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Category: Investment ideas

BoA Research: Global Wave and Bubbles

Global Wave
Last week, BoA published two articles that seemingly opposing forecasts for global equity markets. After closer look, BoA puts forth a strong case for sector rotation, as the global economy performs a soft-landing.

Bounce After (Tax) Harvest

Rabbit jumping
A list of stocks likely to bounce after tax loss harvesting.
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Healthcare: Highlights For Two Growth Stocks

Two companies seem poised for continued strong upside appreciation. Overall descretionary healthcare spend still increasing.
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Hyperscaler Build Out

AVC Advisory Cloud Computing
As Hyperscalers like Microsoft and Amazon develop their cloud computing, one chip stock stands to benefit as the companies build specific chips for their servers.
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Not All AI is Equal

We examine differences in AI-related funds and highlight some names you might not consider to be AI-related. Even though artificial intelligence (AI) continues to make headlines, not all AI-related investments have seen the same price action over the last few months. The fresh headlines from the weekend discussed Sam Altman being ousted as the CEO …

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December: A Slow Starter

With greater than 5% gain in the main US indexes in both October and November this year, December is expected to start slow and then gain steam as the Santa Clause Rally comes to town.
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Not Bad November

With the Dow up over 14% so far in October 2022, US markets are on pace to record their best October performance ever going back to 1901. While many retail investors remain bearish (see the AAII Sentiment Poll results below), we feel a new bull market is emerging – at least for the near term. …

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February Seasonality

February has been getting lousier for investors. The first half is usually better than the second. Utilities and High Tech start bullish seasonal trends soon.
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Biotech – Analysis and Outlook

AVC have focused on the two leading Biotech ETFs over the last few years, but it has been a tough year. We follow XBI and IBB. XBI is SPDR S&P Biotech, and IBB is iShares Biotechnology.

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.

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This information is not an individual investment recommendation, and the financial instruments or transactions mentioned in it may not correspond to your investment profile and investment goals (expectations). It is your task to determine whether a financial instrument or transaction matches your interests, investment objectives, investment horizon and acceptable risk level. AVC Adisvory, Inc. and its affiliates are not liable for possible losses in case of making transactions or investing in the financial instruments mentioned in this information, and do not recommend using this information as the only source of information when making an investment decision.

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