“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.
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.
“A solid growth play is a name that appears poised to not only grow at an above-average rate but also reward investors handsomely over the long run,” notes the author of today’s article, who proceeds to highlight three “Buy-rated stocks flagged by the analysts for their strong long-term growth narratives. On top of this, each boasts substantial upside potential from the current share price.” For these three stocks – including a biopharmaceutical company focused on underserved patient communities – For more, CLICK HERE.
“The two stocks that contributed the most to 2019’s total stock-market returns also hold that position for the entire decade,” notes the author of today’s article, who further notes that “The two companies didn’t just dominate. They actually intensified their hold over the past decade”. For these two stocks – as well as the other top contributors to stock-market returns since 2009 – CLICK HERE.
With hedge funds having recently disclosed, via their 13-F filings, what stocks they bought and sold in the third quarter, Goldman Sachs has compiled its newest “Hedge Fund VIP list”, which today’s article explains “contains the stocks that appear most often in the top-10 holdings of fundamentally driven hedge funds.” For the 10 stocks that have been seeing the most love from hedge funds in recent months, CLICK HERE.
Depending on the moment, stocks are trading near or at record levels – and in today’s article, two traders share where they see pockets of opportunity in a market that may otherwise be calling for caution. As one of those traders explains, “I’m still worried that there could be something more broadly that just encourages a near-term correction, so I’m hesitant to chase things, but when I look at the charts, there are some names out there or some sectors out there that say they’re going higher.” For more, CLICK HERE.
The “consensus” call is for the U.S. to experience a normal winter – but at least one “out-of-consensus” weather expert is calling for a much more severe winter with very heavy snow and very cold temperatures. When it comes to how to play a colder-than-expected winter, the author of today’s article “favor[s] natural gas plays over apparel and snow plows because they’re more disliked, and they face solid long-term catalysts beyond the cold winter surprise.” For these long-term catalysts and a number of U.S. natural gas plays the author finds particularly interesting, CLICK HERE.
While the Dow recently hit a record high, today’s article notes that “eleven Dow stocks, or more than a third of its components, are still in a correction or worse – those include Cisco, 3M, Pfizer, Exxon Mobil, Boeing and UnitedHealth among others” – and a pair of traders are highlighting one of those stocks as “the best way to play catch-up” to the Dow’s rally. For this stock – as well as a different Dow “catch-up” play preferred by another trader – CLICK HERE.
When stocks fell in the final months of last year, water stocks bucked the trend – and water stocks have crushed the S&P 500 over the last six months. As the author of today’s article explains, “Stock market volatility is part of the reason water stocks are doing so well right now…When stock market risk rises, investors flock to safe and reliable stocks. And water stocks fit that bill.” For more on how water stocks can “buoy your portfolio” – including what the author highlights as the best ways to invest in water right now – CLICK HERE.