Ideas for Insurance, Paper Products and eCommerce. Opportunities covered include SPDR S&P Insurance ETF (KIE), RockTenn (RKT) and Overstock.com (OSTK).
If you like the online discount retailers that sell just about everything, but don’t like the price, multiple or slowing growth of a stock like Amazon ( AMZN – Analyst Report ) (a Zacks Rank #3, who reporting in-line earnings yesterday), then Overstock.com OSTK with a Zacks Rank of 1 and four earnings beats in a row might be…
It’s often said that logic can lead you down the right path in life. When the right choice seems to be right there in front of you, it’s hard to take another path. Shares of Titan Machinery ( TITN – Snapshot Report ) recently dropped from $32 to $22 after the company reported and are now…
The earnings pace as quickened this week and the results have not be stellar. By Monday afternoon, only 34 of the 498 stocks in the S&P 500 had reported. Of those 34 companies we saw total earnings up +16% from the same period last year, with 64.7% of them beating…
So we actually went “over” the fiscal cliff, hiked taxes on Americans and began making automatic budget cuts via the sequestration. Despite all those negatives, stocks have managed to add almost 11% year to date, even after the recent selling pressures. Why? Because there is not only value in many…
WFC TOL LEN FBC This mortgage lenders and local bank might be worth a look at current prices. The housing market remains resilient and has been a bright spot in an otherwise drab economic backdrop. While most homebuilders like Toll Brothers ( TOL – Snapshot Report ) and Lennar ( LEN –Analyst Report ) have been bidding up ahead of their numbers and are…
Earnings season is just underway and we still have yet to see a clear picture of revenue growth, profitability and margin. With the 25 reports or so that have come in, it’s been a very mixed picture. While there haven’t been any bullish standouts, there have been several high-profile negative…
Options Expert Shares His Favorite Ideas I spent 20 minutes chatting with Frank Curzio about my views of the market and offered some trades as well. Ep178-SAInvestorRadio