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This is an excerpt from Zacks Chief Strategist John Blank’s monthly Market Strategy piece. To access the full PDF, click here.
U.S. Markets – Do you want original insights on 2017?
Let’s take that “Year Ahead for the USA” idea in a fresh direction. With Trump as President, this is very necessary.
How about video?
I live in Marina Del Rey CA. It’s an enclave 10 minutes from Los Angeles Airport (LAX). Prior to its development as a small craft harbor, the land occupied by Marina del Rey was a salt marsh fed by fresh water from Ballona Creek. Duck hunters and few others frequented this area.
In the adjacent Playa Vista (“View of the Beach” in Spanish) area of LA in 2007 – an area now called “Silicon Beach”-- the remains of more than 400 Tongva Indians had been unearthed during construction. Anthropology experts say the Playa Vista site is “probably the biggest Native American burial ground ever found in California.”
These builders were looking to add room for 10,000 people. This wasn’t the first time development had been tried. The area was to have been the spot for Steven Spielberg’s DreamWorks SKG movie studio in the 1990s. A decade before I arrived in Marina Del Rey, around 1995 to 2000, the famous actor Martin Sheen helped on a massive protest.
They successfully set aside a huge wetlands area. The Ballona Wetlands were once a 2,000-acre expanse of marshes, mud flats, saltpans, and sand dunes. Today, 600 acres of open space remain. Check out this short 2-minute YouTube video. The Last Stand: Heroes at Ballona Wetlands Trailer
In 2004, the California State Coastal Conservancy approved $140 million in state bond funds to support restoration, a part of the successful protest. Watch this: The Ballona Wetlands Restoration Project. It’s exciting to see what this will become.
In 2010, Martin Sheen spoke to 18,000 young student activists at Free the Children’s We Day, saying, "While acting is what I do for a living, activism is what I do to stay alive."
Now, Martin is on to 2017 and the USA. On April 10, 2016, this very popular Netflix documentary, “Death by China” uploaded to YouTube.
According to the NY Times, the film -- based on a book by Peter Navarro and Greg Autry and directed by Mr. Navarro -- is as blunt as can be in working the premise. Admitting China to the WTO in 2001 has been catastrophic for the USA.
An influx of Chinese goods has left American manufacturers unable to compete, the film says. And Chinese leaders have been brashly ignoring rules about things like currency manipulation to make sure that their country’s products remain artificially cheap.
Peer into the Latest Zacks Sector/Industry/Company Telescope
The JAN Zacks Industry Ranks are certainly a sweeping change from year’s past. The Consumer is not the king early on, though that could change in Spring.
2017 says the Financials lead, all the way up from the bottom last year. The rising rate environment is the reason. The same rising rate reason keeps the dividend-paying Utilities, Telcos and Consumer Staples at the bottom.
Energy and Materials are solid, but only at Market Weight. These sectors are waiting for another catalyst to gain more upside. Seeing the OPEC production cut work and stronger China manufacturing PMIs will do the trick in 2017.
(1) Financials are now Very Attractive. The leader is Investment Banking & Brokering, with hope of an MA& surge. Banks & Thrifts are next. Then Major Banks. Rising rates clearly lift this sector’s EPS.
Stifel Financial is a holding company for Stifel Nicolaus & Co.
(2) Energy becomes a Market Weight sector. The strong performer is Coal, on a Trump trade. All other industries cluster at Market, with no direction.
Top Zacks #1 (STRONG BUY) Pick: Suncor Energy ((SU - Free Report) )
SUNCOR ENERGY is a world leader in mining and extracting crude oil from the vast oil sands deposits of northern Alberta. They also explore for, develop and market natural gas, operate a refining and marketing business in Ontario, and are actively involved in the development of renewable energy sources to help meet the energy needs of tomorrow.
(3) Materials are a clean Market Weight. The 2 strong spots are Metals Non-Ferrous and Steel.
Teck Resources Ltd. is a diversified resource company committed to responsible mining and mineral development with major business units focused on copper, metallurgical coal, zinc, gold and energy.
The Company is actively exploring in countries throughout the Americas, Asia Pacific, Europe and Africa. Teck Resources Ltd., formerly Teck Cominco Ltd., is headquartered in Vancouver, Canada.
(4) Industrials are Market Weight. The best is Pollution Control, Machinery-Electrical, Machinery and Aerospace & Defense. The worst is Railroads.
(5) Consumer Discretionary remains Unattractive. The leader is Leisure Services, followed by Consumer Electronics. Publishers are the worst.
(6) Health Care falls to Unattractive. However, Medical Care is Attractive on Aging Demographics, while Drugs and Medical Products have poor EPS outlooks.
(7) Info Tech is Unattractive. Industry leaders remain the Semis and Misc. Tech.
(8) Telcos are Unattractive. The best is Telco Equipment at Market.
(9) Utilities are Unattractive. The rising rate environment hurts this dividend-paying sector.
(10) Consumer Staples remains Very Unattractive. The sole industry at Market is Food. Beverages, Soaps & Cosmetics and Misc. Staples are terrible. It is post-holidays here.
This is an excerpt from Zacks Chief Strategist John Blank’s monthly Market Strategy piece. To access the full PDF, click here.
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Death by China: Zacks January Market Strategy
This is an excerpt from Zacks Chief Strategist John Blank’s monthly Market Strategy piece. To access the full PDF, click here.
U.S. Markets – Do you want original insights on 2017?
Let’s take that “Year Ahead for the USA” idea in a fresh direction. With Trump as President, this is very necessary.
How about video?
I live in Marina Del Rey CA. It’s an enclave 10 minutes from Los Angeles Airport (LAX). Prior to its development as a small craft harbor, the land occupied by Marina del Rey was a salt marsh fed by fresh water from Ballona Creek. Duck hunters and few others frequented this area.
In the adjacent Playa Vista (“View of the Beach” in Spanish) area of LA in 2007 – an area now called “Silicon Beach”-- the remains of more than 400 Tongva Indians had been unearthed during construction. Anthropology experts say the Playa Vista site is “probably the biggest Native American burial ground ever found in California.”
These builders were looking to add room for 10,000 people. This wasn’t the first time development had been tried. The area was to have been the spot for Steven Spielberg’s DreamWorks SKG movie studio in the 1990s. A decade before I arrived in Marina Del Rey, around 1995 to 2000, the famous actor Martin Sheen helped on a massive protest.
They successfully set aside a huge wetlands area. The Ballona Wetlands were once a 2,000-acre expanse of marshes, mud flats, saltpans, and sand dunes. Today, 600 acres of open space remain. Check out this short 2-minute YouTube video. The Last Stand: Heroes at Ballona Wetlands Trailer
In 2004, the California State Coastal Conservancy approved $140 million in state bond funds to support restoration, a part of the successful protest. Watch this: The Ballona Wetlands Restoration Project. It’s exciting to see what this will become.
In 2010, Martin Sheen spoke to 18,000 young student activists at Free the Children’s We Day, saying, "While acting is what I do for a living, activism is what I do to stay alive."
Now, Martin is on to 2017 and the USA. On April 10, 2016, this very popular Netflix documentary, “Death by China” uploaded to YouTube.
Martin Sheen narrates!
Death by China: How America Lost its Manufacturing Base (1 Hour, 20 Minute Official Version)
According to the NY Times, the film -- based on a book by Peter Navarro and Greg Autry and directed by Mr. Navarro -- is as blunt as can be in working the premise. Admitting China to the WTO in 2001 has been catastrophic for the USA.
An influx of Chinese goods has left American manufacturers unable to compete, the film says. And Chinese leaders have been brashly ignoring rules about things like currency manipulation to make sure that their country’s products remain artificially cheap.
Peer into the Latest Zacks Sector/Industry/Company Telescope
The JAN Zacks Industry Ranks are certainly a sweeping change from year’s past. The Consumer is not the king early on, though that could change in Spring.
2017 says the Financials lead, all the way up from the bottom last year. The rising rate environment is the reason. The same rising rate reason keeps the dividend-paying Utilities, Telcos and Consumer Staples at the bottom.
Energy and Materials are solid, but only at Market Weight. These sectors are waiting for another catalyst to gain more upside. Seeing the OPEC production cut work and stronger China manufacturing PMIs will do the trick in 2017.
(1) Financials are now Very Attractive. The leader is Investment Banking & Brokering, with hope of an MA& surge. Banks & Thrifts are next. Then Major Banks. Rising rates clearly lift this sector’s EPS.
Top Zacks #1 (STRONG BUY) Pick: Stifel Financial ((SF - Free Report) )
Stifel Financial is a holding company for Stifel Nicolaus & Co.
(2) Energy becomes a Market Weight sector. The strong performer is Coal, on a Trump trade. All other industries cluster at Market, with no direction.
Top Zacks #1 (STRONG BUY) Pick: Suncor Energy ((SU - Free Report) )
SUNCOR ENERGY is a world leader in mining and extracting crude oil from the vast oil sands deposits of northern Alberta. They also explore for, develop and market natural gas, operate a refining and marketing business in Ontario, and are actively involved in the development of renewable energy sources to help meet the energy needs of tomorrow.
(3) Materials are a clean Market Weight. The 2 strong spots are Metals Non-Ferrous and Steel.
Top Zacks #1 (STRONG BUY) Pick: Teck Resources ((TECK - Free Report) )
Teck Resources Ltd. is a diversified resource company committed to responsible mining and mineral development with major business units focused on copper, metallurgical coal, zinc, gold and energy.
The Company is actively exploring in countries throughout the Americas, Asia Pacific, Europe and Africa. Teck Resources Ltd., formerly Teck Cominco Ltd., is headquartered in Vancouver, Canada.
(4) Industrials are Market Weight. The best is Pollution Control, Machinery-Electrical, Machinery and Aerospace & Defense. The worst is Railroads.
(5) Consumer Discretionary remains Unattractive. The leader is Leisure Services, followed by Consumer Electronics. Publishers are the worst.
(6) Health Care falls to Unattractive. However, Medical Care is Attractive on Aging Demographics, while Drugs and Medical Products have poor EPS outlooks.
(7) Info Tech is Unattractive. Industry leaders remain the Semis and Misc. Tech.
(8) Telcos are Unattractive. The best is Telco Equipment at Market.
(9) Utilities are Unattractive. The rising rate environment hurts this dividend-paying sector.
(10) Consumer Staples remains Very Unattractive. The sole industry at Market is Food. Beverages, Soaps & Cosmetics and Misc. Staples are terrible. It is post-holidays here.
This is an excerpt from Zacks Chief Strategist John Blank’s monthly Market Strategy piece. To access the full PDF, click here.