Red-Hot Housing Trends Point to Boon for These Companies

Home prices continue to move higher at a record pace. That’s led to a strong demand for more housing to meet this lack of supply, and existing homeowners are looking to upgrade their homes as well. These trends point strongly to home supplier companies, and that trend looks set to continue even if home prices moderate in the coming months ahead. The top two players for home improvement are, by far, Home Depot (HD) and Lowe’s (LOW). Both companies have reported better-than-expected ...
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The Best Winners Never Move in a Straight Line

In fact, no asset moves up or down in a straight line. Even a stock or sector in a hot uptrend can be hit with a wild downtrend. Traders astute enough to recognize a temporary setback rather than a cyclical change are likely able to fare well by buying a dip and obtaining the best possible profit. Last week, Morgan Stanley (MS) warned on memory maker stocks, nothing that the pricing environment would be difficult going into next year. Time will tell ...
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This Failed IPO Play Is Now Turning Around

The past few years has seen an explosion in companies going public through the IPO process. Most are successes, seeing shares immediately rise as they start trading. However, there have been a number of companies that have initially slid from their opening price, creating what’s called a “failed IPO.” Some companies have been able to recover in time, most famously social media giant Facebook (FB) which had a failed IPO when it first went public. The most recent failed IPO? Coinbase (COIN) ...
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This Old Line Company Looks Strong Ahead of Earnings

The only constant in the world is change. Companies that have been around for decades (or even over a century) need to either adapt or die. Some companies are getting the message that if they want to stay relevant tomorrow, they need to make changes today. Big tech companies have fared well in this regard, expanding into new areas and new technologies. But other large companies are making moves too. One surprising play has been Walmart (WMT). The retailer has expanded online ...
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This Strong Brand Keeps Serving Up Income Growth

With the stock market at all-time highs, investors can either jump in at high prices, look for value trades, or focus on great companies trading at reasonable prices. That last category has been strong for strategies such as dividend growth. More companies continue to raise their dividends, signaling a return to normal, or at least that a company can thrive during a pandemic. One of the latest companies to announce a dividend increase is Papa John’s International (PZZA). The pizza giant has had ...
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Big Oil Isn’t Dead Yet: Grab this Growth and Income Play

Yes, the energy industry is changing. But it’s a trend that won’t happen overnight. A number of oil giants are looking into going carbon neutral, but setting goal dates as far out as 2050, nearly 30 years away. Even the shift towards electric vehicles this year is unlikely to become a majority of vehicle sales this decade, at least not without the heavy push of the hands of governments of developed nations. That still leaves oil as a viable investment opportunity ...
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This Global Cloud Play Could Become a European Tech Giant

Companies that can pivot to new business lines can thrive. Those that don’t are likely to be poor performers at best, or go out of business. One European conglomerate, in business for over a century, is looking to expand into the cloud space, going toe-to-toe with big US tech giants. That’s resulting in strong operational performance, and a chance to move beyond industrial roots. That player? Siemens (SIEGY). The German company was founded in 1847, and is one of Europe’s largest companies ...
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This Overlooked Part of Tech Infrastructure Continues to Look Strong

The semiconductor shortage continues to wreak havoc on a number of industries. But other key tech components, and the companies that manufacture them, are also performing strongly right now. That includes everything from server components to hard drives. There’s been a tug of war between those two businesses over the years, based on falling, and now rising, PC sales. The Covid-driven boom in PC sales has been particularly good for hard drives. That’s where Western Digital (WDC) has been a winner. The ...
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