Undervalued Staples Can Still Make Market-Beating Returns this Year

The market rally since late 2022 has been driven by tech stocks, particularly large cap tech stocks developing artificial intelligence (AI) opportunities. That’s caused other sectors of the market to lag. Over time, improving earnings from these sectors is creating a better value. Investors may want to take some profits in high-flying tech stocks now that markets are soaring to all-time highs. Other companies can likely help push stock indices higher this year as they play catch-up with the overall market. For ...
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Invest With Industry Leaders Meeting Customer Demand

Customers can have rapidly changing tastes. A company needs to provide products or services that meet those tastes, but can also be flexible over time. Sometimes, a company will be behind the curve in adoption to changes. Once they figure it out, however, shares may start to trend higher. As that happens, market expectations for a company can shift, resulting in a company going from being out of favor with the market to moving in favor. The latest company making the right ...
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Companies With Strong Growth Can Continue Trending Higher

While the market may take a pause in the coming weeks based on seasonal trends, it’s clear from earnings season that many companies are growing. And that they can continue to do so. That’s growth as measured by an increasing number of customers or an increasing number of sales. With investors still worried about the economy, companies delivering real growth can likely trend higher, and be a solid buying opportunity in the coming weeks. Uber Technologies (UBER) is one such growth play ...
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Markets Continue to Love Tech Stocks that Move to Profitability

Technology stocks offer investors the best bang for their buck. They’re the growth leaders and can see big price swings. Over time, a tech company that can go from an early-stage idea to turning an actual profit can continue to trend higher. The market still cares about these opportunities today, as interest rates stay high and early-stage investors remain skeptical. That’s good news for firms that can become consistently profitable. Big data company Palantir Technologies (PLTR) is sustainably profitable in the eyes ...
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This Subset of the Big Tech Growth Trend Will Lead to Surprising Winners

Investment capital continues to pour into artificial intelligence projects. As the software improves, better hardware is needed to run more advanced programs. And better facilities are needed to house and operate the hardware operating the software. That’s why some non-tech stocks are taking off now. They’re a stealth play on the AI trend, and can continue to benefit from its long-term rollout. And these companies can benefit from other trends that happen along the way. One such trend is construction. New facilities ...
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Invest With Companies Succeeding on the Road to Recovery

A company’s fortunes can ebb and flow. Changes in customer demand can lead to fat and lean years. Or a company can have to deal with ongoing obsolescence. A further category of companies can suffer from one-off events. How a company reacts from such an event can affect how that company recovers. And for many of today’s one-off issues, understanding the ongoing costs, if any, can also have a big impact. For instance, cybersecurity attacks are on the rise. That’s impacted some ...
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Over Time, Earnings Matter, Not the Market’s Reaction to Earnings

Earnings season offers investors the opportunity to profit from market overreactions. That’s because a company can have a great quarter, but still see shares decline. Or vice versa. What matters most is to determine if the market is overreacting. If the market has overreacted to the downside, investors may be able to earn a quick profit as shares rebound. Or it can allow an investor to build a stake in great companies at a reasonable price. One such opportunity now is with ...
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Pick Up the Best-Valued Magnificent Seven Stock in the Coming Weeks

Big tech earnings took some of the froth out of the recent market rally. It’s also causing growth names to sell off. The selloff will likely take a few weeks to play out. That could give investors an opportunity to buy into the big-cap tech names before their next move higher. With some companies still reporting, the real focus now should be on the big tech play with the best valuation and opportunities moving forward. Currently, that leadership belongs to Alphabet (GOOG) ...
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