Displaying items by tag: Growth

Thursday, 07 February 2019 08:29

Analysts’ Top Growth Stocks

(New York)

Top Wall Street analysts have just published updated outlooks on the best growth stocks. This piece looks at top ranked analyst recommendations. The top 5 growth stocks for this year are: cloud communications platform Twilio, athletics apparel retailer Lululemon, cloud stock MongoDB, Amazon, and healthcare stock Sarepta Therapeutics.


FINSUM: The big question in growth stocks is whether they will continue to outperform value, as they have for several years. We think the trend is your friend here.

Published in Eq: Growth
Tuesday, 05 February 2019 13:14

Amazon’s Price Fall is a Good Opportunity

(Seattle)

Amazon has had two rough patches following its last two earnings releases. The stock fell in October after its third quarter earnings release, and again last week after its fourth quarter numbers. December as a whole was a rough patch too. However, all this presents a good buying opportunity, says one equity research analyst. “Amazon typically experiences some downside follow-through over the day and week after a move lower on earnings, but over the next one and three months, these moves lower have presented very good buying opportunities”, says the analyst, from Bespoke Investment Group.


FINSUM: This is not arguing that Amazon is suddenly some kind of value stock, but if you are thinking of going long anyway, the current environment may represent a good buying opportunity.

Published in Eq: Tech
Wednesday, 30 January 2019 10:28

BAML Says Stocks Have Worst Outlook in a Decade

(New York)

BAML has put out a report chronicling a new outlook for stocks, and it isn’t pretty. The report shows that investors have the worst views on the markets in a decade. Investors are pessimistic about global growth and corporate profits, the combination of which makes them expect a weak equity market. Here is a summary of Bank of America’s report: “A poll of asset managers showed a net 60 per cent of those questioned think growth in gross domestic product will weaken over the next 12 months, the worst outlook on the global economy since July 2008 and below the trough in January 2001”.


FINSUM: So it is important to note that these are asset manager opinions, not individual investors. Accordingly, it may not be as much of a contrarian indicator as usual.

Published in Eq: Total Market
Friday, 18 January 2019 09:27

Value Stocks are Ready to Run

(New York)

It has been a long time since value stocks have performed well. For about a decade, growth stocks have handily outperformed growth. However, the stage may be set for a long awaited rebound in value shares. One thing that may help is that shares fell so much to end the year, which has put many even strong companies in significantly discounted positions. The sign that may show it is time for value to shine is that the valuation gap between the market’s most expensive and cheapest stocks has reached its highest since 2008. This is a good indicator that value stocks are likely to rise.


FINSUM: Many analysts have been calling for a resurgence of value stocks for years and it has not happened. That skepticism aside, we do feel more positive about the possibility this time around.

Published in Eq: Value
Tuesday, 27 November 2018 12:01

Don’t Be Fooled by the Value Rally

(New York)

Something interesting has been happening for value stock investors lately—value stocks have been outperforming. Value investing as a discipline has been suffering for at least a decade as growth stocks won out. The malaise has been so poor that many have given up on the philosophy altogether. So with the recent turnaround, should that be reconsidered? Barron’s says the answer is a firm “no”. The recent outperformance of value may just be an aberration related to movements in particular sectors. The reality is that most value indexes have little exposure to the sectors that are suffering, like tech and consumer discretionary. Therefore, their outperformance is more a coincidence than a turn in the market.


FINSUM: We’d have to agree with this view. It does not seem like there has been some fundamental change in investors’ thinking, more that anxiety has just struck the most growth-oriented sectors.

Published in Eq: Value
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