Continued Cloud Service Growth Plays Well to this Data Center Player
Companies continue to have growing data storage needs, and cloud services provide a great way to ensure data can be accessed securely while also from anywhere. A number of companies play to this trend, with everything from data centers themselves to companies that offer web hosting services. But the entire technology still remains locked in a world of physical hardware to make it all happen. That fact plays well to a number of hardware players. Memory chip company Micron (MU) has been ...
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This Logistics Play Remains Undervalued With Upside Ahead
One key theme of the past two years has been logistics, with an emphasis on supply chains. The world has gone from just-in-time inventory systems to creating a buffer to avoid having to contend with shutdowns stemming from any uncertainty. Companies in the shipping realm have largely benefitted, as the creation of inventories and stockpiling has led to an increased demand to ship goods for storage before use more locally. Adding to that is the overall improving economy, which is also ...
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Finding the Best Value in a Former Growth Trend
One of the best growth trends of the last decade was in streaming services. Starting as an ancillary platform for viewing shows online, a number of companies embraced the model. Many even started producing their own original content, and now top streaming companies are having their original productions nominated for –and winning—Oscars. But since Netflix (NFLX) proved it was a viable model, other media companies scrambled to create their own services leading to competition and slower growth. With the big growth gone, ...
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For Market-Beating Returns, Consider This Alternative Strategy Instead
When it comes to investing in a bull market, traders often go for big growth names. As we’ve seen with market selloffs, that can be a big problem on a pullback, as those high-growth names get knocked down the most. Traders might instead want to consider a different tack, and embrace companies that have low volatility. They may be slower to gain over time, but they’re also likely to hold their own as a defensive play when markets get volatile. One such ...
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Pick Up This “Third Time’s the Charm” Brand Giant Today
Companies constantly need to reinvent themselves to stay competitive. Sometimes, a change of management can break the stale company culture and breathe new life into a company. However, sometimes new management may stray too far, or, worse, not make new big and bold change to move the needle. When new management comes along, traders may not always know what they’re going to get. But when a former manager comes back to a company, it can sometimes lead to resurgent growth and ...
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There’s Still Time to Pick Up Growing Big Tech Stocks at a Discount
The stock market has rebounded strongly in the past few days. While fears of inflation and other issues may cause a few more drops in the weeks and months ahead, many tech names have fared worse than the overall market. Investors waiting for an entry point are looking at a decent one for many tech stocks, particularly big-name companies that can likely continue growing strongly no matter what happens with the economy. One example is Adobe (ADBE). The company just beat on ...
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Consider Growth Plays Nearing Value Territory Amid This Market Selloff
Every market selloff creates an opportunity to buy growth names at a big discount. Typically, investors start discounting growth when a crisis starts, so faster-growing companies sell off more. Growth comes in a variety of sectors and can be measured in a few different ways. Besides looking at obvious big-cap tech names on a selloff, other growth names could deliver market-beating returns at today’s prices. One such potential winner is Five Below (FIVE). The retailer that lists all its products for $5 ...
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Defensive Plays with a Domestic Focus Could Perform Strongly in Today’s Environment
The past few weeks has seen a flurry of US companies announcing the termination of their business in Russia. That will impact the bottom line of some companies more than others, given the state of Russia’s economy. For some players, like fast food operations, the loss of the Russian market can have a big impact. For other sectors, there may not be much more than a symbolic gesture. One surprising winner in today’s environment could be The Wendy’s Company (WEN). The fast-food ...
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