DEMZ News and Press, DEMZ Political Contributions ETF From 10/27/22

Summary With inflationary pressures and recessionary fears remaining top-of-mind, equity managers see no short-term end to the bumpy ride in markets. One of the key risks cited by equity managers in our third-quarter report is the possibility of inflation remaining stuck at high l...

Summary The main economic data release for the trading week is the US inflation report. The UK economy is in a precarious position and facing a recession. Chinese President Xi is expected to meet with Russian President Putin at the Shanghai Cooperation Organisation summit in U...

The second quarter was dominated by negative market sentiment amid worries over skyrocketing inflation and the risks of a global recession. The broad market selloff over the past few months led almost all markets to finish the second quarter with negative returns in U.S. dollars and l...

Progressive is a growing and profitable insurance operation. While 2022 may not be the most profitable year ever, the company will survive with a 96% combined ratio target. But the stock trades at high multiples and doesn't offer a clear-cut consistent dividend yield. I think the ...

Some weakening performance in Q1. Asset quality has improved nicely. Rates rising will immediately fuel the bottom line as the bank will make more money on every loan it issues now. A good dividend. The financials sector has been hammered the last few months, along w...

Coffee consumption in China is expected to soar significantly in the coming years. Schultz can help the company come out of its current troubles, as he did in the past. Coffee consumption in the U.S. has soared to two-decade high. Investment Thesis Starbucks is a lea...

Starbucks has raised its menu prices three times since October, proving the company has pricing power to combat inflation. A potential upcoming recession could be troubling for Starbucks, but could also eliminate smaller coffee shops that are competing. Starbucks' stance against u...

Kimberly-Clark has a fantastic business that has been around for 150 years. It's not going away anytime soon. Inflationary pressures are taking a bite out of Kimberly-Clark's operating profits, and price increases haven't been enough to keep things moving in the right direction. T...

PVH Corp. has come under pressure due to the effects of supply chain shortages and COVID lockdowns in China. However, the company has a strong cash position and Chinese demand is set to pick up once again with the easing of restrictions. With an attractive EV/EBITDA ratio, the sto...

Stocks had a ripsnorter of a rally last week and a lot of people are pondering the question in the title over this long weekend. Sentiment is certainly negative right now by several measures. Sentiment surveys (AAII, Investor’s Intelligence, etc.) are universally negative becau...