This Shooting Star Shows No Sign Of Slowing Down

Daniel Cross - INO.com Contributor - Equities


Value investors love finding a small cap stock that's outperforming while flying under the radar. Wall Street analysts tend to focus on larger companies which means their smaller counterparts can often be mispriced – a scenario that value hunters live for.

Finding an undervalued stock in an industry that's growing fast as well is like having your cake and eating it too.

The US hosts the largest medical supplies market in the world valued at around $110 billion and expected to reach $133 billion by next year. The US constituted 38% of the worldwide medical equipment market (as of 2012) and exports are expected to rise over the next several years even in the face of a challenging environment driven by the high relative value of the dollar. Continue reading "This Shooting Star Shows No Sign Of Slowing Down"

No Matter How You Look At It, This Stock Is A Screaming Buy

Daniel Cross - INO.com Contributor - Equities


Investing in the market is a lot like anything else – if it seems too good to be true, it probably is. Then again, sometimes a stock play makes so much sense, it's impossible to ignore.

The current economic environment has investors concerned what 2016 will bring. China's stock bubble burst, commodities are suffering in the dredges with no positive catalysts anytime soon and the US stock market is looking more and more like it's hit the top and could be reversing course sometime over the next six months or so. And the Fed rate hike still looms large as investors prepare to get defensive against a rising rate environment that could last several quarters.

After more than five years of economic expansion, consumer spending is at all time high levels, although further growth has been mixed over the past few months – another sign of a market top. Margin debt levels hit a record high this year as well meaning consumers and investors both are leveraged more than ever financially. Continue reading "No Matter How You Look At It, This Stock Is A Screaming Buy"

Bet On This Retailer For The Holidays

Daniel Cross - INO.com Contributor - Equities


The holidays are right around the corner, and that means retailers are gearing up for their biggest sales and marketing campaigns of the year. While the broader averages haven't given investors much to cheer about this year, one stock could still deliver gains and brighten up any portfolio.

Unemployment is down to just 5.1% with a healthy job market, and consumer spending is up over 3% and could be headed higher for the fourth quarter. Inflation, which began this year as a negative figure, has finally begun to pick up a little in the past few months as well and currently stands at 0.2%. Retail sales this year have been choppy with growth of 0.6% in July but only 0.2% and 0.1% in August and September. However, retail sales are still up 2.4% year-on-year.

A strong US dollar has been hurting stocks, but could be a positive factor for retailers going into the holiday season. A high dollar relative to other currencies make imported goods cheaper and could help out consumers. Continue reading "Bet On This Retailer For The Holidays"

A Golden Opportunity Awaits Investors

Daniel Cross - INO.com Contributor - Equities


Value investors often find themselves looking at relatively obscure companies or making contrarian bets during adverse market conditions. Sometimes, though, deep value can be found in well known large cap companies.

With the state of the global economy still largely in flux and an uncertain Fed at the helm in regards to interest rates, investors are looking for good companies that are able to weather difficult economic environments and still produce profits. For the investment banking industry, the current environment of volatility and the threat of rising rates in the future is actually a recipe for success. Continue reading "A Golden Opportunity Awaits Investors"

This Pipeline LP Pays You Just To Hold It

Daniel Cross - INO.com Contributor - Equities


There's nothing like an investment that pays off even if there's no capital appreciation. That's the appeal of renting out your home instead of selling it – you get income along with and investment. The way markets are behaving right now with the Fed rate hike delayed once again, most likely until 2016, and uncertainty driving investor decisions, picking a stock that can pay out in more than one way is a huge benefit.

Limited partnership entities differ from traditional corporations in the sense that they are obligated to pass on a lion's share of the profits to shareholders. That gives them an edge when it comes to dividend yields and makes them defensive even if they're not necessarily in a defensive sector of the economy.

The oil and gas pipeline industry might not seem like a defensive environment given what's happened with commodities and energy prices, but this sub-sector operates a little differently. Pipelines are more on the midstream segment of energy operations giving them a more stable business with steady growth prospects regardless of energy prices. Continue reading "This Pipeline LP Pays You Just To Hold It"