17815

Consumers Are Down, But Not Out, on Travel Spending

Consumer spending makes up the bulk of the economy. Changing trading patterns are creating tremendous uncertainty, and there are signs that consumers are pulling back. While the extent of the pullback is unknown, it won’t last forever. And when consumer sentiment does improve, consumers will want to spend more to make up for the reduced spending during uncertain times. As that happens, many out-of-favor opportunities could soar higher. For instance, fears are mounting about a decline in travel and tourism spending. Airbnb ...
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17810

Macro Uncertainty Creates Another Buying Opportunity

Although the market is now trading back above the April 2 “Liberation Day” price point, many individual stocks have fared differently. Some have done better, and a few have done worse amid wildly swinging markets. Earnings season is also giving companies the opportunity to provide key guidance on the impact that they see. And today’s tariff and trade war fears are also leading to some big swings – but also some potential big opportunities for daring buyers now. One company that looks ...
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17806

Stick With Tariff-Resistant Growth Plays As Uncertainty Reigns

While the news cycle has been largely positive on tariffs and trade over the past few weeks, a lot can happen. And the uncertainty now will likely weigh on hard economic data in the months to come. For now investors would fare best by focusing on tariff-resistant companies. That can mean domestic U.S. companies. Or service-related companies that are less impacted by the price of goods. It can also mean virtual companies that exist beyond traditional borders. For instance, video game developer ...
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17802

A Cheap Stock Facing Tariff Fears Remains a Buy Today

Tariff fears have subsided in recent weeks. But that trend isn’t over by a long shot. Investors who expect a quick resolution will likely be disappointed by choppy markets in the weeks and even months ahead. However, tariff uncertainty creates better buying opportunities, particularly for long-term investors. That’s because low prices combined with cheap valuations and underlying fear could spring higher as fears subside and investors are willing to pay higher multiples, particularly for great companies. One company facing tariff fears now ...
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17796

Layoffs Remain a Mixed Bag, But This Company Could Benefit from Streamlining

When it comes to the economy, layoffs are bad. When it comes to a company undergoing layoffs, the result can be a bit more mixed. A company may need to streamline to improve profitability, or simply over-hired during a boom. Or it could be in a long-term decline. Investors who can determine what a company’s layoffs mean may stand to profit. And the market’s initial reaction to layoffs can generally give a hint as to what happens next. For instance, investors cheered ...
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17792

Companies Delivering Value Can Build Gains in This Market

Investing has gotten a lot more challenging over the past few weeks. Rising economic uncertainty makes it difficult for companies and even individuals to make long-term plans. That could mean a pullback in spending, particularly on high-value items. But it also means that more may be spent on smaller, more impulsive purchases that act as little luxuries. And that could benefit some companies strongly in the quarters ahead. One little luxury right now is dining out – or ordering food for delivery ...
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17787

Strong Margins Make One Big Tech Play Worth Buying During This Market Dip

Market volatility and fear may still be elevated, and might be scaring some away from this market. But for long-term investors, that’s more likely a gift. That’s because market pullbacks tend to bring down nearly all companies. And that creates opportunities to buy great companies at a reasonable price. That even includes some of the big tech companies that have been responsible for the market’s outperformance over the past few years. Among the Magnificent Seven players, Alphabet, parent of Google (GOOG), has ...
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17782

This Technology Continues to Grow at a Steady Pace

Investors sometimes get overly enthusiastic about a new technology. When that happens, rapid growth can occur, and stock valuations related to that technology can soar. But overly fast growth can lead to a quick crash. For long-term adaptations, however, long-term growth can lead to great results, especially for investors who allocate capital to these technologies after they’ve been proven, but while investors have left the trend for dead. For instance, solar technology has been improving at a rapid pace, with panel costs ...
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