Ah, July! The month when summer is in full swing, and the spirit of adventure fills the air. In the world of investing, this mid-summer period also brings its own unique opportunities. Among these are mid-cap stocks, often considered the perfect mix between the high-growth potential of small caps and the stability of large…
One of the key themes around earnings the past couple of months is the pivot of consumers from buying “stuff” to buying “experiences”. The pandemic locked us into our houses and left no alternative but to buy new toys to play with on the couch. As the pandemic started to ease, revenge travel took hold….
We are in the midst of the busiest week of the earnings season. Most of the bellwethers have posted Q2 results but we still have 150 companies in the S&P reporting this week. It is very easy to miss results given the endless headlines crossing wires. We will take the next few reports to look…
One-third of the Dow components released Q2 results this week. This gives us tremendous insight into the economy and investor perception. The primary term being used by analysts to describe earnings results is “better-than-feared” as market expectations were extremely low. The outlooks have been conservative and suggest we have further weakness to contend with in…
It is a busy week in the markets. One-third of the S&P 500 and Dow Jones indices are posting Q2 results over these five sessions. Did we mention that there is also a Fed decision this week? And we still have earnings from Amazon (AMZN) and Apple (AAPL) after the close. Market participants try and…
Markets face a daunting avalanche or worries. Russia’s invasion of Ukraine, China’s Zero Covid policies, multi-decade high inflation, and supply chain issues are just the tip of the iceberg for headwinds. Yet here we are with the S&P 500 and Nasdaq rallying 6%+ over the past week. What has market participants excited? The answer may…
Delta Airlines (DAL) was the first major airline to report Q2 results. Expectations for the group are high as stories of skyrocketing ticket prices suggested a windfall quarter. Inflationary pressures from higher fuel costs and wages were expected to take their toll but, surely the group would ride out that turbulence on the wings of…
Last month, Jamie Dimon put the markets on notice as he said his bank was preparing for a “hurricane”. Today, the bank announced steps to protect itself from a pending storm system. J.P. Morgan (JPM) placed $400 million into its reserves to protect against potential delinquencies. It also halted its share buyback program, preferring to…
The market prepares for Q2 earnings season. There is plenty of uncertainty facing investors as companies’ hand in report cards. Investors would like to see some clarity on the economic situation. Expectations are low which makes it easier for companies to surpass analyst consensus numbers. Q3 and second half outlooks will garner plenty of attention….
Headlines in the United States will focus on the United Kingdom’s Prime Minister Boris Johnson stepping down from power. For investors, there was another headline that should garner more attention. Yesterday, the European Parliament classified nuclear power and natural gas as “green energy”. The decision is part of an E.U. framework known as “E.U. taxonomy”…
