Stocks To Buy

With no “red wave” or “blue wave” creating a one-party government in Washington D.C., political elites will have to compromise to get anything done. That means that big, sweeping changes are off the table. That’s good for stocks in general. It’s great for companies that may be sensitive to changes in tax policy. But the real winner? Companies in the healthcare space. There is no political mandate to either greatly increase or decrease the government’s role there. That’s why the managed-care stocks ...
Read More About This

During a gold rush, the folks who went out to sift, mine, and hack away at the earth to find the yellow metal often don’t end up with much. The real winners? The suppliers. The folks who sell the pickaxes, shovels, and jeans. While that still applies to the mining sector, it applies to all sectors that need to be supplied. That can create some tremendous investment opportunities in unexpected places. One such player isZebra Technologies (ZBRA). The company sells a range ...
Read More About This

Traders know to play the airlines and cruise lines on any pandemic related headline. But there’s a secondary category of companies that have been impacted by this year as well. On the positive side, many tech names have gotten market attention. But a number of consumer names without a technology angle have been reasonable winners right now. Some even offer investors high dividends in today’s zero percent interest world. One such company isNewell Brands (NWL). The maker of Rubbermaid containers cited the ...
Read More About This

Certain sectors of the economy tend to be more susceptible to an election than others. Defense spending can impact the value of defense contractors. One of the bigger areas that tends to see big swings? Managed-care companies, also known as health insurers. History shows that these companies tend to decline before an election, and then recover. A recent analysis shows that these stocks tend to underperform the stock market by over one-third heading into an election. That’s a good argument for some ...
Read More About This

2020 has been a tough year for companies trying to reward shareholders interested in income. Some have voluntarily suspended, reduced, or cut their dividends. Others have not acted voluntarily. But a few companies have continued to fare well. And a high-yielding company that has managed to maintain its dividend this year is likely to be a big winner in the years ahead. A company that can thrive amidst a pandemic is the kind of company long-term investors want to own. One surprising ...
Read More About This

Although shares ofMicrosoft (MSFT) dropped on Wednesday, the culprit wasn’t the company’s earnings. They were stellar. Rather, the reason was the overall decline in markets as traders moved to cash. That creates a buying opportunity, particularly as Microsoft continues to grow its market share in the cloud services space as well as in the gaming space. The company reports that Microsoft Teams has moved from 44 million users to 115 million… since March. It’s clear that the company has been a big ...
Read More About This

One of the world’s biggest and best-known brands has been a laggard in today’s market. Now a lumbering behemoth,Coca-Cola (KO) has lagged the market and peers in the beverage and defensive consumer sectors. However, the company has announced that it’s trimming its lineup of products. And with the company’s massive global reach, it’s possible that a reopening will be huge for the company’s operations. That’s the view at Barron’s, with the note that shares of Coca-Cola have traded basically sideways for the ...
Read More About This

PPGM, a Netherlands-based public pension fund, just reported its latest securities holdings to the SEC. The fund scaled back on some of its tech trades, and also started a position in a video game company. The fund’s most interesting buy, however, came in the fintech space. The timing is especially interesting, as the sector has been seeing tremendous growth this year and embracing alternative currencies such as Bitcoin. The fund’s buy?PayPal (PYPL). That company made headlines last week when it announced it ...
Read More About This