Good MorningEquities began the week on solid footing with the S&P 500 rising more than 1.85% at the high of the day. Investors are warned not to read too much into the move, however, because there are at least two major catalysts this week that could drive the market lower. The first is the release of the FOMC minutes on Wednesday, minutes that could reveal a very hawkish Federal Reserve, and the second is the PCE price index on Friday.
The PCE price index is not expected to subside substantially from the previous month and could even come in hotter than expected. A hot figure will seal the deal on a series of 50 basis point rate hikes and could even lead to a 75 basis point hike at the June meeting. The takeaway for investors is that there are many risks on the horizon and that selling in May and going away until the fall could be the best strategy for the summer. Featured: 3 small caps just flagged for early activity. See the report (Ad) 
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Technology | |
Crowdstrike (NASDAQ: CRWD) operates in an intensely competitive cloud environment, with its main rival freemium model provider Cloudflare (NET). Despite the intense level of competition from its main rival, Crowdstrike continues to make strong gains in YoY revenue growth and most importantly, in f... Read the Full Story |
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From Our Partners | | In 1976, Chevron tapped an energy source with no fuel costs, no carbon, and no supply chain - then killed the project. Unocal and Texaco did the same. All three buried the results because it threatened their core business.
Now one company has spent sixty years developing what Big Oil refused to touch. Google locked in a 15-year contract, Bill Gates wrote a $100 million check, and on August 18th the government hands it a competitive edge no other energy source receives. | | Discover the company that spent 60 years proving this technology works |
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Industrials | |
Don’t Go Bottom-Fishing For These Names Just Yet
Price weakness, particularly post-earnings release price weakness in what is otherwise a good, healthy company is often a good time to buy stock. The problem is that all too often bottom-fishing turns an investment into dead money or worse, ... Read the Full Story |
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Markets | |
Digital marketplace Farfetch (NASDAQ: FTCH) stock has collapsed over (-75%) off its highs down to pandemic lows while revenue tripled since its IPO. The largest global luxury fashion e-commerce platform was a hot marketplace for sneakerheads and continues to drive double-digit top-line growth. The... Read the Full Story |
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From Our Partners | | Elon Musk has officially confirmed a major new financial venture - and over 1 billion dollars is already flowing in.
Senior Investment Analyst Luke Lango has identified the public companies positioned to benefit from this development, with implications for the broader financial system. | | See the full list of stocks that could benefit from this move |
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Markets | |
Steakhouse operator Texas Roadhouse (NASDAQ: TXRH) stock has been cascading lower as sells off (-21%) on the year. The popular casual dining firm operates brands including Texas Roadhouse, Bubba’s 33, and Jaggers. Inflationary pressures have led to higher prices which helped to bolster sales... Read the Full Story |
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Markets | |
How do you buy dividend stocks on margin, and should you? These are great questions, especially for beginning investors. If you think you might want to buy stocks on margin, how might you decide and get started on the process? Let's go over the definition of dividend stocks, an overview of margin,... Read the Full Story |
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From Our Partners | | MP Materials surged 111% in one week. Lithium Americas climbed 194% in two weeks. Trilogy Metals jumped 211% overnight. Each move followed contact from Trump's National Energy Dominance Council - a body most investors have never tracked.
The next target isn't a small grant. It's a five-trillion-dollar rebuild of the American power grid. One analyst has identified the single company positioned at the center of it. | | See the company the council is pointing to next |
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Auto/Tires/Trucks | |
For a group that led the market out of the March 2020 crash, mega caps sure haven’t pulled their weight lately.
With growth-oriented technology and consumer names bearing the brunt of this year’s downturn, the impact on capitalization weighted indices has been apparent.
Take the S&a... Read the Full Story |
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Consumer Discretionary | |
From homes and cars to groceries and gas, everything is more expensive these days. Well, not everything.
Stock prices have come down considerably. Inflationary pressures and mounting fears of a recession have the market on the brink of bear market territory. The major averages are stringing toget... Read the Full Story |
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Technology | |
Palo Alto Networks Is A Highly Valued Stock
Palo Alto Networks (NASDAQ: PANW) had such a good quarter the results are lifting the entire cybersecurity industry. The problem for us is the results aren’t that strong, the growth is largely priced into the market, and trading at over 65X its e... Read the Full Story |
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Finance | |
Equities Under Pressure, Margins Tighten, And Outlook Dims
It is no secret that equities have increased pressure due to tightening margins. While the split between companies is about 50/50 in terms of how many S&P 500 companies (NYSEARCA: SPY) could widen their margin the net result was 30 b... Read the Full Story |
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Consumer Discretionary | |
Pop culture toymaker Funko Pop (NASDAQ: FNKO) stock saw a resurgence defying the macro bear market to provide exit opportunities for investors. The toy and entertainment segment has been notably resilient in the market sell-off. The Company hit record first-quarter sales and raised its fiscal full... Read the Full Story |
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Tuesday's Early Bird Stock Of The Day Chevron Corporation, through its subsidiaries, engages in the integrated energy and chemicals operations in the United States and internationally. The company operates in two segments, Upstream and Downstream. The Upstream segment is involved in the exploration, development, production, and transportation of crude oil and natural gas; processing, liquefaction, transportation, and regasification of liquefied natural gas; transportation of crude oil through pipelines; transportation, storage, and marketing of natural gas; and carbon capture and storage, as well as a gas-to-liquids plant. The Downstream segment refines crude oil into petroleum products; markets crude oil, refined products, and lubricants; manufactures and markets renewable fuels, commodity petrochemicals, plastics for industrial uses, and fuel and lubricant additives; and transports crude oil and refined products by pipeline, marine vessel, motor equipment, and rail car. The company was formerly known as ChevronTexaco Corporation and changed its name to Chevron Corporation in 2005. Chevron Corporation was founded in 1879 and is headquartered in San Ramon, California. | | View Today's Stock Pick |
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