10487

Digital Spending Trends are Here to Stay

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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10481

Social Media M&A Chatter Overlooks the Better Buy Now

Shares ofPinterest (PINS) surged to an all-time high, on reports that the company had been approached byMicrosoft (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 five years ...
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10475

Another Rare Earnings Miss Creates Another Buying Opportunity

Some company CEOs have discussed getting rid of quarterly earnings reports. As long as it’s required by the SEC, it will never happen. But those CEOs are right to point out that quarterly numbers, along with the Wall Street earnings guessing game, often creates a short-term focus that distracts from the long-term. That’s also why some of the best trades to make are companies that sell off after an earnings report, whether good or bad. Especially when a company has great long-term ...
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10465

A Defensive Play with Strong Growth Trends

When times get tough, investors turn to defensive stocks. Typically areas such as utilities or telecoms, these companies tend to offer slower prospective growth, but offer some strong income opportunities as well. Some other sectors such as consumer goods also fall into the defense space. But, under the right circumstances, companies in this space can see solid growth during an expanding economy as well. One brand in a defensive area that still looks set to grow? Alcohol and spirits. Goldman Sachs recently ...
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10459

An Overlooked Tech Play Back in the Buy Block?

Tech stocks have performed exceptionally well in the past year. Pandemic-driven trends have pushed higher e-commerce, remote work, and other trends that play well to tech over other sectors. However, not all companies have gone along for the ride. A global chipmaker shortage has been an issue preventing physical technological products from being made. Another bottleneck? Networking infrastructure. But those trends are improving. One surprising winner here may beCisco Systems (CSCO). The company saw a slow year in 2020 as other tech ...
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10456

E-Commerce Service Plays Show Investors Where to Expect Economic Growth

The past year has seen a surge of e-commerce growth. While most may think of the sales of goods normally bought in stores, a number of other services are also available online. Companies that cater to small businesses growing online have seen tremendous growth from the increased online sales of both goods and services. That’s a trend likely to continue, which could be a big winner for a number of firms in the year ahead, even after a stellar year. One such ...
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10449

A Defensive Play that Just Got Short Squeezed Is Back to Buying Territory

Many heavily shorted companies are done so due to their weakness to potential bankruptcy. However, sometimes a company gets a heavy short interest without any apparent weakness. That still makes shares susceptible to a squeeze. That may be what happened last week with shares ofTootsie Roll (TR). The confectionary firm saw its price soar to nearly $60 per share in intra-day trading, only to come back to its more recent price trend near $30. In hindsight, it’s easy to see why. Insiders ...
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10442

Earnings Selloff Creates Opportunities in this Growing Entertainment Giant

Even before the pandemic, video games were a huge business. In 2019, video game sales exceeded box office sales globally. That trend continued even higher in 2020, thanks to lockdowns and a new generation of video game consoles. The big winners in the space are often the video game design companies. Largely dominated by a few big players who keep turning out franchise titles much like a big film studio, these companies tend to see steady and growing revenues. For instance,Electronic Arts ...
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