Stocks Archives - Page 155 of 564

The Biggest Surprise

April 20, 2023 by JC

The weakness in the US Dollar over the past couple of quarters comes as no surprise to us.

What else is new?

But here’s what really has surprised me.

If you would have told me in September that the Dollar would fall apart over the next 2 quarters, I would have told you that precious metals are likely doing well in that environment. I would have also said that Silver would outperform Gold during that period.

In this case I would have been absolutely right.

Great.

But what I would have also been confident about is foreign equities doing well in that weaker Dollar environment.

And while I would have also been correct in that guess, I would have definitely told you that it would be Emerging Markets outperforming, not Developed Markets.

And that would have been very wrong.

It’s been the Developed Markets outside the U.S. that have been dominating the equities markets over the past couple of quarters. Look at the performance of these assets since the Dollar peaked: [Read more…]

Redmile Group Raises Its FATE Stake

April 20, 2023 by David

Today’s Hot List is a short one.

The most significant insider transaction is a 13D filed by Redmile Group.

[Read more…]

April Mid-Month Conference Call: 5 Key Takeaways

April 19, 2023 by Steve Strazza

From the desk of Steve Strazza @Sstrazza

Monday night we held our March Monthly Conference Call, which Premium Members can access and rewatch here.

In this post, we’ll do our best to summarize it by highlighting five of the most important charts and/or themes we covered, along with commentary on each

Let’s get right into it!

[Read more…]

The Short Report (04-19-2023)

April 19, 2023 by Steve Strazza

From the Desk of Steve Strazza @Sstrazza

When investing in the stock market, we always want to approach it as “a market of stocks.”

Regardless of the environment, there are always stocks showing leadership and trending higher.

We may have to look harder to identify them depending on current market conditions. But there are always stocks that are going up.

The same can be said for weak stocks. Regardless of the environment, there are always stocks that are going down, too.

We already have multiple scans focusing on stocks making all-time highs, such as Hall of Famers, Minor Leaguers, and the 2 to 100 Club.

We filter these universes for stocks that are exhibiting the best momentum and relative strength characteristics.

Clearly, we spend a lot of time identifying and writing about leading stocks every week, via multiple reports.

Now, we’re also highlighting lagging stocks on a recurring basis.

[Read more…]

Where the new highs at?

April 19, 2023 by JC

In bull markets you regularly see more and more stocks making new highs.

That’s just a normal characteristic of this type of market environment.

Yesterday we saw a ton of stocks making new 52-week highs – names like Nvidia, AstraZeneca, Salesforce, Lockheed Martin, General Electric, Chipotle, Autozone, Motorola, Lennar and many others.

However, in aggregate we have yet to see that key breakout in breadth expansion in the new 52-week highs list.

The new lows list is non existent. It’s been that way since the 4th quarter last year.

But where the new highs at? [Read more…]