Stocks have still managed to keep challenging new highs in the Dow and S&P 500 heading into earnings season. Many investors and traders are looking for new investing ideas to be positioned […]
Monday’s Top 10 Analyst Upgrades & Downgrades: Amgen, Boeing, Caterpillar, JPMorgan, Micro Strategy, NVIDIA & More
Stocks were mixed on Monday. With some government offices and many schools closed for Columbus Day, and with China’s continued stimulus being given a commitment without details on the financial figures, many […]
Wall Street’s 12 Most Upgraded Stocks Heading Into Earnings Season
The market is up, then it’s down, and then up again. It’s an endless cycle that has surprisingly kept rising. One of the most important aspects of a whether a company is […]
Top Analyst Upgrades & Downgrades: AMD, Amazon, CVS, eBay, Meta, Netflix, NVIDIA, Wynn & More
Stocks were flat to lower early on Friday morning, but the report of lower Producer Prices sent stocks surging higher on more hope that inflation in the coming months will be even […]
Top Analyst Upgrades & Downgrades: AIG, Arcadium, CVS, GSK, Microsoft, Netflix, Nike, NVIDIA, PayPal
Stocks were indicated to open lower on Thursday and longer-term Treasury yields were again creeping higher. The impact of Hurricane Milton may have been less costly than originally expected, but futures were […]
Cruise Line Valuations & Catalysts Turn Tactical
Investors frequently get to see routine analyst upgrades and downgrades after earnings and other key developments. Finding the “tactical” analyst calls looking for outsized gains based on a coming event (or events) […]
As 10-Year & 30-Year Treasuries Back Up Over 4%… Time for Fear or Greed?
Something odd is happened in the bond market. The yield on the 10-Year Treasury note went back up over 4.00%. It may not last long, but it is rather peculiar. The Federal […]
After the Plunge: The Murky Tactical Case for Humana
Tactical investors try to look for outsized gains when opportunities present themselves. In the more recent case of Humana, Inc. (NYSE: HUM) seeing a massive stock plunge, there is a scenario brewing […]
Tactically Speaking: Qualcomm Facing More Significant Headwinds
It seems like more of the technology leaders are starting to see analyst downgrades heading into the fourth quarter of 2024. This time around it’s Qualcomm, Inc. (NASDAQ: QCOM) getting its turn […]
Top Analyst Upgrades & Downgrades: AmEx, CME, First Solar, Micron, Qualcomm, Solae Edge, Wells Fargo & More
Stocks were indicated to open marginally higher on Tuesday, but with futures showing gains of about 0.2% and little major news the direction of the day did not seem set in stone. […]
Apple’s AI May Be More A Than I
Apple Inc. (NASDAQ: AAPL) has managed to remain one of the world’s top companies by market capitalization and one of the world’s most cherished brands. Apple’s iPhone is an absolute ecosystem that […]
Has Amazon’s Growth and Value Proposition Finally Peaked?
While the explosion of A.I. is the big buzz in 2024, the growth that has been seen from Amazon.com Inc. (NASDAQ: AMZN) has always been impressive. Its valuations have also always been […]
Is “Buying the Dip” Aggressive or Senseless?
All investors have to do is buy low and sell high to make money over time. It’s simple enough in theory. Yet so many people buy stocks and sell them at a […]
As a CVS “Special Situation” Becomes “Tactical” – Any Room for Walgreens?
CVS Health Corporation (NYSE: CVS) is now a stock that is “in play” for investors who chase the moves of activist investors and the so-called “special situation” investors. The reality is that […]
Top Analyst Upgrades & Downgrades: CVS, Domino’s, GE Vernova, Morgan Stanley, SharkNinja, Stellantis, Ulta & More
Stocks were reversing the week’s trajectory on Friday with gains after the end of the U.S. port strike was announced. Tensions on the geopolitical front remain hot while the U.S. Federal Reserve […]
Top Analyst Upgrades & Downgrades: Boeing, BigCommerce, CME, GE Aerospace, Levi, Lockheed Martin, Stellantis & More
Stocks were lower again on Thursday morning as the fourth quarter gets off to a rocky start. Even the Chinese internet stocks were pulling back on Thursday. The port strike is still […]
Apollo Global, Tactical to Secular on Its 5-Year Outlook?
Apollo Global Management Inc. (NYSE: APO) is one of the top alternative asset managers for investors. The firm has just released its 5-year financial plan to capitalize on an already impressive 24% […]
Top Analyst Upgrades & Downgrades: ADM, Domino’s, GE Vernova, Home Depot, Nike, Salesforce, Tempus AI & More
Stocks kicked off the first day of the fourth quarter with a sell-off, and the geopolitical story is still weighing on stocks on Wednesday. The markets are dealing with an escalated Iran-Israel […]
Are Shipping Dividend Yields of 10% Safe During Extended Port Strikes?
The International Longshoremen’s Association (ILA) has followed through with its threat of a strike if a new six-year contract with the United States Maritime Alliance (USMX) was not reached. Neither side backed […]
Street-High Targets on Amazon, Apple, Meta, IBM, Netflix, Shopify Ahead of Earnings Season
The fourth quarter of 2024 has begun and year-to-date gains of 18% in the NASDAQ-100 and 20% on the S&P 500 are fairly hard to ignore. Earnings season will be kicking off […]