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Arkema: entering oversold territory
Arkema remains in the midst of a cyclical downturn. The stock has not been spared, underperforming by a...
June 10, 2023, 11:14 pm
Viper energy partners: more money ahead
Viper Energy Partners LP is a rapidly growing royalty company. The rapid growth ensures higher cyclical...
June 9, 2023, 4:07 pm
Fearing sticky inflation? play cyclical sector etfs
The most recent CPI report, for April 2023, showed prices up 4.9% over the prior 12 months, the lowest since April 2021, and below market forecasts of...
June 9, 2023, 2:12 pm
Is ambarella stock a buy right now?
A cyclical downturn is still hurting Ambarella's sales and earnings. Investors should watch the stock f...
June 9, 2023, 8:42 am
Archer-daniels-midland is a hold, but it becomes interesting
Archer-Daniels-Midland is a dividend growth company with solid fundamentals and attractive valuation, but faces risks such as competition and ...
June 9, 2023, 5:02 am
Recession? tailwinds? how attractive is cummins' 3% yield?
Cummins Inc. is a trusted dividend growth stock in the cyclical engine production industry, with 17 yea...
June 8, 2023, 11:53 am
Divo: this fund is likely to underperform if there is a recession
The Amplify CWP Enhanced Dividend Income ETF, DIVO, may underperform benchmarks and other dividend funds in an economic slowdown due to its overweight...
June 8, 2023, 2:10 am
Signet jewelers: luxurious company at a huge discount
Signet Jewelers is the world's largest retailer of diamond jewelry, with a medium economic moat driven by the scale of its operations and its range of...
June 8, 2023, 2:01 am
Why i prefer not to invest in solaredge technologies stock
SolarEdge Technologies has experienced significant revenue growth over the long run, but stagnating margins in the last five years look like a red fla...
June 7, 2023, 9:32 pm
Macroeconomic headwinds take a toll on semiconductor sales
Per the latest report by Semiconductor Industry Association (SIA), global semiconductor sales in April 2023 plunge 21.6% on a year-over-year basis due...
June 7, 2023, 2:34 pm
2 semiconductor stocks looking good despite challenges
While secular growth prospects for the Semiconductor ??? General industry remain bright, cyclical and m...
June 7, 2023, 10:03 am
Zim integrated shipping: keep calm and buy the dip
ZIM stock prices have collapsed in the last year. This is due in large part to the fall in freight prices. This is a ...
June 7, 2023, 12:57 am
These stocks can play catch-up with megacap tech, lifting the s&p 500: stifel's bannister
cyclical value stocks, including shares of companies in the financials, industrials and basic materials...
June 6, 2023, 1:28 pm
Cto realty growth: one of the few investable reits out there
Although most REITs remain in trouble, CTO Realty Growth, Inc. possesses the necessary characteristics to outperform the market. Diminishing credit sp...
June 6, 2023, 12:38 pm
Is it too late to buy broadcom stock?
Broadcom is still growing as other chipmakers struggle with cyclical slowdowns. A new deal with Apple, ...
June 5, 2023, 5:56 am
Why 3m, caterpillar, and deere & company rallied today
Industrial stocks rallied with other cyclicals on a potential "goldilocks" jobs report. In addition, Bl...
June 2, 2023, 4:21 pm
Robert half international stock looks attractive ahead of strong expected recovery
Robert Half International Inc (NYSE:RHI) has no debt, a 28% return on invested capital (2023 estimates), and 2.8% dividend yield, which are attractive...
June 2, 2023, 12:27 pm
Chuck royce loads up on 3 cyclical small caps in 1st quarter
Chuck Royce (Trades, Portfolio) is the investment manager of Royce Investment Partners, formerly Royce & Associates. His investment firm specifically ...
June 2, 2023, 10:37 am
Qat: cyclical headwinds weigh on the qatar outlook
Qatar, like the rest of the Gulf, tends to track the O&G cycle, so the recent downcycle doesn't bode well for its prospects. The financials-heavy iSha...
June 2, 2023, 6:58 am
Adding ardmore shipping to my value portfolio
Ardmore Shipping is a maritime transportation company for petroleum and chemical products, benefiting from increased demand due to war-related disloca...
June 2, 2023, 1:54 am