gbrundin/iStock via Getty Images The stage could be a set for a recovery in small- and mid-cap stocks. Why? If interest rates have peaked and a pattern of lower interest rates emerges over the next few years, it should bode well for small-cap stocks. Lower interest rates can lower financing costs and loosen up the…
Matteo Colombo/DigitalVision via Getty Images By Chris Turner Markets are on high alert Now that USD/JPY has glided through the 155 level, markets are now on high alert for Japanese FX intervention. Recall that 155 had been the level that many in the Japanese banking community had felt would elicit BoJ FX selling operations. That…
Bilanol/iStock via Getty Images Depending on who you believe, the housing market is likely to improve in 2024 compared to the past two years, and homebuilders of single-family homes especially, stand to gain the most from the upcoming housing recovery. Forestar Group (NYSE:FOR) is a real estate developer that works with homebuilders to develop communities…
Greenseas/iStock via Getty Images SNDL (NASDAQ:SNDL) at its current US$350 million market cap is likely trading significantly below what it otherwise would have under more normalized capital market conditions. Cannabis tickers have fallen out of favor as base interest rates at 22-year highs have sapped investor risk appetite, and a lack of progress on the…
imaginima Introduction Palantir (NYSE:PLTR) is building the foundational software of tomorrow that serves as the central operating system for enterprises. At its core, Palantir’s flagship platforms – Gotham, Foundry, and Apollo – integrate and optimize data, decisions, and operations at scale. A few months ago, Palantir launched its Artificial Intelligence Platform (AIP). In short, AIP…
naphtalina/iStock via Getty Images Investment summary Electrical components and equipment players have demonstrated attractive economic returns in FY’23. Expectations for the sector look to have revised higher on the back of this, reflected in the stock prices of selective opportunities this year. Hubbell Incorporated (NYSE:HUBB) is one such name, having rallied ~32% this YTD as…
Sorapop/iStock via Getty Images OSI Systems, Inc. (NASDAQ:OSIS) has solid paths to growth in all three of the company’s business segments, which include security systems, optoelectronics, and healthcare monitoring devices. However, despite key strategic advantages – and bright prospects for gaining market share and growing profitably – the stock looks fairly priced at the moment….