Stocks To Buy

Supply chain disruptions suggest that shortages for many goods will continue potentially indefinitely. However, a number of tech executives see a light at the end of the tunnel, with the shortage of semiconductor chips abating next year. The most recent to comment has been Lisa Su, the CEO of Advanced Micro Devices (AMD). She has noted that demand has been at record levels since the pandemic. Su reiterated that the company is continuing to get more chips into the hands of users, ...
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Investing trends can sometimes start quietly before gaining a big interest. That’s especially true when it’s a trend that’s been hot in the past, but has slowed down, leading overly speculative investors into losses. One such area this year has been the automotive sector. Auto stocks were hot last year, particularly electric vehicle companies. But interest peaked at the start of the year before trading sideways or down. Now, that trend is reversing as companies continue to deliver on new offerings and ...
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Retail still makes up the backbone of consumer spending, and thus the economy. That’s why providing investors with sales data can provide a clue as to how the economy is performing outside other measures like employment or housing costs. One such retailer is Costco (COST). The company recently released its latest earnings, which shows that consumers are continuing to spend at a good pace, and even increasing in some areas such as fresh food. The earnings numbers and the company’s outlook were ...
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Many industries have moved on from the pandemic. For those in travel and tourism, however, trends still remain far under pre-pandemic levels. However, the trend is improving, albeit slowly. One such sector that’s continuing to recover is the cruise industry. Completely shut down for nearly a year, the slow resumption of cruises in the post-pandemic era is a true sign as to whether or not large, confined crowds can come together without creating health scares. So far, signs are good. And Carnival ...
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The pandemic impacted how nearly every company does business. Some fared well thanks to pivoting to faster growth opportunities, even as traditional lines of business struggled. One such company is The Walt Disney Company (DIS). The company’s theme parks faced unprecedented closures, and its cruise line was halted. But rising streaming subscribers created years of growth in a recurring-revenue stream for the company. Now, the company has warned that its streaming subscriber growth will slow. Given that the company hit its 5-year ...
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The real estate market has started to show some signs of slowing down. Homebuilding stocks, which delivered big returns while home prices were rising, have started trending lower in recent sessions. It also doesn’t help that a number of homebuilding firms have now started to lower sales forecasts as well. While supply and labor issues are part of the problem in the short-term, it’s likely that today’s sales trends will rebound in the months to come. KB Home (KBH), a mid-range homebuilder, ...
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Investors have come to expect big tech stocks to drive the market higher. But for a sign as to how the real economy is performing, there are other sectors to look at. Energy is one player, and gradually rising prices in the space suggest the economic recovery, while uneven, is continuing. Another area is in shipping and logistics. Many headline stories about supply chain issues overlook the fact that labor shortages in shipping has been a big driver of prices. One company ...
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The past year has seen a number of commodities rise, and then sometimes fall. The list includes lumber, which at one point was the highest-performing commodity of the year before dropping. The past few weeks have seen a major increase in interest in uranium. While some see the trend as the result of retail traders, hedge funds and family offices are also gaining exposure to the commodity to take advantage of higher prices as well. Some of that demand has gone into ...
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