Certain snack stocks have proven “remarkably inelastic” as people take comfort in well-known brands amid uncertain times, Cramer said. According to CNBC, Cramer highlighted the resilience of snack stocks, including PepsiCo and Mondelez. He noted that while these stocks may not generate the most exciting returns, they have proven to be reliable and stable during times of economic uncertainty. In light of the ongoing pandemic and its impact on the economy, investors may want to consider adding these snack stocks to their portfolios.
International stocks have roared back with U.S. stocks this year, but the view from the Morningstar Investment Conference is that they're still undervalued. According to Barron’s, this year’s conference featured a panel discussion on international stocks, with the panelists arguing that these stocks are still undervalued despite their recent resurgence. They noted that global economies are recovering at different rates, and investors may be able to find opportunities in companies that are benefiting from this uneven recovery.
Cybersecurity stocks had a bad week after the effects of the Silicon Valley Bank failure showed up in earnings reports — and after a high-profile hack of a major U.S. pipeline. According to MarketWatch, cybersecurity stocks took a hit last week after some companies reported disappointing earnings and news broke of a major hack on a U.S. pipeline. However, some analysts argue that these stocks have long-term potential as cybersecurity threats become more prevalent.
The global economy has been sending mixed signals recently. On one hand, the US inflation rate dropped to 5% in March, marking its lowest level in six months. However, other indicators, such as rising commodity prices and supply chain disruptions, suggest that inflation may still be a concern in the near future. As a result, investors may want to consider adding stocks that are well-positioned to weather inflationary pressures to their portfolios.
Persistent inflation, slow growth, and volatility are ideal underpinnings for what institutional investors call a stock picker's market. According to Forbes, these conditions create an environment in which individual stocks can outperform the broader market. As a result, investors who are willing to do their research and pick individual stocks may be able to generate higher returns than those who simply invest in index funds.
The Vanguard Mega Cap Growth basket is up 21% so far this year, while the equal-weighted Russell 1000 is barely positive for 2023. This highlights the ongoing trend of growth stocks outperforming value stocks. According to CNBC, this trend has been fueled by low interest rates, which make growth stocks more attractive to investors seeking higher returns. However, some analysts warn that the trend may not be sustainable in the long run.
French businessman Stéphane Bancel made $393 million in stock options in 2022, according to securities filings. Bancel, 50, also owns stocks in the biotech firm Moderna, which has seen its stock price soar in recent months due to its COVID-19 vaccine. According to Forbes, Bancel’s earnings highlight the potential for huge returns in the biotech industry, which is expected to continue to grow in the coming years.
Get the scoop on two tech stocks with huge potential for 2023 and beyond -- make your $1000 investment count today. According to InvestorPlace, there are two tech stocks that investors should consider adding to their portfolios. These stocks, which are expected to benefit from long-term trends such as the growth of e-commerce and the rise of artificial intelligence, have the potential to generate significant returns over the next few years.
The 'extreme concentration' in stocks right now supports a 'bearish outcome for the market,' JPMorgan is warning. According to Business Insider, JPMorgan recently warned that the current market conditions, which are characterized by a handful of stocks driving most of the gains, may not be sustainable in the long run. The bank argues that this concentration could lead to a market downturn if these stocks experience a significant decline.
In conclusion, investors should consider adding snack stocks, international stocks, cybersecurity stocks, inflation-resistant stocks, and biotech stocks to their portfolios. They should also be mindful of the ongoing trend of growth stocks outperforming value stocks and the potential risks associated with extreme concentration in the market. By doing their research and diversifying their portfolios, investors can position themselves for long-term success.
