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Ideas

Our observations, insights and news from the investment world

NASDAQ’s Best Eight Months: A Stalling Market

Seasonality
Waiting for the Seasonal sell signal in the NASDAQ, other sector trades come to and end in June. Gearing up for a sideways market is the plan now, until the strong months again come later this year.
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Friday Investment Talk: MercadoLibre and PagSeguro, AT&T and Semiconductors

MELI-PAGS
MercadoLibre and PagSeguro are growing their fintech efforts. AT&T cuts its dividend. Semiconductors remain newsworthy.

Stock Idea: Latin American Payments

Latin American Bank
We see option activity picking up in our favorite Latin American payment service company. Morgan Stanley analysts expect stronger than expected growth. The chart looks interesting for the stock to run again.
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Friday Investment Talk: Emerging Markets

Friday Investment Talk
Valuations are compelling in Emerging Markets, but momentum is weak. Seasonally, June is weak. Gold and silver show strength against dollar weakness.

Stock Idea: A Tesla Rival

EV rerating
Tesla, the best innovator with first mover advantage in EV space, gets all the attention. It has a lofty multiple while other auto makers were shunned. Recently, new products signal a change.
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Stock Idea: Urban Air Travel

Urban Air
JPMorgan makes the case for an early stage growth opportunity within an established company: Urban Air Travel.
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Stock Idea: Animal Health

Animal Health
Animal Health companies are showing strength recently. Four stocks are poised for new highs as demand for products remain elevated, according to Credit Suisse.
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Stock Idea: Phillips Pulls Out

sleep apnea
A buying opportunity in a medtech company arises as a competitor product pulls out.
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June Seasonality: The Dow’s Second Worst Month

June Sun Shines on NASDAQ
Divergent markets pervade June. The NASDAQ ends its best 8 months and the Dow can really suffer, especially in post-election years.
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Friday Investment Talk: Inflation and Stocks

The debate on the sustainability of inflation is alive! Markets react and traders battle out their Feds next move. Retail and consumer discretionary stocks look weak, while semiconductors and car resellers could bounce. Biotech sits on support.

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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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