Find Investment Trend and Ideas
See how major news and trend can impact individual stock and your investment portfolio.
Most indices saw little movement today with Dow gaining 32 points to 20,775 while both S&P 500 and Nasdaq ease 0.1% each. Winners of the day included medical device firm Microbot Medical (MBOT), gaining 46% on major patent milestone. Another healthcare winner was Lantheus Holdings(LNTH), adding almost 30% with Solid earning and positive outlook.
On the technology side, Internet infrastructure service firm Internap Corporation(INAP) rose 27% on breakout volumn as investors put thumb up to the successful private equity placement. Other winner of the day include fracking sand provider Emerge Energy Services (EMES) with 15% gain to end the day at $23.51 per share. The stock has gained more than 100% so far this year and a eye popping 700% gain for the past 52 weeks.
The day after President's Day holiday shows strong bull momentum in the stock market as Dow gains another 100 points to finish at 20,743. S&P 500 gains 0.6% to finish at 2,365 while Nasdaq adds 27 points to finish at 5,865.
The big winner of the day is Eyegate Pharmaceuticals(EYEG) which skyrocketed 127% on $4 million Valeant licensing agreement. Another big winner is Community Health Systems(CYH) with 34% gain on strong earning report. On the energy side, investor bet on earning beat of offshore driller SeaDrill(SDRL) and send the stock higher by 11%. The company is expected to report earning this Thursday, February 23.
Wrapping up the winner list includes Chinese e-commerce company Vipshop Holdings(VIPS) which gained 7% on 36% revenue growth. Lastly chip maker Advanced Micro Devices(AMD) gained 6.6% with new product shipment. The stock price has gone seven-fold for the past year making it one of the best investment of the year.
One good investment strategy is to follow the flock. In the stock investment realm it means to buy those stocks that great investor buy. Today no other investor guru is as famous as Warren Buffett, so it would be probably wise to keep track of his lastest investment move as of 4th quarter of 2016.
Pay attention to the following stocks. Warren Buffett has just bought shares of the following companies at the end of last year so this is a perfect time to buy stocks of airline company Southwest Airline(LUV), agricultural chemical giant Monsanto(MON) and satellite radio firm Sirius XM (SIRI)
If you hold stocks of the following companies, good news to you because Warren Buffett has just added more shares. He definitely shows his appetite in airlines like Delta Airline(DAL), United Airline (UAL) and American Airline (AAL). And who says Warren Buffett is not interested in technology stock? He is still buying Apple(AAPL). In addition he added more shares of banking firm Bank of New York Mellon(BK)
Be careful of the following stocks… Warren Buffett reduced his holding on retail giant Walmart(WMT) as well as telecom giant Verizon(VZ)
Latest Sold Out
If you don't have the following stocks, don't even bother. However if you do, run away from these as fast as you can because Warren Buffett already sold his position on these companies. Avoid Deere & Company(DE), Kinder Morgan(KMI), Liberty Media(FWONK/FWONA), NOW Inc(DNOW) and Lee Enterprises(LEE)
If you have not yet bought a drone, you've probably seen some forms of it flying in a park or even on the news striking military targets. So let's face it, drone is one of the latest and hottest gadget on planet earth. And with its market expected to hit 3 million unit in 2017 based on research by Gartner, we as investors should really look at where to profit from this hot trend.
Based on article by MarketWatch, one company that makes drones and is publicly traded is AeroVironment (AVAV), the $600 million market cap company, earns almost 90% of its revenue from selling drones, making it the pure play of investing in drones.
Beside drones maker, companies that benefit from boom in drones include video chipset supplier Ambarella (AMBA) and efficient power controllers manufacturer IXYS (IXYS). In addition, Swiss tech company STMicroelectronics NV (STM) and InvenSense (INVN) makes chips for drones.
Miliary use drones producers include Northrop Grumman(NOC) which makes Global Hawk unmanned aerial vehicles for military operations. Another defence company Lockheed Martin (LMT) also produce drones for bot military as well as civil usage.
Super Bowl Sunday in February is probably the biggest sports event in United States. While people are expected to gather around sports bar drinking beers or stay at home eating pizza and BBQ, some companies are also expected to get revenue boost during this time.
First of all, when you and your buddies are drinking Bud Light, the official NFL beer sponsor, you are helping its parent company Anheuser-Busch InBev (BUD). For those who don't want to get drunk, their options include NFL soft drink sponsor PepsiCo (PEP) or more popular Coca-Cola (KO). PepsiCo (PEP) alsos owns other official NFL food and beverage sponsors including Gatorade, Frito-Lay, and Quaker Oats.
While drinking Bud Light or Pepsi, a slice of Pepperoni or Cheese pizza should definitely increase your appetite. And if you are NFL fans, very likly you'll order the Pizaa take-out from Papa John's (PZZA), the offical NFL pizza sponsor. If you are not a pizza fan, you may very likly get chicken nuggets and hamburgers from McDonald's(MCD), the offical NFL restaurant.
Beside food, you also need to tune-in to official NFL TV Network to watch the final showdown on Super Bowl Sunday. This year's official NFL Super Bowl broadcaster goes to Fox Broadcasting Company(FOX/FOXA).Other major NFL sponsor publicly traded are as follows
|FedEx(FDX)||Package delivery service|
|Procter & Gamble(PG) - Gillette, Head & Shoulders, CoverGirl, Tide||Health/beauty/household products|
|Verizon(VZ)||Wireless telecommunication service|
|Barclays(BCS)||Rewards program (NFL Extra Points)|
|BP(BP) - Castrol||Motor oil|
|Courtyard by Marriot(MAR)||Hotel|
|Microsoft(MSFT) - Surface, Xbox||Tablet/Video game console|
|SAP(SAP)||Cloud software/business analytics software|
|Zebra Technologies(ZBRA)||Player-tracking technology|
|TD Ameritrade(AMTD)||Online brokerage|
|Extreme Networks(EXTR)||WiFi analytics|
Stocks Related to NFL Super Bowl Sunday
Before President Trump's election victory last November, the operators of private prison were on the death row as Obama's administration was planning to phase out the use of private prisons. And if Hillary Clinton was to be elected, the same policy could continue. This is why the two private prison related real estate investment trusts, CoreCivic(CXW) and GEO Group(GEO) had both seen their stock dropped to multi-year low of $12.99 and $16.26 respectively, representing 63% and 61.5% discount within a few months.
However the tide shifted in November with Republican's complete victory over the Presidency, House and Senate. As President Trump is expected to favor private prisons, hot money begins to flow into these two private prison stocks and both have gained over 100% since their 52 weeks low.
Private Prison Stocks List
On Tuesday, January 24, 2017, President Donald Trump signed the executive memorandum to revive Keystone Pipeline and Dakota Pipeline that have been blocked in the previous Obama administration. This yet another swift executive order from President Trump creates hope for investors who hold stocks of the companies impacted by both major pipelines.
The Street on the same day reported list of companies benefiting from this initiative. First of all with Keystone Pipeline approval, TransCanada(TRP) can now move oil made of tar sand from Canada to US Gulf Coast. Then on the Dakota Pipeline side, drillers including SM Energy (SM), Newfield Exploration (NFX), Whiting Petroleum(WLL), Hess (HES) and Continental Resources(CLR) would receive immediate benefit while pipeline operator Energy Transfer Partners (ETP) and Sunoco Logistics Partners (SXL) would also clear the hurdle set by the previous presidency.
Below are the list of stocks benefiting from Keystone and Dakota Pipelines.
President Trump stick to his presidential campaign promise and signed an executive order on Wednesday, January 25, 2017 to build massive wall along the Mexican border. The border wall announcement was seemed offensive to the NAFTA partner south of the border and resulted in an immediate cancellation of the meeting of Mexican president Enrique Peña Nieto with president Trump. However there are companies that could stand to benefit from this massive undertaking.
As mentioned in The Street's recent article, two companies getting immediate revenue boost could be current fencing contractors Granite Construction(GVA) and Tetra Tech(TTEK). Also benefiting from the Mexican Border Wall are contractors maintaining the wall including Fluor (FLR) and KBR (KBR).
If the wall is to be constructed with hardened concrete, rebar and steel and promised by Trump, materials and steels companies including Martin Marietta Materials(MLM), Eagle Marterials(EXP), U.S. Steel (X) , Nucor (NUE) and Steel Dynamics (STLD) would receive the benefit as well as construction equipment companies Deere & Co. (DE) and Caterpillar (CAT).
In addition to the materials of the wall itself, Elbit Systems (ESLT) who implemented the surveillance system along the border in Arizona would be a company not to miss.
Below are the list of stocks to watch for the Mexico Border Wall.