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Tag: SE

A hot war has created hot commodity prices. Wheat was a big gainer this week, but also oil and non-ferrous metals took off. Brazil has shown strength this year as its relative strength outperforms many sectors. Healthcare companies such as our favorite BMY have a made a huge comeback this year. Selling continues everywhere else, …

Friday Investment Talk: Commodities Read More »

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.
We look at 10 stock ideas, Eight bullish and 2 bearish.
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