Stocks To Buy

Most investors know that the holiday season is when retail companies post their best numbers. Indeed, the term Black Friday may have even come into existence on the notion that the day after Thanksgiving was the first day many stores posted a profit for the year. This year is also pointing to a strong holiday trend following a year of lockdowns. With many retail stocks already on the radar, one niche area still has some room to run. That sector? The toymakers ...
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Election uncertainty allowed Treasury yields to rise in October. Rising yields mean a higher cost of capital for borrowers across the private sector as well. That put a pinch onto the prices of car loans, and mortgages. With the major election uncertainty—big radical changes—off the table, Treasury yields are coming back down. And that’s likely to be a boon to real estate, particularly housing. Homebuilder stocks have already seen a disproportionately large rally in the past few days. That trend is likely ...
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With no “red wave” or “blue wave” creating a one-party government in Washington D.C., political elites will have to compromise to get anything done. That means that big, sweeping changes are off the table. That’s good for stocks in general. It’s great for companies that may be sensitive to changes in tax policy. But the real winner? Companies in the healthcare space. There is no political mandate to either greatly increase or decrease the government’s role there. That’s why the managed-care stocks ...
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During a gold rush, the folks who went out to sift, mine, and hack away at the earth to find the yellow metal often don’t end up with much. The real winners? The suppliers. The folks who sell the pickaxes, shovels, and jeans. While that still applies to the mining sector, it applies to all sectors that need to be supplied. That can create some tremendous investment opportunities in unexpected places. One such player is Zebra Technologies (ZBRA). The company sells a ...
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Traders know to play the airlines and cruise lines on any pandemic related headline. But there’s a secondary category of companies that have been impacted by this year as well. On the positive side, many tech names have gotten market attention. But a number of consumer names without a technology angle have been reasonable winners right now. Some even offer investors high dividends in today’s zero percent interest world. One such company is Newell Brands (NWL). The maker of Rubbermaid containers cited ...
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Certain sectors of the economy tend to be more susceptible to an election than others. Defense spending can impact the value of defense contractors. One of the bigger areas that tends to see big swings? Managed-care companies, also known as health insurers. History shows that these companies tend to decline before an election, and then recover. A recent analysis shows that these stocks tend to underperform the stock market by over one-third heading into an election. That’s a good argument for some ...
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2020 has been a tough year for companies trying to reward shareholders interested in income. Some have voluntarily suspended, reduced, or cut their dividends. Others have not acted voluntarily. But a few companies have continued to fare well. And a high-yielding company that has managed to maintain its dividend this year is likely to be a big winner in the years ahead. A company that can thrive amidst a pandemic is the kind of company long-term investors want to own. One surprising ...
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Although shares of Microsoft (MSFT) dropped on Wednesday, the culprit wasn’t the company’s earnings. They were stellar. Rather, the reason was the overall decline in markets as traders moved to cash. That creates a buying opportunity, particularly as Microsoft continues to grow its market share in the cloud services space as well as in the gaming space. The company reports that Microsoft Teams has moved from 44 million users to 115 million… since March. It’s clear that the company has been a ...
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