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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Technology | | 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 | | Palantir, Micron and SanDisk show how fast a stock can become the trade everyone suddenly wants. That's often when investors make their costliest mistake: arriving after the easy part of the move is gone.
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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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Consumer Discretionary | | 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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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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Industrials | | 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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Finance | |
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 Alphabet Inc. offers various products and platforms in the United States, Europe, the Middle East, Africa, the Asia-Pacific, Canada, and Latin America. It operates through Google Services, Google Cloud, and Other Bets segments. The Google Services segment provides products and services, including ads, Android, Chrome, devices, Gmail, Google Drive, Google Maps, Google Photos, Google Play, Search, and YouTube. It is also involved in the sale of apps and in-app purchases and digital content in the Google Play and YouTube; and devices, as well as in the provision of YouTube consumer subscription services. The Google Cloud segment offers infrastructure, cybersecurity, databases, analytics, AI, and other services; Google Workspace that include cloud-based communication and collaboration tools for enterprises, such as Gmail, Docs, Drive, Calendar, and Meet; and other services for enterprise customers. The Other Bets segment sells healthcare-related and internet services. The company was incorporated in 1998 and is headquartered in Mountain View, California. | | View Today's Stock Pick |
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