Investor Essentials Daily

Credit markets often hold the key to understanding the broader economy...

Factor investing involves using quantifiable attributes to explain and drive differences in stock returns. It has taken off over the past decade as computer algorithms become more advanced and can handle more data....

During the pandemic, RVs and other vehicles sales skyrocketed, as families take control of their vacations. Today’s firm supplies the parts for these machines to keep the market running...

The fortunes of the real estate industry have significantly improved since the Great Recession. Firms related to home renovations have fared especially well...

Auto parts saw a surge in demand following the Great Recession. People were holding off from buying cars, instead looking to fix their existing vehicles...

The news about a possible coronavirus vaccine pushed the stock market higher last week. It caused a rotation out of some of the pandemic’s winners...

Thematic investing involves creating a portfolio of companies around particular market trends. If the theme outperforms, the best names within the theme will do well. By marking the universe of potential stocks to buy smaller, investors can rigorously...

For airlines, the loyalty program can be as valuable as the core business itself. Today’s company controls this vital marketing tool...

The brick-and-mortar retail industry has been one of the most prominent impacted by the pandemic. However, not every company in this industry has been totally crushed...

Semiconductor production is a complex task, where small mistakes threaten to ruin the whole process. That’s why it’s vital to ensure production runs smoothly and the chips do not get contaminated...

The election has dominated the news over the past week. Investors may still be wondering what the outcome means for the stock market and economy...

International markets have become great places for fund managers to look for alpha. Many emerging markets are less developed than the U.S. and have more growth potential...

Sometimes the most mundane industries can create tremendous value. Today, we will look at a company in the timber and wood products industry....

Some industries have thrived during the pandemic. One of the less surprising ones has been the paper and packaging industry...

The At-Home Revolution has affected a swathe of different industries. Surprisingly, vehicles like ATVs and motorcycles have seen an uptick in sales. Today’s company is seeing increased demand for its products as hobbyists are buying more vehicles....

Tomorrow’s election has the ability to alter the stock market and the economy for at least the next four years...

The easiest path for any fund manager is to buy stocks within their benchmark. This is the best way to ensure the fund performance doesn’t surprise investors who expect performance to broadly match...

Innovation has led to the demise of many industries. From horse drawn carriages to typewriters, technology waits for nobody...

Online travel companies have been hit particularly hard by the pandemic. Global travel is expected to take years to return to previous highs, and companies without solid liquidity may not survive the downturn...

Acquisitions have the ability to transform a company. Sometimes they can improve a company’s performance...