Sounding Off
The US home audio market continues to grow. A small, but highly relevant player has multiple lawsuits out against bigger players. Judges rulings have been positive initially, and a main date is coming in Q4 for a final decision.
Fracking Further
We highlighted this US oil producer as a short term trade recently, but now provide a more long-term, in-depth outlook on its bullish prospects.
Growth REIT
This REIT has made some interesting acquisitions and is likely to grow robustly as self-storage trends continue as rent rates increase. Currently, the stock has pulled back to an interesting point.
Natural Resources Asset Manager
One of the world’s largest and most diversified alternative asset managers with significant revenue streams from utilities, REITs, oil and gas provides a good entry point.
Housing Resources
Assuming the world economy is entering a period of global stagflation and/or accelerating inflation, investments in economies that are closest to the earliest stages of supply chains – ones that have direct exposure to oil and commodities – look most attractive.
Pre-Earning Frowns
An investment bank has moderated its generally bullish view on Q3 earnings expectations for a Wall Street sweetheart.
Seasonal Buy Signal
Buy signals in the major US equity markets have emerged on time according to typical seasonal patterns. Sales of bond funds are now appropriate as a move from defensive positioning to a more offensive risk stance is warranted.
October Seasonal Set Up
October is the last month of seasonal weakness for the US equity markets. The recent pullback sets October up for a turn around to start a more bullish period.
October: A Bear Killer
October often evokes fear on Wall Street. Equity market distress can become a self-fulfilling prophecy. October is also a turnaround month often called a “bear killer”.
Medtech: Reimbursement Price Noise
After July rumblings of increased fees and lack of reimbursements for this medtech company’s products, a recent survey shows uptake is growing above expectations.