January Market Expectations
Mid-Term Januarys usually provide less than optimal market conditions for investors. They also are less prescriptive of the rest of the year’s returns.
Now A Nibble
With ‘stay at home’ COVID pet purchases fueling a frenzy in animal health products, this pet care delivery service boomed. On the ‘return to normal’ trade, the company has fallen out of favor, undeservedly so as growth is still robust and margins expand.
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 ➝
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 ➝
SEC SPAC Scrutiny
Big red flags waving around a recent SPAC company that could set a precedent for future companies going public. Expect more than just fines.
Value vs Growth
As the market starts a bounce from oversold conditions, lets look at where money is flowing.
LAS vs MFM
With Macau suffering VIP junket setbacks, Las Vegas shows continued positive growth. Which casino stands to benefit? Option traders place bets.
Back to the Draft
This once high-flying sports betting growth company has had its wings clipped recently. Is it now cheap enough to be called a value stock even without including the upside from beneficial legislative changes in key states?
December Seasonality
Post-election year Decembers are weaker than in other years. There are plenty of bullish days towards the end of the month that investors can take advantage of.
November Weakens
Sell signals have arisen on the major US markets. They need to be resolved before a further advance in 2021 can take place.