Covid Vaccine Availability Suggests Push to Biotech Plays
With a number of areas removing Covid-related restrictions thanks to the availability of multiple vaccines, capital is likely to start moving out of these names and into other potential fast-movers. One such area might be adjacent, into the biotech space. Companies that focus on other health issues are likely to see increased interest now that the focus is shifting away from Covid. It’s an opportunity-rich environment. One such name isRegeneron Pharmaceuticals (REGN). Shares declined in the second half of 2020, but have ...
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How Small Moves Can Leverage a Company to Higher Growth
The energy industry has changed rapidly over the past decade. The growth of alternatives, and their improving costs, have made them viable compared to the use of fossil fuels. Even oil is under distress thanks to the rise of electric and hybrid vehicles impacting demand. It’s clear that fossil fuel companies need to embrace this change, and many already have. But even those with a small stake at a giant company can push through smart changes that improve sustainability and profitability. That ...
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Analysts Cool on Coffee — Here’s One Way to Play for Safe Profits
Restaurant stocks have fared relatively well the past few months on news of a Covid vaccine rollout. While that’s still an ongoing concern, the big move higher for restaurant stocks suggests a pause right now. That’s the case with MKM Partners, who has reiterated a neutral rating for coffee chainStarbucks (SBUX). Given that “sell” is a four-letter word on Wall Street, even a neutral rating suggests poor performance ahead. The rationale for the move is that same-store sales are likely to decline ...
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The Covid Crisis Has Created Pockets of Value in the Biotech Space
Healthcare companies have seen renewed interest in the past year due to the Covid pandemic. But as capital flooded into the space, some companies fared better than others. Those best prepared for developing a vaccine for Covid have had excellent returns, while companies working on other pressing healthcare issues have struggled. A number of firms working on prospective drugs and treatments look set to have an excellent year as Covid recedes. That could offer traders market-beating opportunities. Case in point?Gilead Sciences (GILD) ...
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Will Space Tourism Be 2021’s Top Trend?
Investors are interested in space tourism, with a number of companies close to offering passengers low-orbit flights as a prelude to possible space travel. With that news has come a powerful rally for a number of stocks, and a few early investors are starting to lighten up their holdings. Is this a sign of a danger to come in the space? That’s what some see following Mubadala Investment’s decision to sell part of its stake inVirgin Galactic (SPCE). The sovereign wealth fund ...
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The Affluent Play for This Trending Market Could be the Biggest Winner
While the pandemic created a number of unexpected challenges, it’s created a number of opportunities as well. Slashing interest rates to zero has led to an explosion in a number of areas, most notably real estate. While some markets are struggling, overall, housing prices are on the rise, and look set to continue to do so. Within that trend, an exodus of population from densely-populated cities to the suburbs is likely to increase demand for higher-end luxury-home building as well. That sounds ...
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A Vaccine Play in an Overlooked Tech/Industrial Giant
Creating a vaccine in under a year is a tremendous achievement. The next difficult step? Making sure it gets out where it needs to go in a timely manner. So far, the rollout has some hitches. Vaccines sit on shelves. Some need refrigeration and have a short lifespan to be used. Potential wastage is high. That’s where company with expertise in organizing a global supply chain can help. One company is rising to the occasion with a partnership to roll out such ...
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The “Retail Isn’t Dead” Trade May be Stalling Out
As far back as 2017, analysts were calling for the death of retail, particularly with mall-related names. As e-commerce and big box stores increased their market share, the traditional mall seems to have died out. Covid didn’t help either. Yet many of these names have moved higher in the past few months. That’s partly market optimism, and partly these stores pivoting towards online sales as well. But the trend may be playing out. The poster child for this phenomenon isUrban Outfitters (URBN) ...
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