Good MorningThe S&P 500 continued to rebound on Thursday despite the growing threat of inflation. A less hawkish than expected FOMC statement on Wednesday and a better-than-expected read on the Index of Leading Indicators Thursday helped to drive the move. While the FOMC indicated that tapering would start soon, the committee still does not seem in a hurry to make that move despite the growing threat of inflation.
On the inflationary front, reports from several S&P 500 companies this week indicate inflation continues to rise and will continue to rise at least until the end of the year. Next week, the market’s focus will turn to a raft of economic data to include the ISM’s gauge of manufacturing and services economies along with the Chicago PMI and the first revision to second-quarter GDP.
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Retail/Wholesale | |
Darden Restaurants Exceeds All Expectations
Darden Restaurants’ (NYSE: DRI) fiscal Q1 earnings results reminded us that not all S&P 500 companies are the same. While the headwinds of inflation are blowing strongly through the market, Darden has been able to outperform on all metrics whe... Read the Full Story |
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From Our Partners | | Renewed tensions involving Iran are putting global oil supplies back in focus - and history shows certain energy stocks respond before the broader market catches on.
A new report identifies three energy stocks emerging from today's supply disruptions. One is already benefiting from the current environment; the other two may not be on your radar yet. | | See which three energy stocks made the list and why they stand out |
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Technology | |
Investors have differing opinions about the value of sell-side research. Some swear by it, while others prefer to build their investment thesis around other tenants. There are certainly cases to be made for both positions.
What’s less contentious is that Wall Street analysts are the best re... Read the Full Story |
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Consumer Discretionary | |
Central Garden & Pet (NASDAQ:CENT) is not your garden variety consumer defensive stock. In recent years, the company has demonstrated a unique ability to go on offense by capitalizing on not one but two growing industries.
With exposure to the surging pet products industry as well as the heal... Read the Full Story |
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From Our Partners | | Most AI portfolios hold the same handful of chip and software names - and completely ignore the physical layer. One perception-hardware company posted ~49% Q1 revenue growth with four partnership announcements in a single month.
A free report names seven companies building the automation, robotics, and semiconductor-test infrastructure that AI requires to move beyond the data center - including an automation giant that raised full-year guidance after quarterly sales rose ~12%. | | Click here to get your free copy of this report today |
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Technology | |
The plight of AT&T (NYSE: T) evokes some truths about human nature and investor sentiment. For years, AT&T was criticized for wandering far afield from its core wireless business. This was particularly troubling as competitors such as Verizon (NYSE: VZ) and T-Mobile (NASDAQ: TMUS) passed t... Read the Full Story |
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Markets | |
Decades of research show the benefits of asset allocation using index funds. But new research suggests that many active strategies outperform over time, even after fees are taken into account.
Asset managers including John Hancock and Morgan Stanley have researched the active vs. passive question... Read the Full Story |
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From Our Partners | | Trader Graham Lindman has built a strategy around a repeating anomaly that appears in the first 60 minutes of every trading day - and it never requires holding positions overnight.
The setup has recently been refined to target up to 100% payouts by holding through the close, with 10 consecutive winning trades logged during one of the most volatile stretches since the Tariff Wars.
A new signal opportunity opens tomorrow. | | See how to join Graham Lindman's next trade before it opens |
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Markets | | BlackBerry (NYSE: BB) stock is adding to its gains after gapping up following a positive earnings report. The company beat expectations on both the top and bottom lines. Over the next couple of weeks, investors will get a chance to see if the report is enough to move the needle with analysts.
How... Read the Full Story |
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Markets | | Data storage solutions company Western Digital (NYSE: WDC) stock has been collapsing since peaking at $78.19. The provider of data storage products had shares collapse even harder after rumors of a merger with the world’s second-largest NAND flash memory chip maker Kioxia may fall through as K... Read the Full Story |
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Medical | | Biosimulation software and technology firm Certara (NASDAQ: CERT) stock is granting pullbacks for prudent investors to gain exposure. The firm provides biosimulation for drug discovery, research, regulatory submissions, and market access utilizing its predictive data analytics. It enables clients to... Read the Full Story |
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Technology | | Even though the overall market has been flashing some warnings signs lately, that shouldn’t keep investors from initiating positions in quality growth stocks with strong upside potential. It’s been interesting to track the names that have held up the best during the last few weeks of mar... Read the Full Story |
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Construction | |
KB Home Is Another Brick In The Wall Of Worry
It's no surprise that KB Home (NYSE: KBH) reported systemic headwinds were impairing its results. A report from Lennar only a few days earlier says the same thing, as do reports from a slew of other S&P 500 companies. While the long-term outlook r... 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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