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Category: Investment ideas

Friday Investment Talk: Elections, USD, ASEA, Stock Picks

US elections rule the headlines while stimulus package hopes keep the markets afloat. Goldman Sachs likes shorting the USD, but a risk off approach heading into the bullish part of the year should dwarf any currency devaluation issues.

Friday Investment Talk: Pre-IPO Investments, Brexit and Nasdaq QQQ Volatility

This week we talk about IPOs, Brexit and its effect on the GBP and markets, and the volaitility increase in the QQQS.

Friday Investment Talk: Bonds, Seasonality, and Market Breadth

While bonds yields are hopelessly low, managers look for yield in stocks. Seasonality is turning bullish and market breadth is increasing.

Sports Betting Play: Update

A leading sports betting stock has come on hard times, as NFL teams are contracting COVID. But earnings are coming soon. Its to early to count this one stock out.
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Friday Investment Talk: US Elections, Market Bullishness, and Fintech

Friday Investment Talk

As US elections approach we take a look at how election results move markets. We go through 10 lessons for all investors who are nervous going into the elections. History shows that there is nothing to be afraid of except uncertainty. Markets look bullish for October based on the AAII Investors Sentiment Survey and several …

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Seasonal Update: October Uncertainties

After five straight monthly gains, the US stock market finally came under pressure in September. The NASDAQ hit the 'correction level' of a 10% slide. Markets have rebounded, but October is usually weak. Patience is needed for entry into the seasonally positive part of the year.
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Another MedTech Trade Idea

We highlighted in various webinars and last weeks FIT that MedTech is a strong sector currently. We review a trade idea in that sector.
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Friday Investment Talk: Oil and Energy, US Elections, Healthcare and Biotech, and a Tech Rebound

Friday Investment Talk
Oil and the energy sector have been beat up in September. Is there value there? Meanwhile, healthcare is being reviatalized. The tech sell off may be over for awhile, as markets show signs of being oversold.

Medtech: Diabetes Stock Idea

Two companies compete in a large and growing diabetes market in the US. New technology brings a complementary, yet competitive product to the market that is gaining market share. Is a take over opportunity coming?
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Friday Investment Talk: US Elections, Seasonality, Europe, Japan and Emerging Markets

FIT Sept 18 2020

We take a first glance at Bank of America research on which sectors will benefit under the four possible election results in the US. Meanwhile, US sector rotation is visible. Investors are moving from technology to industrials. Emerging markets are holding up, also. Gold and Silver are flat. Barron’s highlights the possibility of Japan and …

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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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