Cisco Systems Inc. (CSCO) is one of the most recognizable and established companies in the Technology sector. With a market cap of more than $188 billion, they are also one of the largest, if not THE largest player in the Networking & Communications segment. CSCO has stood for decades as the standard that all other […]
Read MoreGrowth investing leans heavily on the principle that “a stock tends to follow the direction of its previous trend,” which may just be a nerdy way to say that the longer a stock has been going up, the more likely it is to keep going up. It is also why growth investors shun stocks that […]
Read MoreThe Tech sector has enjoyed the lion’s share of attention among all segments of the economy for a number of years. That’s been a good thing during bull markets, but it also means the sector really gets pummeled when uncertainty increases. Since 2020, that attention – driven in no small part by the increasingly central […]
Read MoreFor a sizable portion of this entire year, the Basic Materials sector has offered some of the most interesting cases for value-based investing. That case included a number of stocks that diverged from the uncertain, bearish conditions of the rest of the market until the beginning of summer. While a number of those stocks have […]
Read MoreThere are any number of dynamics that come to play in the markets at any given time. That means that the ebb and flow of economic health on either a national or global scale can be tied to a lot of other societal elements. Those varying elements include political and geopolitical shifts, social perceptions and […]
Read MoreStrict, quantitative value and fundamental analysis would dictate that you stick to the numbers, and to distrust anything but what the numbers tell you. Sometimes, however, answering the question of whether a stock represents a legitimate, attractive value opportunity is more art than science. Sometimes I find it necessary to try to look beyond the […]
Read MoreOne of the fundamental differences between growth and value investing lies in the way that the extreme ends of price swings are interpreted and used. Where growth-focused investor view a stock at or near historical highs as a great thing, for example, a value seeker will usually shrug their shoulders and move on to something […]
Read MoreNo matter how tired we get of hearing about COVID-19, there is no denying that ever since the virus found its way to American shores almost three years ago, a lot of media attention has been given to the Healthcare sector – and especially to the Biotechnology industry. Besides vaccines and their booster follow-ups, anti-viral […]
Read MoreListening to talking heads and market news media can lead you to believe that the most effective investing methods are those that focus on growth, and on the stocks that you hear about the most on those channels. Value-oriented, contrarian-minded investors like me tend to think a little differently, and to look for opportunities in […]
Read MoreLooking for value in the stock market is something that tends to get dismissed by most pundits simply be cause it isn’t very sexy – at least, when the market is going up. When the market turns bearish, however, I get amused by how a lot of those pundits start talking about beaten-down stocks have […]
Read MoreContrarian investors and bargain hunters tend to think quite a bit differently about stock price movements and trends than growth-focused investors. When everybody is buying, we tend to get more cautious, and when everybody is running for the exits, we start finding more and more attractive opportunities at great prices. 2022 has been a rough […]
Read MoreCisco Systems Inc. (CSCO) is one of the most recognizable and established companies in the Technology sector. With a market cap of more than $188 billion, they are also one of the largest, if not THE largest player in the Networking & Communications segment. Companies like CSCO are, without question, the standard against which all […]
Read MoreNo matter what your approach to the stock market may be, there are a myriad number of issues that come at you and demand attention. Some of those elements can be anticipated, if not predicted; for example, if a company is getting set for a new quarterly earnings report, it’s pretty normal to see a […]
Read MoreIncreasing inflation causes all kinds of stress for just about everybody, in every sector of the economy. On the consumer level, rising interest rates raise prices for just about any good or service we may use, which eventually suppresses demand for those goods and services. “Consumer goods” is a term that covers a big swath […]
Read MoreMarkets are naturally cyclical – they swing from high to low and back again on a consistent, albeit unpredictable basis over a range of time frames. The different time periods associated with any given cycle, as well as the depth of a certain cycle’s direction, can shade the casual investor’s perception about a stock’s opportunity. […]
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