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Market Strategy: Archive
What Can We Learn from Q1? Zacks April Market Strategy
by John Blank
In Q1, Value handily beat Growth. Energy (+30.3%) and Financials (+16.4%) led U.S. sector SPDRs. The last 3 months of time witnessed a long-called-for rotation.
MUPositive Net Change JEFPositive Net Change LENNegative Net Change VEUPositive Net Change
utilities
Time to Recover Lost Ground: Zacks MARCH Market Strategy
by John Blank
The S&P 500 earnings scorecard is now marking -11.2% EPS annual growth and -1.0% revenue growth. In terms of underlying earnings, major U.S. publicly-listed firms have serious fundamental ground to recover in 2021.
WYNegative Net Change WMSNegative Net Change CAJPositive Net Change
earnings
What to Make of r/WallStreetBets? Zacks FEB Market Strategy
by John Blank
Looking ahead, hedge fund Wall Street and this raging mass of retail stock traders are likely going to stay at war. Getting capital reserves built up is a way to endure that stress. And cover the losses.
EMRPositive Net Change AAPLPositive Net Change GMENegative Net Change MTNegative Net Change
finance
A New Year: Value or Growth? Zacks JAN 2021 Strategy
by John Blank
We had four strong sectors this month, which is bullish. Consumer Discretionary was one of those top areas again this month. COVID has a trifecta of strong spending spots that hit home again. Two internationally exposed sectors -- Materials and Industrials -- also came in at the top, as well.
XOMPositive Net Change TGTNegative Net Change IPPositive Net Change PFEPositive Net Change VALENegative Net Change SPYNegative Net Change
auto-tires-trucks consumer-discretionary industrial-products
Tesla Must Deliver! Zacks DEC Market Strategy
by John Blank
Tesla's market value has ballooned to about $538 billion, making it the sixth largest company in the U.S. stock market, and it would have more than a 1% weighting in the S&P 500.
TSLAPositive Net Change LBNegative Net Change IPPositive Net Change BRTHYNo Net Change
finance
Freedom from Smoke: Zacks NOV Market Strategy
by John Blank
Since 1900, there's never been a session of Congress with a Democratic President, a Republican Senate and a Democratic House. This is uncharted political territory, likely with hidden benefits. The U.S. stock markets recognized that, straight away.
LENNegative Net Change JELDNegative Net Change JBLPositive Net Change
earnings
Time to Buy U.S. Stocks in October? Zacks Market Strategy
by John Blank
Here's the mantra: Don't fight the Fed. Don't fight the ECB in Europe, the BoE in the U.K., the BoJ in Japan, and the People's Bank of China. All major central bank players brought out the "anything goes" monetary policy artillery.
RDNTPositive Net Change FDXNegative Net Change APOGNegative Net Change
retail
Remote Working Pushes Tech Earnings: Zacks SEPT Market Strategy
by John Blank
Bulls have a fundamental catalyst in hand. Analysts are raising earnings estimates for S&P 500 companies on Q3. This makes 'bottoms-up' estimates rise for all of 2020.
UCTTNegative Net Change BCNegative Net Change AVYAPositive Net Change
tech-stocks
The S&P 500 Is NOT the U.S. Economy! Zacks August Strategy Report
by John Blank
The five most valuable S&P 500 companies -- Apple (AAPL), Microsoft Corp. (MSFT), Amazon (AMZN), Alphabet (GOOGL) and Facebook (FB) -- account for some 23% of the index's market capitalization.
TERPositive Net Change SPYNegative Net Change MSFTPositive Net Change GOOGLNegative Net Change FCXNegative Net Change FBPositive Net Change AMZNNegative Net Change AAPLPositive Net Change
earnings
Less Virus, Better Share Returns: Zacks July Strategy Report
by John Blank
Communication Services and Health Care are the leading domestic sectors now. The Info tech sector fell to Attractive, but the critical Semi industry is leading again.
THONegative Net Change PBFXNegative Net Change CALXNegative Net Change
energy
How to Invest in a Post-Covid "New Normal"
by Sheraz Mian
A host of industries have been affected in material ways by the Covid-19 pandemic, some more than others. Our Zacks team of strategists give insight on some of the most deeply affected segments of the economy.
WMTPositive Net Change TGTNegative Net Change COSTPositive Net Change AMZNNegative Net Change
airlines restaurants retail
A "Don't Fight the Fed" Rally: Zacks June Strategy
by John Blank
In early May, international travel shutdowns remained the norm. Some U.S. state governors gingerly lifted their "Stay-at-Home" decrees. In early June, a number of European travel shutdowns are ending, and all 50 U.S. states are open for business.
SRENegative Net Change FTNTPositive Net Change ABBVPositive Net Change
earnings
Re-Allocating Investments for a Post-Covid World
by John Blank
Over the long term, New Economy Models will evolve to become the new normal in three broad areas of Consumer Non-Durables.
NFLXPositive Net Change DISPositive Net Change ATVINegative Net Change AMZNNegative Net Change
consumer-discretionary consumer-staples
What Produces 2020 Optimism? Zacks April Strategy
by John Blank
The Zacks Industry Rank pattern, across the board, transformed overnight. We now have a classic, very defensive ranking.
SATSPositive Net Change NWEPositive Net Change DBXNegative Net Change
communications utilities
Pandemic Delivers a Recession Policy: Zacks March Strategy
by John Blank
Perhaps a coronavirus pandemic event is much less significant than the 2008 Global Financial Crisis? The last time the VIX options volatility index was this high? The VIX topped a 62 print on November 1st, 2008.
UNHPositive Net Change COHRNegative Net Change AWRPositive Net Change
finance medical
3 Key Investment Themes: Zacks FEB Market Strategy
by John Blank
Where institutional money flows are where stock returns rise. This month, after I followed the money, I focused on visible long-term investing themes. Here are three worth knowing about...
XBIPositive Net Change TOELYPositive Net Change SOXXPositive Net Change QQQNegative Net Change PHIPositive Net Change IHINegative Net Change FDNPositive Net Change CWENNegative Net Change
earnings tech-stocks
Where Is the Top to This Stock Market Run? Zacks JAN Strategy
by John Blank
It is commonplace to acknowledge the role of the U.S. Fed lifting stock markets the last three months. But earnings outlooks drawn up on the last quarter of 2019 are not improving.
RHHBYPositive Net Change MSFTPositive Net Change MEIPositive Net Change BDCNegative Net Change AAPLPositive Net Change
finance medical tech-stocks
Fresh Money Pulses Drive Stocks to New Records: Zacks DEC Market Strategy
by John Blank
The world suffers even more than the U.S. from slow GDP growth, or recession scares. Then consider this: Fed rate policy is then boxed in by super low and even negative interest rates all over the world.
MBTPositive Net Change MANTPositive Net Change LHCGPositive Net Change
emerging-markets finance
Visualizing an Internet Minute: Zacks NOV Market Strategy
by John Blank
One can't deny the phenomenal transformative power of the social media revolution. It continues to reshape global communications. All of the firms driving it are publicly listed U.S. stocks.
WAASPositive Net Change THCPositive Net Change POWINegative Net Change
tech-stocks
Chaos Politics to Slow Growth, or Vice-Versa? Zacks October Market Strategy
by John Blank
Do you start off with slow growth in a given Country, and then voters get angry about it? Or do angry voters, with nothing to complain about, get angry anyways, and slow down their economy's growth?
MSFTPositive Net Change GPCNegative Net Change ABBVPositive Net Change
earnings
Chaos Politics to Slow Growth, or Vice-Versa? Zacks October Market Strategy
by John Blank
Do you start off with slow growth in a given Country, and then voters get angry about it? Or do angry voters, with nothing to complain about, get angry anyways, and slow down their economy's growth?
MSFTPositive Net Change GPCNegative Net Change ABBVPositive Net Change
earnings emerging-markets finance
Here's a Plan to End the Trade War: Zacks September Strategy
by John Blank
End tariffs unilaterally to restore global growth, whilst two sets of negotiations unwind issues. In light of this, when does the self-created U.S. trade war with China end? It likely ends no sooner than the U.S. Presidential election in November 2020.
RHHBYPositive Net Change RCIIPositive Net Change AVYNegative Net Change
consumer-discretionary pharmaceuticals
A Time to Shift Gears: Zacks August Strategy
by John Blank
The latest Q2 GDP report showed us that the consumer is solid, but business fixed investment is lackluster.
HSYNegative Net Change DVANegative Net Change BBYPositive Net Change
earnings
Bulls Focus on S&P 500 Earnings: Zacks June Strategy
by John Blank
Look back at the multiple years' sequence of annual positive share returns. Then look ahead at forward earnings fundamentals -- you gain the best perspective.
VSATPositive Net Change PPCNegative Net Change CERNPositive Net Change
earnings
Here's What the U.S. Needs to Focus On: Zacks May Market Strategy
by John Blank
The U.S.-China trade war is being cast as a "Big Solution" for the USA. But Zacks Senior Strategist John Blank wants to turn to the real Big Topic.
MOHNegative Net Change CMCSAPositive Net Change
communications consumer-discretionary medical