Good MorningEquities climbed again on Wednesday with the S&P 500 gaining roughly 1.0% at the high of the session. The move comes despite a much weaker than expected labor market report from ADP that shows a loss of 300,000 jobs in January versus the expected gain of 150,000 new jobs and raises serious questions about the economy. Labor markets are strong and demand for employees is high but if those jobs aren't filled the U.S. economy will have little hope of producing true economic expansion. As it is now, what expansion we have is more to do with inflation than anything else.
Now, all eyes are on the NFP report due out on Friday. The report was expected to show a slowdown in hiring before the ADP report came out, now the analysts are rethinking their estimates with the expectation job creation will be slower than first thought. A weak figure will not set a trend but it will create another brick for the wall of worry. Featured: Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid (Ad) 
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Consumer Discretionary | | Athletic footwear and apparel retailer Foot Locker (NYSE: FL) stock has fallen despite blowout earnings and raised guidance. Consumer demand remains strong despite supply chain disruptions and rising inflation. The Company blew out its recent Q3 2021 earnings by $0.53 per share while revenues only g... 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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Consumer Discretionary | |
Brinker International Overcomes Inflationary Headwind
As much as we like to be right all the time that is just not the case and Brinker International (NYSE: EAT) is a good example. We called a bottom in Brinker International last summer that proved to be temporary but the underlying thesis remai... Read the Full Story |
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Materials | |
You might want to think that you're investing in companies that have strong corporate governance. Corporate governance is the third leg of ESG investing, which stands for environmental, social and governance. It's a form of socially responsible investing that prioritizes financial returns as well ... 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 | |
As we approach the halfway point of the fourth quarter earnings season, there have thus far been two takeaways. According to Factset, 1) companies are beating earnings per share (EPS) estimates at an above-average rate, and 2) the magnitude of the beats has been below average.
So, while the first... Read the Full Story |
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Healthcare | |
These 3 Companies Exceeded Earnings Expectations Last Quarter
Investors should view each earnings season as the perfect opportunity to reassess their holdings and gain important insight into the companies that are worth allocating capital towards. Oftentimes, new leaders will emerge following thi... 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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Healthcare | |
AbbVie Falls Into Buying Opportunity On Mixed Results
Shares of AbbVie (NYSE: ABBV) fell in the wake of the Q4 results because the results were a little mixed in relation to the analyst's estimates. That dip resulted in a buy signal for the broader market, however, because mixed as they were, th... Read the Full Story |
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Technology | |
Advanced Micro Devices Blow Past All Expectations
Advanced Micro Devices (NASDAQ: AMD) put in a solid Q4 and it should be no surprise and yet it was. The company is well-positioned within the semiconductor industry with products in key categories like data centers, gaming, and personal computing ... Read the Full Story |
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Industrials | |
Emerson Electric Co. Raises Guidance On Strong Demand
Emerson Electric Co. (NYSE: EMR) is yet another example of a trend we’ve been seeing over the past few months. While institutional activity has been vigorous on both the bull and bear side of the equation the net of buying has been bull... Read the Full Story |
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Consumer Staples | |
At the surface January 2022 looks like a forgettable month for the stock market. Yet it may eventually be remembered as one of the biggest ‘buy the dip’ opportunities for investors.
Thankfully, the fast plunge into correction territory that jolted equity investors has stabilized in re... Read the Full Story |
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Technology | | After seeing the NASDAQ index fall close to 20% from the end of December through last week, knock-out earnings from Apple (NASDAQ: AAPL) were just what the tech sector needed to steady the ship. And boy did they deliver last week. Top line revenue of almost $124 billion smashed analyst expectations,... Read the Full Story |
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Thursday's Early Bird Stock Of The Day LendingClub Corporation, operates as a bank holding company, that provides range of financial products and services in the United States. It offers deposit products, including savings accounts, checking accounts, and certificates of deposit. The company also provides loan products, such as consumer loans comprising unsecured personal loans, secured auto refinance loans, and patient and education finance loans; and commercial loans, including small business loans. In addition, it operates an online lending marketplace platform. The company was incorporated in 2006 and is headquartered in San Francisco, California. | | View Today's Stock Pick |
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