Will Deepseek tilt the balance towards Chinese tech stocks? If yes, then Alibaba is the right pick
[Read more…] about Alibaba – A Contrarian Play
Large Cap PA
Has Intel formed a Base?
If there is one thing the market has done consistently over the last six months, it is to bounce back after every negative newsflow. The market has done that so often that it does not surprise investors now. In such a market, high quality stocks become the best buy on declines.
Dog of the Dow Pick
Dogs of the Dow is a stock-picking strategy that selects the highest dividend-paying Dow stocks. Here’s one stock that is no longer part of the Dow but fits the criteria and, hence, is a top buy now.
A High Growth company
AI in 2024 was all about Hardware/Semiconductor/Large players. It seems the trend is moving towards Application and Software. In the space, I like a company that’s growing at an explosive rate. It reported EPS gains of 211%, 156%, 500%, and 400% in the last four quarters. The good news is that the stock has just started moving higher.
Two EVs making a move
Investments in EV stocks have been a disaster. The only stock that has done wonders is Tesla. The big question is, how should we see the rise in two EV stocks this month? Does this represent a trading opportunity?
Two Stocks Same Sector Different Outcome
The Sector plays a big role in the investment decisions. One should never bet against the market narrative in the short term. But there are always winners, even in a sector where everyone struggles. One can take the case of Target and Walmart in Retail and Pfizer and Teva in Pharma.