It’s almost Thanksgiving, but you could forgive investors for feeling like it’s Groundhog’s Day. The same themes of infrastructure and inflation continue to drive the markets. However, this week, the Rivian (NASDAQ: RIVN) IPO gave the electric vehicle sector a little extra juice. That may help Disney (NYSE: DIS) investors who may are licking their wounds after the House of Mouse delivered disappointing earnings. And speaking of EVs, Elon Musk continues to prove why he may be the best marketing that Twitter (NYSE: TWTR) ever needs. Earnings season rolls on next week and you can count on the MarketBeat team to identify and analyze the stocks and the stories that are moving the market.
Articles by Sean Sechler
Earnings season has already delivered a number of surprises to the upside. Sean Sechler reminds investors that this typically means a stock has further to run. Sechler gave investors three growth stocks to buy after their strong earnings reports. Another sound investing strategy is to ride the trend. Currently, a confluence of events is pushing clean energy stocks to the forefront. Sechler identifies three such stocks that will benefit from public sector incentives. And Sechler was also advising investors to take a look at travel stocks. The industry may not return to pre-pandemic levels for some time. However, now is the time to look at three travel stocks that offer investors quality and growth.
Articles by Jea Yu
Caterpillar (NYSE: CAT) was a big winner at the beginning of the year as investors bet on growing demand in construction and infrastructure. However, those same investors have pushed the stock down by 20% from its peak. Jea Yu believes that the passage of the infrastructure bill and continued strong demand in the construction sector make CAT stock an opportunistic buy. The reverse of Caterpillar’s narrative is playing out with General Motors (NYSE: GM). The company is seeing its share price rise as its focus on electric vehicles outweighs the challenges being brought on by the global supply chain challenges. And Yu was also writing about eBay (NASDAQ: EBAY) which is seeing its share price sink as investors fear that the company’s growth is slowing. However, Yu points out that the company is still a leader in the e-commerce space which may give investors a buying opportunity.
Articles by Thomas Hughes
Although some public health officials still advise caution about the pandemic, international travel restrictions have been loosened and, as Thomas Hughes writes, this is creating an opportunity for growth in leisure stocks. With the sector poised for double-digit gains, Hughes gave our readers two leisure stocks that look ready for a breakout. Hughes was also checking in on Lordstown Motors (NASDAQ: RIDE) and advising investors to take a closer look as the company appears to have the funding to make it into production with its flagship Endurance pickup truck. And for speculative investors looking for a solid pick as an under-the-radar IPO stock, Hughes suggests looking at Dutch Bros Inc. (NYSE: BROS) that is expanding its chain of coffee and specialty-drink establishments and is beating financial expectations.
Articles by Sam Quirke
Financial technology (fintech) stocks have been among the strongest performers in 2021. And one of the best of the best has been PayPal (NASDAQ: PYPL). However, after reporting disappointing revenue numbers and offering weaker-than-expected guidance, PYPL stock dropped 35%. However, Quirke says this selloff appears to be overdone and advises investors to look for opportunities to buy this dip. Another stock that dropped after disappointing earnings is Nio (NYSE: NIO). In the case of Nio, investors may have some reason for concern as the EV sector is taking the brunt of the supply chain difficulties. Investors may want to wait until the company’s Nio Day in December before making a decision. Regeneron (NASDAQ: REGN) is another stock that dropped after earnings. However, Quirke points out that this appears to be a question of investors selling the news after expecting better results. In Quirke’s analysis, Regeneron still appears to represent a solid buying opportunity.
Articles by Chris Markoch
One way for investors to identify growth stocks is to look for the stocks that are making news. MarketBeat All Access members have access to MarketBeat’s list of stocks with the most media mentions. However, Markoch gave our readers a look at the 10 stocks with the strongest media sentiment in the month of November. Markoch also wrote about Beyond Meat (NASDAQ: BYND). The long-term story of BYND stock goes beyond earnings and revenue, and Markoch advised readers about the three key things to look at before the company reported earnings. Markoch was more bullish on SoFi Technologies (NASDAQ: SOFI) and was advising investors that the company’s deal with Rivian to give members access to pre-IPO shares as well as having a bank charter in the works means positive earnings are only the beginning for this fintech company.
Articles by Kate Stalter
Kate Stalter gave practitioners of technical analysis two stocks to put on their watch lists. In the case of Descartes Systems (NASDAQ: DSGX), Stalter was pointing out that the company was forming a flat base. And while this base has formed, the DSGX stock has tested its 50-day support line twice and is trending higher. This suggests that a break to the upside is ahead. However, conservative investors may want to wait until the company reports earnings in December for confirmation. Another stock Stalter was eyeing is Globant (NYSE: GLOB). The stock of the IT specialist has broken above a second-stage base. However, instead of chasing a buy point, Stalter advised traders to wait for an opportunistic pullback.7 E-Commerce Stocks That Aren’t Tangled in the Supply Chain
E-commerce is being identified as a prime contributor to our current supply chain difficulties. Flush with cash during the pandemic, many Americans took to shopping online as part of their new normal. Demand quickly outpaced supply, particularly as many factories were dealing with labor shortages due to Covid-19 restrictions.
While that may oversimplify the problem with the global supply chain, there’s little doubt that e-commerce transactions have made an impact. In fact, e-commerce was one of the fastest-growing segments of the economy prior to the Covid-19 pandemic. It’s part of the continuing digitization of the economy. And that makes it a segment that investors can’t afford to ignore.
Just how much of an impact does e-commerce make? In 2020 alone, there were 454 billion transactions worldwide totaling $4.2 trillion in sales. But that only tells part of the story. As big as that number is, it makes up less than 20% (17.8%) of all retail sales worldwide. A large number of those transactions go through Amazon (NASDAQ: AMZN).
However, if you missed out on buying Amazon when it was still “just” an online bookseller, you may find a share price of over $3,000 per share a little tough to swallow. That’s why we’ve put together this special presentation. We’ve identified seven companies that are likely to perform well despite the current supply chain crisis and have business models that will be sustainable even when supply and demand get back into balance.
View the "7 E-Commerce Stocks That Aren’t Tangled in the Supply Chain"