Ben Rains dives into three-highly stocks from three totally different areas of the economy that investors might want to buy in July for long-term growth beyond the second-half of 2023.
(0:30) - Stock Market Update: Everything You Need To Know Heading Into July
(2:50) - Cadence Design Systems Helps Power The Backbone of The Modern Economy: Should You Be Investing?
(8:20) - Lululemon Continues To Post Huge Growth, While Trading 20% Below Its Highs
(14:40) - Is Hubbell A Strong Investment Into Alternative Energy And Electrification?
(0:30) - Stock Market Update: Everything You Need To Know As We Turn the Page on the First-Half
(4:15) - Enphase Energy: Is It Time For You To Buy This Solar Energy Stock Down 50% From Its Highs?
(10:40) - Is This Beaten-Down REIT Perfect For Your Stock Portfolio?
Ben Rains dives into where the stock market stands as we near the end of June and turn the page on the huge first-half rally. The bulls appear to be in control heading into the heart of the summer. Instead of attempting to chase the handful of mega-cap tech stocks that have soared already, investors with long-term horizons might want to consider buying large-cap stocks still trading 30% to 50% below their record highs heading into July.
Ben Rains explores the wider stock market to start June as Wall Street officially moves beyond debt-ceiling fears. The episode then dives into three large-cap technology stocks—Intuit Inc. (INTU), Garmin (GRMN), and Paycom Software (PAYC)—with strong histories of outperformance over the last roughly 10 years and solid growth outlooks that are still trading roughly 40% or more below their record highs.
(0:30) - Stock Market Update: Everything You Need To Know To Start June
(3:50) - Does Intuit’s Price and Valuation Buy Its Way Into Your Portfolio?
(9:15) - Will Garmin's Vast Product Line Help It Grow In The Long Term?
(13:30) - Paycom Has Posted Impressive, Steady Growth: Should You Buy PAYC?