Good MorningEquities continue to tread water near all-time highs on Tuesday. The broad market S&P 500 traded within a very tight range but did manage to set a new all-time intraday high. The market is being supported by a robust earnings season and the outlook for earnings growth but held back by increasing risk to the outlook. While the average S&P 500 company is beating its consensus estimate by a wide margin, the index is facing an earnings cliff in the form of a greatly reduced pace of growth.
The next quarter’s earnings season is the first quarter of tough comparisons versus the pandemically-boosted quarters of 2020 and poses a big risk to the market. With the Delta variant rapidly spreading, and the threat to the global supply chain growing, there is a serious risk the S&P 500 will not match their earnings expectations in the second half of the year.
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Industrials | | Document management solutions and systems provide Xerox Holdings Corporation (NYSE: XRX) stock has been in compression for several months. While the Company suffered during the pandemic, it is a reopening play as it expects to see workers return to the office in droves starting in Q3 2021, thanks to... Read the Full Story |
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From Our Partners | | Every Monday afternoon, we send out a stock trade idea to some of MarketBeat's best and most valued subscribers. We think you are one of those people...but you are not on our alert distribution list yet. This once a week alert is sent out via SMS so that you can see it right away. Last week's alert was very popular with our subscribers, you won't want to miss out on the next alert -- and it doesn't cost you a thing. We're going to send out another trade idea on Monday around noon, and I want to make sure that you're able to see it. | | Add your name to the distribution list here |
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Finance | | Although growth stocks can certainly expose investors to volatility given their lofty valuations and sensitivity to interest rates, their upside potential helps to justify the risk. These are innovative and high-quality companies with earnings that are expected to grow at an above-average rate when ... Read the Full Story |
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Markets | |
Women have left the workforce in droves. Nearly three million American women have left the labor force over the past year.
Before the pandemic, women consisted of more than 50% of the country's workforce, though mothers of young children have been furloughed or laid off or have had to choose bet... Read the Full Story |
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From Our Partners | | Trump just signed a law requiring America's entire $382 trillion financial system to migrate to a new money network by April 2027. BlackRock CEO Larry Fink already calls it 'the next major evolution in market infrastructure.'
Our research has identified one small, overlooked position at the center of this policy-driven shift - already drawing quiet institutional buying from BNY Mellon, State Street, and JPMorgan. It currently trades for pennies relative to where institutional demand could push it. The Q3 2026 compliance deadline may be the last window before prices move. | | Click here to see the full research and the position name |
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Retail/Wholesale | | Investors and traders are always on the hunt for signals that could ease the process of successfully buying and selling stocks.
Unfortunately, many technical analysts plaster all kinds of complicated indicators all over their charts, which can scare away newer investors.
However, support and res... Read the Full Story |
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Finance | |
Most stock investors rely on some form of fundamental analysis or technical analysis. One approach focuses on the financial strength and growth narrative of a company. The other is purely concerned with chart patterns and price-volume indicators. Both stock picking strategies have plenty of merit.... Read the Full Story |
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From Our Partners | | Washington's so-called 'Mar-a-Lago Accord' aims to deliberately weaken the U.S. dollar to boost exports and bring jobs home. But there's a cost most officials won't mention at the podium.
That $100,000 you've saved still shows the same number on your statement - but its purchasing power shrinks by design. Smart investors are already repositioning their wealth before the policy takes full effect. | | Get your free information kit and learn 3 strategies to protect your savings |
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Basic Materials | | With the Senate finally voting to approve a $1 trillion bipartisan infrastructure bill on Tuesday, investors are continuing to see money rotate into some of the sectors of the market that stand to benefit the most. The legislation includes roughly $550 billion in new funding for transportation, broa... Read the Full Story |
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Markets | |
Compass Guidance Underestimates Its Own Potential
Compass (NASDAQ: COMP) is emerging as one of the most interesting stories in the real estate market today. There are many ways to invest in the real estate market but few with the growth trajectory or exposure to digital and e-commerce of Compass.... Read the Full Story |
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Business Services | | Staffing, risk consulting and recruiting solutions provider Robert Half International (NYSE: RHI) stock is a benefactor from the jobs boom as companies desperately seek qualified talent. The Company is the world’s largest specialized talent solutions firm. The tight jobs market is amplifying w... Read the Full Story |
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Business Services | |
With major U.S. stock indices climbing to fresh record highs this summer, many technology stocks have come along for the ride. Then there are tech companies whose share prices have gone in the opposite direction.
Investors who wish to determine which underperforming tech stocks are oversold have ... Read the Full Story |
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Markets | |
Ethan Allen Interiors Is A Must-Buy For Dividend Growth Investors
It's no secret that we are fond of the furniture industry and Ethan Allen Interiors (NYSE: ETH) is part of this big picture. The company is a mostly North American-based manufacturer of premium furniture and its business is being s... Read the Full Story |
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The Early Bird Stock Of The Day Applied Materials, Inc. engages in the provision of manufacturing equipment, services, and software to the semiconductor, display, and related industries. The company operates through three segments: Semiconductor Systems, Applied Global Services, and Display and Adjacent Markets. The Semiconductor Systems segment develops, manufactures, and sells various manufacturing equipment that is used to fabricate semiconductor chips or integrated circuits. This segment also offers various technologies, including epitaxy, ion implantation, oxidation/nitridation, rapid thermal processing, physical vapor deposition, chemical vapor deposition, chemical mechanical planarization, electrochemical deposition, atomic layer deposition, etching, and selective deposition and removal, as well as metrology and inspection tools. The Applied Global Services segment provides integrated solutions to optimize equipment and fab performance and productivity comprising spares, upgrades, services, remanufactured earlier generation equipment, and factory automation software for semiconductor, display, and other products. The Display and Adjacent Markets segment offers products for manufacturing liquid crystal displays; organic light-emitting diodes; and other display technologies for TVs, monitors, laptops, personal computers, electronic tablets, smart phones, and other consumer-oriented devices. It operates in the United States, China, Korea, Taiwan, Japan, Southeast Asia, and Europe. The company was incorporated in 1967 and is headquartered in Santa Clara, California. | | View Today's Stock Pick |
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