Thursday, November 7, 2024
The stock market seems focused on only two types of stocks: technology companies involved with AI, and regional banks—which are going through a crisis. Investors are ignoring the rest of the stock market, which is just drifting. But that should not stop you from picking out a few investing gems from the large body of […]
While it’s interesting to see what options are trading in terms of absolute volume, it can also be useful to look at relative volume. For instance, Broadridge Financial (BR) traded over 125x its normal options volume one day last week. The banking software company typically only trades 40 contracts per today, so seeing a 2,000-lot […]
My talks with bankers and technology providers in Tampa last week emphasized how important deposits have become in the world of banking. Even the flashiest fintech companies were emphasizing how their products could help banks attract and retain deposits. There was a lot of talk about how the industry is changing. Banking is now a […]
Covered call ETFs offer the combination of investment exposure to a selected index, plus high-yield income from selling call options. I am considering a tactic for this type of fund that should help boost total returns. Last month, I made a presentation at the Las Vegas MoneyShow covering covered call ETFs. I discussed how they […]
Once again, technology stocks are grabbing the financial headlines. They have powered most of the gains in the S&P 500 in 2023. In fact, Apple and Microsoft alone now account for a record 13.5% of the index—the most ever for the top two stocks. While it’s tempting to buy big tech right now, the safer […]
We’ve seen Apple’s stock rise nearly 40% YTD. It’s close to an upper range that it’s hit 5 times in the past two years. Is it going to break out? Is it going to stall out? Today, in my two minute weekly video, I’ll share my thoughts on where Apple could go next. If you […]
I headed up to Tampa this week to spend some time at the Bank Director FinXTech conference. The conference brought together bankers and technology companies to talk about the future of banking. I also wanted to talk to bankers and get their take on the current situation in the industry and how they saw the […]
I like companies that generate large amounts of free cashflow. I get excited when shares of a high cashflow look very cheap in relation to the cash being produced by the business. In short, I like companies that make a lot of money. If you’re like me, consider refining stocks. Let me show you one […]
The U.S. seems poised for a manufacturing boom as companies tap into government subsidies, pledging to spend tens of billions of dollars on new projects. The Chips and Science Act and the Inflation Reduction Act (IRA)—passed within days of each other last August—together include more than $400 billion in tax credits, grants and loans designed […]
As bank stocks fall around us, it is important to remember that the perception of the market is often not reality. In this presentation from my recent MoneyShow appearance, I cover why the banking ‘crisis” is a buying opportunity of historic proportions. We are seeing high-quality banks with plenty of capital, strong balance sheets, and […]
