Good MorningThe S&P 500 ended the week trading at fresh all-time-high levels on a combination of hope and earnings. On the one hand, the market is hoping for a juicy stimulus package to fuel economic activity in the first half of the year. At the same time, hope for quick delivery of vaccines is also driving the market higher. Regarding the earnings, so far a higher than average number of S&P 500 companies have beaten their consensus estimate but it is still early in the season.
Turning to the economy, there was a host of important economic data released this week and the indications are very positive. While turnover in the labor market is still high employment is on the rise and overall unemployment is on the decline. At the same time, data from the housing sector shows homebuilding activity is at a 15-year high and helping to drive an increase in manufacturing. Regarding manufacturing, the Philly Fed’s MBOS shows manufacturing activity surged in January with noted strength in employment, new orders, and deliveries.
Featured: My Deep Cut Pick Before Anthropic's IPO (Ad) 
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Energy | | Kinder Morgan, Inc Is Well Positioned For The Rebound
Kinder Morgan, Inc (NYSE:KMI) is very well-positioned for the coming rebound and a great example of why energy infrastructure is more valuable than energy, at least to an investor. While the company’s performance is tied in small part to t... Read the Full Story |
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From Our Partners | | Mining earns the highest profit margins of any major sector, about 31 percent, versus just 17 percent for the next best industry.
Despite that, mining represents only 1 percent of global equities, a disconnect that has persisted for more than a century.
Garrett Goggin, CFA, CMT and founder of Golden Portfolio, calls this gap the Golden Anomaly and has identified four miners positioned to benefit. | | Read Garrett Goggin's full report on the top four mining picks now |
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Real Estate | | The nation’s third largest self-storage real estate investment trust (REIT) CubeSmart (NYSE: CUBE) stock is a steady gainer that should continue to see tailwinds from the pandemic recovery. The 3.95% annual dividend yield provides a nice buffer as it outperforms the benchmark S&P 500 index... Read the Full Story |
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Markets | | Microturbine solutions provider Capstone Turbine Corporation (NASDAQ: CPST) stock has skyrocketed on the clean energy theme driving up smart and renewable energy stocks. The fuel cell companies saw accelerated buying on the back of the $1.2 billion investment in Plug Power (NASDAQ: PLUG) by SK Group... Read the Full Story |
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From Our Partners | | After the Dot-Com Bubble burst in March 2000, the Nasdaq fell 78% over the following decade. But gold staged a historic bull run, and select miners delivered gains of 50X, 53X, 252X, and even 362X.
Garrett Goggin, CFA, CMT and founder of The Golden Portfolio, has spent over 20 years studying these market rotations, including 15 years working alongside gold analyst John Doody. He's identified four gold miners positioned for the next rotation out of AI stocks. | | See Garrett Goggin's four gold miner picks before the next rotation begins |
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Industrials | |
Being an early investor in an up-and-coming industry always comes with its fair share of risk, but you will never be able to find the “next big thing” without taking a few chances. For example, 3D printing stocks were dubbed a huge opportunity back in 2013, but early investors in the i... Read the Full Story |
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Markets | | Ethereuem HODL’rs Brace For Wild Ride
As impressive as Ethereum’s (ETH) meteoric rise has been over the last year, the correction it just underwent was more so. After rising more than 1,475% from the 2020 low of $90 Ethereum set a new all-time high of $1,1440 and then went into a tailsp... Read the Full Story |
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From Our Partners | | What I bought is tokenized gold. Real gold in a professional vault… held as a digital token in a wallet only I control. Now compare that to how most people own gold. You call a dealer and pay a premium over the gold price. You wait for it to ship… then you find somewhere to hide it.
And when you want out? It gets worse. Buy a 1 oz gold coin from a dealer and sell it back, and about 4% to 8% of your money is typically gone. Plus, physical gold holders wait days for dealers to verify the gold and pay them.
Tokenized gold? You can sell it any hour, any day, even on a Sunday night, for a small trading fee. So when you need your money, which would you rather own? Gold that takes days to sell… or gold you can sell in seconds? | | Click here to see how tokenized gold works. |
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Consumer Discretionary | | An 8% jump on Thursday was enough to make shares of car maker Ford (NYSE: F) among the best performing on the S&P 500 index. It means they’re now up the guts of 40% on the year already and more than 200% since last March. From a longer term perspective, they’ve firmly broken out of t... Read the Full Story |
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Consumer Discretionary | | Petco (NASDAQ: WOOF) IPO’d last week. If you feel like you’ve heard that before, you’re right… And you’ve also been investing for much longer than the average Robinhood user. Petco first IPO’d in 1994, before being taken private in 2000. It went public again in 2... Read the Full Story |
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Materials | |
A big part of long-term investing success is keeping an open mind and looking into which sectors are showing strength, even if they aren’t necessarily the ones that receive the most attention in the financial media. This is the case with the materials sector, which tends to fly under the rad... Read the Full Story |
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Consumer Discretionary | |
We will learn a lot about the health of corporations worldwide in the weeks ahead. As yet another earnings season kicks off, we'll soon know more about which companies are faring well and which not so well in the COVID-19 economy.
Some stocks warrant more investor attention than others on account... Read the Full Story |
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Consumer Discretionary | | Chinese electric vehicle (EV) maker Xpeng (NYSE: XPEV) stock has pulled back from its all-time highs but still continues to outperform the benchmark S&P 500 index (NYSEARCA: SPY). In its limited time as a publicly listed Company (ADRs), it has grown to one of the three most prominent Chinese EV ... Read the Full Story |
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The Early Bird Stock Of The Day Hall of Fame Resort & Entertainment Co. is a resort and entertainment company, which leverages the power and popularity of professional football and its legendary players in partnership with the Pro Football Hall of Fame. The company was founded in 2015 and is headquartered in Canton, OH. | | View Today's Stock Pick |
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