The utilities sector should be one of the larger beneficiaries of lower interest rates. Now that the Federal Reserve has taken 50 basis points out of the Fed Funds rate, and with […]
Analysts Making Many Tactical Bullish Utilities Calls After the Rate Cut
Top Analyst Upgrades & Downgrades: CyberArk, Darden, FedEx, Intuitive Machines, Nike, Peloton, Pepsi, Sunrun & More
Stocks were set to take a breather on Friday after Thursday’s post-Fed rate cut move significantly higher. The Federal Reserve’s 50 basis point cut on Fed Funds is expected to be the […]
10 Unusual Analyst Upgrades as More Rate Cuts Coming!
Investors, consumers, businesses and borrowers love it when the Federal Reserve cuts interest rates. It means that financing purchases is cheaper for everyone. It means many mortgage rates (certainly ARMs) will head […]
How Markets Are Looking Into 2025 As Rate Cuts Take Hold
Now we all know that the Federal Reserve has finally kicked off its campaign to lower interest rates. Being able to see exactly what is going to happen in financial markets in […]
Top Analyst Upgrades & Downgrades: ARM, Broadcom, Dollar Tree, FedEx, GE Health, Starbucks, Super Micro & More
Stocks were mixed and looking for direction on Wednesday morning ahead of the highly anticipated Federal Reserve decision to lower interest rates. The field is still mostly split on whether a 50 […]
BofA’s 7 Top Cyclical Stocks to Thrive in Lower Interest Rates
The financial markets just cannot wait for the first of multiple interest rate cuts from the U.S. Federal Reserve. Investors have been positioning and looking for new ideas for their capital as […]
Micron Price Targets and Estimates Keep Moving Lower
It was not that long ago when analysts were upgrading semiconductor stocks left and right with higher and higher price targets. Nothing lasts forever. Since the start of August, Micron Technology Inc. […]
Is GE Vernova More Than Just Another A.I. & Electric Winner?
The buzz around artificial intelligence just seems to never end. The investor theme around A.I. has been almost as impressive, albeit not yet as widespread, as the Internet boom of the late […]
Top Analyst Upgrades & Downgrades: Airbnb, Dell, GE Vernova, Lightspeed, Microsoft, Super Micro, USBancorp & More
September is supposed to be a weak month for stocks historically, but the market continues to stay firm as the rate cutting cycle from the Federal Reserve is just about to begin. […]
3 Backdoor Stocks in the Secular A.I. Trend
The move to artificial intelligence has been one of the greatest wealth-creating secular themes of the current generation. For the most part, the main beneficiary has been the likes of NVIDIA Corporation […]
Tactical Bulls & Bears Alike Face Headwinds in Top Oil & Gas Stocks
Oil prices have been in a serious state of flux. In August and in the start of September it looked as though oil was going to keep selling off into a weakening […]
Tactically Speaking: DOJ & Google Casts Wide Net in Tech Sector
When the Department of Justice filed its antitrust suit against Alphabet Inc. (NASDAQ: GOOGL) it was initially thought that things would never get too bad for the online search and advertising leader. […]
Top Analyst Upgrades & Downgrades: Ally, ARM, BHP, GE Vernova, Kinder Morgan, Yelp, Zillow & More
The weakness that started in September vanished over the course of last week as investors are eagerly awaiting the Federal Reserve’s first interest rate cut of the cycle this week. Long-term investors […]
The Case for $3,000 Gold Alive & Well, Rate Cuts or Not
Gold just hit a new all-time high. The shiny yellow metal’s rise to almost $2,600 per ounce only continues the theme for higher gold prices. Tactical Bulls believes that gold will rise […]
Immediate FOMC Rate Cut Dilemma: Market Indicators Over Recession Odds
The Federal Reserve is about to embark on an interest rate cutting campaign. Finally! After 11 interest rate hikes, the Fed Funds rate has remained at the same 5.25% to 5.50% range […]
The Best Water Stocks Are Now Tactical & Secular Themes
Water is the source of life. It also makes for one hell of an investment over the long term. Water usage also grows in times economic expansion. And water is the ultimate […]
12 Top Insider Buying Stocks: Franklin, Lululemon, Permian, PBF, Prospect (and a Trump Play?)
One very common theme to follow for tactical investor is to follow what the big money is buying or selling. This is also called “whale-watching” but it also includes tracking insiders’ buying […]
NVIDIA, Broadcom, Micron: 2 Big Buys, 1 Big Sell
If you wanted to know if the endless growth cycle in the semiconductor would ever reach a zenith, it did. The growth phase in semiconductors is still happening. That is particularly true […]
Why Dollar Stores Should Look to Canada for Serious Help
Tactical Bulls has covered the carnage of the U.S. dollar store theme before. These stores simply cannot hope that the Federal Reserve’s interest rate cutting cycle arrives fast enough. Dollar General Corporation […]
Is Oracle’s Stealthy Surge Now Super-Tactical?
A lot has happened in the world of CRM, the cloud and AI in recent years. Almost all of the investor focus seems to be focused on NVIDIA, Microsoft, Meta, Amazon, Salesforce, […]