12615

The Best Market Defense Is… A Good Defense Stock

Historically, defense stocks haven’t necessarily related to the defense and aerospace industry. However, in today’s economic and geopolitical climate, it’s not a bad place to look. The space has tended to consistently outperform the overall stock market, and even with a spike in recent weeks, shares of many big names haven’t reached an overvalued level right now. That points to further moves higher, even if geopolitical tensions calm down. One such name in the space is General Dynamics (GD). The defense company ...
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12606

In the Retail Trade, Stick with This Key Metric

Every sector has a key metric that may be more important than things like earnings or profit margins in the short-term. For instance, the restaurant industry may look at how many times its tables turn over customers during the course of an evening. For retailers, the key metric is same-store sales. It cuts through the false growth that could be reported if a company is expanding by opening new locations, even if it may be cannibalizing existing locations. One company capable of ...
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12601

It’s Time to Prepare for Food Shortages with an Industry-Leading Stock

The one-two punch of rising fuel prices and Russia’s invasion of Ukraine is having a major effect on agricultural commodities. It’s simply becoming too expensive to grow certain crops given the costs involved, or simply because rich farmland is now in a warzone. Food prices have already been trending up thanks to higher levels of inflation, but that could go much higher in the year ahead. That’s why investors looking to stay long on stocks could fare well with companies all ...
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12595

Time to Consider Long-Term Plays on Today’s Top Growing Tech

The tech selloff of the past year has made a number of companies a relative value play. That’s especially true to firms that are investing in long-term trends. While they won’t play out overnight, buying key suppliers to the tech space on market drops should result in market-beating returns when the next rebound occurs. One area that’s been hit hard thanks to supply chain issues and shutdowns is in the automotive space, particularly EV production. But for patient investors, now may be ...
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12586

Investors Give Good Managers Excessive Control – But It’s Usually Worth It

There are plenty investment sayings about how company management can make or break a firm’s stock returns. And in today’s world, where retail investors own a minuscule number of shares and institutions tend to trade in and out of shares, company management tends to drive control. In many cases, letting the full-time employees devoted to the company run the show is a good thing. In other cases, such as where control is closely held by a family, the results can sometimes ...
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12578

One Company Shows Compelling International Growth with Low Geopolitical Risks

Russia’s invasion of Ukraine has led to a sharp pullback among international investments. Yet some companies are able to buck the trend and still grow right now. The top contender for such growth could be in social media plays. With many looking to bypass official news (often controlled on some level by governments), such companies could provide one of the few pockets of international growth in the next few months. One such play is Twitter (TWTR). The social media company has just ...
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12574

Long-Term Trends Bode Well for This Market Growth Niche

A number of high-growth opportunities exist today. Many look attractive for the long-term, but short-term tailwinds are preventing the market from moving the value meaningfully higher right now. That’s especially true for any growth story that’s dependent on a resolution to supply chain issues, which appear to still be a source of frustration for short-term investors in hot growth areas. That’s especially true for anything related to the automotive sector, as numerous factories have seen shutdowns. One company hurting in the short ...
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12566

One of the Top Rebound Plays for the Next Growth Stock Surge

The uncertainty in markets right now has hit growth stocks, particularly in the tech space, hard. Many names are down as much as 50 percent off their highs, and at the market low a few weeks back, that included nearly half the stocks in the Nasdaq. Markets are starting to come up, although they’re still willing to sell off on uncertainty. However, one top growth name has managed to navigate supply chain and other global issues to remain strong. That company is ...
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