Good MorningEquities tread water on Tuesday with the S&P 500 holding within a tight range consistent with the previous trading session. The move is on the back of better than expected earnings and positive economic data but the market is cautious. With the CPI data due out on Thursday there is a risk for another inflation-driven sell-off. The CPI is expected to moderate on a month-to-month basis but accelerate on a YOY basis and the data could be hot.
The danger that no one seems to be talking about is the outlook for earnings. There are signs of easing within the supply chain but they are localized and not seen across the broad market. This means earnings growth in the 1st quarter of 2022 will be impaired by rising costs for freight and systemic shortages and that is weighing on the outlook for earnings growth. If there is one thing that can guarantee a market correction is it's a downtrend in the outlook for forward earnings growth. Featured: SAGA Metals nears a key milestone in critical minerals race (Ad) 
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Consumer Discretionary | |
The U.S. auto industry had another unusual year in 2021. The ongoing impacts of Covid-19 and global microchip shortages turned what was supposed to be a year of recovery into a wild ride for most auto dealerships.
Those that were able to secure precious supplies of semiconductors, steel, and even... Read the Full Story |
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From Our Partners | | Barrick Mining has spent decades building one of Nevada's richest gold districts, anchored by Fourmile, Goldrush, and Cortez Hills, deposits that could hold up to 60 million ounces of gold.
One overlooked explorer controls 142 claims bordering Fourmile and sitting less than a mile from Goldrush. New geological modeling aims to reveal what's beneath this largely untested ground, while a planned 5% royalty spin-off could give shareholders a separate stake in the project. | | Read the full report before the next catalyst hits |
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Technology | |
Alpha And Omega Semiconductor Limited Is A Tightly Held Stock
While insiders at Alpha And Omega Semiconductor Limited (NASDAQ: AOSL) have been selling shares over the past few quarters it poses no threat to the stock prices. Insider sales amount to less than 0.30% of the market cap with shares ... Read the Full Story |
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Healthcare | |
The sell-off in PFE Stock After Earnings is Based on Quick Trigger Fingers
Pfizer (NYSE:PFE) stock is dropping in mid-day trading after the company delivered a mixed earnings report. The company delivered a strong beat on earnings per share of $1.08 compared to the analysts forecast for 86 cents... Read the Full Story |
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From Our Partners | | Trader Chris Pulver says a new SEC document dropping the day-trading limit to $2,000 has created the biggest retail opportunity he has seen in over 30 years.
His strategy targets what he calls Flashpoints - moments when market makers must move billions of dollars on the S-P 500 in a narrow window. Research shows one recent signal would have returned 83.7% in 36 minutes and another 62.8% in 51 minutes.
Lance Ippolito flew to Utah for a full breakdown of the method. | | Tap here to see the complete Flashpoint trading breakdown now |
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Markets | |
Computer peripherals maker Logitech (NASDAQ: LOGI) stock has collapsed from its highs of $140.17 to lows of $71.11 before staging a bounce attempt. The well-known maker of video, computer, and gaming accessories has been running on all cylinders due to the surge in demand stemming from COVID-19, w... Read the Full Story |
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Communication Services | |
Last year Snap (NYSE:SNAP) was on a roll. The isolation induced by the pandemic spurred millions of people around the globe to turn to social media platforms to stay connected. This was reflected in Snap’s financial results and its share price which ran above $80 in September.
As quickly as... Read the Full Story |
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From Our Partners | | A 20-minute read could change how you approach your next options trade. Chris Pulver is giving away his guide, Right About The Market, Wrong About The Money, free of charge.
Built from two decades of trading experience, the guide tackles a common problem: losing a trade even when your market call was correct.
No cost, no catch, just a packed resource for options traders who want a sharper edge. | | Click here to get your free copy of the guide |
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Technology | |
CTS Corporation Makes Technology Work
CTS Corporation (NYSE: CTS) is a small-cap tech manufacturer perfectly positioned for long-term growth. The company makes a wide range of sensors, actuators, and connectors for OEM automakers, communications companies, information technology, medical, and ev... Read the Full Story |
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Consumer Discretionary | |
Already slumped on your New Year's resolution to hit the gym? No worries! You can still benefit by adding exercise stocks to your portfolio, though this is an admittedly less cardiovascular-friendly way to do it!
If you're looking for some alternative stocks in the exercise sector (think in light... Read the Full Story |
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Consumer Staples | |
Hungry for Gains? Check Out These 3 Food Stocks
It’s no secret that inflation is causing some problems in both financial markets and the economy. This has led many investors to pursue adding defensive positions given the potential for further volatility. While it’s unclear how long th... Read the Full Story |
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Industrials | |
Simpson Manufacturing Thrives In Tough Market
If it seems like we like Simpson Manufacturing Co., Inc (NYSE: SSD) it’s because we do. The company is incredibly well run, is overdelivering on its promises, and poised to make what could be a very large capital return increase with the releas... Read the Full Story |
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Technology | |
These 3 Stocks Could Be Great Deals At Current Levels
It doesn’t matter what you are buying, nothing compares to the feeling of getting a good deal. That can certainly hold true in the stock market, as adding shares of great companies that have pulled back substantially from their recent hi... Read the Full Story |
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Wednesday's Early Bird Stock Of The Day KLA Corporation, together with its subsidiaries, engages in the design, manufacture, and marketing of process control, process-enabling, and yield management solutions for the semiconductor and related electronics industries worldwide. It operates through three segments: Semiconductor Process Control; Specialty Semiconductor Process; and PCB and Component Inspection. The company offers inspection and review tools to identify, locate, characterize, review, and analyze defects on various surfaces of patterned and unpatterned wafers; metrology systems that are used to measure pattern dimensions, film thickness, film stress, layer-to-layer alignment, pattern placement, surface topography, and electro-optical properties for wafers; chemical process control equipment; wired and wireless sensor wafers and reticles; wafer defect inspection, review, and metrology systems; reticle inspection and metrology systems; and semiconductor software solutions that provide run-time process control, defect excursion identification, process corrections, and defect classification to accelerate yield learning rates and reduce production risk. It also provides etch, plasma dicing, deposition, and other wafer processing technologies and solutions for the semiconductor and microelectronics industry. In addition, the company offers direct imaging, inspection, optical shaping, inkjet and additive printing, UV laser drilling, and computer-aided manufacturing and engineering solutions for the PCB market; inspection and electrical testing systems to identify and classify defects, as well as systems to repair defects for the display market; and inspection and metrology systems for quality control and yield improvement in advanced and traditional semiconductor packaging markets. The company was formerly known as KLA-Tencor Corporation and changed its name to KLA Corporation in July 2019. KLA Corporation was incorporated in 1975 and is headquartered in Milpitas, California. | | View Today's Stock Pick |
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