U.S. stocks have fallen this week and Thursday’s jobs data was putting pressure on the S&P and NASDAQ futures. With rate cuts by the Federal Reserve looking imminent, long-term investors and short-term […]
Top Analyst Upgrades & Downgrades: Azul, Box, ChargePoint, C3.ai, CrowdStrike, Dollar Tree, StoneCo & More
Do Fewer Job Openings Lower Your Real Job Prospects?
The U.S. labor market has by and large gone back in favor of employers over the course of 2024. The days of workers demanding endless pay raises and stipulations to work at […]
Investing in Dollar Stores: Tactical or Terminal?
Over the course of the last decade, it seemed that the rising dollar store theme could do no wrong. That was then. Add in a mix of Covid changes to retail/consumer behavior, […]
Top Analyst Calls: Altria, Boyd, GitLab, Live Nation, OneStream, PagerDuty, Zscaler & More
U.S. stocks fell sharply on Tuesday and showed that 2% drops in a day can actually happen again. Stocks were down mildly on Wednesday with the S&P 500 indicated down 0.4% and […]
Very Few Stocks at All-Time Highs Still Have Implied Upside
The list of stocks hitting all-time highs is always an interesting list of stocks for investors to investigate. With the Dow and the S&P 500 both hitting all-time highs just last week, […]
Wall Street Change-Up: BofA & Wells Fargo Offer Better Upside Than JPMorgan Chase
What happens when one analyst from a major Wall Street bank changes ratings on other banks on Wall Street? That’s the question regarding a Deutsche Bank analyst call from Tuesday’s daily Top […]
CrowdStrike Worthy of Another Look
CrowdStrike Holdings, Inc. (NASDAQ: CRWD) has gone from an obscure behind the scenes cybersecurity player to a household name during the summer of 2024. It wasn’t the great growth story. It wasn’t […]
Top Analyst Calls: Sell Alphabet, Boeing, CME; Buy Southwest, Verizon, Wells Fargo!
U.S. stocks were indicated lower on Tuesday morning, ahead of what has historically been a challenging month for stocks. The Dow had recently hit all-time highs, and the S&P 500 is within […]
Will Investors Finally Give Lululemon Another Chance?
Lululemon Athletica Inc. (NASDAQ: LULU) is undeniably one of the greatest apparel and retail growth stories in the last generation. After a 2007 IPO at $18, and after a 2-for-1 stock split […]
The NVIDIA Tactical vs. Secular Case Changes Sharply
Tactical Bulls does not cover individual earnings reports on an in-depth basis. Instead, the focus is on what the earnings and guidance really mean for each company, and if applicable their sector […]
Federal Reserve (Accidentally) Blesses Kroger-Albertsons Merger Showing True Inflation Blame
Corporate greed is the reason behind every problem, right? Not so fast. The pending merger with The Kroger Co. (NYSE: KR) and Albertsons Companies, Inc. (NYSE: ACI) has been “pending” for a […]
Time to Rethink Tesla’s Entire Business Model?
Many investors still just think of Tesla, Inc. (NASDAQ: TSLA) in two simple ways — Tesla’s EV dominance and Elon Musk. It is all too common for investors to focus on earnings […]
Top Analyst Upgrades & Downgrades: Affirm, CrowdStrike, NVIDIA, Okta, Salesforce, Tesla & More
U.S. stocks were indicated higher on Thursday despite NVIDIA trading lower after earnings. With the Dow having hit all-time highs this week, and with the S&P 500 and NASDAQ having pulled back […]
Is Super Micro Now a Deer or a Wolf Caught in the Headlights?
What’s the best way for a growth company to make an active short seller feel one-hundred percent justified in publishing negative articles? By almost immediately helping to stoke some of the concerns […]
Top Analyst Upgrades & Downgrades: Albermarle, Box, Illumina, MercadoLibre, Moderna, PDD, Ulta & More
U.S. stocks were looking for direction on Wednesday morning. This week the Dow hit an all-time high but many tech stocks have pulled back to weigh on the S&P 500 and NASDAQ-100. […]
3 Solid Dividends in Consumer-Facing Stocks to Win in Lower Interest Rates
The Federal Reserve is finally set to lower interest rates. When those 11 rate-hikes will be partially reversed remains up for debate, but the next 100 basis point move in rates is […]
Two High-Yield Dividend REITs to Thrive as Interest Rates Get Cut
Interest rate cuts are finally coming. The “When” is still up in the air, but the bond market and interest rate futures contracts are all signaling lower rates in the September to […]
Top Analyst Upgrades & Downgrades: BlackRock, Cinemark, Energizer, Hershey, Immunic, PDD & More
U.S. stocks were looking for direction on Tuesday morning after the Dow hit an all-time high and the S&P 500 and tech stocks pulled back on Monday. The market remains excited that […]
Will Lower Interest Rates Help Starbucks or Chipotle More?
Starbucks Corporation (NASDAQ: SBUX) and Chipotle Mexican Grill, Inc. (NYSE: CMG) have both entered the “special situation” investment classifications. They are considered special situations for completely opposite reasons, but those are 100% […]
Top Analyst Upgrades & Downgrades: Micron, Nucor, Peloton, SentinelOne, Wayfair, Zscaler & More
U.S. stocks were looking for direction on Monday morning. The market was excited that Jerome Powell finally admitted that the time for rate cuts is soon, but the financial markets have also […]