We cover stocks recently moving higher, including large cap names. We take a quick look at the February market and a longer term look at commodities.
Jennison, perhaps unsurprisingly, has had a super year with its tech heavy allocations. Ecommerce, payment systems and cloud computing have led it to its top tier ranking at Citywire.
Again looking at the hot tech sector, the potential value to growth rotation, Russia as a value and dividend play, and some contrarian bullish indictaors for stocks while bonds are simply stretched very far. Mercado Libre (MELI) stock reports next week and BAML is out with a nice target price for the bulls.
Our article back on on January 16th highlighted Brazil stocks (EWZ) as a place to search for growth companies. We felt that Brazil’s economy should perform well in 2019 after better economic results and decreased regulation. We liked MercadoLibre (MELI) when the stock was trading in a range between $250 and $350 dollars. We then repeated our comments about MELI again in Read more ➝