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Validea Motley Fool Strategy Daily Upgrade Report – 10/11/2017

Validea Motley Fool Strategy Daily Upgrade Report – 10/11/2017

Finance
Shutterstock photoThe following are today's upgrades for Validea's Small-Cap Growth Investor model based on the published strategy of Motley Fool. This strategy looks for small cap growth stocks with solid fundamentals and strong price performance.REPUBLIC BANCORP, INC. KY ( RBCAA ) is a small-cap growth stock in the Regional Banks industry. The rating according to our strategy based on Motley Fool changed from 49% to 76% based on the firm's underlying fundamentals and the stock's valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.Company Description: Republic Bancorp, Inc. is a financial holding company of Republic Bank & Trust Company (the Bank) and Republic Insurance Ser...
Everyone is upset about India's banking mess except NBFCs. Here's the reason why

Everyone is upset about India's banking mess except NBFCs. Here's the reason why

Finance
When Infrastructure Development and Finance Co (IDFC) was granted universal banking licence in 2014 from among 26 applicants, it was the envy of those who missed out on the coveted prize. Three and a half years later, both investors and the managements that were not lucky enough, are smiling. A surge in liquidity, regulatory arbitrage, and the crippled state of banks converged to make the non-banking finance company (NBFC) business model a success with equity investors latching on to any business that would reflect the Indian financial services growth without its baggage of bad loans. Life has come a full circle with premium attached to banks shrinking while NBFCs gaining traction. IDFC Bank which came into being in 2015 has lost 15.91 per cent since, while its parent IDFC gained 16.33...
No, FedEx Is Not Amazon's Next Victim

No, FedEx Is Not Amazon's Next Victim

Finance
Amazon.com's (AMZN) announcement last week that it is testing a new delivery service has spurred the latest round of chatter that FedEx (FDX) the parcel shipping giant will become yet another victim to the e-commerce giant's ever expanding reach.Cowen analyst Helane Becker insists that those worries are overblown. In a note published today, Becker reiterated her Outperform rating and $ 240 price target on Fed Ex shares, arguing that the company is well positioned to overcome new threats while at the same time improving long-term value for shareholders.How? Becker says FedEx has a well-proven history of adapting over the decade to various economic environments and along the way, managed to build a powerful brand and enormous scale. Add to that, it has a geographically diverse aircr...
Goldman found a way to invest around rising wages, and it is beating the market

Goldman found a way to invest around rising wages, and it is beating the market

Finance
Goldman Sachs says stocks of companies with low labor costs are outperforming the overall market, and the strategy could pick up steam as wages rise.In a note to clients Friday, Goldman said a basket of stocks representing companies with low U.S. labor costs is up 20 percent this year, beating the nearly 14 percent gain in the S&P 500. Stocks in the low labor cost basket include Nike, Netflix, MetLife, Apple and Boeing.The note was released shortly after the Bureau of Labor Statistics said wages grew at an annualized rate of 2.9 percent last month, the highest since 2009. The sharp rise in wages also lifted the odds of a December Federal Reserve interest rate hike, as the central bank sees it as a sign of rising inflation.Goldman's 49-stock basket has a much lower labor cost as a perce...
Weighing The Week Ahead: Can Earnings Season Spark A Big Year-End Rally?

Weighing The Week Ahead: Can Earnings Season Spark A Big Year-End Rally?

Finance
Shutterstock photoBy Jeff Miller :After last week's avalanche of economic data, the calendar is back to normal. More important is the onset of earnings season. Recent data have reassured many observers about the health of the U.S. economy. The period of seasonal weakness is ending. Expect people to be asking:Can this earnings season lead to a big year-end rally?Last Week RecapMy expectation for last week concerned the relationship between economic and stock market strength. That discussion might come another day, but last week's attention was focused on Las Vegas.The Story in One ChartI always start my personal review of the week by looking at this great chart from Doug Short via Jill Mislinski. She notes the gain of 1.18% on the week, as well as other key comparisons. Once again, it was a...