14395

Play the Renewed ‘Made in America’ Trend

Many companies were caught during the pandemic as borders shut down. Without reliable just-in-time delivery systems operating, they’ve been working to diversify their manufacturing operations. For higher-level goods such as semiconductors, this means reversing a multi-decade trend to once again make goods in America. Signs of this trend have just started to pop up, and they’ll likely increase in the years ahead. While there may be higher labor costs to manufacture stateside, most businesses see the development as a positive one. For ...
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14388

Back Companies Making Big Investments Now

It’s easy to say that there’s a lot of market uncertainty right now. But no matter what happens, there will always be uncertainty. And investors who wait for a clearer picture on how things develop don’t get great prices when buying assets. That’s why value investors start to buy during market panics, even if it’s not near the bottom. Today, investors can find companies that are making big investments now, even amid all the uncertainties facing markets today. While the economy looks ...
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14382

Controversy Can Lead to a Selloff – The Question Is Whether or Not It Lasts

Sometimes a company makes a misstep that can cost it customers in the short term. Other times, a misstep can be more permanent in nature. The question is how each specific opportunity plays out. Since each situation is different, it helps to look at the strength of the market reaction. And how competitors are faring as well. If a company faces trouble in a bear market, it may get overlooked. But it may also shine a favorable light on a competitor. Recently,Anheuser-Busch ...
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14375

Consumers Remain Sluggish – Focus on Low Cost Leaders Now

The economic data in the past week shows a slowdown in consumer spending. As a major part of the economy, that’s a big deal. Yet retailers are reporting better-than-expected numbers. That suggests there may have been too much pessimism in the short term. It also suggests retailers with a cost advantage can likely fare well in today’s environment. That bodes well for most big box players. But one is king of them all. That winner isWalmart (WMT). Their earnings not only beat ...
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14371

This Trade Is Down, But Clearly Isn’t Out

Most investors didn’t expect the banking sector to get into trouble this year. Generally, rising interest rates are good for banks. They make fewer loans, albeit at higher rates. However, many banks used the low-rate era to invest in Treasury bonds at lower yields. That’s led to the second, third, and fourth-largest bank failures in U.S. history this year. It’s possible that they won’t be the last. But while the banking sector is down, it’s not quite out. Several regional banks are ...
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14367

Capital Is Flowing Into This Tech Niche

While stocks have trended higher overall in the past few months, one part of the market has seen major interest from hedge funds and retail investors alike. That area? Artificial intelligence (AI). Companies that have been developing AI programs or otherwise moved towards servicing the growing tech niche have seen their share price rise. That’s a trend likely to continue. And it may give conservative investors some big-cap names to target. One of the biggest players isNvidia (NVDA). The manufacturer of graphics ...
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14360

Industry Consolidation Bodes Well for This Sector

Most industries tend to consolidate over time. That’s because they start out with a large number of players. As those who are overleveraged or poorly managed go bust, the better-run companies start to buy up worthy competitors to build their market share. This trend is currently underway in the gold sector. A number of deals have occurred in the past few years that have set records. And this week saw yet another merger announcement that will further keep competition down. The latest ...
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14355

Prepare to Buy an Industry Leader on an Earnings Drop

While the stock market has fared well so far this year, investors have been more cautious going into earnings. And most companies have reported a slowdown, but overall it hasn’t been as bad as expected. The wild card is the housing market. Rising interest rates and fewer homeowners looking to sell are creating a tight market, but one where prices could potentially drop. In that environment, homeowners may slow down home maintenance or improvements. That’s the fear going into earnings for big ...
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