Investors are usually pleasantly surprised by this critical supply chain player’s ability to not only pre-announce better than expected earnings estimates, but also – within weeks – beat those estimates. With increased demand after the COVID pandemic, this trend is likely to continue.
As seasonality turns bullish, we look at fundamental changes in economic indicators and technical market action. We see many opportunities in equities and highlight healthcare, natural resources, and technology companies.
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.
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.
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.
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.
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.
An investment bank has moderated its generally bullish view on Q3 earnings expectations for a Wall Street sweetheart.
We have talked many times before on here about Green Energy, the trend to investing in renewables and how that ties in with important changes in how investments are made and structured, such as the impact of ESG. What we have always found is that there is a great deal of ‘spin’.
Retirees search for dividends, enduring low returns while risking running our of money. Managing withdrawals can extend and grow retirement savings.
China and inflation news headlines sent markets lower in September. Seasonality changes for the better in October.