In the battle against COVID-19, various companies have been working on developing tests with dramatically reduced turnaround times, while others are working frenetically on developing potential vaccines. When it comes to his top stock for the fight against COVID-19, however, the author of today’s article has a “slightly different” pick: “a classic picks-and-shovel play…which makes software that lets drug companies simulate tests of their products in the virtual world before undergoing human or animal testing. This is a big cost saver for drug companies.” For more, CLICK HERE.
You might want to toss Apple – and pretty much any stock related to discretionary goods – according to one strategist, who argues “The market is utterly underestimating how much of a shock the coronavirus is going to be to the economy. And I think for the next 12 months, the U.S. consumer is only going to spend his money or her money on [nondiscretionary] goods.” What stocks is he recommending instead? CLICK HERE.
“I have been around for a long time, and this is about as violent a trading environment as I have seen in more decades than I care to account for,” acknowledges the author of today’s article – and he proceeds to outline some simple hedging tactics that can be useful to both traders and long-term investors amidst this historic stock market volatility. For more, CLICK HERE.
“The most important decisions you will make as an investor come during a market crash situation,” declares the author of today’s article, who shares some insights on how he is managing his own money during the current crisis, which he describes as feeling like “some combination of WWII, 1987, 2008 and 1929 all wrapped up in one”. For more – including why he advises that personal finances are more important than portfolio management right now – CLICK HERE.
Amid the market carnage brought on by the coronavirus outbreak, one outperforming fund manager is recommending picking up some “next generation” tech stocks while they’re on sale. For several such next generation tech stocks to consider, all of which are “plays on trends that won’t be derailed by coronavirus” and several of which “may actually do better because of the virus scare”, CLICK HERE.
It’s absolute mayhem in the markets. But when it comes to this particular stock, the author of today’s article declares that “the weaker the market gets, the more I’d want to hold…shares in my portfolio.” What is this stock that he sees as “well poised to handle the most massive recession or stock market crash” – and what are the two big reasons why? CLICK HERE.
The most popular stocks with hedge funds in the fourth quarter of 2019 were the same stocks that were the most popular with hedge funds in the third quarter, with Microsoft remaining the most widely-held stock among hedge funds. But, as the author of today’s article notes, “More interesting were the several stocks ranking below this group of crowded holdings that enjoyed an especially large surge in hedge fund support during the fourth quarter compared to the previous three-month period.” What three stocks saw a significant jump in interest from hedge funds as 2019 came to a close? CLICK HERE.
If you’re concerned about the potential impact of the coronavirus (and/or any other number of risks) on the markets, the author of today’s article recommends turning to “the only ‘back to basics’ technique I know of that’s never failed to produce huge profits over time.” What is this technique – and what about its “closely related cousin” that’s been shown to generate even more powerful results? CLICK HERE.
While we have likely not even hit the peak of the coronavirus crisis yet, whenever the epidemic does come under control, many expect companies and markets impacted by the deadly virus to bounce back. However, as one fund manager cited in today’s article notes, “Everyone thinks everything is going to bounce if demand comes back, but previous incidents have shown that not every company will benefit the same way”. For three sectors – and specific companies within those sectors – that could face particularly difficult roads to recovery, CLICK HERE.
Two topics seemed to dominate the discussion at this year’s ‘Inside ETFs’ conference – and they suggest that big changes are on the way for the red-hot ETF space. Those two topics? The rise of ESG investing – which seemingly catapulted from niche strategy to mainstream last year – and the emergence (and rapid growth) of so-called “nontransparent” ETFs. For more on these two trends – and additional insights from the ‘Inside ETFs’ conference – CLICK HERE.