Stocks To Buy

Great companies can offer long-term market outperformance. The downside? Investors often have to chase shares and buy near all-time highs. However, sometimes a company falls out of favor briefly and can make for a great buying opportunity. Today, a great company with massive cash flow and profitability is slightly out of favor. It’s at a solid long-term entry point for buyers. And there are some uncertainties which, once cleared, will allow shares to move higher. The company is consumer tech giant Apple ...
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“Picks and shovels.” That’s the term used for companies that supply the hardware needed to support a boom. While it may have started with a gold rush, today’s picks and shovels are often the key pieces of hardware needed to run today’s software. As the AI Boom continues to roll out, pick-and-shovel plays can continue to benefit. The hardware sellers may not make the biggest profit margins or even get the headlines. But they stand to win. Specifically, they stand to make ...
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AI stocks have been soaring over the past year and change. Most of the focus has been on big-cap tech companies. They have the big bucks to invest heavily in these technologies right away. But there are other ways to play the trend. While not every AI stock will be a winner going forward, companies seeing real returns already may continue to benefit, and reward shareholders moving forward. One potential winner here is developer C3.AI (AI). The software company posted better-than-expected results ...
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Consumers have made some big shifts in recent years. The pandemic fueled spending on home goods and electronics. Then, consumers shifted away from buying those products in favor of services such as travel and tourism. Today, consumer spending is showing some signs of shifting. That shift indicates that consumers may be more price-conscious following inflation, meaning they’ll want to look for the lowest-priced bargains. That may explain why eBay (EBAY) is faring well here. The online auction leader just beat earnings and ...
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While stocks are still near all-time highs, many sectors of the market have lagged. Part of that is simply the excitement in the tech space. Another part is that many non-tech companies have high production costs and lower profit margins. Several of these companies now trade at a compelling discount to the overall stock market. And many also pay generous dividends, reflecting the power of their brands and the moderate growth opportunities ahead. For instance, Whirlpool Corporation (WHR) have sunk 22 percent ...
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The rollout of artificial intelligence (AI) software over the past two years has led to a boom in those who create the software, as well as the hardware needed to run it. For the most part, the rollout has been based on cloud-based or computer services. However, the next iterations of AI will succeed because they’ll be usable on all sorts of devices, including mobile ones. That could mean a surge in chips capable of powering AI programs on smartphones. In this ...
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Markets often treat some sectors better than others. Tech often gets the attention, but even in that space, right now AI-related names are attracting the most attention. Other sectors are out of favor with investors, either because of lower perceived growth, or because the market is too interested in what’s hot right now. Either way, that sets up opportunities for investors to buy unloved sectors today. In time, those sectors can come back into favor. Right now, media companies are out of ...
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Consumer spending data has been mixed over the past year. One of the biggest disconnects is the slowdown in traditional spending while discretionary spending has increased. In the discretionary space, travel demand has remained strong. Consumers still want to travel, and are keeping airplanes full and hotel rooms booked. They’re also showing a strong demand for other niches in the travel and tourism market as well. One beneficiary is the cruise industry. Bookings remain strong, and companies like Royal Caribbean Cruises (RCL) ...
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