Latest Stories
3 Semiconductor Stocks We’re Ghosting
Semiconductors are the core infrastructure powering the Information Age. But they’re also susceptible to economic fluctuations as chip demand will ebb and flow with capital spending. Unfortunately, it’s unclear if we’re primed for another upswing as the industry’s 5.4% return has lagged the S&P 500 by 10.5 percentage points.
3 Software Stocks in the Penalty Box
From commerce to culture, software is digitizing every aspect of our lives. This secular theme has materialized in superior earnings growth and stock price performance for most SaaS companies, and over the last six months, the industry’s 42.4% return has topped the S&P 500 by 26.5 percentage points.
2 Industrials Stocks to Stash and 1 to Sell
Whether you see them or not, industrials businesses play a crucial part in our daily activities. Still, their generally high capital requirements expose them to the ups and downs of economic cycles, and the industry’s six-month return of 13% has fallen short of the S&P 500’s 16.8% rise.