Stocks To Buy

The recent market pullback has come at the tail end of earnings season. Most companies have beaten their earnings expectations, and some have even shown that corporate America remains strong. But rising uncertainty means that even great companies are taking a hit now. That fear is hitting the tech space particularly hard. Technology companies have been leading the market higher over the past two years, and now a more defensive market posture is leading to a big pullback in tech names. That’s ...
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Earnings season continues to give investors a snapshot of a company’s performance. It’s also a time when well-run companies can continue a string of earnings beats. The real story, however, is the market reaction, not just to earnings, but to guidance. Companies are getting more cautious in their outlook amid a pullback in government spending, and as inflation remains sticky. While many companies are still performing well, cautious guidance can still send shares reeling in the short term. The latest company reporting ...
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Consumer spending makes up the vast majority of the economy. Over the past few years, consumers have been spending more on travel and vacations, and less on items like home goods. However, even while spending less overall, increased total consumer spending means that there are still opportunities in the retail sector. One sign is the fact that major retailers continue to report strong earnings, even if current conditions mean they also have to report weak guidance. That disconnect may be creating a ...
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The stock market has hit a pocket of volatility. That’s normal for this time of year. But added economic uncertainty, such as the implementation of tariffs, are creating some wilder swings. Investors looking for steadier returns may find it with a different asset, gold. The metal has been trending higher so far this year. And its pullbacks have been more mild than high-flying tech stocks. Many see the metal continuing higher, and likely breaking $3,000 per ounce in the months ahead. Investors ...
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As the market reassesses the value of AI and other high-flying tech stocks, a market rotation is underway. It’s going from the digital back to the physical. Defensive stocks such as consumer goods and healthcare companies have been faring well. So too have companies that produce materials for physical infrastructure. That’s in-line with long-term infrastructure spending globally, and a trend that’s likely to continue and benefit companies related to that investment. For instance, Ireland-based materials producer CRH (CRH), recently reported strong growth, ...
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Investors have increased their defensive bets in recent weeks, as growth plays have stalled out. Some defensive stocks have been heading higher for some time already. It’s likely that defensive stocks will continue to take over the market lead as investors give growth stocks time to adjust to the rapid changes over the past few years. Investors can likely see both reasonable capital gains and income from defensive stocks now. That includes companies like AT&T (T). The telecom giant is up nearly ...
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Although the stock market just hit all-time highs a week ago, the past few months have seen a slowdown in stocks. Various fears, from an economic slowdown to the impact of tariff, are likely to keep weighing on stocks. That means a sideways market. In this kind of market, income-producing stocks tend to be reasonable plays. And so do companies that are likely worth more than the sum of their parts. Ideally, an investor can find both. One such play may be ...
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Mortgage rates still remain near 7%. And many borrowers were able to refinance well under 5% in recent years. That’s keeping potential sellers on the sidelines, as the cost to carry a mortgage factors heavily into the total cost. While the housing market remains sticky, homeowners continue to spend on projects to maintain the value of their home. And that bodes well for companies that provide those goods and services to homeowners. For instance, retailer Home Depot (HD) reported its first increase ...
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