Investors often want to know why they should dare keep buy stocks if the stock market is at all-time highs. The reality is that stocks do rise over time, or at least […]
BofA’s Key RIC Report: Productivity Can Drive a New Bull Market in Stocks
Two Tactical Trump-Related Energy Trades Emerge
Many investors are looking for new ideas that can juice their equity returns now that the 2024 presidential election results are known. With a sweep in the House and Senate, big policy […]
Ingram Micro’s Post-IPO Tactical Case Cuts Both Ways
Ingram Micro Holding Corporation (NYSE: INGM) is public once again. After its private equity-backed offering of 18.6 million shares, and an additional 2.79 million shares in an overallotment option, the world’s top […]
Top Analyst Upgrades & Downgrades: Biogen, Cloudflare, Coinbase, Newmont, Plug Power, Robinhood, Roku & More
Stocks were looking for direction on Monday with the Dow slightly in the red and the NASDAQ and S&P 500 barely positive. With a new regime set to lead and make changes […]
Chasing Warren Buffett by Investing in Pizza & Pools!
If you hear the name Warren Buffett and “he bought shares of…” in the same sentence, it means a whole bunch of investors just started paying attention. The new 13F filing from […]
Cisco’s Tactical Case Looks Murky Even with NVIDIA and A.I.
Cisco Systems, Inc. (NASDAQ: CSCO) is just not what it used to be. Its stock may be close to challenging multi-year highs, but its stock chart shows that it still hasn’t taken […]
Top Analyst Upgrades & Downgrades: Amazon, Cisco, CyberArk, Honeywell, NVIDIA, Rivian, Tesla, Zeta & More
Stocks were trying to open higher on Thursday with the NASDAQ, Dow and S&P 500 all showing minimal gains. With a new regime set to lead and make changes many investors and […]
10 Unloved (But Enticing) S&P 500 Dividends with 5% to 12% Yields
Investors are having to maneuver and pivot in their investments now that the election is over. The so-called “Trump-Effect” has been in play after the major indexes rose about 5% in a […]
Top Analyst Upgrades & Downgrades: Airship AI, Caterpillar, CommVault, Jumia, Shopify, Starbucks, Zeta
Stocks tried to stay positive after a tame inflation report but profit-taking after some huge post-election gains seems to be in the air. This is after the Dow, S&P500 and NASDAQ all […]
The A.I. Upgrade on Twilio Calls for Even More Tactical Upside, But…
The investing community still seems as though it is unable to get enough of the artificial intelligence trade. Twilio Inc. (NYSE: TWLO) has now been public for about 8 years. Its shares […]
Walmart’s Tactical Case Ahead of Earnings Comes With Many Demands
Stocks have surged in 2024, and the post-election reaction in the first week after the results were known has been remarkable with the Dow, S&P 500 and NASDAQ all hitting new all-time […]
Top Analyst Upgrades & Downgrades: Albermarle, GSK, iHeartMedia, IFF, NVIDIA, Okta, Zeta & More
Stocks have been surging to new highs since the election, but Tuesday’s market indications were sowing a slight drop of about 0.1% on major equity indexes. The Dow, S&P 500 and NASDAQ […]
What Comes First: $3,000 Gold or $100,000 Bitcoin?
So, there was this little event called the election last week. Asset prices have surged in the wake of Donald Trump’s decisive victory in the Presidential election. The Senate was flipped for […]
Top Analyst Upgrades & Downgrades: Block, CBOE, Cisco, Dell, NVIDIA, Toast, Vale & More
Stocks have generally traded up since last week’s initial post-election surge. Stocks were also higher on Monday for Veterans Day with the Dow, S&P 500 and NASDAQ all seeing gains of about […]
Would 4.5% to 5.0% Long-Term Treasury Yields Crush Stocks?
The Federal Reserve’s FOMC has now cut interest rates twice in the last sixty days and the Fed Funds target rate is 4.50% to 4.75%. This is supposed to be good news […]
How Goldman Sachs Sees the Trump-Effect in Stocks and Tariffs
The 2024 election is now finally over. Donald Trump will be the next President of the United States and it appears that the Republican party will have control of both houses in […]
Top Analyst Upgrades & Downgrades: AppLovin, BofA, Enphase, Pinterest, Rivian, Trade Desk, Under Armour & More
The Dow, S&P 500 and NASDAQ managed to all hold their massive post-election gains from Wednesday on Thursday, but Friday’s index indications were mixed and no direction seemed set for the day […]
Post-Election: Huge Differences in ETFs Tracking Democrats & Republicans Congress Stock Picks
There is a common investor belief that there is an exchange-traded fund (ETF) strategy for just about any sector or theme you can imagine. There are two political-leaning ETFs which track the […]
Bad News About Future Rate Cuts…
I promised myself I was not going to write about interest rate cuts on the day of FOMC meetings. No one can make a living writing about interest rate cuts (or hikes) […]
Time for Tactical Investors to Ditch JPMorgan Chase?
JPMorgan Chase & Co. (NYSE: JPM) is the most envied money center bank in the entire banking sector. Some banks are also considered to be of high quality, but the team and […]