Stay informed with free updates Simply sign up to the US inflation myFT Digest — delivered directly to your inbox. US stocks closed at a record high after data showed inflation had fallen slightly to 3.4 per cent in April, prompting traders to increase their bets on Federal Reserve’s interest rate cuts this year. The…
Explore Alpha Picks on Seeking Alpha Read the article diving deeper into the research study here The transcript found below is for readers who would like to follow along. Please note that the transcription may not be 100% accurate. Daniel Snyder: Hello, everyone. Welcome to this great new Seeking Alpha Webinar. I’m Daniel Snyder. Hanging…
Giuliano Benzin The streamers have been getting pummeled after a massive Covid run up. Now, growth is slowing and the market is saturated. There needs to be consolidation for a recovery to really take hold. Value In Streamers I have long been a follower of the workings of the entertainment industry. It started when I…
ValeryEgorov Step One: Wide-moat stocks with 5-star and 4-star ratings Historical evidence says that while quality alone is a poor indicator of outperformance, when combined with a decent valuation filter, Morningstar’s moat rating proves to be more than useful. Based on the available data, stocks with a wide-moat rating that also fit into the 4-…
DNY59 As of 2024, the status of rare earth materials outside China remains a critical concern for global supply chains, particularly given China’s dominance over the majority of the production and processing of these materials. China has come to control 67% of mining, 91% of refining activity, 87% of oxide separation and 94% of magnet…
zhengzaishuru Oil prices have wavered recently. Tensions in the Middle East, for now, have ebbed, resulting in a pullback in what had been a strong rally year to date in WTI. Now under the $80 per barrel level, there is not much action in the oil space. What has been stealthily on the rise, however,…
SHansche The UP World LNG Shipping Index (UPI) lost 1.92 points or 1.24% last week, reaching a closing value of 152.38 points. This index monitors the stocks of companies that specialise in LNG shipping. In contrast, the S&P 500 (SPX) index, representing US stocks, gained 0.55%. The image below displays both indices. Week 19-2024: Chart…
spxChrome/E+ via Getty Images Introduction Don’t worry, I did not put Warren Buffett’s name in the title for clickbait reasons. While I’m aware that some readers hate it when people use his name in titles, I’m dedicating this article to his investment strategy, especially as I am highlighting three Buffett-like plays that, I believe, are…
NoSystem images The momentum factor has taken a breather in the last month and a half. It surged out of the gates in 2024, powered higher by overweights to the ongoing AI theme and broader semiconductor-stock surge. Also helping the strategy which seeks to pounce on what has been winning was general outperformance by large-cap…
tazytaz/E+ via Getty Images Today, we are going to do something different to close out another trading week. In this column, I highlight three biotech stocks with favorable risk/reward profiles and that are trading for under ten bucks a share. Let’s start with ADMA Biologics, Inc. (ADMA). This company is focused on manufacturing specialty plasma-derived…
iridi/iStock via Getty Images Foreword All but two equities and all the funds listed in this March monthly pay batch live up to the ideal of paying annual dividends from a $1K investment, exceeding their single share price. Here, in the MoPay collection, lie affordable (yet volatile and risky) bargains. The dogcatcher rule of thumb…
blackred Originally published on April 21, 2024 Schwab Schwab (NYSE:SCHW) reported their Q1 ’24 results last Monday, April 15th, 2024. The stock is still battling the inverted yield curve, and the need to pay their clients a 5.35% money market yield, as this cash-sorting – moving funds from lower-yielding bank deposits to the higher-yielding money…
blackdovfx/iStock via Getty Images Semiconductor stocks have had a big run over the last several months, and this sector was due for a pullback. As shown in the chart of the VanEck Vectors Semiconductor ETF (SMH) below, we just got a big pullback. This was even a plunge in some stocks, with some top names…
damedeeso Foreword About Large Cap Value A Value ranking for large cap stocks from YCharts puts together complementary strategies found during their stock research. As a value ranking, it looks at the price of a stock relative to a number of measurements that determine intrinsic firm value. Only the largest 10% of companies based on…
J Studios/DigitalVision via Getty Images Come for the dividend stock picks, stay for the economic analysis. Or come for the economic analysis and stay for the stock picks. Or just read one section and skip the other. Whyever you’re here, let’s get to it. The market has given us plenty to ruminate on, both on…
We Are The shine has come off once-high-flying tech stocks in recent months. The Information Technology sector is barely outperforming Treasury bills thus far in 2024 while other sectors such as Energy and Utilities have performed well in the last month. It comes as the macro backdrop turns murkier, with recalcitrant inflation fears and concerns…
PhonlamaiPhoto/iStock via Getty Images Do you remember in Back To The Future when Marty’s dad got fired in 2015? It wasn’t by text or email. It was by fax! The movie got a lot right, like drones and video conferencing, but it missed the two most transformative developments of the next decade: cell phones and…
Hiraman Can ETFs and stocks coexist in a portfolio and make that portfolio better? ETF or index ETF investing versus do-it-yourself dividend growth investing is always a big debate. You know I favor stock investing, but I keep an open mind. There is room for ETFs even if you invest in stocks. I see both…
Richard Drury Article Thesis The electric vehicle industry appeals to many investors, but one company – Tesla (TSLA) – is getting most of the attention, partially due to ambitious goals when it comes to developing autonomous driving vehicles and robotaxis. But there are many other EV companies that could be of interest to investors as…
Richard Drury Investment Thesis For a long time, Tesla (NASDAQ:TSLA) has dominated the electric vehicle market. Under the leadership of Elon Musk, the company has invested a lot of money into technologies like self-driving cars, which has paid off in vehicle sales. In the Western Hemisphere, Tesla is still the biggest electric vehicle seller. However,…
Wirestock/iStock Editorial via Getty Images Listen below or on the go on Apple Podcasts and Spotify Pure golf stocks, apparel makers and gaming names could see a Masters bump. (0:16) Wholesale inflation runs a little cooler in March. (1:20) Amazon CEO says AI will be built on the cloud. (3:45) The following is an abridged…
Diy13/iStock via Getty Images The Green Dream is alive and well as the push to achieve Carbon Zero continues to dominate the air waves as a front-runner for environmental issues. Part of the solution for a cleaner environment is the switch to Electric Vehicles, the installation of solar panels etc. Along with a myriad of…
Jonathan Kitchen March Headline CPI came in at 0.4% versus the expectation of 0.3%. The Core rate verified at 0.4%, also a tenth hotter than expected. The year-on-year Headline rate is 3.5%, above the 3.4% forecast, while Core CPI from a year ago is now 3.8%, a tick warmer than the consensus. The 3.5% rate…
CoreyFord/iStock via Getty Images During bull markets, which is most of the time, there’s a strong gravitational pull toward bullishness and optimism. This is a learned response. The First Law of Stocks is that stock market rallies in motion tend to stay in motion until acted upon by a countervailing force. Even so, there’s something…
Olivier Le Moal Author’s Note: This is our monthly series on Dividend Stocks, usually published in the first week of every month. We scan the universe of roughly 7,500 stocks listed and traded on U.S. exchanges and use our proprietary filtering criteria to select five relatively safe stocks that may be trading cheaper compared to…
PM Images ONE Gas, Inc. (NYSE:OGS) recently promised dividend growth for the next four years, and envisions significant regional growth driven by growing population in the I-35 corridor in the United States. Given recent efforts for clean energy solutions, and recently announced capital expenditures, I believe that the company will most likely be under the…
PM Images/DigitalVision via Getty Images Introduction Over the past few years, I have increasingly focused on one major issue: the looming retirement crisis. Although every time I use the word “crisis” in a title, I feel guilty of clickbait, there’s no denying that it’s an appropriate use of the word, as we’re increasingly moving to…
Ridofranz The ARK Next Generation Internet ETF (NYSEARCA:ARKW) is on a comeback trail with the actively managed equity strategy returning 55% return over the past year, ahead of tech-heavy benchmarks like the Nasdaq-100 (QQQ). The momentum at least offers some reprise for long-time shareholders who went through a period of extreme volatility where ARKW saw…
Monty Rakusen/DigitalVision via Getty Images Global oil prices have made a stealthy move higher this year. WTI now trades around the $85 mark while Brent hovers just shy of $90. While there were fears of a bearish supply/demand balance heading into the year, resiliency in the domestic economy and growing optimism about China’s recovery have…
Andrii Yalanskyi/iStock via Getty Images Article Thesis The broad market was up strongly during the first quarter of the current year, but not all stocks participated. In this article, we will take a look at the three biggest laggards and the reasons for their underperformance in order to evaluate whether they could be positioned for…
Nutthaseth Vanchaichana/iStock via Getty Images The way the first quarter went, with brief and very shallow pullbacks, one would think that stocks are partying like it is 1995. While it is foolish to extrapolate one quarter into a whole year, 1995 comes to mind, as that was the only soft economic landing engineered by the…
Lemon_tm Quality Stocks The SPDR S&P 500 Trust ETF (SPY) posted a 3.27% return in March, finishing Quarter 1 with a double digit gain. Vanguard’s Dividend Appreciation Index Fund ETF Shares (VIG) locked in a lower gain of 2.37% last month. My watchlist underperformed both, posting a very weak return of 0.50%. Frankly it’s been…
Cn0ra Generating significant monthly passive income from dividend stocks can transform your approach to investing for retirement. The monthly frequency of the passive income offers psychological stability during market volatility since it provides regular tangible rewards for holding dividend stocks through thick and thin, whereas holding only quarterly paying dividend stocks provides this positive feedback…
pcess609/iStock via Getty Images Market Recap 2024 is off to a pretty good start, the SPDR S&P 500 ETF Trust (SPY) posted its 3rd consecutive positive month this year. The gain in March of 3.27% was lower than February’s 5.22% return. But it was enough to push the ETF to a double digit year-to-date return….
Scott Olson S&P 500 Closed At A Record In Q1 As we come to the end of the first quarter of 2024, it’s timely for us to assess the best opportunities ahead as we look ahead to Q2. Notably, the S&P 500 (SPX) (SPY) notched its best first quarter since Q1’19, as the market rose…
triloks Welcome back to my weekly variety show! Two of my favorite sectors of the stock market are enjoying a nice rally over the last few days. Those two sectors are Real Estate (VNQ) and Utilities (XLU). (Yes, I know — REITs and utilities. I’m really popular at cocktail parties.) Data by YCharts This mini-rally…
georgeclerk Just as stocks took a big leap into February, they are hopping into the Easter weekend with strong March gains under their belt. Investors’ baskets are full of winners no matter where you look. Egg-celent returns were seen in U.S. large caps – the S&P 500 (SP500, SPX, SPY) rallied more than 3%, while…
ewg3D/E+ via Getty Images Here we are entering Spring in late March 2024 and the stock market indexes are making new all-time highs. Yet several Wall Street investment strategists see even higher highs by the end of the year. One of those companies that has a price target for the S&P 500 that is 5%…
SerrNovik Market rotation seems dead these days, with just three stocks accounting for about 50% of the gains in the S&P 500 and five stocks accounting for almost 60%. That means that of the 462.62 points the S&P 500 (SPX) has gained in 2024, 268 points of those gains have come from Nvidia (NVDA), Microsoft…
mohd izzuan/iStock via Getty Images To quote the pithy Abraham Lincoln, Better to be silent and thought a fool than post your thoughts on the Internet and remove all doubt. Is that how the quote goes? It’s something along those lines. Well, I don’t claim to have ole Abe’s wisdom, but I’d like to think…
dontree_m We are writing this article as part of a 12-part series, usually with a monthly article, where we will suggest two high-income dividend stocks each time. Over the course of the year, we hope to have roughly 25 such stocks and a portfolio with 8% sustainable income. A million-dollar invested in such a portfolio…
dima_zel For investors who want to profit from an attractive combination of current income and attractive long-term growth, it is hard to beat dividend-growth stocks (SCHD) operating in booming industries. In this article, we will share three dividend stocks that we believe are poised to soar in the coming years thanks to being leading players…
Adam Smigielski Each month I feature several dividend paying stocks that I don’t think offer any margin of safety based on their business and current stock price. This theme irritates some dividend yield chasers, so I encourage you to vent in the comments. When investing, your goal ought to be to have a “margin of…
Feverpitched/iStock via Getty Images The National Association of Realtors or “NAR” just announced a $418 million settlement in a deal that is supposed to “spare” home sellers from automatic commission to the buyer’s agent. This news seemed to get lots of publicity but in reality, I believe it is much ado about nothing. First of…
LeoPatrizi Emerging themes present themselves as we venture closer to the second quarter. The momentum trade has begun to sag while value and high-dividend stocks have returned to favor. So far in 2024, the Energy sector leads while Materials, another resource-heavy niche, is the best-performing group of the S&P 500 in the last month. Sneaking…
junak Some of you devoted tech investors and traders might have been surprised by how some great stocks have fallen seemingly through the floor. I believe that part of this is part of a sideways correction process where the high-flyers are giving up gains, but those funds are being distributed elsewhere. Corrections can happen in…
spawns Written by Nick Ackerman. For some background on this monthly publication, here is my view on dividend growth stocks: Dividend growth stocks aren’t always the most exciting investments out there. They often aren’t grabbing the headlines, and they aren’t the stocks running up hundreds of percentages in a year. In fact, they are often…
franckreporter Is the value style re-asserting itself? Each weekend, I delve into the previous week’s trading action to uncover clues on where the market might go next. Value equities have held their own amid the much-celebrated growth trade lately. AI euphoria has undoubtedly been a force to be reckoned with since early last year, but…
Olivier Le Moal In this series of articles, we focus on selecting and highlighting stocks that have rapidly grown their dividends in the recent past. We also need to ensure that these stocks will likely grow their earnings at a fast pace in the next few years. Due to their hypergrowth, their price generally grows…
champpixs The equity market’s rally has been fueled in large part by the so-called Magnificent Seven. David Sekera, Chief U.S. Market Strategist with Morningstar Research, explains why it may be time to look beyond big tech for potential opportunities in value stocks. Transcript Greg Bonnell – With big tech leading the way to new highs…