Category: Investment News

The 2020 IPO market is red hot this month, as retail investors take on an aggressive investing approach. There seems to be endless risk-on appetite driven by young trader/investors who want to get on the ground floor of hot new stocks as the wind in blue chips’ sails seems to be dying down. The Renaissance IPO ETF (IPO) has surged 23% year-to-date, pushing the innovation-driven ETF to all-time highs. This ETF’s holdings are primarily made up of 2018 and 2019 IPOs, but we are beginning to see more 2020 IPOs join the ranks as the fund phases out 2018 debuted stocks.[…]

Analysts and investors are racking their brains, trying to figure out how the Nasdaq 100 (QQQ) is trading at all-time highs, and why the S&P 500 is only down a few percent for the year with unemployment figures reaching depression levels. There is no doubt that the unprecedented level of fiscal and monetary stimulus has backstopped the equity markets and began this extraordinary rally, but what continues to drive it? There are numerous reasons, all adding their part to the markets over 40% surge since March 23rd.  The most significant catalyst for the continued stock market rally is the reopening[…]

With the US in chaos, it is becoming increasingly difficult to justify stock purchases at our stretched stock market levels. Still, many investors are afraid that they will miss out on a continued rally that has been driven by the Federal Reserve’s ostensibly endless money printers and US state economies reopening. I see some unique opportunities within the aerospace & defense sector, which could provide your portfolio with robust long-term returns. My Defense Recommendations: Lockheed Martin (LMT) Lockheed is a defense powerhouse with a fortress of a balance sheet and reliable government contracts that keep on growing. The company has[…]

The US is in chaos with civil uprisings across the country, while the world is suffering through an unprecedented pandemic. With the equity markets stretched to the brim, it is getting difficult to justify many stock purchases. Yet, there are still a few diamonds in the rough, and I am not talking about the overly exposed industries like cruises or airlines, but something that is on the front lines of fighting this unprecedented health crisis. Joining the Race To Cure The Pandemic? Merck (MRK) is a pharmaceutical powerhouse that has been under-appreciated amid this health crisis. Its initial lack of[…]

Since the market meltdown earlier this year, U.S. stocks have rallied hard and they have rallied fast. From March 23 lows, the Dow, S&P 500, and Nasdaq are up about 36.5%, 35.4%, and 38.3%. It’s a stunning surge, and indicates how much investors anticipate a fast recovery once the coronavirus pandemic ends. The Fed has pumped trillions of dollars into the economic rescue effort, and bets are being placed that this will help outweigh weak corporate earnings. But Wall Street’s quick turnaround fails to reflect the current dismal labor market (as well as other key economic factors). Another 2.1 million[…]