Good MorningEquities tumbled last week on growing fear of overly aggressive interest rate hikes from the FOMC. The minutes from the last meeting reveal the committee is looking at a series of large interest rate hikes as well as the beginning of the balance sheet runoff. The CME's Fedwatch Tool is pricing in 3 consecutive 50 basis point hikes with a chance of 10 more 25 basis point bumps this year. At this pace, interest rates will be well above their pre-pandemic level and their effects will be felt throughout the economy.
The risk for the market this week is twofold. On the one hand, we'll be getting both the CPI and PPI data for March and we expect the data to be hot. On the other, the peak of the earnings season begins with reports from the big banks and they are expected to see earnings decline versus last year. Featured: 5 dividend stocks worth owning in any market condition (Ad) 
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Business Services | | Digital payments platform PayPal, Inc. (NASDAQ: PYPL) shares have recently staged a rebound with the benchmark indexes but may be losing steam again. Both top and bottom-line growth is slowing as evidenced by its Q4 2021 earnings results. This combined with the market sell-off created a perfect stor... Read the Full Story |
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From Our Partners | | Renewed tensions involving Iran are putting global oil supplies back in focus - and history shows certain energy stocks respond before the broader market catches on.
A new report identifies three energy stocks emerging from today's supply disruptions. One is already benefiting from the current environment; the other two may not be on your radar yet. | | See which three energy stocks made the list and why they stand out |
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Consumer Staples | |
Consumer packaged foods giant Conagra Brands, Inc. (NYSE: CAG) stock rebounded into its fiscal Q3 2022 earnings. However, the Company lowered its guidance mainly due to a surge in inflationary pressures. The Company faced higher-than-expected cost pressures which ate into margins. However, it has ... Read the Full Story |
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Retail/Wholesale | |
Check Out These Stocks That Are Set to Outperform in a Recession
If the market is truly a forward-looking mechanism, then investors should certainly take notice of the fact that recession-proof stocks have been showing serious strength in recent trading sessions. These are companies that operate ... Read the Full Story |
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From Our Partners | | Most AI portfolios hold the same handful of chip and software names - and completely ignore the physical layer. One perception-hardware company posted ~49% Q1 revenue growth with four partnership announcements in a single month.
A free report names seven companies building the automation, robotics, and semiconductor-test infrastructure that AI requires to move beyond the data center - including an automation giant that raised full-year guidance after quarterly sales rose ~12%. | | Click here to get your free copy of this report today |
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Medical | |
As soon as you saw that there was money to be made on COVID-19 vaccinations, did you jump on board and buy COVID-19 vaccine companies?
Why not expand your thinking beyond COVID-19? (However, it's important to remember that companies like Moderna have other promising vaccines in the pipeline, su... Read the Full Story |
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Consumer Staples | |
WD-40 Company Unsticks The Door To Higher Share Prices
WD-40 Company (NASDAQ: WDFC) is a stock we like to own but you have to be prepared for some volatility. The business is trending higher on internal efforts to expand territory and deepen penetration but it can be spotty on a quarter to quart... Read the Full Story |
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From Our Partners | | Trader Graham Lindman has built a strategy around a repeating anomaly that appears in the first 60 minutes of every trading day - and it never requires holding positions overnight.
The setup has recently been refined to target up to 100% payouts by holding through the close, with 10 consecutive winning trades logged during one of the most volatile stretches since the Tariff Wars.
A new signal opportunity opens tomorrow. | | See how to join Graham Lindman's next trade before it opens |
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Consumer Discretionary | |
The 150% rally in GameStop (NYSE: GME) shares through the back end of March was one of the hottest topics on Wall Street coming into Q2. With meme stocks having dominated headlines at various points over the past 18 months, investors were wondering if we were at the start of a fresh eye-watering r... Read the Full Story |
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Transportation | |
Dividend Growth Stocks Can Be a Great Way to Combat Inflation
The dividend growth strategy is without a doubt one of the most popular approaches to investing. It involves buying and holding shares of quality dividend-paying companies that are increasing their cash flows enough each year to consis... Read the Full Story |
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Consumer Staples | |
Sin stocks include companies that promote or create unethical or immoral products. In an era of "ethical investing," or morality-driven investments, it may seem difficult to consider making room for sin stocks in your portfolio.
However, the 50 largest sin stocks have outperformed the MSCI World... Read the Full Story |
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Consumer Staples | |
Lamb Weston Rockets Higher On Earnings Strength
Lamb Weston (NYSE: LW) has been struggling with growth and it still is. The Q3 results were mixed at best and driven by pricing actions intended to offset the impacts of higher potato costs, higher freight costs, and systemic disruptions that are c... Read the Full Story |
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Consumer Staples | |
Conagra Brands To Raise Prices, Shares Move Higher
Conagra Brands (NYSE: CAG) had a good quarter when it comes to revenue but the ravaging impact of inflation is everywhere in the report. Not only is inflationary pressure cutting into the bottom line but it is also having an impact on volume sal... Read the Full Story |
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Monday's Early Bird Stock Of The Day Applied Materials, Inc. engages in the provision of manufacturing equipment, services, and software to the semiconductor, display, and related industries. The company operates through three segments: Semiconductor Systems, Applied Global Services, and Display and Adjacent Markets. The Semiconductor Systems segment develops, manufactures, and sells various manufacturing equipment that is used to fabricate semiconductor chips or integrated circuits. This segment also offers various technologies, including epitaxy, ion implantation, oxidation/nitridation, rapid thermal processing, physical vapor deposition, chemical vapor deposition, chemical mechanical planarization, electrochemical deposition, atomic layer deposition, etching, and selective deposition and removal, as well as metrology and inspection tools. The Applied Global Services segment provides integrated solutions to optimize equipment and fab performance and productivity comprising spares, upgrades, services, remanufactured earlier generation equipment, and factory automation software for semiconductor, display, and other products. The Display and Adjacent Markets segment offers products for manufacturing liquid crystal displays; organic light-emitting diodes; and other display technologies for TVs, monitors, laptops, personal computers, electronic tablets, smart phones, and other consumer-oriented devices. It operates in the United States, China, Korea, Taiwan, Japan, Southeast Asia, and Europe. The company was incorporated in 1967 and is headquartered in Santa Clara, California. | | View Today's Stock Pick |
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