Good MorningThe market sell-off deepened last week and may worsen in the weeks to come if the outlook for earnings doesn't improve. While the Q4 season is unfolding with better than expected earnings for most S&P 500 companies the margin of outperformance is the smallest it's been in two years and getting smaller. By all accounts, inflation is still on the rise and will cut into earnings in the calendar and fiscal 2022 despite higher realized prices for most end-products. What this means for the market is a reset of value and a shift from growth to dividends.
This week will bring the monthly NFP report as well as some key reads on manufacturing and housing. The bulk of the data is expected to support ongoing economic expansion but at a slower pace than in previous months. If the data is weaker than expected or shows a growing impact from inflation, it could help drive equity prices lower. Featured: This Single Fund Owns Every Major AI Stock and Pays Weekly (Ad) 
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Communication Services | | Media and entertainment giant The Walt Disney Company (NYSE: DIS) stock has been collapsing with the benchmark indexes in 2022. While the Company missed analyst estimates for its fiscal Q4 2021, shares have dropped an additional (-30%) since the report. The Company is continuing to expand its reach ... Read the Full Story |
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From Our Partners | | Tobacco, telecom, pipelines, and healthcare real estate trade at 10 to 15 times earnings while the index yields about 1 percent.
A free report highlights seven cash-generating stocks with a 5 percent forward yield floor and roughly 6.5 percent average cash yield, capped at two picks per sector.
Each pick includes coverage numbers and an honest bear case. Five of the seven have raised payouts for 17 to 56 straight years. | | Get the seven high-yield dividend stocks free now |
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Finance | | The nation’s largest bank JPMorgan Chase & Co. (NYSE: JPM) stock has been leading the financials down as benchmark indexes prepare for interest rate hikes. The U.S. Federal Reserve has made it clear that a monetary tightening policy is taking effect. Traditionally, stock markets rise durin... Read the Full Story |
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Consumer Staples | | Consumer foods maker General Mills (NYSE: GIS) stock is one of the few stocks that haven’t been ravaged by the sell-off in benchmark indexes with positive performance for 2022. This is impressive since it undershot earnings expectations in its fiscal Q2 2022 report setting off a sell-off befor... Read the Full Story |
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Markets | |
Check Out These 3 Sector ETFs Now
The rise of ETFs, or exchange-traded funds, has opened up an entirely new realm of possibilities for investors. Instead of having to purchase individual stocks in a specific area of the market, these funds allow investors to take advantage of the benefits of dive... Read the Full Story |
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Healthcare | |
Biotechnology firms have attracted billions in capital due to the belief that biotech can transform health care. More flexible than traditional big pharma, biotech drives past basic and applied science and creates huge rewards for investors.
Sure, biotech stocks can mean major investment gains, ... 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.
A new premium eBook flags 7 stocks that may be worth knowing about before the broader crowd catches on. You don't need to buy any of them - just knowing what's quietly gaining attention can be useful. | | See the 7 stocks on the watchlist while it's still free |
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Industrials | |
This week’s Q4 earnings from General Electric (NYSE: GE) probably weren’t what the company was hoping for, let alone needed. Shares of the one-time industrial titan have been trading sideways for the past year which isn’t that bad considering the selling that went on before it. L... Read the Full Story |
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Consumer Discretionary | |
Build A Comfortable Portfolio With Ethan Allen Interiors
Ethan Allen Interiors (NYSE: ETD) is one of the best-positioned stocks in an industry experiencing strong secular tailwinds. While others in the industry are hindered or struggling with supply chain issues and shipping disruptions Ethan Al... Read the Full Story |
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Materials | |
Have you heard about the $1.85 trillion Build Back Better Act? More than a trillion dollars in new spending across eight years will sink into the nation's roads, bridges, rail, internet, water systems and more.
Of that amount, $550 billion in new spending should boost traditional infrastructure ... Read the Full Story |
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Technology | |
Consider Adding These 3 Stocks Next Month
With the stock market off to one of the worst starts to a year in recent memory, the idea of adding new positions in February might be met with some hesitancy among many investors. It will certainly be interesting to see if equities can finally bottom an... Read the Full Story |
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Industrials | |
Vehicle and parts online auction platform Copart (NASDAQ: CPRT) stock is has been plunging with the benchmark indexes despite blowout earnings. The Company is capitalizing on the global chip shortage leading to supply chain disruptions in new and user vehicles. The inflation in car prices have bee... Read the Full Story |
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Monday's Early Bird Stock Of The Day MarketAxess Holdings Inc., together with its subsidiaries, operates an electronic trading platform for institutional investor and broker-dealer companies worldwide. The company offers trading technology that provides liquidity access in U.S. high-grade bonds, U.S. high-yield bonds, emerging market debt, eurobonds, municipal bonds, U.S. government bonds, and other fixed-income securities; and executes bond trades between and among institutional investor and broker-dealer clients in an all-to-all anonymous trading environment for corporate bonds through its Open Trading protocols. It also provides trading-related products and services, including composite+ pricing and other market data products to assist clients with trading decisions; auto-execution and other execution services for clients requiring specialized workflow solutions; connectivity solutions that facilitate straight-through processing; and technology services to optimize trading environments. In addition, the company offers various pre-and post-trade services, such as trade matching, trade publication, regulatory transaction reporting, and market and reference data across a range of fixed-income and other products. MarketAxess Holdings Inc. was incorporated in 2000 and is headquartered in New York, New York. | | View Today's Stock Pick |
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