Stocks To Buy

Tech companies are able to reap massive profit margins thanks to scale and costs. For instance, the cost of writing a piece of software is fixed. If a company can sell an additional copy, its marginal cost of production is minimal. That’s also true of other tech services as well. It’s why a number of companies building out their cloud capabilities are able to reap massive profit margins. That’s why it’s no surprise that Oracle (ORCL), a Silicon Valley giant, has been ...
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There’s always a good profit to be had in the “picks and shovels” of any trend. Companies that provide infrastructure or supplies can profit from a number of ways that other firms may not be able to do. One trend is rising food prices, which you may have noticed at the shelves of your local grocery store. Rising crop prices are pushing up the final cost of food as well. Investing directly in agricultural commodities is a headache for a stock investor, ...
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Markets continue to see some big moves in individual companies reporting earnings. Or, more accurately, in companies making announcements in conjunction with earnings. For instance, Walmart (WMT) reported solid earnings thanks to rising ecommerce sales, and boosted its share buyback program to $20 billion. Yet shares sold off anyway, as the firm came in light with guidance for the year ahead. It also didn’t help that the company announced a higher wage for 425,000 workers. The wage raise will increase the company’s ...
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Earnings season continues to create new trading opportunities for investors. While the explosion of e-commerce trends over the past year is likely to slow, the gains made are likely to hold. So when a company warns on guidance, any selloff can create a buying opportunity. Case in point? Shopify (SHOP). The company saw stronger-than-expected earnings in the fourth quarter of 2020, yet shares sold off on lower guidance for 2021. That’s the market’s mistake. The selloff in shares creates a buying opportunity ...
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There are many tech stories dominating the market today. From 5G to electric and autonomous vehicles, many of them have one thing in common. They require storing and processing large amounts of data. That’s why there’s also a tech trend known as big data. Like any other tech play, it will move in fits and starts, creating opportunities for traders to make some quick profits buying on a dip and selling on the market’s periodic over-optimism. A dip has arrived in Palantir ...
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It’s almost a cliché at this point, but the winner in any gold rush is often the supplier of picks and shovels, and not someone or some company doing the actual gold mining. In the tech space today, with its intense competition and drive to improve products and lower prices, a few companies that supply entire industries are the biggest potential winners from today’s trends. With a footing in everything from semiconductors to consumer electronics to electric vehicles and other manufacturing, a ...
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The past year has seen a strong uptick in digital transformations for companies. That includes content delivery, operations, as well as services like payment systems. With these powerful trends in place, growth is likely to continue. That will continue to attract capital to the space, and be a strong source of returns for investors going forward. One of the more powerful trends will be in digital payments. These companies act as “toll booths” for digital transactions, taking a very small cut on ...
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Shares of Pinterest (PINS) surged to an all-time high, on reports that the company had been approached by Microsoft (MSFT) about a potential acquisition. Microsoft tried to buy TikTok last year, and the tech giant acquired business networking site LinkedIn for $26 billion in 2016. Buying Pinterest, where users pin items they like on personalized boards, would be a far more consumer-facing social media experience. With a market cap of $55 billion, Pinterest would be at least double the valuation of LinkedIn ...
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