Plus, the U.S. added seven Chinese supercomputing firms to its blacklist on national security concerns, GameStop is naming Chewy co-founder Ryan Cohen as chairman of the board, and CommScope is spinning off its home networking business.
Read MoreAfter seeing some increasing choppiness in the market last week, the S&P 500 and the Dow pushed to a new set of highs at the beginning of the week. Not surprisingly, the Tech sector has been leading the market higher; as measured by the S&P 500 Technology Sector SPDR (XLK), the sector is up a […]
Read MoreAs a value investor, the search for stocks trading at useful values gets more difficult the longer bullish conditions extend themselves.The market appears to have broken out of doldrums that had some people starting to wonder if all of the good news was already baked into stock prices. That’s generally good news for stocks you’re […]
Read MorePlus, the Supreme Court just sided with Google against Oracle, Tesla beat on Q1 delivery and production expectations, and AMC got an upgrade.
Read MoreOver the past year, it’s been interesting to see not only how corporations have evolved to survive and get by, but also how consumer behaviors and trends have adjusted as well. Broad-based shutdowns that shuttered businesses all over the U.S. at the beginning of the pandemic sent people home for an unknown future. That move […]
Read MorePlus, initial jobless claims came in higher than expected, Johnson & Johnson lost 15 million COVID-19 doses to a manufacturing error, and Funko shares are up after it gets into the NFT business.
Read MoreThis week I’ve turned my focus primarily back on the Food Products industry in the Consumer Staples sector. It’s an area of the market that doesn’t get much buzz from market media types because it isn’t very sexy – but it is one of very few segments of the market that has seen consumer-driven improvements […]
Read MoreUncertain economic conditions are often a good time to think about stocks that most people tend to overlook because they’re “boring.” These are stocks that also tend to operate in counter-cyclical fashion. They often make up segments of the economy that you and I rely on every day, but that don’t generate the same kind […]
Read MoreOver the last few weeks, the market has started to get choppier, which generally means that it’s harder to determine whether investors are bullish or bearish. That’s a sign of uncertainty about market direction, and I’ve noticed that an increasing number of analysts have started to talk or write about something I’ve believed for some […]
Read MoreMoving deeper into 2021, more and more investors and analysts continue to attempt to look past the pandemic-driven pressures that have weighed on public activities and on the economy for the past year. One-year anniversaries are being marked, with the apparent assumption that with vaccines being administered on an accelerated basis and being made available […]
Read MoreIt is interesting to observe the distinction in performance between different sectors and industries, and their possible correlation to broader economic activity. One of the places where I think that can be seen more easily is in evaluating large-cap versus small-cap stocks. If you look at most of the biggest and most recognizable names in […]
Read MorePlus, AstraZeneca revised the trial data of its COVID-19 vaccine following questions of accuracy in the U.S. study, JetBlue announced a new travel booking site, and Darden Restaurants delivered better-than-expected earnings results.
Read MoreOne of the open questions of the past year has been about the point in time where questions, discussions and commentary about the economy and the world don’t continue to revolve around the pandemic. That question remains unanswered, but as an analyst, part of my job is to sift through the relentless, constant stream of […]
Read MoreWhen economists and market analysts look back at the last year and talk about the most impactful trends that emerged as a result of the COVID-19 pandemic, the conversation inevitably steers towards remote work. Corporations around the world were forced to adjust their operational models in rapid fashion, sending large numbers of their workers to […]
Read MorePlus, jobless claims unexpectedly rose, Apple is reportedly planning to release new iPad Pro models in April, Peloton has teamed up with Adidas on an athletic apparel line, and Amazon is testing its Rivian-made electric delivery vans in San Francisco.
Read More