Improving Guidance May Send This Sector Back Toward a High

Most companies are having a solid year, even when comparing their sales and earnings to post-pandemic quarters. However, a few sectors haven’t fared too well in recent months and have missed out on most of 2021’s gains. One such area is with pot stocks. These companies were popular at the start of the year, but have since been lagging the overall market. But that may be about to change. For instance, one industry leader, Tilray (TLRY) moved higher even after reporting a ...
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Value and Inflation-Fighting Pricing Power Make this Company a Buy

While many companies have reported trouble in finding workers right now, news of a strike is a different, pre-pandemic sort of labor problem. Yet that’s the case at Kellogg Company (K), where nearly 5 percent of the company workforce has gone on strike. While a prolonged strike could mean favorite cereal brands getting sold out at grocery stores, shares of the company were slightly up the day the story broke. Yet it does point to the relative value the company is ...
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This High Profit-Margin Business Promises Big Growth

Software companies remain one of the best places for tech investors. It doesn’t require physical facilities to manufacture hardware, and a piece of software can be copied endlessly with little extra cost. That creates high profit margins. Today, software companies that offer data and analytic services can best use a recurring revenue model to create steady and growing cash flows as well. That’s a particularly attractive space for investors in tech today. One clear winner in the space is Palantir Technologies (PLTR) ...
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Combining Two Top Tech Trends Can Lead to Bigger Profits

Investors are already aware of the top trends likely to produce trillions of dollars in wealth over the next decade. With markets having a classic autumn selloff from overpriced levels, some companies are looking ahead to that future. The best way to grow for many firms right now is to acquire smaller and faster-growing companies, particularly when those firms provide access to a new market for existing products. That may be the case with Qualcomm (QCOM). The wireless chipmaker has partnered up ...
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This Sudden Commodity Shortage Bodes Well for Best-of-Breed Firms

With inflation continuing to come in hot, investors are turning to commodities. It’s been less than 18 months since oil prices briefly traded at negative prices thanks to some desperate traders. Now, the pain is coming at the gas pump as oil prices are likely to buck a seasonal trend higher, just as winter sets in and natural gas prices are also on the rise. Nearly every company in the space will benefit. Some are already preparing shareholders with specific predictions. ExxonMobil ...
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An Undervalued Commodity Play for Economic Uncertainty and Rising Inflation

It’s clear that supply chain disruptions and ongoing fiscal and monetary stimulus measures will likely continue to keep prices heading higher. With elevated inflation rates looking more certain, and with bonds offering no real returns after inflation, investors may need to look beyond stocks to hedge with commodities. Historically, gold has served the role of a hedge against rising inflation and political uncertainty. It’s been knocked down from its 2020 highs, but is showing signs of robustness. However, when gold rises, silver ...
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This New Service Industry Leader Is Cleared to Move Higher

Despite a global pandemic, supply chain issues, and other short-term fears, technology continues to create new industries and services that consumers are willing to spend money on. One of the top new industries is space tourism. This year has seen the launch of the first few space flights with civilian passengers. The market is starting as an expensive niche, but will likely expand in the years ahead, and serve as a springboard for other space travel. One of the industry leaders, Virgin ...
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Credit Card Firms Are Jumping into the Hottest Trend in Fintech

Fintech has been supplanting traditional sources of finance and lending in the past few years at a rapid rate. One of the fastest-growing subsets is the BNPL, or buy now, pay later service. Replacing layaway plans and traditional credit measures, the industry is adapting to the rapid growth of this niche, which went from $3 billion in 2019 to nearly $40 billion in 2020 just in the US alone. Now, Mastercard (MA) is looking to roll out Mastercard Installments, a BNPL service ...
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