U.S. stocks have been booming this year with the major bourses skyrocketing to new peaks. Solid corporate earnings and an improving economy have driven the markets higher though inflation fear, the resurgence in COVID-19 cases and Feds taper concerns have weighed on investors sentiment.
We discuss some of the hot events of 2021 that should influence markets in a big way in the New Year. Also, we highlight some stocks such as Affiliated Managers Group AMG, Advanced Micro Devices AMD, CF Industries CF, J.Jill JILL and PDC Energy PDCE that could be compelling picks to tap the trend.
With just a couple of sessions left to end 2021, the S&P 500 is up 27.6% and is approaching the new milestone of 4,800. The Dow Jones and the Nasdaq have gained 19.2% and 22.3%, respectively.
In the latest FOMC meeting, the Federal Reserve signaled a more aggressive unwinding of its pandemic-era monthly bond-buying, setting the stage for three interest rates hikes in 2022 to fight inflation. The central bank plans to buy $60 billion per month of bonds in combined Treasuries and agency mortgage-backed securities starting in January, down from $90 billion in December and $120 billion from the start of the pandemic through November. The speedy tapering comes amid the highest inflation in nearly four decades, solid job gains in recent months, and a declining unemployment rate.
The financial sector seems to be the biggest beneficiary of the Feds move. This is because the steepening yield curve would bolster profits for banks, insurance companies and discount brokerage firms. Affiliated Managers is a global asset manager with equity investments in a large group of investment management firms or affiliates. The stock has surged about 63% this year and is expected to maintain its bullish trend heading into 2022.
Affiliated Managers has an impressive estimated earnings growth of 15.1% for the next year. AFL has a Zacks Rank #2 (Buy) and VGM Score of B.
Story continues
Earnings this year so far have shown solid growth. Q4 earnings for the S&P 500 are expected to be up 19.3% on 11.4% revenue growth. This would follow the 41.5% rise in earnings on 17.3% higher revenues in Q3. Earnings were up 95% in Q2 and 50.1% in Q1. Overall, 2021 earnings are expected to increase 45.4% in contrast to the 13% year-over-year decline reported last year.
Advanced Micro Devices from the S&P 500 Index appears a lucrative choice to bet on the solid earnings trend. The stock has a Zacks Rank #2 and Earnings ESP of +3.77%. Advanced Micro Devices earning are expected to grow 105.4% this year and 24.4% next year.
Advanced Micro Devices has surged about 67% this year and delivered an earnings surprise of 14.03%, on average, over the past four quarters.
Prices of almost everything, from raw materials to food prices to shipping costs, have surged at the fastest pace in nearly four decades. The consumer price index (CPI) jumped 6.8% year over year in November, the highest level since June 1982 when inflation hit 7.1%. The pandemic-related supply shortages and continued strength in consumer demand continued to push prices higher.
The so-called core inflation, which strips out volatile components such as food and energy prices, rose 4.9% year over year in November the steepest increase since 1991. Investors could make some profits by investing in stocks benefiting from rising inflation. While there are many options, CF Industries could be an exciting bet. With a market cap of $15.9 billion, CF Industries is one of the largest manufacturers and distributors of nitrogenous fertilizer and other nitrogen products globally.
The stock has soared 92% this year. CF Industries has an estimated earnings growth rate of 245.6% for the next. It carries a Zacks Rank #2 and a VGM Score of B.
The 2021 holiday shopping season has been astounding for retailers as consumers have stocked their carts with gifts and gadgets. This is especially true as retail sales surged the most in nearly two decades powered by soaring ecommerce sales as well as a rush to stores amid supply chain concerns, rising inflation and the raging new COVID-19 variant. Per a report from Mastercard, U.S. retail sales jumped 8.5% (for the period Nov 1-Dec 24) from last year, the highest in 17 years, and are up 10.7% from the pre-pandemic 2019 holiday period. U.S. e-commerce sales jumped 11% while in-store sales rose 8.1% year over year.
The strong trend is likely to continue in the next year too. J.Jill operates as a specialty retailer of womens apparel. The company offers sweaters, tops, pants, dresses, shorts, skirts, sleepwear and accessories. J.Jill markets through retail stores, website and catalog. Its earnings are expected to grow 123.3% for the fiscal year (ending Jan 2022) and 5.6% for the fiscal year (ending January 2023).
J.Jill has skyrocketed about 400% this year and has a Zacks Rank #1 (Strong Buy). It sports a top VGM Score of A. You can see the complete list of todays Zacks #1 Rank stocks here.
The energy sector has been the outperformer this year on surging oil prices. Tightening supply and improving demand fundamentals have been driving prices higher. Overall demand for fuel has rebounded to the pre-pandemic levels. PDC Energy has more than doubled this year with a potential to move higher further in 2022. PDC is an independent upstream operator engaged in the exploration, development and production of natural gas, crude oil and natural gas liquids.
PDC Energy has an estimated earnings growth rate of 29.1% for next year and sports a top Zacks Rank #1. The stock has a VGM Score of B.
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free reportAdvanced Micro Devices, Inc. (AMD) : Free Stock Analysis ReportCF Industries Holdings, Inc. (CF) : Free Stock Analysis ReportAffiliated Managers Group, Inc. (AMG) : Free Stock Analysis ReportPDC Energy, Inc. (PDCE) : Free Stock Analysis ReportJ.Jill, Inc. (JILL) : Free Stock Analysis ReportTo read this article on Zacks.com click here.Zacks Investment Research
See original here:
Wall Street Stories of 2021 to Drive Markets in 2022: 5 Picks - Yahoo Finance
- Lowe's Teams Up with Lionel Messi, Inter Miami CF and CONMEBOL Copa Amrica 2024 USA to Win Over Soccer ... - Lowes Corporate - April 20th, 2024 [April 20th, 2024]
- Canyon Endurace CF SLX 8 AXS Aero All in the name of speed and distance? - GRAN FONDO Cycling Magazine - April 20th, 2024 [April 20th, 2024]
- Porosome treatment targeting CFTR shows promise in CF models - Cystic Fibrosis News Today - April 20th, 2024 [April 20th, 2024]
- The Reign of Girls Generation's YoonA in Endorsements: The CF Queen - allkpop - April 20th, 2024 [April 20th, 2024]
- Lowe's Teams Up with Lionel Messi, Inter Miami CF and CONMEBOL Copa Amrica 2024 USA to Win Over Ftbol ... - Inter Miami CF - April 20th, 2024 [April 20th, 2024]
- The changing epidemiology of pulmonary infection in children and adolescents with cystic fibrosis: an 18-year ... - Nature.com - April 20th, 2024 [April 20th, 2024]
- Controlling anxiety is a key part of managing my health with CF - Cystic Fibrosis News Today - April 20th, 2024 [April 20th, 2024]
- Orlando City at CF Montreal: Three Keys to Victory - The Mane Land - April 20th, 2024 [April 20th, 2024]
- Learn to Evaluate (CF) using the Charts - Stock Traders Daily - April 20th, 2024 [April 20th, 2024]
- CF Industries and JERA Announce Joint Development Agreement to Develop Greenfield Low-Carbon Ammonia ... - Business Wire - April 20th, 2024 [April 20th, 2024]
- CF Montreal plays Orlando City in conference action - FOX Sports - April 20th, 2024 [April 20th, 2024]
- CF Montral: What is the ceiling for Josef Martnez's new team? | MLSSoccer.com - MLSsoccer.com - April 20th, 2024 [April 20th, 2024]
- Spotlight on CF Industries Holdings: Analyzing the Surge in Options Activity - CF Industries Holdings (NY - Benzinga - April 20th, 2024 [April 20th, 2024]
- Mamardashvili boast the highest spot-kick saves this season - Valencia CF - April 20th, 2024 [April 20th, 2024]
- Jaume Domnech: "I have the VCF DNA inside me" - Valencia CF - April 20th, 2024 [April 20th, 2024]
- MATCH RECAP: Inter Miami CF Earns 2-3 Win on the Road Over Sporting Kansas City at a Packed Arrowhead Stadium - Inter Miami CF - April 20th, 2024 [April 20th, 2024]
- Pavel "The Experiment" Dailidko: Undefeated in 2023 and Charging into BRAVE CF 81 this Saturday, April 20 - Black Belt Magazine - April 20th, 2024 [April 20th, 2024]
- JERA and CF Industries Holdings sing ammonia production deal - SAFETY4SEA - April 20th, 2024 [April 20th, 2024]
- Lowe's Teams Up with Lionel Messi, Inter Miami CF and CONMEBOL Copa Amrica 2024 USA to Win Over Soccer ... - PR Newswire - April 20th, 2024 [April 20th, 2024]
- CF Industries Holdings, Inc. (NYSE:CF) Shares Purchased by Mirae Asset Global Investments Co. Ltd. - Defense World - April 20th, 2024 [April 20th, 2024]
- CF: Milan to jump above Juventus in UEFA ranking for first time in 10 years - Sempre Milan - April 20th, 2024 [April 20th, 2024]
- Color Star's Partner Team Villarreal CF Bests Real Madrid CF Once Again As The Yellow Submarine Maintains Its Impressive Win Record -... - April 19th, 2023 [April 19th, 2023]
- Brave CF 70 Slovenia: Joilton Lutterbach vs. Andreas Gustafsson; Date, fight times, how to watch on DAZN - dazn.com - April 19th, 2023 [April 19th, 2023]
- Malaga CF owner Sheikh Al-Thani vows never to put the club he has run into the ground up for sale - The Olive Press - April 19th, 2023 [April 19th, 2023]
- CF Industries partnering with South Korea firm on $2 billion blue ammonia project in Ascension - The Advocate - March 4th, 2023 [March 4th, 2023]
- Cystic Fibrosis (CF): Causes, Symptoms, Diagnosis & Treatment - February 7th, 2023 [February 7th, 2023]
- Reg CF: 2022 Delivered A Decline For Investment Crowdfunding As Economy Slowed, But Expectations Going - Crowdfund Insider - February 7th, 2023 [February 7th, 2023]
- Cystic fibrosis life expectancy: Averages by stage and age - February 2nd, 2023 [February 2nd, 2023]
- Cystic Fibrosis Carrier: What You Should Know - Healthline - February 2nd, 2023 [February 2nd, 2023]
- Cystic Fibrosis: Prenatal Screening and Diagnosis | ACOG - February 2nd, 2023 [February 2nd, 2023]
- CF Moto to launch a retro mini bike, will compete with Honda Grom in the international markets, all we know so far - DNP INDIA - February 2nd, 2023 [February 2nd, 2023]
- CF Industries Holdings, Inc. (NYSE:CF) Short Interest Down 10.3% in October - MarketBeat - November 16th, 2022 [November 16th, 2022]
- Will CF Industries Holdings, Inc. (CF) Stay at the Top of the Basic Materials Sector? - InvestorsObserver - October 25th, 2022 [October 25th, 2022]
- Wanyama on Sunday played his last match for CF Montreal- Here are potential destinations - The Standard - October 25th, 2022 [October 25th, 2022]
- Scouting Report: 5 things you should know about CF Montral when they play NYCFC in the MLS Cup Playoffs - Hudson River Blue - October 21st, 2022 [October 21st, 2022]
- 2-year-old living with cystic fibrosis helped by new treatments - 11Alive.com WXIA - October 13th, 2022 [October 13th, 2022]
- Phage Trial to Treat CF Patients with Multi-Drug Resistant Bacterial Infections - UC San Diego Health - October 13th, 2022 [October 13th, 2022]
- High Blood-sugar Levels at Night Affect Lung Function in CF Adults... - Cystic Fibrosis News Today - October 13th, 2022 [October 13th, 2022]
- This 7-year-old is finally on a 'life-changing' cystic fibrosis drug. For others in Ontario, access is tricky - CBC.ca - October 13th, 2022 [October 13th, 2022]
- CF's Thomas and Easttam dodge Panthers' high-powered defense, tackle running offense head-on - Camden News - October 13th, 2022 [October 13th, 2022]
- The Difficulties of Diving Back In After Taking a Hiatus | Cystic... - Cystic Fibrosis News Today - October 13th, 2022 [October 13th, 2022]
- Cystic Fibrosis Market to Showcase Growth at a CAGR of 9% During the Forecast Period (2022-2032) | DelveInsight - PR Newswire - October 13th, 2022 [October 13th, 2022]
- Massive Predictions: Columbus Crew at CF Montral - Massive Report - September 9th, 2022 [September 9th, 2022]
- Why CF Acquisition Corp. VI Blasted 14% Higher Today - The Motley Fool - September 9th, 2022 [September 9th, 2022]
- Watch Real Betis vs. Villarreal CF Online: Live Stream, Start Time - For The Win - September 9th, 2022 [September 9th, 2022]
- Watch Getafe CF vs. Real Sociedad Online: Live Stream, Start Time - For The Win - September 9th, 2022 [September 9th, 2022]
- Mauro Icardi linked with move to Inter Miami CF - AS USA - September 9th, 2022 [September 9th, 2022]
- CF Acquisition (NASDAQ:CFVI) Rumble Takes On Traditional Media Outlets With New 'Rumble Exclusives' Liv - Benzinga - September 9th, 2022 [September 9th, 2022]
- SF Giants CF struggles on triple by Klay's brother - SFGATE - July 25th, 2022 [July 25th, 2022]
- CF Industries Holdings, Inc. Statement Regarding ITC Injury Determination Concerning Imports of UAN from Russia and Trinidad and Tobago - Business... - July 25th, 2022 [July 25th, 2022]
- CF man jailed in hit-and-run case - Leader-Telegram - July 25th, 2022 [July 25th, 2022]
- AEG and Socios.com Launch Partnership for the Inaugural Soccer Champions Tour Featuring Real Madrid CF, FC Barcelona, Juventus, Club America and Club... - July 25th, 2022 [July 25th, 2022]
- Taty Castellanos plays his final game for NYCFC in 2-0 home win - Hudson River Blue - July 25th, 2022 [July 25th, 2022]
- Padres' Fernando Tatis Jr.: Position Change to CF from SS 'Not out of the Question' - Bleacher Report - July 25th, 2022 [July 25th, 2022]
- CF Industries Stock: From Boom To Bust - Sell Into The Rallies (NYSE:CF) - Seeking Alpha - June 20th, 2022 [June 20th, 2022]
- CF graduates to chart their own paths to success - Valley Breeze - June 20th, 2022 [June 20th, 2022]
- Poirier: We need the strength of the fans" - Real Madrid CF - June 20th, 2022 [June 20th, 2022]
- Vertex to Present Data Demonstrating Significant Benefits of Long-Term and Early Treatment With CFTR Modulators at the European Cystic Fibrosis... - June 11th, 2022 [June 11th, 2022]
- Jayda Coleman, Oklahoma CF, robs Texas of a home run at the wall - Saturday Down South - June 11th, 2022 [June 11th, 2022]
- Gennaro Gattuso brings tenacity and technique to the Valencia CF dugout - Yardbarker - June 11th, 2022 [June 11th, 2022]
- 77-85: On to the league final - Real Madrid CF - June 11th, 2022 [June 11th, 2022]
- Gator Greats On CF Hall of Fame Ballot - ESPN 98.1 FM - 850 AM WRUF - WRUF - June 11th, 2022 [June 11th, 2022]
- Mariners CF Julio Rodrguez named AL Rookie of the Month for May - Seattle Sports - June 5th, 2022 [June 5th, 2022]
- CF woman charged with theft of trade secrets from former employer - Leader-Telegram - June 5th, 2022 [June 5th, 2022]
- Laso: The team were magnificent in defense" - Real Madrid CF - June 5th, 2022 [June 5th, 2022]
- The Austrian Wonderboy Returns To Action At BRAVE CF 59 in Uzbekistan - FightBook MMA - June 5th, 2022 [June 5th, 2022]
- Son Ye Jin Teases Fans With First CF Since Wedding to Hyun Bin - Kdramastars - June 5th, 2022 [June 5th, 2022]
- Fourth anniversary of the Duodcima - Real Madrid CF - June 5th, 2022 [June 5th, 2022]
- Meet the Avro CF-105 Arrow: The Long-Ranger Fighter Designed to Battle Russia - 19FortyFive - June 5th, 2022 [June 5th, 2022]
- Charlottetown to host professional soccer match between Sunderland AFC, CF Montral U23 teams - Saltwire - June 5th, 2022 [June 5th, 2022]
- Neutrophil Dysfunction in the Pathogenesis of Cystic Fibrosis (CF) - Physician's Weekly - May 21st, 2022 [May 21st, 2022]
- CF Industries Holdings, Inc. (NYSE:CF) Expected to Announce Earnings of $6.16 Per Share - Defense World - May 21st, 2022 [May 21st, 2022]
- Living with Cystic Fibrosis: A CF patient experience story | LHSC - London Health Sciences Centre - May 21st, 2022 [May 21st, 2022]
- CF Montreals Ismal Kon is showing impressive promise early this MLS season - The Athletic - May 21st, 2022 [May 21st, 2022]
- Film produced by CF native to be shown at Micon Cinemas - Leader-Telegram - May 21st, 2022 [May 21st, 2022]
- CF & CFRP Market Research Report by Carbon Fiber Materials, Resin Type, Manufacturing Process, End-use Industry, Region - Global Forecast to 2027... - May 21st, 2022 [May 21st, 2022]
- Experienced defensive backs for CF thriving this off-season - Camden News - May 21st, 2022 [May 21st, 2022]
- The 37th anniversary of Real Madrid's first UEFA Cup - Real Madrid CF - May 21st, 2022 [May 21st, 2022]
- Q&A: How a Cystic fibrosis diagnosis has changed in recent years - WRAL News - May 6th, 2022 [May 6th, 2022]
- Kinnear: Hope, Turning CF Into 'Cure Found' and Betting on the Long Shot - insidelacrosse.com - May 6th, 2022 [May 6th, 2022]