The Big Box Trend Remains Alive and Well

For years, analysts bemoaned the “death of retail.” But consumers remain king, and many still want to shop in person, or online at a store other than Amazon (AMZN). That’s been a boon largely for the big box stores, which offer convenience, low prices, and a wide selection of offerings. And as earnings season has shown, these stores are still growing while also trading at a reasonable value. Case in point? Best Buy (BBY). The electronics retailer was seen as a particularly ...
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Earnings Season Shows Security Software Demand Remains Strong

Security software spending is on the rise following a series of high-profile hacks against a number of businesses this year. Now, security software companies are starting to report earnings, and it’s clear that business will be great for some time to come. That’s because these companies tend to operate on a recurring revenue basis, so whether a customer is now or upgrading their security software, they’ll also be making regular payments to ensure upgrades and monitoring. One company seeing big results is ...
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Fears of Slowing Growth in the Cloud Space are Overrated

One of the biggest trends of the past few years has been the rise of companies using cloud-based services. That bypasses the need for a company to run its own data centers, and has created some powerhouse firms. However, in the short-run, fears of slow growth can lead to major selloffs in cloud-based companies, which in turn can spell a long-term entry point for patient buyers. Case in point? Snowflake (SNOW). The cloud storage giant has seen its shares shed one-third of ...
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This Hardware-to-Software Play Closes an Era

A number of companies are synonymous with certain eras. From General Motors (GM) in the 1950s or International Business Machines (IBM) in the 1960s, these companies have changed with the times, but aren’t quite as big a player in their industries as they once were. Kicking off the tech bubble of the 1990s, Cisco Systems (CSCO) was best known for making internet routing equipment. Shares have finally topped their early 2000 peak in the second half of 2021. But it’s also become ...
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Security Software Gives This Company a Second Life

Before Apple (AAPL) invented the iPod, the company controlled about 10 percent of the PC market at its peak. That didn’t generate huge business. But by reinventing towards having the most user-friendly consumer tech, and some software behind it, the company managed to become a multi-trillion-dollar behemoth. Other companies are making similar pivots today, finding new lines of businesses with higher profit margins and growth potential. One such play? BlackBerry (BB). Known for its phones before the iPhone grabbed the bulk of ...
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China’s Crackdown Creates Buying Opportunity

While it’s usually a good idea in investing not to fight a central bank, it can sometimes be a good idea to buy when a regulatory authority is stepping up its bounds. That’s especially true when targeting a company that can thrive even under a stricter regulatory regime. Chinese companies have come under fire in recent weeks, as many tech companies are looking to tighten up how their data is protected, deal with the effects of increased antitrust laws, and the ...
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Data Breaches Provide Investment Opportunity

The past few years have seen a number of companies have their data hacked. This can include everything from customer sales data to personal information as well. These hacks tend to lead to a drop in share price of a company, but they tend to recover in time. The most recent company to see a big hack is T-Mobile (TMUS). The telecom giant has reported that the latest hack is a big one. While unfortunate, the effects of the hack are likely ...
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Red-Hot Housing Trends Point to Boon for These Companies

Home prices continue to move higher at a record pace. That’s led to a strong demand for more housing to meet this lack of supply, and existing homeowners are looking to upgrade their homes as well. These trends point strongly to home supplier companies, and that trend looks set to continue even if home prices moderate in the coming months ahead. The top two players for home improvement are, by far, Home Depot (HD) and Lowe’s (LOW). Both companies have reported better-than-expected ...
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