Good MorningThe equities market ended a down week on a sour note with the major indices flat to slightly down on Friday. Traders are wary of new developments in the earnings outlook that suggests 2020’s robust rebound will slow in 2021.
The detail investors need to stay focused on is that revenue and earnings growth will continue for the S&P 500 in 2021 whether or not growth accelerates. Looking at the market from that perspective, price weakness in the major indices will most likely lead to gains in the 2nd half of the year.
This week the market will be focused on economic data. There are a dozen major reports due out over the week including the Leading Indicators, Consumer Spending, Personal Income, and Pending Home Sales and any could be the trigger for a market sell-off. If one comes, be ready with some cash to scoop up the deals.
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Industrials | |
With many of the hottest growth names selling off to start the week and plenty of companies in the Dow Jones Industrial Average showing strength, it’s evident that we are starting to see some rotation. Whether this has to do with the sharp decline in COVID cases or rising treasury yields, a ... Read the Full Story |
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From Our Partners | | Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge.
Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks.
Stream his free presentation to get every buy and sell recommendation with no membership or credit card required. | | Watch Marc Chaikin's free presentation and get his full buy-and-sell list today |
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Consumer Discretionary | |
It’s setting up to be another strong quarter for The Home Depot (NYSE:HD). The home improvement retailer is expecting to report earnings per share of $2.61 on revenue of $30.45 billion. And the whisper number suggests that the company’s EPS may be even higher ($2.74).
Sequentially, th... Read the Full Story |
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Consumer Staples | | Walmart (NYSE: WMT) reported its Q4 2021 earnings (the period ending December 31, 2020) and investors did not like the results; shares cratered by more than 6% on the news. That’s a big move for any company, but we’re not talking about some volatile tech stock here – Walmart is a l... Read the Full Story |
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From Our Partners | | Hedge funds are rotating out of AI hype and into the hardware layer powering it. New research identifies three profitable U.S. infrastructure companies leading this shift.
One just posted 76% year-over-year data-center growth. Another holds a $12 billion backlog from global hyperscalers. A third is generating 59%+ gross margins on next-gen chips. | | Access the full analysis, price setups, and catalysts now |
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Technology | |
Shares of Palantir (NYSE:PLTR) stock got a big lift on February 19, 2021. First, the company got upgraded by Goldman Sachs (NYSE:GS) analyst Christopher Merwin. The analyst raised PLTR stock from neutral to buy with an accompanying price target of $34 (previously $13). Bullish investors also cheer... Read the Full Story |
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Technology | |
One of the biggest stories that investors should be monitoring right now is the unprecedented shortage of semiconductors. The shortage is directly related to the pandemic and how it has affected the supply chains for these chips that are used in everything from video game consoles to automobiles. ... Read the Full Story |
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Finance | |
If you have a winning stock on your hands sometimes it's best to just let it ride rather than shorten the profit potential. For those that don't own such runaway winners, buying in can feel like showing up when the party is winding down. But in reality, the party may just be getting started.
Mome... Read the Full Story |
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Materials | |
With the price of copper showing serious strength and recently soaring to new 8-year highs, taking a look at companies that offer exposure to this commodity might be a move that pays off for investors. It’s a versatile metal that has a ton of different industrial applications and is often us... Read the Full Story |
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Markets | |
Hearing about a huge win these days in earnings reports is something of a minor miracle and one that Deere & Company (NYSE:DE) pulled off in a big way. The company turned in earnings approaching nearly double what analysts expected, and considering the year we've had in commodities, looking fo... Read the Full Story |
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Consumer Staples | | Hormel Is Overpriced, But There’s A Reason
Hormel (NYSE:HRL) is by far one of the better consumer staples companies on the market. The downside for investors is that, with such a fine pedigree, it is a stock people want to own and that tends to keep share prices up. Trading at 27X this year&r... Read the Full Story |
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Consumer Discretionary | | It’s A New Day For Jack In The Box, Inc
Jack In The Box (NASDAQ:JACK) is fast becoming a force to be reckoned with in the fast-food wars. Long a stagnant brand, the new CEO Darrin Harris is bringing new life to the company. The timing of his entrance was perfect, under his leadership the comp... Read the Full Story |
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The Early Bird Stock Of The Day Fresenius Medical Care AG provides dialysis and related services for individuals with renal diseases in Germany, North America, and internationally. The company offers dialysis treatment and related laboratory and diagnostic services through a network of outpatient dialysis clinics; materials, training, and patient support services comprising clinical monitoring, follow-up assistance, and arranging for delivery of the supplies to the patient's residence; and dialysis services under contract to hospitals in the United States for the hospitalized end-stage renal disease (ESRD) patients and for patients suffering from acute kidney failure. It also develops, manufactures, and distributes various health care products, including polysulfone dialyzers, hemodialysis machines, peritoneal dialysis cyclers, peritoneal dialysis solutions, hemodialysis concentrates, solutions and granulates, bloodlines, renal pharmaceuticals, systems for water treatment, and acute cardiopulmonary and apheresis products. In addition, the company develops, acquires, and in-licenses renal pharmaceuticals; offers renal medications and supplies to patients at homes or to dialysis clinics; and provides vascular, cardiovascular, endovascular specialty, vascular care ambulatory surgery center, and physician nephrology and cardiology services. The company sells its products to dialysis clinics, hospitals, and specialized treatment clinics directly, as well as through local sales forces, independent distributors, dealers, and sales agents. Fresenius Medical Care AG was incorporated in 1996 and is headquartered in Bad Homburg, Germany. | | View Today's Stock Pick |
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