FITE News and Press, SPDR S&P Kensho Future Security From 05/06/22

Huntington Ingalls is one of the safest dividend growth stocks in my portfolio thanks to its stellar business model and conservative management. The company is looking at accelerating growth after 2022, which will more than likely cause accelerating shareholder distributions. In t...

Hexcel results are improving across its business. Uncertainty on timing of production-rate increases on commercial aircraft programs makes Hexcel somewhat less desirable. Production-rate increases for commercial aircraft programs will play out over several years, so this is a grow...

In January, the bubble indicator showed that the US equity market as a whole was at the edge of a bubble but not in an extreme bubble. The earnings growth discounted in stocks is still a bit high. While the reversal has been significant, discounting of future earnings remains some...

The stagflation scenario got a little more traction last week with the release of a negative Q1 GDP print on Thursday and hints of more inflation on Friday. April was a really rotten month with everything down but the general commodity indexes. Investing is mostly an exercise in s...

The world is getting more complex and scarier - the security software industry is responding. Overseeing the evolution of an enterprise’s technology is forcing existential decisions upon management. There is the emergence of a very small number of platform providers well po...

The forward 4-quarter estimate rose this week to $234.04 from $233.83 although the forward P/E compressed to 18.2x from last week’s 18.8x. The S&P 500 earnings yield jumped to 5.48% from last week’s 5.32%. Tech and Growth is struggling in 2022, which is perfectly...

Just recently, two heavyweight technology companies provided customer data to hackers disguised as law enforcement officials proving that their cyber defenses are not as robust as they should be. Recent cybersecurity threats targeting Ukrainian banks and government departments bring t...

Rising interest rates tend to hurt growth stocks, and more specifically tech stocks due to their high price-to-earnings ratios and low dividend payments. The S&P 500 is trading at its cheapest since before the pandemic, with a current P/E ratio of about 25.6. Inflation and sup...

Markets have been exceptionally volatile since mid-November, as investors have digested the impacts of rising inflation, pending US Federal Reserve actions, the potential end of the COVID-19 crisis, and the tragic situation in Ukraine. In our strategy, we tend to emphasize higher-grow...

The broader equity categories turned in negative results in Q1. U.S. large-cap stocks, as measured by the S&P 500 Index, held up the best at a decline of 4.6%. Bonds performed worse than many of the equity categories, despite typically being viewed as a safe haven investment. In t...