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3 Consumer Stocks We Find Risky
Retailers are adapting their business models as technology changes how people shop. Still, secular trends are working against their favor as e-commerce continues to take share from brick and mortars. This puts retail stocks in a tough spot, and over the past six months, the industry’s 7.4% gain has trailed the S&P 500 by 2.6 percentage points.
2 S&P 500 Stocks on Our Watchlist and 1 We Avoid
The S&P 500 (^GSPC) is often seen as a benchmark for strong businesses, but that doesn’t mean every stock is worth owning. Some companies face significant challenges, whether it’s stagnating growth, heavy debt, or disruptive new competitors.
3 Industrials Stocks with Open Questions
Even if they go mostly unnoticed, industrial businesses are the backbone of our country. Their momentum is also rising as lower interest rates have incentivized higher capital spending. As a result, the industry has posted a 18.8% gain over the past six months, beating the S&P 500 by 8.8 percentage points.
2 Services Stocks with Solid Fundamentals and 1 Facing Headwinds
Business services providers thrive by solving complex operational challenges for their clients, allowing them to focus on their secret sauce. Furthermore, the demand for their offerings is rising as more clients outsource non-core functions, a trend that has enabled the industry to return 9.2% over the past six months, almost identical to the S&P 500.
2 S&P 500 Stocks with Exciting Potential and 1 We Brush Off
The S&P 500 (^GSPC) is home to the biggest and most well-known companies in the market, making it a go-to index for investors seeking stability. But not all large-cap stocks are created equal - some are struggling with slowing growth, declining margins, or increased competition.
1 S&P 500 Stock with Impressive Fundamentals and 2 We Ignore
The S&P 500 (^GSPC) is home to the biggest and most well-known companies in the market, making it a go-to index for investors seeking stability. But not all large-cap stocks are created equal - some are struggling with slowing growth, declining margins, or increased competition.
3 Consumer Stocks with Open Questions
The performance of consumer discretionary businesses is closely linked to economic cycles. This sensitive demand profile can cause the industry to underperform when macro uncertainty enters the fray, and over the past six months, its 5.3% return has fallen short of the S&P 500’s 10% gain.
1 Growth Stock with Explosive Upside and 2 That Underwhelm
Growth boosts valuation multiples, but it doesn’t always last forever. Companies that cannot maintain it are often penalized with large declines in market value, a lesson ingrained in investors who lost money in tech stocks during 2022.
3 Large-Cap Stocks with Questionable Fundamentals
Large-cap stocks have the power to shape entire industries thanks to their size and widespread influence. With such vast footprints, however, finding new areas for growth is much harder than for smaller, more agile players.
3 Stocks Under $50 We Steer Clear Of
Stocks in the $10-50 range offer a sweet spot between affordability and stability as they’re typically more established than penny stocks. But their headline prices don’t guarantee quality, and investors should exercise caution as some have shaky business models.