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Signal From Noise

RESEARCH

Other Voices: The Average Bank Stock Offers 109% Appreciation Potential to Year-End 2023

In the next two years, banking financials are expected to improve dramatically based on IDC Financial Publishing‘s (IDC’s) NOPAT ROE rising from 16.9% in the fourth quarter of 2021 to a new 10-year high of 21.8% in the fourth quarter of 2023. As return on equity increases, EPS growth accelerates...

Five Stocks For Seasonal and Style Factors

Identifying economic trends is critical to entering and exiting positions. We take you through some of our process for identifying beneficiaries of tactical themes in our Granny Shots portfolio.Keep in mind the importance of not shouting at the market, regardless of circumstances.Remember in investing that less can often be more....

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Five Stocks Poised To Benefit From the Economic Rise of Millennials

The world was rocked by COVID-19 and it derailed many existing trends, but one that remains intact is the economic rise of the most numerous and educated generation in history.Demographics drive economic activity. As millennials enter their prime earning and spending years they will fuel generational consumption that has been...

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Five of Our Favorite Stocks With Pricing Power

Pricing power is a key consideration in markets subject to inflation risk. There are several ways companies can achieve pricing power, by selling essential components, having strong brand value, or continually providing more value to consumers.Inflation has been persistently high as a result of supply chain kinks and an anomalous...