This cyclical industry giant is getting ready for the pendulum's next swing

Chip giant Texas Instruments is getting ready today, during an industry downturn, for the eventual upturn....

December 1, 2022, 6:21 am

3 seriously undervalued semiconductor stocks to buy now

The semiconductor sector has had a rough go of it lately. In addition to the tech-led broader bear market, it was hit first by pandemic-induced supply...

November 30, 2022, 7:55 pm

Asos gets downgraded to 'neutral by credit suisse

Analysts at Credit Suisse have downgraded their rating for ASOS PLC (LSE:ASC) to 'Neutral' from 'Outperform' as they believe the operating initiativ...

November 30, 2022, 10:36 am

Xtn: transportation stocks are potentially undervalued

XTN invests in transportation stocks. The fund is naturally pro-cyclical, and with a new business cycle...

November 30, 2022, 4:05 am

Lennar: no margin of safety from a cyclical perspective

The homebuilding sector is cyclical. There is a 0.6 correlation between the US Housing Starts and LEN's...

November 30, 2022, 3:36 am

The cyclical bear within a secular bull

Short-Term Market Risk Is High, However The Long Term Secular Bull Is Intact. Buy low, sell high, and arithmetic returns....

November 29, 2022, 5:47 pm

Cad to outperform other procyclical currencies in 2023 – ing

We continue to see the upside risks for oil prices into the new year, and CAD’s limited exposure to China/Ukraine and superior liquidity are good ar...

November 29, 2022, 11:14 am

Caterpillar could be a sector-based outlier in 2023

Industrial stocks tend to struggle whenever recession risk is high. However, Caterpillar possesses attributes that could see its stock avoid ...

November 29, 2022, 6:09 am

Greenhill & company: a missed cyclical boom

Greenhill is not a great long-term investment. The firm has traditionally presented a great buy opportunity over the summer months....

November 28, 2022, 6:02 pm

Amazon: why aws is worth $60

I believe Amazon's most important value driver, AWS, should be valued at ~$60 a share, representing roughly 2/3 of the current market value. While the...

November 28, 2022, 5:32 pm

Sdog maintains significant lead over s&p 500

The ALPS Sector Dividend Dogs ETF (SDOG) has outperformed the S&P 500 Index by over 1600 basis points year to date.  SDOG is a deep-value portfolio ...

November 28, 2022, 5:06 pm

Cts corporation: growing business with even better acquisitions

With a simple business model and strong positioning in its industry, CTS Corporation displays strong organic growth despite acquisitions made in the l...

November 28, 2022, 11:43 am

Ewm: malaysian equities are firmly overvalued

EWM is probably cyclically well positioned but remains overvalued, and should not benefit from any regi...

November 28, 2022, 7:44 am

Ewm: malaysian equities are firmly overvalued

EWM invests in Malaysian equities. While markets tend to lead the real economy, and the regional economy may be bottoming ...

November 28, 2022, 2:29 am

Amd: rapid datacenter growth and undervalued

AMD is a technology leader in server processors for Data centers, which have achieved strong growth in the quarter. The company's Client segment repor...

November 25, 2022, 3:29 pm

Psi: buy this semiconductor etf and just be patient

Listening to the financial press narrative being spun these days, investors might have come to the conclusion that the semiconductor segment is "dead ...

November 25, 2022, 1:00 pm

Amazon: show me the money

With negative free cash flow, thin e-commerce margins, and ongoing share dilution, it's time for investors to say, "Show me the money." AWS could be a...

November 25, 2022, 8:58 am

Xme: prospecting for relative strength and attractive valuation? look no further

Metals & mining stocks have been steadily beating the broad market. A move lower in the U.S. dollar recently is a new tailwind for this ...

November 25, 2022, 3:33 am

Indian equities could underperform apac peers in 2023: goldman sachs

Banks, energy (Reliance) and select domestic cyclicals are expected to be the major contributors to the...

November 24, 2022, 7:14 am

Moody's have changed their outlook for chinese banks to negative

Ratings agency Moody's on Chinese banks. Moody's comments have wider applicability:

• We have changed the outlook for Chinese banks to neg...

  November 24, 2022, 2:17 am