Get Ahead of a Manufacturing Renaissance
The tariff whipsaw in markets may be past the worst of the pain, but it’s not over yet. However, there’s a clear sign that many companies will be increasing their domestic manufacturing to avoid the dangers of rapid change in tariff policies. That could bode well for many American manufacturers, particularly those who produce higher-end technologies. And owning shares of these companies could lead to outperformance as they see higher growth. That includes industrial giant Honeywell (HON). The industrial conglomerate has a ...
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This Winning Sector for 2025 Gets Another Bullish Tailwind
Investors have had a rocky year. Stocks touched bear market territory within just a few weeks of hitting all-time highs back in February. While many names have been hit hard, a few sectors have been standouts in this market carnage. One big performer here is the healthcare sector. These companies were generally laggards during the market’s big run over the past two years. Today, that’s reversing. Health insurers also received notice that Medicare payment rates would increase. That’s providing a tailwind that ...
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Government Spending Cuts Are Unlikely to Slow This Defense Company’s Growth
As the Trump administration looks to find ways to cut back America’s $2+ trillion national debt, investors are eyeing companies with large government contracts. Staffing companies have already fallen on the logic that temporary workers for government agencies are out. But now the trend is widening. It’s also hitting defense contractors, as cutting defense spending could be a key way to bridge the budget gap. However, investors may have an opportunity in today’s markets. That’s because data-related spending is likely to continue ...
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Tariff Fears Are Putting These High-Profit-Margin Stocks on Sale
Nearly every market sector has been hit hard in the past week amid rising global tariffs and retaliatory measures. However, all sectors are different, and some of today’s selloff could be overdone. Even if the tariff situation gets worse before it gets better, some companies could actually benefit from the rising fears right now. That includes wealth management companies, who have no product that could be impacted by tariffs, and whose services are needed as much as eve For instance, The Charles ...
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Steady Earnings and American Production Make this Stock a Safe-Haven Play
Investors are scrambling to buy companies that can profit no matter what happens in the global economy next. For U.S. investors, companies that manufacture their products domestically are stronger plays than those that produce overseas. These safe-haven plays are seeing some traction as global tariff rates rise substantially. They may continue to hold up in the months ahead. But an even better play may be service-oriented companies away from manufacturing entirely. Take, for instance, pharmaceutical distributor McKesson (MCK). The transporter of specialty ...
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This Recurring Tech Rollout Means A Time for Profits
Many sectors are cyclical, moving in and out of favor depending on market conditions and consumer demands. One of the more interesting cyclical sectors is the video game sector. Earnings for video games can roll in as a big new game is released. Most developers try to build franchises that can sustain regular releases to create big revenue. But there’s another wave that can benefit as well. That’s the console wave. Every few years, the latest generation of consoles come out. And ...
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This Turnaround Play’s Harsh Truth Makes for a Sound Investment
Investors have a love/hate relationship with turnaround stocks. When a company falls on hard times and can turn things around, investors who bought while things are dark can make considerable returns. But if the company fails to turn around, further losses mount. A company that’s looking to turn around needs to be honest about their prospects, first and foremost. It’s easy to say things will turn around, whether they will or not. Currently, chipmaker Intel (INTC) has an uphill battle, with the ...
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Strong Execution Makes this a Safer Consumer-Related Play
Investors have started to shift out of some consumer stocks recently, noting that a slowing economy could bode poorly for some subsectors such as travel. For now, this shift lower is being felt to a lesser extent in other parts of the economy. Some fast food CEOs have warned that the price hikes of the past few years is leading to fewer visits from customers. However, that hasn’t been the case across the board. For instance, Darden Restaurants (DRI), owner of such ...
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