Month: October 2022

Elections can be bad for investors. They create uncertainty. Government policy impacts the economy, and uncertain government policy implies an uncertain economic direction. Markets hate uncertainty, so investors are keeping an eye out for stocks to avoid ahead of election day. There’s more uncertainty this year given the wide differences between the parties and their
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A logo of Meta Platforms Inc. is seen at its booth, at the Viva Technology conference dedicated to innovation and startups, at Porte de Versailles exhibition center in Paris, France June 17, 2022. Benoit Tessier | Reuters Check out the companies making headlines after the bell:  Meta Platforms — The Facebook parent plunged more than
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welcomeinside Investment thesis Fresenius Medical Care (NYSE:FMS) has recently drawn some attention as Elliott Investment Management reportedly took a stake in the company, and investors speculate on a possible strategic restructuring of the healthcare conglomerate. Despite the stock not being in the typical setup that I consider when investing, in this article, I will present
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The prospects for cybersecurity stocks vary greatly. During the pandemic, few companies that provided cybersecurity services supported working from home. In 2020, pandemic-related lockdowns forced these firms to enable staff to work remotely five days a week. Thus, significant investment in secure back-end technology infrastructure and networks took place. When the pandemic eased, companies wanted
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Traders on the floor of the NYSE, Oct. 21, 2022. Source: NYSE Professional stock pickers are still betting that the U.S. economy could skirt a recession, according to Bank of America analysis. Actively managed mutual funds have maintained their pro-cyclical stance with overweights in consumer discretionary and industrials, while having a sizeable underweight in consumer staples,
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The market rallied massively yesterday in anticipation of strong earnings from tech heavyweights Microsoft (MSFT) and Alphabet (GOOG, GOOGL). In fact, the Top 10 portfolio in our flagship investment research service Innovation Investor soared almost 10% yesterday! But both Microsoft and Alphabet dropped the ball.  The former topped quarterly revenue and earnings estimates but delivered
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Samson1976/iStock via Getty Images All good things come to an end, and many of the tailwinds that have aided Umpqua’s (NASDAQ:UMPQ) earnings momentum are starting to fade. The bank still has positive asset sensitivity, a strong deposit base, and attractive loan growth opportunities, as well as growth opportunities in fee-generating businesses, but loan demand is
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The logo of Alphabet Inc’s Google outside the company’s office in Beijing, China, August 8, 2018. Thomas Peter | Reuters Check out the companies making headlines after hours. Alphabet — The search engine parent dropped 5.8% after Alphabet missed third-quarter earnings expectations, and reported a decline in YouTube ad revenue. Alphabet earned $1.06 per share
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As anyone who reads my columns regularly knows, I’m generally upbeat on stocks. That’s because I believe that inflation has peaked, the Federal Reserve is poised to become much more dovish.  In addition, the Street has, for some time, underestimated the importance of the exceptionally strong employment market. However, I believe that there are some
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helloabc/iStock via Getty Images The RealReal (NASDAQ:REAL) describes itself as: the world’s largest online marketplace for authenticated, consigned luxury goods. We are revolutionizing luxury resale by providing an end-to-end service that unlocks supply and creates a trusted, curated online marketplace for buyers globally. REAL is currently operating at a ~$2 billion in GMV run rate,
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In this article LOG.N-CH LOGI UPST STEM HIBB Follow your favorite stocksCREATE FREE ACCOUNT Tony Avelar | Bloomberg | Getty Images Check out the companies making headlines in midday trading. Logitech — The computer peripherals maker jumped 11.8% after Logitech reiterated its full-year guidance, which was lowered in July. Logitech has struggled with weaker demand
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