The uncertainty in markets right now has hit growth stocks, particularly in the tech space, hard. Many names are down as much as 50 percent off their highs, and at the market low a few weeks back, that included nearly half the stocks in the Nasdaq. Markets are starting to come up, although they’re still willing to sell off on uncertainty. However, one top growth name has managed to navigate supply chain and other global issues to remain strong. That company isTesla Motors (TSLA). Shares rose last week as the company announced plans to split its shares again. The stock remains up abou...

Companies continue to have growing data storage needs, and cloud services provide a great way to ensure data can be accessed securely while also from anywhere. A number of companies play to this trend, with everything from data centers themselves to companies that offer web hosting services. But the entire technology still remains locked in a world of physical hardware to make it all happen. That fact plays well to a number of hardware players. Memory chip companyMicron (MU) has been building up chips for its data hosting division, and the results are that the company has continued t...

One key theme of the past two years has been logistics, with an emphasis on supply chains. The world has gone from just-in-time inventory systems to creating a buffer to avoid having to contend with shutdowns stemming from any uncertainty. Companies in the shipping realm have largely benefitted, as the creation of inventories and stockpiling has led to an increased demand to ship goods for storage before use more locally. Adding to that is the overall improving economy, which is also benefitting the shipping trend. One winner for that category to buy on any market fear isFedEx (FDX)....

One of the best growth trends of the last decade was in streaming services. Starting as an ancillary platform for viewing shows online, a number of companies embraced the model. Many even started producing their own original content, and now top streaming companies are having their original productions nominated for –and winning—Oscars. But sinceNetflix (NFLX) proved it was a viable model, other media companies scrambled to create their own services leading to competition and slower growth. With the big growth gone, investors today should look for value among the media company player...

When it comes to investing in a bull market, traders often go for big growth names. As we’ve seen with market selloffs, that can be a big problem on a pullback, as those high-growth names get knocked down the most. Traders might instead want to consider a different tack, and embrace companies that have low volatility. They may be slower to gain over time, but they’re also likely to hold their own as a defensive play when markets get volatile. One such low-volatility name isPepsiCo (PEP). The food and beverage giant has a Beta of 0.65, meaning it moves about two-thirds as much as the ...

Companies constantly need to reinvent themselves to stay competitive. Sometimes, a change of management can break the stale company culture and breathe new life into a company. However, sometimes new management may stray too far, or, worse, not make new big and bold change to move the needle. When new management comes along, traders may not always know what they’re going to get. But when a former manager comes back to a company, it can sometimes lead to resurgent growth and a renewed focus. That could be the case withStarbucks (SBUX). The company’s existing CEO is stepping down, and ...

The stock market has rebounded strongly in the past few days. While fears of inflation and other issues may cause a few more drops in the weeks and months ahead, many tech names have fared worse than the overall market. Investors waiting for an entry point are looking at a decent one for many tech stocks, particularly big-name companies that can likely continue growing strongly no matter what happens with the economy. One example isAdobe (ADBE). The company just beat on its latest earnings report, but its forward guidance came in a little lower than expected. Nevertheless, the com...

Every market selloff creates an opportunity to buy growth names at a big discount. Typically, investors start discounting growth when a crisis starts, so faster-growing companies sell off more. Growth comes in a variety of sectors and can be measured in a few different ways. Besides looking at obvious big-cap tech names on a selloff, other growth names could deliver market-beating returns at today’s prices. One such potential winner isFive Below (FIVE). The retailer that lists all its products for $5 or less could be a winner with high inflation and economic uncertainty right now. Ye...

The past few weeks has seen a flurry of US companies announcing the termination of their business in Russia. That will impact the bottom line of some companies more than others, given the state of Russia’s economy. For some players, like fast food operations, the loss of the Russian market can have a big impact. For other sectors, there may not be much more than a symbolic gesture. One surprising winner in today’s environment could beThe Wendy’s Company (WEN). The fast-food chain has nearly no exposure to Russia, with far more of its operations being domestic to the US rather than a ...

With high inflation, rising interest rates, and a geopolitical drama unfolding, there’s a lot of uncertainty in markets right now. It may not take much for the economy to potentially slip into a recession, even as some see low odds of that occurring. When markets get uncertain, investors get defensive. One way to stay on the offense is to buy companies that have built a business model around being a discount player. In the retail space, one such name isDollar General (DG). The discount retailer is part grocery store, part general store, and focused on providing low prices. That’s lik...