Stock Market Analysis & Comment

The steep plunge in Moderna stock comes amid signs that the pandemic is moving towards an endemic stage The company still maintains a strong sales pipeline for its COVID vaccines, which should keep it...

Home Depot has benefited from aspects of the coronavirus pandemic, not least the sharp appreciation in home prices over the past two-plus years Down 22% year-to-date, the valuation assigned HD stock...

Starting Friday, everything changes in the market with Powell’s big Jackson Hole speech, possibly laying out the path for monetary policy for the next 6 to 9 months. I would expect that Powell...

Powell’s Jackson Hole speech, U.S. inflation data, more earnings in focus. Dollar General stock is a buy ahead of Q2 earnings thanks to recession-proof status. Peloton shares set to struggle...

Zoom is struggling to maintain its pace of growth as many in-person activities resume. NVIDIA warned this month that its sales are being hurt by the slowdown in the PC market. Salesforce has provided...

It’s becoming hard to find a quality stock that still offers an attractive yield The Calgary-based Enbridge is a reliable dividend payer with an annual yield of over 6% BCE has hiked its...

After two years of the pandemic-driven buying spree, a change in consumer behavior has left retailers with billions of dollars of unsold inventories Walmart sales are improving thanks to robust...

PLTR stock has moved sideways since going public in late 2020 The company’s financial performance, however, has been solid, answering two key questions surrounding the business Valuation remains...

U.S. data mixed after two quarters of negative growth Citi Economic Surprise Index is below zero But Goldman Sachs reports recent data has been better than expected Fed closely monitoring ahead of...

The market fell right out of the gate yesterday as rates surged around the globe, following hotter-than-expected CPI data in the UK. The US retail sales number added to the already surging rates...

It remains impossible to tell whether we are witnessing a bear market rally or the return of a sustained bull market Tech may reclaim market leadership if the Fed pivots to a more dovish...

Valuing RBLX stock is no easy task given significant uncertainties surrounding the business now After a rally, stock isn’t cheap — but the valuation is reasonable as long as growth...

U.S. index tests 200-day average and bearish trend line Weak macro backdrop, high inflation, and rising interest rates Current recovery similar to previous bear market rallies After a very impressive...

Nasdaq up 23% from June 16 low, fueling hopes of a new bull market Several tech titans have staged impressive recoveries in recent weeks Consider Zoom, Snowflake, and Crowdstrike as solid long-term...