Recent M&A within the industry by Amazon, CVS, and UnitedHealth Group sends a strong signal.
All sorts of possibilities in health care services
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The retail industry offers timely diversification
As the next upcycle nears, upward revisions could amplify the multiple expansion opportunity in retail.
Top 5 industries for earnings growth
At 11x earnings estimates and a 24% growth rate, the multiple expansion door is open.
Sector strategies for navigating 2023
There are opportunities under the market-cap weighted surface, eight industries stand out.
New bull market or a bear market bounce?
As the market remains in a primary downtrend, and the trend is your friend, go with the cash flow.
Rio Tinto is going up
Rio offers peer-leading copper growth, the most profitable aluminum business, and the world’s top iron ore assets.
The miners are looking up
Tactical and technical strategies take front stage as the commodity bull market resumes.
Meta Platforms is dialing back in
Is Meta a maturing ad platform or is it a communications platform operating in the metaverse?
Shipping and recession: To be or not to be?
Shipping volume is a pure measure of economic activity and removes inflationary effects.
A new copper bull market takes shape
Chinese copper demand is forecasted to triple through 2050 with potential supply shortfalls by mid-decade.