Good MorningEquity investors face a tough decision in the weeks ahead. The FOMC is about to hike interest rates by another 50 basis points, and the S&P 500 is on the brink of what could be an abysmal earnings reporting season. The first reports from the banking sector were better than expected but resulted in a downtick in the outlook for Q1 and Q2 earnings, sure to bring the index down with it. The latest news is that analysts expect earnings to decline by at least 0.5% in the first half of 2023, and the estimates are still trending lower.
This week could be pivotal for the S&P 500. The latest read on retail sales is due on Wednesday, which could be weaker than expected. The consensus of economists is for sales to have fallen by at least 1.0%, including the impact of inflation which is up 6.0% versus last year. The takeaway is that economic activity in the retail sector is in contraction on both a volume and a dollar basis and will drag S&P 500 earnings power down with it. Featured: This tiny piece of glass could be bigger than GPUs (Ad) 
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Consumer Discretionary | |
There are 2 hot markets the insiders are buying, and investors need to know about them. One is an old name for Insidertrades.com readers because it has seen hot insider action all year. The other is a new name to the coverage but is seeing heavy insider action and rising share prices.
The first i... 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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Communication Services | |
Alphabet (NASDAQ: GOOG) has evolved into becoming one of the world's most used tech companies and the most recognizable. Looking at some of the numbers: 99,000 searches are made on Google per second, and around 3.7 million videos are uploaded to YouTube every day.
Founded by Stanford Ph.D. studen... Read the Full Story |
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Communication Services | |
Michael Burry, also known as 'big short,' is a former hedge fund manager who has made legendary bearish calls over the last few decades.
Burry foresaw the subprime mortgage crisis of 2007 and made close to a billion dollars for his investors by taking short positions on the mortgage bond market.
... Read the Full Story |
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From Our Partners | | A small public company trading under $5 a share operates inside the secure perimeter of Kennedy Space Center, right alongside SpaceX and Blue Origin.
It holds a special agreement to use a multi-billion dollar federal launch facility for just $500, and its customer list already includes the Pentagon, Lockheed Martin, and GE Aerospace.
Most Wall Street analysts have not caught on yet, but a major milestone could change that soon. | | Click here to see the company behind the gates |
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Technology | |
A few years back, the investment theme of Apple Inc. (NASDAQ: AAPL) suppliers was in vogue. While that’s not as popular as it once was, Apple component supplier mid-cap Jabil Inc. (NYSE: JBL) is up 14.24% in the past week as the stock broke out of a base that began in early December.
Flori... Read the Full Story |
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Consumer Discretionary | |
Casino operator Wynn Resorts Limited (NASDAQ: WYNN) stock is up +17% for 2023 as sentiment improves over the potential for a China re-opening in 2023. China has started to lift its zero-COVID restrictions after three years of lockdowns. How important is China, notably Macau, to Wynn? Macau used to... 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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Energy | |
If you are wondering about Halliburton (NYSE: HAL), the oilfield supercycle and if the 2 will hit new highs, it certainly looks that way. Not only is the stock trending higher, but the outlook for earnings and the analysts’ sentiment is also trending higher. In this light, only results can s... Read the Full Story |
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Communication Services | |
Two trading weeks into the new year, Warner Bros. Discovery, Inc. (NASDAQ: WBD) is putting on quite a show.
No other S&P 500 name is off to a hotter start than the diversified media company. Peers like Disney, Paramount Global and Charter Communications have each racked up double-digit percen... Read the Full Story |
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Markets | |
Integrated healthcare and pharmacy retailer Walgreens Boots Alliance Inc. (NYSE: WBA) stock recovered some sell-off losses from its fiscal Q1 2023 earnings release. The nation's second-largest pharmacy chain may finally put its opioid litigation behind them. The Company and competitors CVS Health ... Read the Full Story |
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Consumer Discretionary | |
Social commerce platform Pinterest Inc. (NASDAQ: PINS) stock has been in a five-point trading range since September 2022. Pinterest is a social commerce platform that advertisers can feel comfortable about not being controversial as it promotes positivity, inspiration, and DIY content catering to ... Read the Full Story |
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Consumer Discretionary | |
The Dividend Kings are an attractive bunch with their 50+ years of dividend increases, and a track record that exudes stability and safety for income-seeking investors. The only downside to the group is that they often come at high valuations and lower-than-average yields because of that safety.
... Read the Full Story |
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Tuesday's Early Bird Stock Of The Day Conagra Brands, Inc., together with its subsidiaries, operates as a consumer packaged goods food company primarily in the United States. The company operates through Grocery & Snacks, Refrigerated & Frozen, International, and Foodservice segments. The Grocery & Snacks segment primarily offers shelf stable food products through various retail channels. The Refrigerated & Frozen segment provides temperature-controlled food products through various retail channels. The International segment offers food products in various temperature states through retail and foodservice channels outside of the United States. The Foodservice segment offers branded and customized food products, including meals, entrees, sauces, and various custom-manufactured culinary products packaged for restaurants and other foodservice establishments. The company sells its products under the Birds Eye, Marie Callender's, Duncan Hines, Healthy Choice, Slim Jim, Reddi-wip, Angie's, BOOMCHICKAPOP, Duke's, Earth Balance, Gardein, and Frontera brands. The company was incorporated in 1919 and is headquartered in Chicago, Illinois. | | View Today's Stock Pick |
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