Stocks To Buy

The stock market’s solid run this year has allowed companies to quickly shake off one of the fastest and steepest bear markets in history. A number of companies rightly remain below their pre-pandemic highs. But outside of airlines, cruise ships, and theater chains, a few other plays have likewise struggled. One of the top blue-chip manufacturing plays, which produces thousands of products has been a laggard here. And that’s in spite of the fact that some of its products have been essential ...
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Funds can have a bad name. But when they have a manager on a hot streak, who runs a concentrated portfolio, and who can invest in strategies such as shorting the market and in SPACs, it might just be a top play of 2021. That’s the case withPershing Square Holdings (PSHZF). Run by Bill Ackman, the fund is coming off a great year following Ackman’s bet against the market earlier in the year. The fund also owns some top-performing brands that have ...
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Many investment ideas run on the idea of a reversion to the mean. That’s just a fancy way of saying that stocks that have performed well will eventually underperform the overall market. And companies that have performed poorly will start to fare better. With the turning of the calendar year, a strategy of buying underperformers is appealing, depending on the name. One such name?Berkshire Hathaway (BRK-B), which has lagged the market by 44 points since early 2019. The case for outperformance is ...
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Shares ofWalmart (WMT) have been trending down for a few weeks. To add insult to injury, the U.S. department of justice sued the company right before the holidays. Why? Because the firm’s pharmacies may have been underfunded, which in turn may have helped fuel the opioid crisis. While that headline sounds dire, it’s anything but. Walmart sued the DOJ earlier in the year, seeking clarification on the role of pharmacies, their employees, and their role under the law. In short, while this ...
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It’s been a banner year for companies going public, as well as mergers and acquisitions. Low interest rates have made financing a good deal. But an all-cash buyer? That may be a sign that a company is getting a true bargain. That seems to be the case withBlackstone (BX). The investment firm is making a $4.3 billion all-cash offer for Signature Aviation, a U.K.-based private jet services provider. It’s the kind of deal that fits in with Blackstone’s wheelhouse. The firm tends ...
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The days of physical manufacturing are far from over. But companies still in the space can embrace new technologies to produce better goods in less time and with lower expense. They can also use technology to add new lines of business that increase the bottom line without adding heavy fixed costs. That’s the case with a number of firms. But a surprising name has tilted heavily towards technology recently, and a new acquisition in artificial intelligence moves the needle even further. That ...
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2020 saw a rapid acceleration of tech trends such as automation and remote work. That trend benefitted the larger area of cloud storage space. That’s helped a number of companies outperform the market this year. Now, Citigroup is upgrading one of the bigger plays in the space. It’s given the stock a street-high rating. And with an expected 20 percent return in 2021, it would add to gains of nearly 40 percent so far this year. That company?Microsoft (MSFT). The tech giant ...
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AfterNetflix (NFLX) was allowed to dominate the streaming world for nearly a decade, a number of media companies have belatedly created their own services to play on this growing space. The streaming wars have created a multitude of players. Unlike Netflix, most have operations in other areas outside streaming as well, which can create new opportunities in the post-Covid era. That’s particularly true for companies that have highly-profitable operations that can compliment their streaming activities. One such player isComcast (CMCSA). While still ...
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