Trend profile: Sysco Corp.
Last week’s rally on unusually high trading volume drove the stock above its May 2010 peak and delivers a trading opportunity for conservative investors coveting Sysco's dividend stream, currently yielding 3.2 percent.
15 May
Last week’s rally on unusually high trading volume drove the stock above its May 2010 peak and delivers a trading opportunity for conservative investors coveting Sysco's dividend stream, currently yielding 3.2 percent.
08 May
Shareholders of ATCO should be happy about the stock’s current push to new 52 week highs – the stock rallying from $58 to above $63 in May’s trading - and can expect more advances in the months ahead.
25 Apr
The mixed performances on the oil patch instruct that there are selective opportunities for investors to add to their sector exposure. Delphi Energy may be ready to rally through resistane as the sector performance improves.
18 Apr
Income investors who think that inflation will run higher than the 2.7 per cent currently implicit in Real Return Bond yields will be interested in going long these bonds.
11 Apr
A strong loonie weighs on some stocks. Shareholders of Atlantic Power might be concerned.
03 Apr
Investors anxious about the concerning downward drift of holdings in the media industry should set their phones for stock alerts, watch the tickers on their television screen, and read the paper more frequently.
28 Mar
Although a far riskier trade than other big cap consumer staples stocks, Dean Foods may be a nice resurrection project amid other choices.
20 Mar
A tech stock worth watching, Zarlink Semiconductor may be ready for a near-term rally.
14 Mar
Despite the market turmoil, industrials are still attractive. Look for this industrial stock to trend toward its 2007 peak.
06 Mar
As oil prices climb the oil sands are looking more attractive. Investors are smitten again with Canada's black bounty.
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The broad market still reads as a rotation market rather than a generalized expansion phase. Energy, Materials, and Utilities remain the clearest sector-level leadership blocs, but the current Stock Trends dataset shows that a second layer of leadership is now becoming more visible beneath the sector averages. That secondary leadership is important because it does not present itself as broad participation. It appears instead through specific industry groups whose internal trend structure is materially stronger than that of their parent sectors. In this week’s data, the clearest examples are Semiconductors and Equipment, Telecommunications, Containers & Packaging, and Banking.
The case for indexing continues to strengthen, and rightly so. The evidence is overwhelming: most active managers fail to outperform their benchmarks over time, and the costs of attempting to do so only compound the underperformance. For many investors, indexing has become not just a strategy, but the default solution. But the conclusion that often follows—that markets cannot be meaningfully outperformed—is where the interpretation begins to break down. The failure of traditional active management is not evidence that opportunity does not exist. It is evidence that non-probabilistic selection fails.
The current market is not offering investors the kind of broad speculative expansion that often defines the early phase of a powerful advance. Nor is it confirming a simple risk-off breakdown. The latest Stock Trends dataset points to something more disciplined. The probability structure remains constructive, but it is now being expressed primarily through continuation and consolidation rather than broad breakout expansion.
The recent Stock Trends editorials argued that hard assets had become structural leaders and that capital was rotating across themes rather than collapsing into a simple risk-on or risk-off binary. This week’s data adds a new layer. The market’s probability structure has improved even as the macro headlines have become more hostile. That is a distinct signal, and it is coming directly from the Stock Trends Inference Model. $19.95/Month
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