There are monopolies and there are oligarchies. The United States may not have a monopoly in retail, but there sure seems to be an oligarchy for the “haves” crushing the “have-nots.” Imagine […]
How Amazon, Walmart & Costco Are Dominating Incremental Retail Sales
Top Analyst Upgrades & Downgrades: Affirm, BJ’s, Crocs, Flutter, Gap, Lululemon, Nike, PayPal, Tesla & More
Stocks were looking for direction to close out the week, with the Dow up 0.1% and the S&P 500 and NASDAQ both down 0.1% to 0.2%. The markets are trying to plan […]
10 Drivers Taking Bitcoin to $100,000… And Then…
The Bitcoin bull market is in full swing and the digital asset has nearly hit $100,000 (it just broke $97,500 for the first time). Bitcoin was already having high hopes in 2024, […]
Top Analyst Upgrades & Downgrades: GE Vernova, MicroStrategy, Netflix, NVIDIA, Palo Alto, Snowflake, Target & More
Stocks were indicated open up yet again on Thursday with the Dow, S&P 500 and NASDAQ all showing green. With a new regime set to make changes in the coming years many […]
Why Wall Street Sees Walmart as Even More Tactical After Earnings
Walmart, Inc. (NYSE: WMT) has become the king-maker retail stock in 2024. It’s already the world’s largest retailer and within two years it is expected to post more than $700 billion in […]
Did Chewy Enter the Tactical Zone Ahead of Earnings?
Chewy, Inc. (NYSE: CHWY) was a huge winner during the stay-at-home lifestyle during and after the pandemic. And then the bottom fell out as Chewy fell to under $15 per share during […]
Top Analyst Upgrades & Downgrades: AppLovin, Bloom, CAVA, HP, Netflix, Qualcomm, Rockwell, Salesforce, Walmart & More
Stocks were positive on the Dow, S&P 500 and NASDAQ on Wednesday morning with all indexes still very close to all-time highs. With a new regime set to lead and make changes […]
Wall Street Keeps Upping NVIDIA Targets & Expectations Ahead of Earnings
There are many different investment and trading strategies that tactical investors use to try to make outsized gains. One common theme is to buy companies that keep exceeding earnings estimates with “beat […]
5 Big Banks Still Under Book Value (Even After the Election)
There is a lot of excitement about the economy and stocks now that the election is over. It’s just hard to ignore that stocks are basically at all-time highs after that post-election […]
Top Analyst Upgrades & Downgrades: Apollo, Six Flags, iHeart, MicroStrategy, Moderna, NVIDIA, Netflix, Salesforce & More
Stocks were looking lower on Tuesday as international tensions with Russia are hot, and even oil and bond yields are lower as a result. Stocks are still very close to all-time highs […]
BofA’s Key RIC Report: Productivity Can Drive a New Bull Market in Stocks
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 […]
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 […]