Rocket companies: in 2023, mortgage stocks may be a contrarian buy

Mortgage Origination is a cyclical business, dependent on stable interest rates. In 2022, the Federal R...

December 30, 2022, 3:20 pm

Caterpillar could outperform again in 2023

Caterpillar has bucked the downward trend in the markets during 2022, and we think shares may be resilient (and may even outperform again) during 2023...

December 30, 2022, 4:50 am

Gold price forecast: backdrop for xau/usd set to improve – credit suisse

The backdrop for cyclical commodities is likely to stay challenging and volatile. Nonetheless, strategi...

December 29, 2022, 4:14 pm

3 stocks to sell ahead of a recession in 2023

If you are an investor looking for stocks to sell before a recession next year, you'll most likely be hitting the mark. While 2022 has been an alarmin...

December 29, 2022, 11:07 am

Rolling the dice on gannett

With high flying growth stocks taking it on the chin in 2022, searching for deep value, cyclical stocks...

December 29, 2022, 10:50 am

Eur/chf seen lower at 0.9200 by end-2023 – jp morgan

CHF’s anti-cyclical properties and the SNB’s bullish policy regime shift for the currency point to ...

December 29, 2022, 6:59 am

Jp morgan target eur/chf lower in 2023, 0.92 by year end

JP Morgan EUR/CHF outlook for the upcoming year:

• Stay short EUR/CHF in cash

JPM are targeting:

• 0.95 in Q1 2023...

  December 29, 2022, 2:29 am

Xerox: a contrarian pick for 2023

116-year old XRX is probably among the least favorite choices for long investors heading into 2023. But, key aspects of their core printing business t...

December 27, 2022, 7:15 am

Cowz: relative strength remains soft, a big active bet on cyclical stocks

The high free cash flow factor is a popular theme if you flip on financial TV. Energy and Materials stocks, which are highly exposed to the economic c...

December 25, 2022, 2:13 am

Aperam: guiding for a long-term eps of 6.5-7 eur per share

Aperam, listed in Amsterdam, is one of the most important producers of stainless steel in the world. The company is pretty ...

December 24, 2022, 11:35 am

Micron: this is not a disaster

Micron's doomsayers have returned as they finally realized its previous "low" valuation multiples are justified, given the company's ...

December 24, 2022, 7:38 am

Micron technology: turns out to be cyclical after all

Micron Technology has seen a new downturn, and we might be nearing the lows. The company has been posting losses by now, but is well capitalized with ...

December 24, 2022, 2:14 am

Worthington industries: strong despite some cracks

Worthington Industries is a long-term value creator in a cyclical industry. The company is seeing some ...

December 23, 2022, 11:47 am

Propetro holding: hold the pumps

ProPetro Holding Corp. remains a volatile stock, even as the E&P supplier is conservative with its finances. The company has survived the pandemic cri...

December 22, 2022, 5:55 pm

Here are 2022's product cuts amidst the tech downturn

The Wall Street Journal's Joanna Stern joins 'TechCheck' to discuss the consumer hardware cuts companies are making, if Snap's cut of Pixy is a ...

December 22, 2022, 1:22 pm

Zim: great cyclical move, limit risk with covered call strategy

Sensitivity analysis resulted in a better outlook for ZIM Integrated Shipping Services Ltd. 4Q results based on average freight rates and carried volu...

December 22, 2022, 12:30 pm

Ares capital: i am getting a 10.6% yield on my last buy

Ares Capital's stock price dipped below net asset value last week. Floating rate exposure makes Ares Capital a compelling bet on ...

December 22, 2022, 9:41 am

Tesla: margin pressure could lead to lower valuation

Tesla has cut prices of the Model 3 and Model Y in China, due to demand issues, which is negative for its gross margin. Pressure on gross margins is m...

December 22, 2022, 3:03 am

Amazon: a quality consumer cyclical is becoming attractive

Amazon, according to Morningstar analysts, has a wide moat which gives it huge competitive advantages. Its price valuations are reviewed using Morning...

December 22, 2022, 12:52 am

Nvidia: backbone of the artificial intelligence industry

Nvidia is a leading provider of graphics cards for computing and Data Center AI. The company is facing headwinds due to lower gaming demand, but the i...

December 21, 2022, 7:30 pm