Debt-funded stock buybacks have been on the rise since 2009, with 2018 seeing a record amount of buyback activity. This leads the author of today’s article to make the following point: “If the stock market performed as poorly as it did in 2018 with record amounts of buybacks to prop it up, just imagine how much worse it would be if buybacks were to slow down significantly or grind to a halt?” For his insights on what a bursting of the U.S. corporate debt bubble could mean for stocks, CLICK HERE.
Back in August, the author of today’s article saw a trade opportunity in a giant cable and broadband provider – and since that time, shares of that company have outperformed the S&P 500 by almost 12%. The reason he saw an opportunity in the company, as he explains, is that, while the “market isn’t wrong about the fact that cable customers are choosing to ‘cut the cord’ at a rapid pace… the market is very wrong about… how this is going to impact the cable companies” – and now he is eyeing shares of another undervalued cable and broadband provider. For more, CLICK HERE.
When it comes to finding investment opportunities, one approach is to use the options market and look for options with unusual activity. The author of today’s article notes that “Understanding how a company’s options usually move can prepare you to find moments where they’re making unusual moves. And by looking at options with unusual activity, you can get an idea of where larger investors in the options market are placing their bets.” For more, CLICK HERE.
It’s that time of year when many firms issue their top stock picks and favorite sectors for the year ahead – and Credit Suisse (which has the most bullish outlook for the S&P 500 next year amongst its peers) has added 11 companies to its Top Picks list, all of which are covered with Outperform ratings. For these 11 stocks – including three airlines – that are among the investment bank’s research team’s best ideas for next year, CLICK HERE.
“Whether we are talking about socks or stocks, it is better to buy them on sale,” declares the author of today’s article, who describes himself as “a long-term buy and hold investor in the accumulation phase.” He proceeds to outline a four-step process to screen the list of dividend champions for potential bargains worthy of further research – and identifies the 26 dividend champions that currently pass this screen. For more, CLICK HERE.
It’s beginning to look a lot like Christmas… and 2008? The author of today’s article argues that “It really does appear that economic activity is starting to slow down significantly, but just like in 2008 those that are running things don’t want to admit the reality of what we are facing.” For three critical ways he sees the current situation as being “eerily similar to what happened just before and during the last financial crisis”, CLICK HERE.
What insights emerged when a roundtable of investing pros was convened to discuss the state of the economy and the stock market heading into 2019? Today’s article highlights some of them – spanning topics from stock valuations, the IPO market, the importance of environmental, social, and governance (ESG) factors, China, technological disruption – and where the greatest risks and the greatest opportunities may lie in 2019. For more – including some specific stock recommendations – CLICK HERE.
Only a quarter of the stocks in the S&P 500 Index can currently be bought for less than $50 – and the author of today’s article notes that some of those stocks “offer outstanding value to bargain-minded investors on a budget.” When it comes to identifying the best stocks under $50 for 2019, he outlines several factors to consider (including three key traits those stocks would possess) – and then highlights three of his top picks in that regard. For more, CLICK HERE.
Low-priced stocks offer smaller investors the chance to not only make a tidy profit (as these stocks can provide the largest short-term gains), but also to acquire a higher share count than they would be able to of large and mega-cap stocks. Today’s article highlights five stocks trading under $10 that possess solid upside potential based on price targets from Goldman Sachs. For these five stocks – which may be especially appealing to more aggressive traders – CLICK HERE.
“What goes up must come down” is a law of physics – and it’s also the basis of the trade idea outlined in today’s article. Specifically, this trade applies the “what goes up must come down” rule to market volatility, with the author noting that volatility mean reversion is “a predictable pattern that we can take advantage of as options traders.” For more on this trade that can be used to profit from market volatility (which there has been plenty of recently!), CLICK HERE.