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: Sell these "safe" blue chips immediately (Ad) 
|
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 |
|
From Our Partners | | Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down year in nearly two decades and total gains of almost 2,000% - his immediate reaction was disbelief.
It took a trusted friend's personal vouching for Emmet Savage and a face-to-face trip to Ireland to change his mind. The full documentary, Investigating Project Prophet, is now live. | | Watch the full story and see the verified track record for yourself |
|
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 |
|
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 |
|
From Our Partners | | Moderna's stock doubled in a single day after its cancer vaccine hit key Phase 3 goals, and Merck jumped too. But according to a former Steve Cohen fund manager, the next big opportunity is not Moderna or Merck.
It is a different kind of company tied to a technology already backed by Elon Musk, Sam Altman, Jeff Bezos, and Peter Thiel. Nvidia's Jensen Huang says it will have a dramatic impact on daily life, while Anthropic's CEO believes it could unlock a century of medical progress in just ten years.
Nature Magazine estimates its potential value at $367 trillion globally, and it is already rolling out across the United States. | | Click here to learn about this new era of medical technology |
|
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 |
|
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 |
|
From Our Partners | | Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required.
Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away. | | Discover the gold income fund before the next payout date |
|
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 |
|
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 |
|
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 |
|
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 |
|
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 |
|
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 |
|
