperament generally means doing the opposite of what most people would do. It’s a mindset that I’ve found very useful as an investor, because while most people tend to flock to stocks that are at or near all-time highs, I’m able to find excellent long-term opportunities at much lower, bargain-level prices. It’s […]
Read MoreOver the last month and a half, the market has rebounded pretty strongly off of its bear market lows. Just as the slide that started in February as nations across the globe began imposing economic shutdowns and shelter-in-place orders to slow the COVID-19 infection rate affected just about every sector of the economy, so to […]
Read MoreThe worst may be over for these 2 casino stocks.
Read More2020 has been a rough year for energy stocks. Even before COVID-19 became a global health crisis, the sector was rocked by an all-out price war between Russia and Saudi Arabia. At the beginning of the year, Brent crude – the benchmark for oil exported from OPEC and OPEC+ countries – was around $70 per […]
Read MoreAs North America, and most of the world starts to move from broadly implemented lockdown and shelter-in-place mandates to gradually easing restrictions, I think it’s pretty normal to see corporate managers, market analysts, and talking heads commonly talking about the need for a COVID-19 vaccine to really understand the point where things can actually begin […]
Read MoreI don’t think it’s too surprising that a lot of publicly traded companies have begun suspending their guidance forecasts over the last few weeks. The truth is that the extended, global economic shutdown due to the COVID-19 pandemic is likely to see an even more extended effect, even as countries, states and municipalities begin taking […]
Read MoreNo matter what your investing philosophy is, or how you go about identifying stocks in which to consider putting your money to work, one of the most basic questions you have to ask yourself if whether the potential opportunity outweighs the opposite potential for loss. I like to call that portion of my system reward: […]
Read MoreCisco Systems Inc. (CSCO) is one of the most recognizable and established companies in the Technology sector. With a market cap of about $200 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 MoreIn my search for value, I’ve found it useful to develop a watchlist of stocks that I can check on a regular basis. That means that I often recycle stocks that I’ve previously used to make useful investments in, but don’t currently have a position in. That’s useful, because the familiarity that comes with the […]
Read MoreI started my market analysis this week by turning my focus to the Aerospace industry – which to the casual observer might seem pretty silly given the fact that, according to numbers cited this morning by the CEO of Boeing (BA), commercial air travel has plunged by -95% since COVID-19 has taken over the global […]
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