Displaying items by tag: analysts

Monday, 11 February 2019 11:05

The Stock Picker’s Guide to Value

(New York)

Value stocks have been in a slump for a decade, with growth consistently outperforming. That acknowledged, there is still something to be said for buying beaten up stocks, which seem to have less downside than highly valued growth names. But how to do it? Try an old stock picker’s favorite: buy the ten stocks with the highest dividend yields in the Dow, a strategy which has historically performed well and is called the “Dogs of the Dow”. These stocks tend to have great dividend yields, and generally outperform the index as a whole. The bottom ten right now are: Verizon, IBM, Pfizer, Chevron, Exxon-Mobil, Merck, Coca-Cola, Cisco, Procter & Gamble, and JP Morgan.


FINSUM: This sounds like a solid bet, though because of the group, you are buying them with no real catalyst.

Published in Eq: Value
Friday, 08 February 2019 10:38

The Top 20 Analyst Picks for 2019

(New York)

It’s that time of year. Analysts from many banks are putting out their top picks for the year. The picks we are featuring focus mostly on the large cap space. The picks come from a range of different analysts and include: Google, Amazon, American Eagle, Broadcom, Deere, McDonald’s, Microsoft, and Salesforce.


FINSUM: Deere and McDonalds are interesting for us. Deere because farm equipment demand could be quite heavily impacted by US-China trade tensions, which makes this one a risky bet. McDonalds is a stock we are bullish on because of its menu changes and modernization efforts. We think it has a lot of business it can steal back from the likes of Shake Shack and Chipotle if it continues to make its menu fresher and more healthful and its store more appealing.

Published in Eq: Total Market
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
Thursday, 07 February 2019 08:28

Stock Pickers’ Best REITs

(New York)

One could argue that we are in a stock pickers’ market. With valuations down and no clear narrative to lift all boats, the market seems set to let stock pickers shine as companies start to trade on their fundamentals more than in the last few years. With that in mind, here are four of the best REIT picks. REITs are a very diversified group, and picking them now is more complicated than ever given rising rates and slumping real estate markets. The best areas in REITs right now are those that deal in ecommerce warehousing as well as data centers. Here are 4 picks that could do well: Hersha Hospitality Trust (HT), CyrusOne Inc. (CONE), Federal Realty Investment Trust (FRT), and Stag Industrial (STAG).


FINSUM: We think the industrial REIT area (ecommerce warehousing) seems to be a really good choice as the underlying demand for space is steady and growing.

Published in Eq: Real Estate
Monday, 04 February 2019 11:12

Don’t Wait for Analysts to Turn Bullish

(New York)

A lot of investors are nervous to put their money back in markets. The big losses of December have given way to a great start to the year, but investors are still shy because of the volatility. Well, JP Morgan says investors need to get back in markets soon as waiting for analysts to turn bullish again has a history of being a poor idea. Generally speaking, analysts can be a year behind actual market moves, so if investors wait until the mood improves, they will have already missed out on a lot of the gains.


FINSUM: Worries about forthcoming earnings aside, the market definitely has a renewed spring in its step and we are generally feeling bullish given the now lower valuations.

Published in Eq: Total Market
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