The National Retail Federation is forecasting sales this holiday season of around $720 billion, up over 4% from last year’s holiday season – and juiced by current strong economic conditions. With this favorable forecast in mind, today’s article highlights a number of exchange-traded funds to consider in order to gain exposure to this anticipated hot holiday sales action. For these ETFs, CLICK HERE.
Dividend-paying stocks outperform the market – and companies that initiate or increase their dividends outperform steady payers. As such, the author of today’s article advises that “investors should pay attention to companies that can continuously grow their dividends, as that improves the probability that they can outperform the market.” He proceeds to highlight his top dividend growth stock for investors to consider this month – a midstream master limited partnership with 22 straight quarterly dividend increases and which, thanks in part to a dramatic transformation in the past year, is positioned to continue raising payouts for years to come. CLICK HERE.
With a full-fledged trade war with China looking increasingly likely, Goldman Sachs has identified an investment strategy that can still outperform in such an environment: buying stocks with pricing power. As the author of today’s article explains, “Companies that dominate their market niche are typically able to raise prices without losing many customers. This is pricing power” – and Goldman is recommending seven specific companies with pricing power to help ride out a prolonged trade war. For these seven stocks, CLICK HERE.
Tech stocks have been on a tear – and the three tech stocks highlighted in today’s article have been out front. Yet while each of these stocks has gained at least 35% (and up to 67%) this year, they are still trading below fair value estimates. Moreover, the author notes, “these stocks all boast wide economic moats and stable or positive moat trends; these aren’t flashes in the pan, but rather powerful competitors positioned to endure.” For these three tech stocks that have seen impressive run-ups this year – and still have more room to run – CLICK HERE.
“Today’s global investment environment is a game of musical chairs. Investors are up and marching along because the music is playing, hoping they’ll be able to grab a chair when the music stops (few will do so). Accordingly, I am investing as if the music might stop any second.” This is the stance of the author of today’s article, who believes that factors – including global debt, low interest rates, and China – are converging for the market to have a “hard landing”. So what stocks is his firm turning to in anticipation of this hard landing – and why? CLICK HERE?
Since getting out of the market too early can result in missing out on gains, how can we know when the next bear market will start? While there are many tools that indicate when a bear market starts after the market has already started to turn, the author of today’s article states that “Even though signals from some tools will come after the down turn is underway, these signals could still provide a profitable warning” – and proceeds to highlight some of these tools. For more, CLICK HERE.
Bargains may be hard to come by in the stock market right now, but they are there. The author of today’s article highlights three bargain stocks that are “shockingly cheap” based on their price-to-earnings ratios – and which may be poised to break out. For these three stocks – a global supplier of cellulose specialty products, a global supplier of telecommunications networking equipment, software and services, and a multinational media conglomerate – CLICK HERE.
Biotech investors may be missing out on some very lucrative drugs and therapies. As today’s article notes, while “It is common for large-cap biotech investments…to feature exposure to companies working on treatments for well-known diseases…the growing unmet medical needs universe is going, well, mostly unmet by traditional biotech investments.” Case in point: Non-alcoholic steatohepatitis (NASH) – a potentially fatal liver disease affecting upwards of 16 million Americans and for which there is currently no approved drug therapy. So how can biotech investors access the opportunity presented by NASH and other unmet medical needs? CLICK HERE.
Fear-driven selloffs in the market are powerful phenomena, but, as the author of today’s article notes, “for those who can tune out the fearful noise and focus on the fundamentals of beaten down, high-quality companies, great returns can be at hand.” He proceeds to highlight what he sees as an irrational selloff in process right now – and which may present an opportunity. Specifically, this is the selloff among asset managers, where many of the most well-known names are down double digits from their 52-week highs. For more, CLICK HERE.
With many traders positioning themselves ahead of the midterm elections – and what the results may mean for congressional control and various policies – today’s article highlights one potential trade idea focused on one specific sector: financials. For the particulars of this trade idea – a covered call which the author sees as low-risk and “probably the optimal way to trade the scenario” – CLICK HERE.