In my years of investing, I’ve learned that when it comes to picking high-quality stocks, everything matters. It’s not just about identifying stocks with low price-to-earnings multiples, or high yields. It’s not just about finding stocks that always beat Wall Street’s revenue and profit expectations. Nor is it just about insider buying, or the technical
Stocks to buy
Despite the best efforts of Intel (NASDAQ:INTC) to dominate the AI and 5G markets, I’m prepared to stand behind Intel’s most impressive competitor, Nvidia (NASDAQ:NVDA), and recommend a position in NVDA stock as a bullish wager on an absolute powerhouse in the graphics space. Source: Hairem / Shutterstock.com Sure, you can buy shares of just about
Lyft (NASDAQ:LYFT) is more profitable than its earnings statements, reported on Aug. 7, let on at first glance. This might seem surprising, especially since LYFT stock reported losses during its second quarter of $644.2 million — up from $178.9 million in the same period last year. Source: Tero Vesalainen / Shutterstock.com But a close look
The entire market has rallied in late August amid easing trade tensions, as both U.S. and China trade officials have said that the two countries are resuming trade talks. Since the favorable trade chatter started on Aug. 23, the S&P 500, Dow Jones, and Nasdaq are all up about 3%. Source: Shutterstock Marijuana stocks have
Canada’s Aurora Cannabis (NYSE:ACB) is down over 45% from its 2019 high of $9.96, after sliding 0.54% to close at $5.55 on Thursday. ACB stock surged briefly earlier in August after the company issued a fourth-quarter update suggesting cannabis production for the quarter would be at the high end of its previous guidance, but its
Veeva Systems (NYSE:VEEV) just released its Q2 numbers and they were very good. The thing is, VEEV stock didn’t really respond to its blowout earnings, revenue, and upbeat guidance. Source: IgorGolovniov / Shutterstock.com Why? Well, some of it has to do with the fact that VEEV stock is up 84% year to date. Analysts have
Seemingly everywhere you look, there are signs of a recession. The yield curve is inverted. There are negative interest rates everywhere across the globe. The 30-Year Treasury yield is at an all-time low. The U.S.-China trade war is escalating. Manufacturing activity globally is slowing. Corporate insiders are selling stock in bulk. Business confidence is eroding.
Investors on Wall Street have been growing nervous in recent weeks, and for good measure. The yield curve has inverted, a strong signal a recession is coming. The trade tensions between the United States and China remain high. And President Donald Trump seems determined to bully the Federal Reserve into cutting rates aggressively and weakening
For some investors, mid-cap stocks are a perfect hunting ground for stocks to buy. Small-cap stocks offer more volatility — and generally have underperformed in this bull market. Large-cap stocks often have so much coverage that finding a real buying opportunity is difficult. So mid-cap stocks — defined here as those with a market capitalization
Let me be clear: I try to limit emotions when it comes to investing. I’m a research fanatic, and I always go first to the big picture trends, data, and face-to-face conversations. Source: Shutterstock But I’ve also learned not to ignore my gut feelings, especially when they have data to back them up. That wasn’t
The market continues to treat almost any stock with significant China exposure badly. As I explained in a recent article about Micron (NASDAQ:MU), you simply can’t invest in most of these stocks until the trade war concludes. This makes AMD (NASDAQ:AMD) stock all the more interesting. As one of the tiny number of semiconductor stocks still faring
Last week, President Donald Trump ordered United States companies to move their China-based operations elsewhere. The news sent the S&P 500 down by more than 2.5% in a single day of trading. The decline provided investors with some cheap stocks to buy. But which ones? A quick scan of stocks with market caps of $300
Wall Street is drifting lower again on Wednesday as President Donald Trump remains unable to juice prices higher with hopes of a U.S.-China trade deal despite his best efforts on Twitter (NYSE:TWTR). The problem with all his obvious market coddling is that China isn’t playing along, with Beijing’s strategy appearing to harden its position and
The fear-mongering media had quite a few factors to scare investors with last Friday: the U.S.-China trade war, President Trump’s latest tweets, and the plummeting S&P 500. Underneath the big selloff, would you ever guess that plenty of stocks made new 52-week highs that very same day? No, I’m not talking about the good old “FANG” stocks
Let’s call a spade a spade. The market is a bit hard to grasp these days. On the one hand, the economy isn’t crashing, data isn’t particularly bad, consumers are spending and we just recently got a nice present from the Federal Reserve. However, the data is slowing and the recession signs are starting to
According to Fortune Business Insights, the global AI (artificial intelligence) market in 2018 was $21 billion. It’s expected to grow 33% annually between 2019 and 2026 to $203 billion. The companies that are using the technology to grow are the stocks you want to own in the future. These stocks to buy are companies that
When the United States Federal Reserve ended its rate tightening and instead loosened it, it eased selling pressure on dividend-growth income stocks. Yet not all “DGI” stocks did well in the last few months. Energy stocks face falling oil prices, hurting stock prices but increasing yields. Drug stocks also face mounting risks from the inability
When Amazon.com (NASDAQ:AMZN) reported on its ever-increasing free cash flow growth last quarter, the stock fell regardless. At 12% below its $2,000 July peak and after trading recently at $1,805.60, should investors accumulate AMZN stock? Source: BigTunaOnline / Shutterstock.com Amazon.com reported second quarter 2019 free cash flow of $25.02 billion, up 140% year-over-year. Its long-term
Semiconductor and technology giant Nvidia (NASDAQ:NVDA) has suffered misfortune due to timing issues over the past year or so. In October of last year, the Nvidia stock price disproportionately suffered from the broader market selloff. Then, after going on a convincing recovery rally in the first four months of this year, NVDA fell short. Source:
In the investment world, it’s easy to get caught up in the day-to-day noise. But, a lot of that day-to-day noise amounts to nothing more than irrelevant distractions that do not materially impact the big picture. As such, when investing, it’s often best to take a step back, and see the forest through the trees.