It’s always a stock picker’s market. Today, with the market slowing down after a massive rally, that’s more important than ever. And the latest earnings season shows that big banks can be profitable when interest rates rise, but there can be downsides too. That’s why it’s crucial that investors carefully look for winners that can succeed with today’s high interest rates. And that they’re structured to fare well when interest rates do start to decline later in the year. While interest rates have been rising, capital markets have started to see more action with the stock market rally o...

Cryptocurrencies have already had a great start to the year. But that rally isn’t over yet. Bitcoin is just days away from its halving, when the reward for mining the crypto is cut in half. Each of the prior halving events have seen a big price rally in the following months. Today, investors have plenty of ways to play this trend, from bitcoin and altcoins to bitcoin ETFs. But a big winner here may be the crypto exchanges themselves. These companies performed well during the last halving cycle, and today, the ones that still trade are still well off their highs. In the space, stick w...

With the overall stock market slowing, investors should look to take profits in areas that have had large moves higher. And the proceeds should move to stocks still trending higher today. Typically, food and beverage companies are recession-resistant. But changing consumer tastes and higher food costs have largely weighed on this sector. One niche of this space, however, looks unaffected, and could continue to keep moving higher. The space is the spirits industry. Alcohol sales have remained robust, and beer sales are on the rise again after a shift away in recent years. That’s al...

Companies exist in a competitive landscape. An idea that’s highly profitable tends to attract competition. But there’s also so much that the market can bear. That’s why new technologies tend to attract a number of startups that consolidate over time. The end result can be a few industries where just one company has a strong niche over that of competitors. That company tends to make good returns, but also has the market dominance to ward off new competitors. One such company isTimken (TKR). The manufacturer’s engineered components, such as ball bearings, make it an industry leader in ...

Interest rates are likely to stay at their current level through the summer. That’s based on the latest economic data, showing inflation remains stubbornly high. That means investors looking for the best returns may not find it in growth stocks in the next few months. Until interest rates start to move lower, investors will likely see relatively better returns in more defensive stocks. These stocks tend to offer lower volatility, and tend to pay above-average levels of income. Amid defensive stocks, utility companies may offer bond-like returns with higher prospective returns. The...

The past few weeks have seen a market slowdown. Investors aren’t ready to throw in the towel on stocks right now, especially if interest rates may be on track to trend lower later in the year. That suggests that markets may be correcting from overbought levels by simply heading sideways over the next few weeks rather than crashing. And buying the top stocks during this period could position investors for the market’s next leg higher. That’s particularly true with semiconductor stocks. They’ve largely rallied over the past year thanks to the rollout of AI technologies. So far, that...

Earnings season is starting up again, but some companies took a hit and still haven’t recovered. While the market’s rally has slowed recently, the long-term trend is higher. One simple strategy to play this trend is to look for companies that have taken a hit last earnings season. Especially if they play to trends that could lead to them moving higher in the months ahead. Those companies are ripe to trend higher . One potential play meeting that criteria isCarnival Cruise Lines (CCL). While Carnival lost money in the most recent quarter, it fared far better than both analyst expectat...

While the overall market may be trending higher or lower, individual sectors can sometimes buck that trend. The current bull market has had a few sectors remain out of favor. One of those has been in the packaged food space. However, that’s starting to change. These stocks are now starting to trend higher, and companies within this sector with strong earnings could be great performers in the months ahead. For instance, packaged food giantConagra Brands (CAG) just reported better-than-expected earnings and revenues. That helped push shares higher, but they’re still down 20% compared t...

The stock market’s AI boom that kicked off last year still continues, although other market sectors are now trending higher as well. Investors in the AI space may be taking a much-needed breather. One big reason to take a break is that many AI-related names still haven’t seen their earnings grow yet. For instance, many semiconductor companies are still retooling or building facilities for new AI-powered chips. But they’re not ready yet. Those big costs can be seen with a company likeIntel (INTC). The chipmaker reported a $7 billion loss from its foundry business. Intel is retoolin...

The labor market remains strong. Unemployment is under 4%, and has only ticked up slightly in the past year, even as interest rates have soared. Companies continue to hire. Even big tech companies laying off employees in one division may be hiring somewhere else. For now, trends support a strong job market. And that could mean that companies that cater to employment and staffing services could be winners overall. One such company isPaychex (PAYX), a provider of HR services such as payroll. The company’s most recent revenues missed Wall Street estimates, but the company looks well pos...