In the lead-up to any major election, financial media and social platforms buzz with speculation about potential market impacts. However, savvy investors know that the key to navigating these political transitions lies not in following narratives, but in focusing on hard data and historical trends. Election seasons are rife with uncertainty, a factor that typically keeps investors on edge. It creates a breeding ground for echo chambers and sensational speculation, often leading to emotional rather than rational investment decision-making. These narratives, usually propagated by media pundits and partisan operators, attempt to establish cause-and-effect relationships throughout financial markets and the nation’s…

In this article I use AAII’s A+ Investor Stock Grades to provide insight into three air freight and logistics stocks. With increasing global needs, you might consider the air freight and logistics stocks of Air Transport Services Group (ATSG), Hub Group (HUBG) and ZTO Express (Cayman) (ZTO). Air Freight And Logistics Stocks Recent News The global air freight and logistics market is tied to global gross domestic product (GDP) and is expected to grow at a 6.6% compound annual growth rate (CAGR) between 2024 and 2032, particularly due to a surge in e-commerce logistics, global trade and time-sensitive products. In…

Warren Buffett is one of the most well-known investors through his publicly traded holding company, Berkshire Hathaway. Buffett has built an impressive investing track record as well as a personal fortune. Buffett views a stock’s underlying business as the investor’s “margin of protection.” If the business is mediocre, the stock will do poorly if purchased cheaply because the gain is limited. But if you can buy a successful company that is growing at a price that makes economic sense, you can witness your investment’s growth in value along with the business. Buffett’s investing approach can be gleaned from his writings…

The stock market is in the favorable holiday season. First, Thanksgiving provides a boost and then the Christmas-New Year bullish effect kicks in. The December 15-January 11 interval is one of the most bullish periods in any year. Do not sell short or sit on cash. Energizer Holdings manufactures, markets, and distributes household batteries, specialty batteries, and lighting products. The three-up graph below depicts the daily technical condition in the top strip; the weekly data in the lower left strip; and the monthly position in the lower right strip. This is a classic picture of a longer-term turnaround. There are…

Stocks that struggle during the first ten months of the year often fall further during November and December, as some investors sell to realize a tax loss. Once the tax-motivated selling subsides, such stocks frequently bounce back in January. Each year, I offer a few January bounce candidates – ones that I also think may sustain gains during the coming year. Here are five Comeback Candidates for 2024. Pfizer The world’s largest pharmaceutical company by 2023 revenue, Pfizer Inc. (PFE) is down more than 13% year-to-date, while the Standard & Poor’s 500 Total Return index is up 33%. Pfizer stock…

Kingfisher’s share price slumped on Monday, as ongoing sales weakness forced the FTSE 100 retailer cut its full-year profit guidance. At 257.1p per share, Kingfisher was last dealing 12.8% lower in start-of-week business. For the financial year ending January 2025, the business now expects pre-tax profit to be between £510 million and £540 million. This is down from previous guidance of £510 million to £550 million. At group level, like-for-like sales dropped 1.1% in the three months to October, to £3.2 billion. On a reported basis, turnover was down 0.6% year on year. UK and Irish Sales Climb In its…

The economy is starting to sputter as the last of the pandemic stimulus funds have been doled out and consumers face a major debt reckoning The presidential election kept economists and corporate finance executives busy this year trying to assess what the future would hold. How can we plan when competing policies are so different? Who would be better? My advice to industry execs long before the first vote was cast: Understand the possible effects of BOTH and test your ASSUMPTIONS! Either way, the forces that will shape the next year have already been in motion. The big squeeze is…

It’s hard to find a hater right now. Wall Street analysts have Buy ratings on more than 75% of the S&P 500 at the moment. Give us the Sells. That’s right. We contrarians are not afraid to dumpster dive for dividend value! Today we’ll slam a six-pack of analyst pans yielding between 6.1% and 11.8%. We searched far and wide for these loathed names because, as I write, there are but two blue chips in the Sell bin! Sells are where the party is at. Think about it—every subsequent rating change is an upgrade from here. The “Pros” Say to…

Stock market indexes are at near record highs following the federal election. With a 26.7% total return for the S&P 500 in 2024, investor enthusiasm for additional gains is running high with the possibility of lower corporate taxes, less regulation, and a domestic-focused agenda. Many balanced portfolio investors will look to rebalance their holdings at the end of the year, given the strong outperformance of stocks compared to bonds. Rebalancing would mean locking in some of the gains in the equity market and reallocating to the bond market, where returns were much lower—the year-to-date total return for the $119 billion…

President-elect Donald Trump has chosen Scott Bessent, a prominent pro-crypto hedge fund manager, as his pick for Treasury Secretary. Known for his tenure as chief investment officer for billionaire George Soros and as the founder of Key Square Capital Management, Bessent is an outspoken advocate for blockchain and digital assets. Bessent’s nomination marks a sharp departure from the Biden administration’s cautious regulatory stance on crypto, led by current Treasury Secretary Janet Yellen. If confirmed, Bessent could add more regularity clarity and implement policies more favorable to the crypto industry—potentially aimed at integrating digital assets into the financial mainstream. Bessent’s pro-crypto…