MarketBeat Premium Reports

By Thomas Hughes

The metaverse is one of the hottest buzzwords among investors. But what is the metaverse? And is it a real opportunity, or just the latest flavor of the month? That’s a hard question to answer. In fact, in 2021, a group of technology company executives were asked what the metaverse was. They had vastly different responses that show that there is no single definition.

Right now, the metaverse can be thought of as the next generation of the internet. For many, that future means persistent digital worlds that users can enter and interact with using an avatar. Today that is playing out (no pun intended) in the gaming sector. The very popular World of Warcraft allows players to come and go from the digital space. And while they’re “inside the game” they can interact with each other and even engage in commerce.

But as Thomas Hughes points out in this report, the most important takeaway for investors is that the metaverse and the internet are both about technology. When you think of it that way, it opens up your portfolio to a broad range of stocks that include some of the most well-known names in the tech sector.

By Thomas Hughes

Retirement. The act of retiring. Withdrawing from one’s chosen profession and/or active working life. The end of income. Or is it? Retirement can mean many things for many people but what it doesn’t have to mean is an end to your income.

Yes, with retirement, you’ll probably stop actively earning, but that doesn’t mean you start spending what you’ve saved. In that frame of reference, your retirement savings could vanish in the blink of a few years, but it doesn’t have to be that way. A portfolio of retirement stocks can mean steady, stable, income throughout your retirement years.

The goal of owning retirement stocks is to grow your capital to a point it generates enough income to sustain a comfortable standard of living in retirement. That usually means dividends but don’t be fooled. A portfolio of stocks you might want to own during retirement is not necessarily the one you want to own in preparation for retirement. When preparing for retirement, investors tend to take on a little more risk sacrificing safety for potential gains. A retiree is more interested in steady dividend returns than risking capital and may choose to own different stocks.

In the report, Thomas Hughes covers different types of retirement stocks, the value of dividend growth stocks, retirement saving strategies, and why you should care about your retirement investments every day.

By Thomas Hughes

Love him or hate him, Elon Musk is a colorful character with some wild ideas. If he’s not out changing the way we do things, he’s making headlines both good bad. Noted for his eccentricity as well as his cuttingedge brilliance, Musk is both a boon and bain to his investors. Investors, though well rewarded for their risk, have had to put up with no shortage of antics including SEC actions. Through it all, he has remained a visionary businessman and entrepreneur that not only thinks big thoughts but is able to carry through on them as well. The purpose of this eBook is to explore Elon Musk’s business empire, uncover the opportunities that are available, and speculate on what his next moves may

In the report, Thomas Hughes covers a short bio of Musk, what company's he is involved in, and what the future holds for him.

By Thomas Hughes

The short-sellers are making headlines left and right and for more reasons than one. If the news isn’t spotlighting a new short-sell report it’s a major short-squeeze getting the attention. The takeaways for traders are that short-action and the gains that can come with it have never been hotter.

The problem is that it’s very hard to know which stocks to short because shorting is more than just fundamentals or technicals. There is an element of luck, a 6th sense almost, that can’t be denied and not everyone has it. Besides, it takes a lot of guts to go against the grain and short sell a stock. Just because a would-be short-seller sees no value in a highly-valued stock doesn’t mean the market will agree with them when the news leaks out.

Even if you do know which stock to short there’s a new risk in town. Crowd-sourced investment groups are targeting high-short interest stocks and sparking major short-squeezes, the kind that turns billionaires into paupers, and making it very risky if not impossible for average investors to profit from short-selling. That’s why leaving shorting to the professional is a good idea but there are still ways for average investors to profit from the short market.

In the report, Thomas Hughes covers what is short-selling, what is the short-squeeze, and how you can profit from them.

By MarketBeat Staff

There are some qualities of a good stock to own that don't change from year to year. Value, dividends, and growth are among the top and that is as true today, looking toward 2023, as it was in 2022. The difference between this year and last year is the tide of pandemic stimulus and spending are well on their way out and taking the rest of the economy with them. The only thing certain about 2023 is that interest rates will be high and possibly higher than what the market was forecasting in the 4th quarter of 2022 and that could have a devasting effect on the economy, the outlook for corporate earnings growth, and the stock market. What this means is choosing stocks is more important than ever.

When it comes to value it's all relative. Stocks that offer a value relative to their peers when their peers are in high-demand sectors like consumer staples, tech, utilities, and energy are what investors should be focusing on. These stocks will not only be supported by the underlying fundamentals of their markets but also by their value and their dividends. The best stocks for 2023 are often also a Dividend Aristocrat or Dividend King that has proven time after time it can weather whatever storm the economy can through at it.

In this report, Thomas Hughes covers the precise sectors and stocks that investors should be watching, which are ready to outperform the broad market, and why you should start investing in them today.

By MarketBeat Staff

There are more than 7,000 publicly traded companies across the globe, which are covered by more than 400 different brokerages. Each trading day, brokerages collectively issue more than 500 research notes on any number of stocks. Our daily newsletters, MarketBeat Daily and MarketBeat Daily Premium, provide nearly comprehensive coverage on equities research changes on a daily basis.

Learn how to evaluate a stock based on what equities research analysts are saying about it. We provide a list of which brokerages offer the most accurate twelve month price targets and which brokerages' recommendations have historically resulted in the highest 7-day, 30-day and 365-day ROI.

Review our list of which companies have received the highest average ratings from equities research analysts and learn the ratings systems used by more than 150 of the top equities research firms. Get access to dozens of additional resources that will help broaden your knowledge of equities research.

This is our forty-five page investment guide that provides a basic education for making trades using equities research data.

By MarketBeat Staff

The prevailing sentiment among Wall Street analysts these days is that a recession is coming. The market has been on a historic nine-year bull run after the Great Recession, punctuated by a run at the end of 2017 that saw new market highs being reached seemingly every day. But, in investing what comes up will go down. Fortunately, recessions do not have to be the death knell for stocks. In fact, there are several stocks that have a history of performing well even when the economy does not.

Let’s take a quick look at some of the companies who are positioned to help your portfolio not only survive, but thrive, when the stock market does take its inevitable tumble.

By MarketBeat Staff

University endowments, pension funds, sovereign wealth funds, hedge funds, and other institutional investors pour money into a group of 13 elite stocks.

These institutional investors don't get easily swayed by hot stocks that are popular with retail investors. You probably won't see a Tesla or a SnapChat in this group because institutional investors know that these "popular kid" stocks almost always aren't great investments. However, you will find some excellent companies on this list backed by real earnings and real fundamentals.

We had to comb through every 13D and 13F filing that institutional investors have filed with the SEC in the last quarter to identify these stocks. After reviewing more than 5,000 filings, we have identified 13 companies that institutional investors have been buying left. Big money investors are pouring hundreds of millions of dollars into these stocks.

By MarketBeat Staff

As the P/E ratios of most S&P 500 companies look very expensive and the stock market continues to hit new all-time highs regularly, it's challenging for investors to find cheap stocks to buy now.

This goes for both share price since most stocks are trading higher on a per-share basis and valuation relative to earnings. Right now, the typical S&P 500 company is trading at about 25 times forward-looking earnings. Historically, S&P 500 companies have traded at about 15 times earnings in more normal markets.

While the S&P 500 as a whole is expensive, there are still a handful of undervalued stocks trading at less than $10.00 per share. Value investing opportunities for value exist if you know where to look. Putting together a list of cheap stocks to buy now requires looking into some smaller, riskier, unloved, or undiscovered parts of the market. These low-priced stocks might not look especially attractive today, but long-term investors stand to profit if they are willing to be patient and hold onto shares of these companies through multiple market cycles.

Some of these companies are great investing ideas because they're too small and too risky to attract most mutual funds and Wall Street money managers. Others have been beaten up by the market after a period of slowing earnings and profits but are now trying to turn around and bounce back.

You might find marijuana stocks, dividend-paying stocks, large-cap stocks, growth stocks, small-cap stocks, and even some bitcoin stocks in this list. While these low-priced stocks have many differences, these 10 stock picks all share a common characteristic, a super-low share price of $10.00 or less.

By MarketBeat Staff

Most people know that brokerage rankings are overstated because of pressure from publicly-traded companies. No investor relations person wants to see "hold" and "sell" ratings issued for their stock. In reality, a "buy" rating really means "hold." "Hold" ratings really mean "sell" and "sell" ratings mean get out while you still can.

If Wall Street's top analysts are consistently giving "hold" and "sell" ratings to stock, you know there's a serious problem. We've compiled a list of the companies that Wall Street's top equities research analysts are consistently giving "hold" and "sell" ratings to. If you own one of these stocks, consider getting out while there's still time.

This report lists the 20 companies that have the lowest average analyst recommendations from Wall Street's equities research analysts over the last 12 months.

By MarketBeat Staff

MarketBeat's analysts have just released their top five highest-rated stocks for May 2023. None of the usual suspects, including Apple and Tesla, made the cut. Enter your email address below to see which companies made the list.

By Thomas Hughes

Buy and hold is the easiest strategy of investment there is. The idea is simple, buy a stock and hold it forever while it helps make you rich. In theory, it’s a great concept but in practice, buy and hold is a little bit harder to do. Great investors like Warren Buffet have succeeded where others haven’t simply because they take the time to ferret out the best-run companies in the best markets.

The difference between Warren Buffet and the average investor is that it’s Warren’s job to ferret out those companies. Most average investors are busy with work and family and don’t have the time, that’s where we come in. In this eBook, we’ll give in-depth detail to the what, who, and why to buy for seven (7) of the best buy-and-hold-forever stocks on the market today.

It’s the Warren Buffett way.

In the report, Thomas Hughes covers the value of dividend stocks, what makes a stock worth holding, a good hold strategy, and why you should care.

By Thomas Hughes

The electric vehicle market is no longer a niche market. Let me repeat that. The EV market is no longer a niche market. What was once a side gig and nod to the green movement is fast-becoming a revolution and double-digit growth opportunity for investors.

To help put this opportunity into perspective let’s look at some numbers. The EV industry has been growing at a double-digit CAGR for the last several years. It is expected to grow at a high doubledigit CAGR for the next two decades, at least, and eventually dominated what is now a $3 trillion dollar industry.

IHS forecast a 52% compound annual growth rate for the 2021-2025 period with much of that growth on the front end. The forecast for 2021 is calling for a 70% increase in EV sales that will be underpinned by growth in all three major markets; the U.S., China, and Europe. By 2025, the total sales will top 12.5 million and account for 10% of the addressable car market. Beyond that, the average annual growth will continue to slow until EV takes over the bulk of new vehicle sales

In the report, Thomas Hughes covers the regulations around EV, who's who in the industry, and all about the battery technology.

By Thomas Hughes

5G is the fifth generation of modern cellular telephone technology. The two-letter name may not sound like much, but it is a budding opportunity estimated to be worth $41.5 billion already. If the analysts are even close to right, the 5G industry will grow at a near 44% CAGR for the next seven (7) years and that is no joke. By the end of the decade, 5G will have impacted every life on the planet and touch our lives in ways that can only be imagined today.

5G technology was standardized by the 3GPP in 2018 and the world’s largest telecoms have been scrambling to launch their networks ever since. Like all cellular networks, service areas are divided into smaller units called cells and rely on radio waves to connect our phones to the closest antennae.

In the report, Thomas Hughes covers exactly what is 5G, how it is being rolled out, what other technologies depend on its success, and why you should care.

By Thomas Hughes

So, you’re interested in pot stocks. Let us assure you, it’s an interesting and potentially profitable field of investment but not one without dangers.

To begin with, there are two cannabis markets to be aware of. On the one hand, you have Canada where Cannabis is legal, and cannabis companies operate without fear of government intervention. On the other hand, there is the U.S., where cannabis is still Federally illegal, making operations a bit dicier.

And that’s just the surface layers. When you get below the canopy layer you find two distinct divisions that have a profound impact on operations and profitability. Recreational and medical use. Both recreational and medical use is legal throughout Canada but once again there are hurdles to both in the U.S.

In the report, Thomas Hughes covers both the U.S. and Canadian pot market, that state of local and federal laws, strategies for investing, and why you should care about pot stocks.

By Thomas Hughes

At any given time, even experienced investors have questions about what stocks to buy. This is particularly true for beginners. Many beginning investors know that a long-term plan to build wealth has to include stocks. But it can be easy to fall into the trap of “analysis paralysis” or the trap of that comes from the fear of missing out (FOMO). Both of these mistakes can seriously impact the ability to achieve your financial goals.

A properly balanced portfolio requires diversification. A good way of thinking about diversification is like a restaurant menu. Investors want to choose some stocks from every part of the menu. Value stocks, growth stocks, stocks that offer growth and value, and dividend stocks are just a few sectors that should be in your portfolio.

And that still leaves room for a few desserts. For example, the metaverse is one of the hottest new sectors. But while the sector itself carries significant risk, there are some safe stocks that you can buy now and own for the long haul.

In the report, Thomas Hughes walks investors through several distinct categories of stocks. When you finish reading the report, you’ll have 10 stocks that can form the base of a diversified portfolio.

By MarketBeat Staff

In this free report, you'll learn which ten companies can form the foundation of a rock-solid income-generating stock portfolio. You'll also learn what to look for in dividend stocks and common yield traps that hold dividend investors back from long-term success.

By Chris Markoch

The growth of defined contribution plans (e.g. 401(k) plans) is allowing many Americans to be more prepared for retirement than ever before. Approximately 50% of Americans participate in some form of retirement plan. And the next generation of retirees will be the first to rely on the income from these plans as the primary source of their retirement income.

But other statistics are more sobering. For example, the 2009 National Consumer Survey on personal finance finds that over 64% of American’s don’t think about retirement planning. And a 2019 retirement survey by GOBankingRates found that 64% of those surveyed expected to retire with less than $10,000. And of that number, 45% said they had no money set aside for retirement.

That means there’s never been a more important time for investors to have a plan. But even when individuals have a plan, they must avoid the common mistakes that can leave them short of their retirement goals.

In the report, Chris Markoch gives investors time-honored strategies to help build a solid retirement nest egg no matter where they are in the planning process.