Category: Sector Analysis
The analysis published under this category are as follows.
Friday, June 30, 2017
Half Of S&P 500 Earnings Growth Can Be Attributed To One Sector, Which Can’t Keep It Up / Stock-Markets / Sector Analysis
By: John_Mauldin
BY PATRICK WATSON : US stocks hit new all-time highs this month. Despite rich valuations, buyers think they’ll still go higher.
One reason for this exuberance is the rise of passively indexed ETFs.
Rather than go to the trouble of picking individual stocks, people dump their cash into index ETFs. The ETF sponsor then buys every stock in the index—even the ugly ones.
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Wednesday, June 14, 2017
Hit or Pass? An Overview of 2017’s Best Ranked Stocks / Commodities / Sector Analysis
By: Submissions
Subject to an entire array of occult myths, the stock market is, in fact, the platform through which companies raise money. After an IPO – initial public offering – based on the estimated value of the company at the time, the ownership is split into a number of shares. Each share is a piece of the company.
However, the primary activity of the stock market takes place after the IPO. Having been attributed a value, the shares are constantly being bought or sold on the stock market, increasing or decreasing in price. The largest markets, such as the NYSE or NASDAQ, have millions of shares issued, with thousands of investors who buy or sell in a single day. This high volume of shares that change hands means that in that particular market, it is easy to buy or sell shares.
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Wednesday, June 07, 2017
Why Airlines Are The Next Big Trade / Companies / Sector Analysis
By: John_Mauldin
BY JARED DILLIAN : I’m a longtime airline bull, going all the way back to 2012–2013—long before it was trendy.
I liked airlines because everyone hated them. Especially Warren Buffett, who once said that someone should have shot Orville and Wilbur out of the sky. He now owns the stocks.
A pilot wrote a great article in The New York Times saying that the conventional wisdom about airlines (which is that they suck) is all wrong.
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Sunday, February 05, 2017
Retail Prices at wholesale Prices – Next Hot Stocks Sector / Stock-Markets / Sector Analysis
By: Chris_Vermeulen
As we close out the first week of February, I’m writing to illustrate the types of great opportunities waiting for all of us. All the trades we share are based on our Momentum Reversal Method (MRM) trading system.
There are two key components of this trading strategy; A. identifying recent price rotation, or B. identifying price resumption of existing momentum. Both examples, today, will focus on two unique examples of the Momentum Reversal Method and two unique setups. Today’s examples are XRT and AIQ, setups that we believe will result in tremendous opportunities for traders over the next 2-3 weeks.
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Friday, January 27, 2017
The Recession-Proof Industry That Few Investors Know / Companies / Sector Analysis
By: John_Mauldin
BY PATRICK WATSON : Americans are pet crazy. Recent surveys show that more than two out of three Americans own some kind of pet. According to the ASPCA, almost half of American households own a dog and around a third are cat owners.
Demographics are also likely to boost pet ownership, as people who don’t have children are more likely to have pets. Therefore, the continued greying of baby boomers and the low birth rate among millennials means that growth in pets in the US is set to continue.
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Wednesday, January 04, 2017
Defence Contracting Sector Under Trump / Companies / Sector Analysis
By: John_Mauldin
BY PATRICK WATSON : This month, President-elect Trump annoyed some people when he criticized two top defense contractors on Twitter.
Wall Street isn’t used to presidents publicly criticizing major US companies. The tweets caused shares to tumble a few points for both Boeing (BA) and Lockheed Martin (LMT), which makes the F-35 fighter planes.
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Wednesday, September 16, 2015
Stock Market Sectors, Does Anyone Win With an Interest Rate Hike? / Stock-Markets / Sector Analysis
By: Investment_U
Matthew Carr writes: Editorial Note: It’s the big moment investors have been waiting for. As we write, the Fed is meeting to decide if it will raise interest rates for the first time since 2006. And while there won’t be any official announcement until Thursday, folks are understandably on edge. But should you be?
We asked Matthew Carr to do what he does best - to sift through decades of market data and uncover the real effect of rate hikes on stocks. We hope you enjoy his commentary. And afterward, if you’re still worried, click here to see how our Chief Investment Strategist Alexander Green is preparing Oxford Club Members for the end of the bull market.
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Sunday, August 16, 2015
Imploding Department Store Results / Companies / Sector Analysis
By: James_Quinn
The government issued their monthly retail sales this past week and four of the biggest department store chains in the country announced their quarterly results. The year over year retail sales increase of 2.4% is pitifully low in an economy that is supposedly in its sixth year of economic growth with a reported unemployment rate of only 5.3%. If all of these jobs have been created, why aren’t retail sales booming?
Saturday, August 15, 2015
Investors High-profit Guide to this Radical New Economy / Companies / Sector Analysis
By: ...
MoneyMorning.com William Patalon III writes: By any measure, we've experienced an extraordinary bull run, with the S&P 500 soaring as high as 2,134.72 since it bottomed out at 676.53 on March 9, 2009.
But the real story is in the catalysts that led the markets to better than triple over that relatively short time – the story beyond quantitative easing, cheap-as-free money, and tax breaks.
Rather, these extraordinary gains have come from a group of "hot spots" that have given rise to the creation of an entirely new economy.
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Thursday, August 13, 2015
Cable Companies Hurting Amid Selloff / Companies / Sector Analysis
By: AnyOption
It all started with three words during Disney’s earnings call with analysts. When talking about the company’s ESPN segment, CEO Bog Iger mentioned that Disney had experienced “some subscriber loss.”The stock slid 8% and is currently down almost 10% from its high before the earnings report came out. Disney isn’t the only one hurting, though. Viacom fell 14% after reporting lower-than-expected revenue due to weakness in its cable TV business. Time Warner, Fox, Comcast and CBS were also hit hard.
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Thursday, July 02, 2015
Why This $5.6 Trillion Investor Profit Boom Is Set To Take Off / Companies / Sector Analysis
By: ...
MoneyMorning.com Michael A. Robinson writes: Last week’s 51st Bi-annual Paris Air Show was the event of the year for the Aerospace industry.
Held in Le Bourget Airport in Paris, France, this prestigious air show has brought together industry leaders from across the globe to hunt for new commercial opportunities – and over 2115 exhibitors marketing their latest and greatest projects – for the last century.
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Tuesday, June 16, 2015
The Stock Market, the Music Industry and the New Network Economy / Stock-Markets / Sector Analysis
By: Harry_Dent
Someone rings the bell at 9:30 a.m. and gets the hell out of the way. All types of chaos erupt from second-to-second. Everyone knows, in real-time, what they made or lost.Users drive the system. Not management. Management’s nowhere to even be seen. It’s merged within the light-speed, low-cost software and processes that make the whole thing possible.
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Friday, June 12, 2015
DIYers Stocks Sector Summer Trend Is Revving Up / Companies / Sector Analysis
By: Investment_U
Matthew Carr writes: I’m secure enough to know what I can and can’t do.
But a longtime friend is always telling me about his plans to remodel his home. That he’s going to take down a wall or put in a new set of cabinets or build some piece of furniture.
I used to ask, “Who’s your contractor?” (Because finding a good contractor is nearly impossible.) But I stopped asking after hearing, for the umpteenth time, that he’d be doing the project himself.
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Monday, April 20, 2015
Utility Stocks Sell in May and Go Away Safe Haven / Stock-Markets / Sector Analysis
By: Chris_Vermeulen
Each year traders try to navigate their way through the financial market and turn a profit. But this is difficult.
The stock market provides market participants with several opportunities each. With all the holidays and climate changes the market as a whole along with specific sectors typically have seasonal rallies and sell off in price.
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Wednesday, April 15, 2015
Stock Investing Tread Softly… and Carry a Big Risk-Management Calculator / Companies / Sector Analysis
By: Money_Morning
Shah Gilani writes: We’ve been talking here for the past two weeks about peer-to-peer lending – or P2P lending, as it is known – and have given you several ways to cash in on these new Lending Disruptors.
And if you’ve acted on our recommendations, you’re already making money.
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Tuesday, April 07, 2015
Quit Your Airline Bitching / Companies / Sector Analysis
By: John_Mauldin
By Jared Dillian
Every once in a while, I’ll be finger scrolling through Twitter and I’ll come across a tweet from a journalist about how oil prices are going down and airfares are going up, so something must be done. I mean, shouldn’t all businesses pass along windfall profits to their customers? Shouldn’t there be a law or something?
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Thursday, March 26, 2015
Airline Pilots Death Cult - Germanwings 9525 Crashed by Co-Pilot, is Air Travel Safe? / Companies / Sector Analysis
By: Nadeem_Walayat
The cockpit voice recorder reveals the truth of the mass murder that took place on Germanwings Flight 9525, as the co-pilot, Andreas Lubitz, locked the pilot out of the cabinet and then proceeded to direct the plane head long into a mountain, that within a few short minutes with the pilot banging on the door, pleading to be let back in and passengers screaming, crashed at a speed of 700mph killing all 150 on board.
Wednesday, March 25, 2015
Where to Invest the Next Time Your Flight Gets Delayed / Companies / Sector Analysis
By: Money_Morning
Michael A. Robinson writes: It’s been a few weeks, but I’m sure you recall the tale of American Airlines Flight 382.
On Feb. 28, the routine commuter flight was scheduled to fly from Dallas to Oklahoma City – usually an hour-long trip.
However, bad weather and mechanical problems combined to leave passengers stranded on the plane for nine grueling hours.
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Thursday, March 05, 2015
How to Play the Big Broker Stocks When Interest Rates Rise / Companies / Sector Analysis
By: Money_Morning
Tom Gentile writes: You don't have to be a bond trader or follow every self-appointed TV expert to keep a studied eye on interest rates. In fact it can be done much more easily by watching a bellwether ETF.
And it's a good time to pay attention. Just recently, the Federal Reserve changed the tone of its stance on rates, indicating that we could see little change into this summer or fall before it dials the rate needle upward.
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Tuesday, February 17, 2015
Which Player to Back in the Fast Food Wars / Companies / Sector Analysis
By: Money_Morning
Michael E. Lewitt writes: Investors fought over the IPO shares of Shake Shack Inc. (NYSE: SHAK) like kids fighting over a McDonald's Corp. (NYSE: MCD) Happy Meal.
Initially priced at $21.00 per share, SHAK stock ended its first day of trading up over 100% at $45.90, moved to just north of $52 per share, and even after an inevitable pull back is still ahead nearly 95%.
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