Lombardi: Stock Market Commentary & Forecasts, Financial & Economic Analysis Since 1986

Posts Tagged ‘Ahead of the Street’

Great Companies, Great Stocks—Market
Leaders That Are Worth Your While

By for Profit Confidential

Long-time readers know of my affinity for following a number of large-cap, benchmark stocks for the purposes of honing my own stock market view. Every quarter, I always write the same thing—that earnings season is the absolute best time to be researching the stock market and new investment opportunities.

Great Stocks That Are Going up—the Momentum Continues

By for Profit Confidential

The problem with mining stocks now is that most of the good ones have already gone up in price. This makes buying low and trying to sell high a lot more difficult. In fact the action now is really about buying high and trying to sell higher—just like Internet stocks a few years back.

Mining’s Making Money as One of the
Most Profitable Industries Out There

By for Profit Confidential

I continue to see a lot of good news hitting the wires and I hope this momentum lasts. We’re getting positive results from big companies and small companies and across a range of industries. This is a strong signal that the economic recovery might be stronger than economists currently estimate.

Thanks for the Numbers…Now What?

By for Profit Confidential

All kinds of companies are reporting good news now, but it may not be enough for the stock market to keep appreciating. A new earnings season is just beginning, but these seasons come and go awfully fast. What this stock market needs is a new catalyst. Without one, I think the main averages will drift lower.

The Interesting New Companies
Hitting the Marketplace

By for Profit Confidential

With the exception of mining stocks that move commensurately with the underlying spot prices of precious metals, the trading action in a lot of growth companies has been robust. Even recent initial public offerings (IPOs), which usually come to market expensively priced, are doing well in an environment where investors have no other choice but to be buyers of stocks.

Buy on Rumor, Sell on News—Don’t Be Fazed by a Market Selloff

By for Profit Confidential

Most of the news out there is getting better, but the stock market’s been taking a bit of a rest and that’s good. We’ve also seen a real pullback in commodity prices and this is well deserved. I don’t like it when markets go up indefinitely without corrections. It’s not healthy and bubbles almost always end badly.

Will Commodities Please Experience
a Major Correction?

By for Profit Confidential

A lot of initial public offerings (IPOs) have hit the market recently, and that’s no surprise—the stock market’s been strong. Times have been tough in the investment banking industry, but this changed recently with the much improved sentiment in the broader market. We can never forget that everything in the investment business is about perception.

Unanimity on the Economy & Stocks,
Just Not on Inflation & Interest Rates

By for Profit Confidential

The current momentum in stocks is well deserved. There’s no other place for large investors to invest their money and expect to get a return on investment greater than the rate of inflation. There’s also earnings momentum and that’s going to carry share prices further, at least over the very near term.

Guess What’s Going up in Price?
Almost Everything

By for Profit Confidential

If you want to know what’s happening in the inflation department, all you have to do is go down to your local baker and he or she will tell you that the price of raw ingredients is getting a lot more expensive. There is price inflation out there and it’s slowly building in the global marketplace. It started with food commodities like sugar, cotton and coffee, and it’s increasingly likely that it will spread to other agricultural commodities throughout 2011. In fact, it’s already happening.

Long, on the Fence, and Totally Unsure—My Outlook for Stocks

By for Profit Confidential

I actually think that large-cap companies will be the big story going into 2011, at least for the first half. While smaller companies traditionally do well coming out of recession, this time around, the big companies have the cost structure and pricing power to accelerate earnings at a rate much greater than revenue growth. This is good for the stock market and the economy—in the short term.

Play the Trend, But Watch Your Back

By for Profit Confidential

There continues to be some amazing stock market performances from some very well known large-caps. DuPont (NYSE/DD), Caterpillar (NYSE/CAT) and Apple (NASDAQ/AAPL) are but three names that stand out as large market capitalization stocks that are generating some serious investment returns for shareholders. Not all stocks are participating in this market, but a lot are.

Transports, Then Financials, Then Technology—It’s the Leadership
the Stock Market Needs

By for Profit Confidential

It’s looking like the main stock market averages are hitting key resistance levels as they continue with their upward bias. Trading volume has been mediocre, but, then again, it’s been that way since the financial crisis. What the stock market really needs is a good catalyst—a positive catalyst that can help investors take their buying to the next level.

This Domestic, Industrial Company’s Business Is Booming—Really?

By for Profit Confidential

Long-time readers of this column know of my affinity for reviewing winning stocks. Even just a cursory review of stocks that have done very well helps in my view to improve your stock-picking skills. At the very least, it helps to develop your market view. It’s like a race car driver reviewing tapes of previous races; the process of doing so improves your own skill.

Everything’s Going up Right Now—Guess What’s Next?

By for Profit Confidential

The stock market is going up. Precious metals are going up. Housing prices are starting to go up. The prices of oil, sugar, coffee, wheat and corn are also going up. There are only two things left to go up in the financial world, and those are inflation and interest rates. Make no mistake; the monetary policy environment is going to experience a dramatic change this decade. If you’re not careful, you just might get sideswiped.

Don’t Be Afraid of Mining Stocks; Just Make Sure You Own the Right Ones

By for Profit Confidential

It would be great if there was a major correction in precious metal prices, so investors could have a better entry point for new positions. This sector continues to offer some of the best opportunities for speculators, although a lot of the returns now are incremental. I like to buy low and sell high, which usually takes more time and means going against the crowd.

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