Summary The Consumer Cyclicals sector ranks fifth in Q1'20. Based on an aggregation of ratings of the 449 stocks in the Consumer Cyclicals sector. XLY is our top-rated Consumer Cyclicals sector ETF and

Summary It’s true that higher yields are usually a sign that something’s not right. It tends to mean the dividend’s in line for a cut, followed by the stock price. As with all the portfolios I’m a part

Summary Illumina reported $953 million in revenue for Q4 2019, a 10% increase over $867 million in revenue clocked in Q4 2018. Though the stock is very expensive at $290 (as of Jan 31, 2020) and has been

Summary To say that Tesla has been on fire lately is an understatement. The stock has gone parabolic, Bitcoin like, vertical in recent weeks. The company's market cap is now around $160 billion, and its

Summary The fourth-quarter profit plunged by 48%, and despite warning about a sizeable non-cash impairment in December, the company surprised the market by the underlying weakness. The company is slowing

Summary The S&P 500, SPY, Nasdaq 100, as well as other major stock market indexes put in a textbook blow-off top a few trading sessions ago. Almost 60% of SPY and the S&P 500 is composed of just

Summary The market struck an important target this past week in the SPX. There is still much support below this market. How the market handles the 3100 region of support will tell the story for the rest

Summary Structural economic issues including demographics and debt continue to degrade global growth, leading to lower interest rates and lower net interest margins for lending institutions. A world with

Summary The rate of change in economic growth and inflation (or recession risk) will once again be the driving force behind asset class performance. You do not have to hold a massive position in US stocks

Summary B2Gold produced 245,140 Au oz in the fourth quarter of 2019 and sold 218,437 Au oz. 2019 production was above guidance. Total revenues for the fourth quarter of 2019 came in at $324 million or

Summary Valuation metrics in information technology and communication services. Evolution since last month. A list of stocks looking cheap in their industries. This idea was discussed in more depth with

Summary Mr. Market is signaling that Washington Prime's dividend is not sustainable. The company has taken on more leverage over the last two years and its cost of capital signals that the moat is shrinking.

Summary Valuation metrics in utilities. Evolution since last month. A list of stocks looking cheap in their industries. This idea was discussed in more depth with members of my private investing community,

Summary US employment growth continues to decline toward population growth, increasing the probability of a rise in the unemployment rate. Aggregate earnings growth continues to decline, putting a lid

Summary Valuation metrics in financials and real estate. Evolution since last month. A list of stocks looking cheap in their industries. This idea was discussed in more depth with members of my private

Summary Thanks to the ever-increasing complexity of the IRS Code, there's always something to learn about retirement accounts. While we don't provide tax advice, we do discuss key aspects of investing

Summary Corporate credit has been rallying strongly for the past several weeks. Investment grade corporate bond spreads are near the tightest level in 20 years. The labor market is flashing a yellow light.

Summary These two stocks are likely to miss earnings expectations according to our new Earnings Distortion Scores. We measure earnings distortion using a proprietary human-assisted ML methodology. Our

Summary Fortis Inc. has been a Canadian utility to own, and continue to own long term. A dividend yield that is supported is a strong play in this late business cycle. Recent equity issuance has put some

Summary For better or for worse, advertising billboards have become an unlikely symbol of "entrepreneurial Americana" and an inescapable fixture of the typical American commute. In the era of