eeeeeeeeeeeeeeeeeeeeeeeeeeeeeee
E-Commerce Trends Likely to Strengthen, Making this Winner Still Buyable

E-Commerce Trends Likely to Strengthen, Making this Winner Still Buyable

Retailers with an online presence have held up well amidst the shift to online buying in 2020. Those without such a plan have had to scramble for one, but those who were already an online-only presence have done even better. That’s partially because online-only retailers don’t have to have a network of physical stores to sell their products. It can concentrate workers into warehouses rather than have to deal with both warehouses and stores. So it’s no surprise that some analysts see the online-only retailers as likely to head higher in the future, even as they’ve been solid performer...
More
eeeeeeeeeeeeeeeeeeeeeeeeeeeeeee
Why this Retail Apparel Company May Have its Best Days Ahead

Why this Retail Apparel Company May Have its Best Days Ahead

It’s been a tough year for retailers, as pandemic shutdowns have kept down physical, in-store traffic. While many have shifted online, a few retailers have struggled. However, with a growing overseas presence, a strong e-commerce platform, and an increasing range of products, one company already looks like a standout. That’s why shares just got an upgrade from Bank of America even after the stock has had a great run this year. The company?Lululemon Athletica (LULU). Shares are up a staggering 71 percent this year, and the company has seen its earnings increase as stay-at-home trends ...
More
eeeeeeeeeeeeeeeeeeeeeeeeeeeeeee
Buy This Winner and Avoid the Losers in the Fast-Food Space

Buy This Winner and Avoid the Losers in the Fast-Food Space

shutterstock_172259906
Every sector has its winners and losers. Amidst a rapidly changing economic landscape, even the fast-food companies haven’t been immune. But some companies have fared well, even grabbing market share during this tumultuous time. Companies in the quick-service space that have seen an increase in traffic have done so with innovative marketing and by adding new menu items, rather than removing and scaling back right now. That’s the view of the fast-food analyst at Stifel, who sees the biggest beneficiary of this trend asMcDonald’s (MCD). The Golden Arches has seen a surge of volume on i...
More
eeeeeeeeeeeeeeeeeeeeeeeeeeeeeee
M&A Activity Hits the Oil Space… is a Recovery Likely?

M&A Activity Hits the Oil Space… is a Recovery Likely?

shutterstock_138247598
Energy stocks have been poor performers this year. While oil prices have recovered from their short-term, fear-driven move into negative territory earlier in the year, the price of crude is still low. Even worse, energy stocks are down 50-60 percent or more year-to-date as low prices and demand, to say nothing of new technologies, continue to threaten the industry. That makes a new M&A announcement in the space welcome news… and a potential trading opportunity as well. The proposed merger is between two exploration and production companies,Devon Energy (DVN) andWPX Energy (WPX). ...
More
eeeeeeeeeeeeeeeeeeeeeeeeeeeeeee
Railroad Stocks Get an Upgrade: Here’s Two Worth Buying Now

Railroad Stocks Get an Upgrade: Here’s Two Worth Buying Now

shutterstock_535143163
Railroad stocks are looking undervalued as traffic is holding up well. In fact, the latest measures are showing that rail volumes are back to pre-pandemic levels. Railroads ship goods all over the country, including consumer goods from ports, as well as commodities from farm states, making them an interesting hybrid play on all levels of the economy. With rail volume holding up so well, it’s a sign that the economy continues to recover. That’s what led Benchmark’s logistics analyst to upgrade shares ofCSX (CSX) andNorfolk Southern (NSC). The two railroads are an attractive play now, ...
More
eeeeeeeeeeeeeeeeeeeeeeeeeeeeeee
Interest Rates May Stay Low, But Investors are Warming to the Big Banks

Interest Rates May Stay Low, But Investors are Warming to the Big Banks

Bank stocks can either be a great investment or a terrible one, depending on the timing. With the economy struggling to recover, banks aren’t the most obvious candidate for a rally. Yet many investors are gravitating towards them as investment opportunities now. Part of that may be the relative valuation of the banks, as they haven’t had the strong rallies of the tech sector. Another part is that, while interest rates may weigh on profitability, the banks will still profit. One such banking opportunity, according to Baird, is inWells Fargo (WFC). The bank is the cheapest of the mega-...
More
eeeeeeeeeeeeeeeeeeeeeeeeeeeeeee
Two Media Plays to Consider Now

Two Media Plays to Consider Now

shutterstock_1655813281
Activist investors can often point to undervalued companies that need to make a few major changes in order to unlock tremendous value. That’s why the recent purchase by activist investor Nelson Peltz is attracting attention. The latest undervalued find is a company in the media space that also has some legacy operations. Any transformation there that improves profitability could score a huge win for shareholders. The company?Comcast (CMCSA). Owner of a cable network, over the past decade the company has transformed with the acquisition of properties such as NBCUniversal to become a c...
More
eeeeeeeeeeeeeeeeeeeeeeeeeeeeeee
Two Plays For a Renewed Interest in Cryptocurrency Mining

Two Plays For a Renewed Interest in Cryptocurrency Mining

shutterstock_703957714
With the price of Bitcoin still hovering around $10,000, investors and traders alike are increasingly interested in the space. So are cryptocurrency miners, who are still able to eke out a modest profit every day right now. But new graphics processing chips are allowing that profitability to improve. And two competing firms looks like the best place for investors to take advantage of this ongoing trend. The two big players?Nvidia (NVDA) andAdvanced Micro Devices (AMD). Currently, AMD’s top of the line processing chip can net miners $1.75 a day (they make up for it on the volume). But...
More
eeeeeeeeeeeeeeeeeeeeeeeeeeeeeee
Goldman Sachs Gets Bullish on Two Industrial Giants— Maybe You Should Too

Goldman Sachs Gets Bullish on Two Industrial Giants— Maybe You Should Too

On Monday, Goldman Sachs analysts came out in favor of two large-cap, industrial names to buy now, citing the time was right to buy. Those names?Boeing (BA) andRaytheon (RTX). On their face, both look risky. Boeing’s orders have dried up thanks to a drop in air travel. And defense spending could be one of the few areas to be cut should Biden win the November election just weeks away. But on a relative valuation, there is a good argument for higher share prices in both companies. Goldman Sachs sees the relative stability of military spending on technologies provided by both compani...
More
eeeeeeeeeeeeeeeeeeeeeeeeeeeeeee
What to Do Now as the FANG Stocks Get a Downgrade

What to Do Now as the FANG Stocks Get a Downgrade

shutterstock_1144306316_new
On Friday, Barclays Bank downgraded the FANG stocks and Microsoft (MSFT), to market weight. That’s a neutral rating overall, but given that the word “sell” is a dirty word on Wall Street, it’s a major shot across the bow of the major companies that have driven markets higher in the past year. The biggest insult? Barclays stated its main concern: That stock valuations are completely out of whack, and on par with a level last seen during the tech bubble. The FANG stocks are the fast-growth names that dominate their niche of the tech space, and include Facebook (FB), Apple (AAPL), Netfl...
More