Despite Short-Term Trends, Big Data Will Lead to Big Profits
Many tech trends are under way today that will lead to big growth, especially when looking past today’s weak economy. One of those trends is big data, which looks at data sets too large and complex to be reviewed manually.
Big data is already allowing companies to find new ways of doing business, with substantial improvements already. Yet the real value of that will only compound in time.
One leader in the space isPalantir Technologies (PLTR). Like most tech plays, it’s taking ...
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Even With Weak Earnings, Industry Leadership Matters
In a bull market, great companies will rise… but so will ones that aren’t the leaders of their sector. When markets are in turmoil, it’s industry leaders that will likely perform best, even if they’re suffering from a drop in earnings.
That can be seen with the most recent earnings season. Many companies across the board were down. But those that are leading in their industry have been faring relatively better.
Case in point? Semiconductor companyNvidia (NVDA). The company reported revenue below ...
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Consider Luxury Goods Amid Today’s Market Turmoil
During the Covid crisis, there was talk of a K-shaped recovery, with the wealthy seeing solid returns while those less fortunate would continue to suffer. That appears to be playing out today. While the wealthy are being hit harder by the stock market decline, they’re less vulnerable to changes in housing and energy prices.
That may be why luxury goods sales have been holding up so far this year, even as it appears most consumers are spending more to get less ...
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In a Bear Market, Invest in Sectors That Aren’t Going Away
While the economy is going through one of its periodic pullbacks, smart investors are preparing for the next move higher. That can come from investing in quality companies that lead their industry.
Or it can come from investing in growth companies that are now trading at valuations that no longer reflect any growth. Most investors will fare well starting to buy names that offer a mix of the two.
One top trend is the rise of data, and storing that data on ...
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Bear Markets Create Great Opportunities to Buy Growth on Sale
Growth stocks were priced for perfection at the end of last year. Now, with stocks in bear market territory, a lot of the froth has come out of many high-growth names.
Some of the expected growth has stalled out along with the economy. But for traders looking for long-term opportunities to outperform the market, buying top growth names on sale now could deliver great returns 1-2 years out. That’s especially true for companies announcing new growth initiatives now.
One such company isAdvanced ...
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Pick Up Companies Increasing Market Share Now
When the economy contracts, consumers shift their spending habits. This can result in a number of companies losing market share – while a few gain. That can be seen across a number of industries.
Based on the earnings data so far, one prospective place for strong returns going forward could come from discount retailers. These companies have been hit like other stocks right now, but going forward could see strong sales and rising market share.
One prospective play here is retailerRoss Stores ...
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Stay Defensive with Recession-Resistant Trades Now
While investors have largely soured on growth stocks, a few sectors are holding up well. Most of them are commodity-based companies, as that space has delivered strong returns this year.
Some companies are also holding up well because business tends to be steady, no matter what’s happening in the economy. One of the better possible trades in the coming months could come from companies offering both.
Agricultural commodities have been rising as geopolitical tensions and reduced fertilizer production have impacted the global ...
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Look For Companies That Can Succeed in New Growth Endeavors Now
Bear markets offer companies the ability to refocus and retrench. Companies that look toward the future when times are tough can rapidly expand into new growth areas ahead of the next economic swing higher.
That can leave them positioned to take advantage of new opportunities that don’t sound appealing when markets are dropping. The housing crash in 2008 led many investors to avoid potential growth stories in the new technology of electric cars or to overlook the development of smartphones and ...
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