Good MorningEquity markets dived on Thursday following hotter-than-expected employment data from ADP. The ADP report shows a strong 235,000 jobs were created in December, which is 50% more than expected. The news sent a jolt through the market because it reinforces the idea the FOMC will hold rates at higher levels than previously anticipated for longer than previously forecast. Today's data includes the NFP report, which could echo the ADP report's strength.
Next week is the start of peak earnings reporting. We'll get reports from the big banks and a host of other key companies, so by the end of the week; we should have a good idea of what the season will look like. While there has been strength in some areas already, the news is thin, and strength is spotty. A weaker-than-forecast season in a world where estimates decline would seal the deal regarding the S&P 500 and where it goes next. Featured: Trump is replacing the U.S. dollar (Ad) 
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Consumer Discretionary | |
Institutions Put A Bottom In Garmin
The insider activity in shares of Garmin (NYSE: GRMN) speaks volumes, not for their frequency and size but for the lack of both. Insiders were selling early in the year, sales were made by a wide range of execs, board members, and large shareholders, but sudden... Read the Full Story |
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From Our Partners | | Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge.
Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks.
Stream his free presentation to get every buy and sell recommendation with no membership or credit card required. | | Watch Marc Chaikin's free presentation and get his full buy-and-sell list today |
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Materials | |
Mixed Results For RPM International
RPM International (NYSE: RPM) had a mixed quarter and one that reveals the two-edged sword of inflation. The company grew revenue and at a pace above consensus but the gains are more to do with pricing increases than anything else. Yes, demand is holding up on ... Read the Full Story |
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Industrials | |
With a 30% run since this time last month, shares of ride-hailing app Uber (NYSE: UBER) are carrying some decent momentum with them into the new year. While they bounced off their lows of the year as part of this rally, they look set to break the downtrend that’s had them under pressure sinc... Read the Full Story |
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From Our Partners | | TradeSmith CEO Keith Kaplan warns that AI's rapid rise has a dark side, threatening American jobs and livelihoods. He says now is the time to prepare before September 30th.
TradeSmith has invested $17 million in AI tools and built a platform used by 180,000 traders worldwide. One user, Stephen, credits it with building a $2.95 million retirement portfolio. | | See where Kaplan says to move your money before September 30th |
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Materials | | With prices for fertilizer and agricultural chemicals on the rise for the better part of a year, companies such as Mosaic (NYSE: MOS), CF Industries (NYSE: CF) and Nutrien (NYSE: NTR) are showing outstanding sales and earnings growth.
One factor contributing to higher fertilizer prices is higher r... Read the Full Story |
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Finance | | Investment bank Morgan Stanley (NYSE: MS) stock nearly doubled in 2021 but might still be a cheap buy heading into 2022 with improved metrics. Pullbacks have been shallow for this top tier investment bank. The Company continues to blow out top and bottom line estimates growing its market share durin... Read the Full Story |
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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 |
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Consumer Staples | |
Which Is The Better Investment, The Coca-Cola Company Or PepsiCo?
The Coca-Cola Company (NYSE: KO) and PepsiCo (NASDAQ: PEP) both received bullish commentary and fresh, high price targets with the start of the new year but one is still clearly a better buy. As we pointed out last year, PepsiCo&rs... Read the Full Story |
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Markets | |
Will the SPAC attack continue in 2022?
SPACs, or special purpose acquisition companies, are companies with no commercial operations and form an alternative path to an initial public offering (IPO). They are created strictly to raise capital through an IPO to acquire an existing company. Also cal... Read the Full Story |
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Healthcare | |
The Analysts Are Upgrading Health Care Stocks
With the peak of Q4 earnings season just around the corner, the analyst’s activity is picking up. While healthcare activity is expected to face some near-term headwinds due to Omicron the long-term outlook is robust and garnering attention from... Read the Full Story |
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Consumer Discretionary | | Residential home builder Toll Brothers (NYSE: TOL) stock has been unstoppable in 2021 with a strong housing market despite rising materials costs. Shares rebounded sharply on its blowout fiscal Q4 2021 earnings results. The Company raised its guidance even after the $0.52 per share earnings beat. Su... Read the Full Story |
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Real Estate | |
Environmental, social, and governance (ESG) investing is one of the hottest trends in the market. Also known as sustainable investing, the strategy involves selecting eco-friendly companies for the purpose of having an impact on things like global climate change and social inequalities.
ESG inves... Read the Full Story |
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The Early Bird Stock Of The Day Winnebago Industries, Inc. manufactures and sells recreation vehicles and marine products primarily for use in leisure travel and outdoor recreation activities. The company operates through three segments: Towable RV, Motorhome RV, and Marine. It provides towable products that are non-motorized vehicles to be towed by automobiles, pickup trucks, SUVs, or vans for use as temporary living quarters for recreational travel, such as conventional travel trailers, fifth wheels, folding camper trailers, and truck campers under the Winnebago and Grand Design brand names. The company also offers motorhome RV, a self-propelled mobile dwelling used primarily as temporary living quarters during vacation and camping trips, or to support active and mobile lifestyles under the Winnebago and Newmar brand names. In addition, it offers other specialty commercial vehicles for law enforcement command centers, mobile medical clinics, and mobile office spaces; commercial vehicles as bare shells to third-party up fitters, as well as manufactures and sells recreational boats under the Chris-Craft and Barletta brand names. Further, the company is involved in the original equipment manufacturing of parts for other manufacturers and commercial vehicles. It sells its products primarily through independent dealers in the United States, Canada, and internationally. Winnebago Industries, Inc. was incorporated in 1958 and is based in Eden Prairie, Minnesota. | | View Today's Stock Pick |
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