B.I.G. Tips – Stocks With International Exposure Crushed
We’ve just published a B.I.G. Tips report that provides a glance at the disparity between US stocks with and without heavy international exposure.
Headlines covering the ongoing trade dispute remain a leading catalyst for market action this month. Given the ramping up of these concerns, it can be reasoned that domestics would begin to outperform internationals, and so far, we have seen exactly this. To evaluate, we break up the S&P 500 into deciles based on international revenue exposure. We also show a decile analysis for May performance based on dividend yield and YTD change through April in addition to the best and worst performing stocks in May. To read this report and access all of our other reports, start a two-week free trial to Bespoke Premium!
B.I.G. Tips – Market and Economic Sentiment Diverge
We’ve just published a B.I.G. Tips report that provides a full update of our composite economic and market sentiment charts that are highlighted in our annual Bespoke Report each year.
While the stock market typically follows the economy, one would expect that sentiment towards the two would be similar. As we have seen over time, though, that is far from always the case. Our composite indicators take a number of different economic and stock market sentiment indicators and combines them into one key reading of sentiment. Currently, both of these indicators are showing entirely different outlooks. To read our newest report and see the latest updates to our sentiment indices, start a two-week free trial to Bespoke Premium!
B.I.G. Tips – Homebuilders Holding Up Well
This content is for members onlyB.I.G. Tips — S&P 500 Sideways 200-DMA
This content is for members onlyB.I.G. Tips – Earnings Season Summary and Top Triple Plays
We’ve just published a B.I.G. Tips report that provides a full summary of the just-completed earnings season along with the newest edition of our Top Triple Plays. This season we identified 22 earnings triple plays that have attractive price charts right now.
What is a triple play? When a stock reports quarterly earnings, it registers a “triple play” when it beats analyst EPS estimates, beats analyst revenue estimates, and raises forward guidance. We coined the term back in the mid-2000s, and you can read more about it at Investopedia.com. We consider triple plays to be the cream of the crop of earnings season, and we’re constantly finding new long-term buy opportunities from this basket of names each quarter. You can track the newest earnings triple plays on a daily basis at our Triple Plays page if you’re a Bespoke Premium or Bespoke Institutional member. To read our newest report and see the triple plays that we think look the best right now, start a two-week free trial to Bespoke Premium!