
This Tech Infrastructure Play Offers Growth and Value
With traders uncertain as to the market’s next move, a great way to find opportunities is to look for the best values in each sector. For big tech, only a few companies look attractive now. That’s because the market rally of the past year has led to a high valuation in terms of earnings, sales, and other traditional measures. However, some values remain, particularly in a company that largely sat out the rally and can move higher. The big tech play?Cisco Systems ...
Read More About This
Read More About This

This “Stealth Rally” Has a Few More Weeks to Peak
The past week has seen a big shift in investor sentiment following the latest Fed meeting and inflation fears. While some sectors like tech have performed relatively better, one market has been in a strong uptrend for the past few months. And, from a seasonal perspective, it’s also an area that will likely have its strongest demand over the next few weeks, until downshifting in the fall. That sector is the energy space, particularly oil. Prices of crude are at two-year highs, ...
Read More About This
Read More About This

Whether Working Remotely or in office, Software Companies Will Continue to Reign
Tech stocks started moving higher overall last week as inflation expectations dropped following the latest Federal Reserve meeting minutes. In the tech space, software companies offer excellent returns overall, as they require little (if any) physical production. That keeps profit margins high. For corporate software, the trends are steady even as work trends oscillate between being remote or in office. One such winner?Adobe (ADBE). The creative software company just trounced its earnings late last week, announcing a 23 percent rise in revenue ...
Read More About This
Read More About This

How Big Data Won Over the Small Investor
Of the many companies that have attracted the interest of retail investors the past year, many are small or mid-cap companies, worth a few billion at most. One of the larger plays is also one that has recently gone public in the past year. That company isPalantir Technologies (PLTR). The company is in the business of “big data,” processing seemingly unrelated bits of information to arrive at conclusions. A big contractor with governments, the company helped locate Osama bin Laden, among other ...
Read More About This
Read More About This

Strong Operational Performance Trumps Weak Guidance and Creates Buying Opportunity
One lingering effect of the pandemic has been weak guidance from companies when reporting earnings. Many are still deferring from making forward-looking statements at all, and the market prefers to hear a rosy picture. Without it, a company may even sell off when it reports solid earnings. Case in point?Oracle (ORCL). The tech giant saw triple-digit growth in its cloud infrastructure business, yet provided weak guidance, leading to a drop in shares. Even with a post-earnings drop, shares are still beating the ...
Read More About This
Read More About This

This New Retail Favorite Stock Has Staying Power
The past few weeks have seen a resurgence in trades popular with retail, rather than professional, investors. Some of these companies have some good stories behind them, and others have a good story and a good company behind them. Case in point?Wendy’s (WEN). The hamburger chain has become a favorite play on messaging boards. And with an astute social media presence, as well as a new app and loyalty program, it’s making burgers feel high-tech. The popularity hasn’t been lost on analysts ...
Read More About This
Read More About This

This Social Media and Gaming Play Could Break to New Highs
Video games remain a popular and growing part of the entertainment industry. From small indie studious to giants in the space, the E3 conference, held virtually this year, showed off some of the top developments in the space. Many companies had some announcements regarding the latest games and technologies behind them. Some are even trying to shake up how consumers value their companies compared to competitors. Case in point?Microsoft (MSFT). The software giant’s latest X-box lineup is just a smaller part of ...
Read More About This
Read More About This

Logistics Challenges Overlook Long-Term Potential In this Strong Trend Stock
While most companies have beaten earnings expectations so far this year, a murky outlook or a warning about the costs of inflation have often prevented shares of a company from moving higher. One company just made such a warning. Despite some shortages in key areas, however, it’s shown a strong 32 percent revenue growth, and came out with strong guidance. Yet shares sold off anyway. That company isChewy (CHWY). Shares peaked in mid-February and are down nearly one-third since then, despite some ...
Read More About This
Read More About This