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Market Strategy: Archive

John Blank

Time to Recover Lost Ground: Zacks MARCH Market Strategy

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

John Blank

What to Make of r/WallStreetBets? Zacks FEB Market Strategy

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.

EMRNegative Net Change AAPLNegative Net Change GMEPositive Net Change MTNegative Net Change

John Blank

A New Year: Value or Growth? Zacks JAN 2021 Strategy

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.

XOMNegative Net Change TGTPositive Net Change IPNegative Net Change PFENegative Net Change VALENegative Net Change SPYPositive Net Change

John Blank

Tesla Must Deliver! Zacks DEC Market Strategy

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 IPNegative Net Change BRTHYNo Net Change

John Blank

Freedom from Smoke: Zacks NOV Market Strategy

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 JBLNegative Net Change

John Blank

Time to Buy U.S. Stocks in October? Zacks Market Strategy

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

John Blank

Remote Working Pushes Tech Earnings: Zacks SEPT Market Strategy

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

John Blank

The S&P 500 Is NOT the U.S. Economy! Zacks August Strategy Report

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.

TERNegative Net Change SPYPositive Net Change MSFTNegative Net Change GOOGLPositive Net Change FCXNegative Net Change FBPositive Net Change AMZNPositive Net Change AAPLNegative Net Change

John Blank

Less Virus, Better Share Returns: Zacks July Strategy Report

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 CALXPositive Net Change

Sheraz Mian

How to Invest in a Post-Covid "New Normal"

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 TGTPositive Net Change COSTPositive Net Change AMZNPositive Net Change

John Blank

A "Don't Fight the Fed" Rally: Zacks June Strategy

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 ABBVNegative Net Change

John Blank

Re-Allocating Investments for a Post-Covid World

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 AMZNPositive Net Change

John Blank

What Produces 2020 Optimism? Zacks April Strategy

The Zacks Industry Rank pattern, across the board, transformed overnight. We now have a classic, very defensive ranking.

SATSNegative Net Change NWEPositive Net Change DBXPositive Net Change

John Blank

Pandemic Delivers a Recession Policy: Zacks March Strategy

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.

UNHNegative Net Change COHRPositive Net Change AWRPositive Net Change

John Blank

3 Key Investment Themes: Zacks FEB Market Strategy

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 TOELYNegative Net Change SOXXNegative Net Change QQQPositive Net Change PHINegative Net Change IHIPositive Net Change FDNPositive Net Change CWENPositive Net Change

John Blank

Where Is the Top to This Stock Market Run? Zacks JAN Strategy

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.

RHHBYNegative Net Change MSFTNegative Net Change MEINegative Net Change BDCNegative Net Change AAPLNegative Net Change

John Blank

Fresh Money Pulses Drive Stocks to New Records: Zacks DEC Market Strategy

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

John Blank

Visualizing an Internet Minute: Zacks NOV Market Strategy

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

John Blank

Chaos Politics to Slow Growth, or Vice-Versa? Zacks October Market Strategy

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?

MSFTNegative Net Change GPCNegative Net Change ABBVNegative Net Change

John Blank

Chaos Politics to Slow Growth, or Vice-Versa? Zacks October Market Strategy

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?

MSFTNegative Net Change GPCNegative Net Change ABBVNegative Net Change

John Blank

Here's a Plan to End the Trade War: Zacks September Strategy

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.

RHHBYNegative Net Change RCIIPositive Net Change AVYNegative Net Change

John Blank

A Time to Shift Gears: Zacks August Strategy

The latest Q2 GDP report showed us that the consumer is solid, but business fixed investment is lackluster.

HSYPositive Net Change DVAPositive Net Change BBYNegative Net Change

John Blank

Bulls Focus on S&P 500 Earnings: Zacks June Strategy

Look back at the multiple years' sequence of annual positive share returns. Then look ahead at forward earnings fundamentals -- you gain the best perspective.

VSATNegative Net Change PPCNo Net Change CERNPositive Net Change

John Blank

Here's What the U.S. Needs to Focus On: Zacks May Market Strategy

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

John Blank

Manufactures Needed for Our Independence: Zacks April Market Strategy

Resolving the U.S.-China trade war. That is a key fundamental earnings and revenue growth factor underpinning the next leg of this long U.S. bull market.

KNNegative Net Change AVAVPositive Net Change ANTMPositive Net Change