Watchlist: Flying Machines – Boeing (BA)

December 2, 2022, 3:41 pm EST Flying Machines – Boeing (BA) Almost everyone knows which company made the most of flying machines in the world throughout the past 100+ years of history. The answer is Boeing (BA).  While most people know its famous 747 or 737 commercial airplanes, few people kno...Read More

Watchlist: Material Rocks – Teck Resources Ltd (TECK)

November 29, 2022, 1:26 pm EST Material Rocks – Teck Resources Ltd (TECK) The material sector is one of the strongest sectors in recent months. Here are some driving powers behind its move: Evaluated inflation environment Dovish Fed reserve policies extend inflation for a longer period of time...Read More

Watchlist: Our Works Matter – BHP Group (BHP)

November 4, 2022, 4:54 pm EDT Our Works Matter – BHP Group (BHP) When the economy is weak, infrastructure projects are going to boom. The government would spend money on bridges, highways, and dams in order to keep up the jobs and economy. This could be one of the reasons investors turn their ...Read More

Industry: Emerging Leadership – Auto Parts

October 27, 2022, 10:10 am EDT Emerging Leadership Industry – Auto Parts There are at least three stocks that made a 52-week new high today in this emerging industry – auto parts: O’Reilly Automotive Inc(ORLY) +4% Autozone Inc (AZO) +3% Genuine Parts Company (GPC) +2% While popular stock...Read More

Watchlist: Breaking Out

October 25, 2022, 3:39 pm EDT Breaking Out Two stocks in our watchlist are breaking out recently:  04/14: Huntington Ingalls Industries, Inc (HII) 04/28: FirstCash Holdings Inc (FCFS) Notice they matched well for the coming economic conditions: warfare and a cash-tight era. We believe bear markets w...Read More

Watchlist: Solid Steel – Steel Dynamics Inc (STLD)

October 21, 2022, 2:14 pm EDT Solid Steel – Steel Dynamics Inc (STLD) Steel fabrication is a key business for economic development. Also, steel would be a necessary commodity for wartime. We consider warfare is going to spread and intensify globally.  Steel Dynamics Inc (STLD) manufactures fla...Read More

Watchlist: Submarine Power – General Dynamic Corp (GD)

Submarine Power – General Dynamic Corp (GD) General Dynamic Corp (GD) received more than a half billion contracts from US Navy as reported 10/06 533 million. There is no doubt that the US is getting serious to deploy its defense system for the years to come.  The battleground is not limited to...Read More

Watchlist: Top Guns

October 18, 2022, 6:20 pm EDT Top Guns The timing has arrived for the top guns to get ready for the defense industry today: Lockheed Martin Corp (LMT) +9% Northrop Grumman Corp (NOC) +7% L3Harris Technologies Inc (LHX) +6% Huntington Ingalls Industries Inc (HII) +5 General Dynamics (GD) +4% Raytheon...Read More