11564

This Commodity’s Rally Is Likely to Continue

The past year has seen a number of commodities rise, and then sometimes fall. The list includes lumber, which at one point was the highest-performing commodity of the year before dropping. The past few weeks have seen a major increase in interest in uranium. While some see the trend as the result of retail traders, hedge funds and family offices are also gaining exposure to the commodity to take advantage of higher prices as well. Some of that demand has gone into ...
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11556

Subscription Revenue Makes for a Successful Long-Term Investment

Wall Street loves a company that can create a subscription-based revenue model. Ensuring that customers come back monthly or annually make it possible for companies to better plan their future with some consistency. While a company with such a model might see lower growth, the consistency of growth tends to be appreciated by investors and analysts alike. Many companies, particularly in the tech space, have been embracing this model. One such company isCisco (CSCO). The builder of the original Internet with switches ...
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11550

New Leadership Can Revitalize Even a Top Company

Company leadership changes over time. New leadership can bring about fresh energy, new ideas, and potentially find new ways to grow a business. Such leadership doesn’t always have to come from the CEO seat as well. That could be the case withGoldman Sachs (GS), which just announced a new CFO to replace the retiring one after a three-year tenure. Shares have had some strong performance over the past three years, rebounding strongly from the pandemic to new highs. The investment bank has ...
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11543

Don’t Sweat Slowing Earnings Growth in Great Companies

Earnings season has been solid the past few quarters for most stocks. Companies have been reporting numbers that crush pandemic levels from over the past year. Now, however, companies are getting past the worst of the pandemic, and growth has been slowing from the artificial boost from reopening (or providing a useful service during the pandemic. That’s creating some modest selloffs, but also some modest buying opportunities. Case in point?Oracle (ORCL). The tech giant, best known for database technologies, has been expanding ...
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11536

Regulatory Fears Create a Buying Opportunity in One of the World’s Greatest Companies

Times are changing for many tech companies. Regulators around the world are looking into how tech companies collect and store data, or how they provide marketing or payment services to third-party providers. The latest company to take a hit?Apple (AAPL). Last week, a US District Judge ruled that the company need to allow developers alternative payment methods for purchases and apps made in the Apple app store. The ruling led to an immediate drop in Apple shares on Friday, with a 3.5 ...
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11530

The Hardware Behind This New Megatrend Is Here

There are a number of big-picture trends likely to play out over the next decade. One of the more interesting is the evolution of social media from websites into a veritable “metaverse.” That’s a plan thatFacebook (FB) in particular is looking at. The company has just unveiled its Smart Glasses hardware. The device can work with integrated-reality software to create an immersive viewscreen that can likely make a future metaverse interface possible. Priced at $299, the gadget has a number of features ...
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11526

Merger Trends Point to Continued Market Strength

Many traders are expecting a market pullback. The question is how much stocks could drop in the next few months. It’s likely based on a number of factors to be a limited pullback at best. One top reason is simply the number of deals being made right now. If deal flow were slowing and mergers were going away, that would be a sign of poor market liquidity, a much bigger harbinger of a big market selloff. Yet mergers remain alive and well, ...
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11520

This Market Match Indicates Further Upside Ahead

Typically, a growing company will hit certain milestones in its career. The most important for getting onto the radar for investors is being included in a major index. Over time, companies that hit earnings and revenue goals may find they join more and more prominent indices. The S&P 500 has recently started rebalancing, taking a few companies out, but adding some new players as well, who are seeing their shares soar now. Case in point?Match Group (MTCH). The owner of Tinder, Hinge, ...
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