Reliance on coal for energy in the US continues to fall, even under the Trump administration. Solar power is on the rise. As the US market pulls back, US tech stocks underwhelming guidance is likely misleading.
We highlighted in various webinars and last weeks FIT that MedTech is a strong sector currently. We review a trade idea in that sector.
Several trade ideas are presented in this paper. These are shorter term trading ideas for swing traders.
We cover everything from gaming market size to natural gas prices. We even give a glimpse of some of the research tools we use to find secor based ETFs. Momentum stocks and hedging ideas are also tossed around in this week’s short session.
We look at a short term bullish trade on MSFT, as the stock is outperforming the market. The difficult seasonality make this trade more speculative in nature.
SHAK adds to gains since we highlighted it on June 26th. This Top Ranked gives its 6th buy signal. Iron Mountain, on a sell signal since 2009(!), broke lower today.
A real estate stock looks attractive, having been in a positive trend since 2009. It has a potential 5:1 reward to risk ratio. Bearish trade ideas also in focus include a cruise line and a drug stock.
Many stocks breaking down today, with only a litte pressure on the main indexes. But did Emerging Markets break out for real?
TSLA breaks out, but is it worth getting long? Three ETFs made today’s list, while Mastercard catapults higher.
The global macroeconomic environment materially deteriorated in May-June. This was countered by a significant change in monetary policies globally towards an ultra-dovish central banking stance, which led to a breakdown in USD and stealth rally in defensive interest rate sensitive sectors (Utilities and REITs) while cyclicals underperformed. In Q2, our outlook was overweight on Medtech/Biotech with a view that it’s a sector where under-the-radar sustainable growth opportunities can be found irrespective of a macroeconomic slowdown. This view paid off beautifully with incredible returns. We thrive by always seeking answers in the early stages of an investment opportunity or cyclical turn. Our Q3 Macroeconomic Outlook and Top Investment Ideas is available now.
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.
