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News & Announcements - 2021
4-9-21: ETF Rankings Updated
This week's SectorCast ETF Rankings is available for downloading.
4-8-21: Earnings Busters Alerts for Friday, 4-9-21
BUY: Dropbox Inc. (DBX)
SELL: Vista Corp (VST)
Details are in the Earnings Busters newsletter.
3-31-21: ETF Rankings Updated
This week's SectorCast ETF Rankings is available for downloading.
3-25-21: Earnings Busters Alerts for Friday, 3-26-21
BUY (RENEW): XPO Logistics, Inc. (XPO)
Details are in the Earnings Busters newsletter.
3-25-21: ETF Rankings Updated
This week's SectorCast ETF Rankings is available for downloading.
3-11-21: Earnings Busters Alerts for Friday, 3-12-21
BUY: Harmonic Inc. (HLIT)
SELL: Berry Global Group, Inc. (BERY)
Details are in the Earnings Busters newsletter.
3-4-21: ETF Rankings Updated
This week's SectorCast ETF Rankings is available for downloading.
2-25-21: Earnings Busters Alerts for Friday, 2-26-21
BUY: ArcBest Corporation (ARCB
SELL: Valero Energy Corporation (VLO)
Details are in the Earnings Busters newsletter.
2-18-21: ETF Rankings Updated
This week's SectorCast ETF Rankings is available for downloading.
2-12-21: Earnings Busters Alerts for Friday, 2-12-21
BUY: MACOM Technology Solutions Holdings, Inc. (MTSI)
SELL: Winnebago Industries, Inc. (WGO)
Details are in the Earnings Busters newsletter.
2-3-21: ETF Rankings Updated
This week's SectorCast ETF Rankings is available for downloading.
1-28-21: Earnings Busters Alerts for Friday, 1-29-21
BUY: Deere & Company (DE) )
SELL: Huntington Ingalls Industries, Inc. (HII)
Details are in the Earnings Busters newsletter.
1-14-21: Earnings Busters Alerts for Friday, 1-15-21
BUY: NETGEAR, Inc (NTGR)
SELL: Ciena Corporation (CIEN)
Details are in the Earnings Busters newsletter.
1-1-21: ETF Rankings Updated
This week's SectorCast ETF Rankings is available for downloading.
2020
12-31-20: Earnings Busters Alerts for Monday, 1-4-21
RENEW (BUY): Advanced Micro Devices (AMD)
Details are in the Earnings Busters newsletter.
12-31-20: ETF Rankings Updated
This week's SectorCast ETF Rankings is available for downloading.
12-17-20: Earnings Busters Alerts for Friday, 12-18-20
RENEW (BUY): Charter Communications, Inc. (CHTR)
Details are in the Earnings Busters newsletter.
12-11-20: ETF Rankings Updated
This week's SectorCast ETF Rankings is available for downloading.
12-4-20: Earnings Busters Alerts for Friday, 12-4-20
BUY: Brunswick Corporation (BC)
SELL: NMI Holdings Inc. (NMIH)
Details are in the Earnings Busters newsletter.
12-2-20: ETF Rankings Updated
This week's SectorCast ETF Rankings is available for downloading.
11-19-20: Earnings Busters Alerts for Friday, 11-20-20
BUY: FedEx Corp (FDX)
SELL: Telefonaktiebolaget LM Ericsson (ERIC)
Details are in the Earnings Busters newsletter.
11-29-20: ETF Rankings Updated
This week's SectorCast ETF Rankings is available for downloading.
11-17-20: ETF Rankings Updated
This week's SectorCast ETF Rankings is available for downloading.
11-6-20: Gradient Insights: Is COVID-driven demand anomalous or sustainable?
by Rachel Annis
Equity Analyst, Gradient Analytics
In response to the pandemic-driven economic downturn, both Congress and the Federal Reserve have intervened with fiscal and monetary support in the form of direct subsidies, loans, bailouts, tax rebates, supplemental unemployment benefits, ultra-low interest rates, support of capital markets, reduced regulatory constraints, and quantitative easing (QE). The Fed expanded its purchase program beyond Treasury bonds to also include municipal bonds, corporate bonds of both investment and speculative grade, as well as ETFs for the first time. While these policies can raise aggregate demand, employment, and investment in the short run, excess liquidity also supports inefficient firms that otherwise might not survive. The increased prevalence of these firms, as well as the valuation metrics at which their stocks trade can muddy the waters for analysts and thus contribute to a misallocation of capital. These firms also weigh on productivity growth going forward. Read more at Gradient's Blog
11-05-20: Earnings Busters Alerts for Friday, 11-06-20
BUY: Tempur Sealy International, Inc. (TPX)
SELL: Marriott Vacations Worldwide Corporation (VAC)
Details are in the Earnings Busters newsletter.
11-2-20: ETF Rankings Updated
This week's SectorCast ETF Rankings is available for downloading.
11-2-20: Sector Detector: Investors pray for quick resolution to election and lockdowns; Value/cyclicals poised to benefit most
by Scott Martindale
President and CEO, Sabrient Systems
Well, the election is finally upon us, and most folks on either side of the aisle seem to think that the stakes couldn't be higher. That might be true. But for the stock market, I think removing the uncertainty will send stocks higher in a "relief rally" no matter who wins, as additional COVID stimulus, an infrastructure spending bill, and better corporate planning visibility are just a few of the slam-dunk catalysts. Either way, Modern Monetary Theory (MMT) is here, as both sides seem to agree that the only way to prevent a COVID-induced depression in a highly indebted economy is to print even more money and become even more leveraged and indebted. Now investors can only anxiously pray for a clean, uncontested election, followed soon by a reopening of schools and businesses. Stocks surely would soar. Read more at Scott Martindale's blog
10-22-20: Earnings Busters Alerts for Friday, 10-23-20
BUY: Veeco Instruments Inc. (VECO)
SELL: KB Home (KBH)
Details are in the Earnings Busters newsletter.
10-21-20: ETF Rankings Updated
This week's SectorCast ETF Rankings is available for downloading.
10-8-20: Earnings Busters Alerts for Friday, 10-9-20
BUY: Owens & Minor, Inc. (OMI)
SELL: Assurant, Inc. (AIZ)
Details are in the Earnings Busters newsletter.
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