Every investor is in the game to find the ‘growth winners’ in the stock market. In the previous year, it was clear that AI-focused tech led the way in a bullish market. Now, Bernstein analyst Peter Weed is shifting his focus to 2024, where he sees opportunity in several cybersecurity stocks. Weed acknowledges that the cybersecurity sector has faced headwinds that did not impact the larger tech scene. The rapidly evolving online and digital threats combined with the fast pace of innovation in the
The S&P 500 has been reaching record highs again. The strong investor sentiment has been supported by the falling rate of inflation, and expectations that the Federal Reserve will have room to cut back on interest rates this year. This has colored Oppenheimer’s chief investment strategist John Stoltzfus’ current take on the economy. “In our view ‘so far so good’ is what the economic data stateside is saying,” the strategist recently said. “While the economy has indeed shown some slowing in the f
The key to winning in the stock markets is simple: find the right stocks, the ones that are primed for gains, and load up on them. The only trick is understanding the stock signals, to recognize those upward-bound shares. There are as many signals as there are investors, it seems, so finding some objective measure may help sort through the market’s noise. The noise is substantial. Thousands of investors deal in thousands of publicly traded shares, resulting in millions of transactions every day
Solar power forms a large part of the renewable energy sector, and like renewables generally, solar stocks have felt pressure in the last few years. Supply chain disruptions forced a decline in new installations during 2022, and the sector’s recent 3Q23 earnings showed evidence of demand weakness. SolarEdge, which has a large market share in the California solar sector, announced major layoffs in response. On the positive side, the industry is still on the receiving end of Federal largesse, and
2023 was a big year for the stock market with all the major indexes enjoying the bull market’s spoils. However, the gains were mostly driven by the tech giants and not all sectors of the market flourished. For instance, Utilities stocks had a tough year, meaningfully underperforming the broader markets. But as every savvy investor knows, opportunity often lies when sentiment is low, and looking at the segment’s prospects in 2024, Guggenheim analyst Shahriar Pourreza thinks investors should take