Flattened Alibaba

Analysts have a neutral view of Alibaba (BABA) going into 2022. They see revenue across all business lines slowing from pandemic levels. But growth rates are still strong, and new business lines are just in their infancy. The negativity among analysts is palatable. Longer term, they maybe overdone.

More Beat Up Blue Chips

Recently we highlighted several best-of-breed large capitalization companies that have materially under performed this year. Another three companies are examined below. These are not speculative names. They are not richly valued technology or consumer discretionary stocks either. They have wide defensive moats and should be beneficiary of strong cyclical and secular uptrend. But they under performed enough during 2021 with Read more ➝

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Beaten Down Blue Chips

Several high quality companies now sell for discounted prices after the strong sell since Thanksgiving. The main US indexes maintain relatively high sales and earnings multiples historically. This masks the damage done to most small stocks and even some blue chip names that most astute investors continually monitor for buying opportunities. We highlight three stocks Read more ➝

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Investment Strategy Update

November started out very strong, but around the middle of the month small cap stocks began to struggle. Large cap stocks (especially the favored technology and consumer discretionary stocks) went on to make all time highs later in the month. However, during the generally bullish period of the year – around Thanksgiving (Thursday, November 25th) -the large cap leaders also started to sell off.