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In our weekend digest, we summarize the best pieces published from the working week. These can be read in full by clicking on the link over the name/ticker.

Editor’s Picks – more interviews and dipping into commodities

TraderTalk – Interview With Lunar Aces – 19/01/22

In our TraderTalk series, we interview some of the most interesting and best performing investors from the worlds of social media, CopyTrading platforms, traditional asset management and private traders. Below are the insights from Lunar Aces (@LunarAces), a popular trader among the Twitter community.

Ace has over 8,000 followers on Twitter. He has developed a consistent system and often shares his insights and trading techniques with others.

Top 10 US Materials Stocks // Analysts Recommendations – 21/01/22

The analysis generally consists of in-depth fundamental evaluation of the company’s financial results, management team, industry, competitive forces, and technical factors. The stocks are then assigned a “BUY”, “HOLD”, “SELL” rating to indicate whether the stock is expected outperform, perform in-line, or underperform the market over the next 12 months. This is usually accompanied by a “Target Price”.

Today we are looking at the Top 10 US Materials stocks by market capitalization, but you can also see our weekly updates of analyst recommendations surveyed by Bloomberg for a wider list of US stocks in our Data section.

Gold Can Hit $2,000 As Inflation Rises – 17/01/22

Jesse gives a cross-asset view, taking a look at the precious metal potential for 2022.

Stocks – tech selloff continues, sentiment drags crypto lower with it

Taylor Wimpey (LSE:TW) – 18/01/22

The second reason we like Taylor Wimpey shares is due to a positive outlook. For homebuilders, there’s an importance of the forward order book. It helps to give an indication of what demand is like over the next 12 months. In the trading update, the business commented that “we ended the year
with an excellent order book valued at £2,550 million (31 December 2020: £2,684 million), excluding joint ventures, which represents 10,009 homes (31 December 2020: 10,685 homes).”

Ark Innovation (ARKK) – 19/01/22

2022 looks like a window of opportunity for value stocks to outperform growth stocks. The policy turnaround by the Federal Reserve toward stifling inflation has led to significant declines for many technology stocks that trade at high multiples to earnings. Large-cap value stocks as a group are expected to increase earnings per share more quickly than growth stocks this year and for the two years through 2023. 

Innovations stocks are not ones to fair well in a market that is correcting it’s valuation. Therefore, 2022 looks like another year of turbulence for ARK Innovations. 

Microsoft (NASDAQ:MSFT) – 19/01/22

Yesterday, MSFT announced their plan to buy Activision Blizzard (ATVI), the American gaming company, in an all-cash transaction. MSFT already has a presence in the gaming space thanks to the Xbox platform and Game Pass subscription service, but their latest acquisition target will result in dramatic change in the high growth sector of gaming production and distribution. However, the acquisition is not a slam dunk yet, as both US and EU regulators have been increasingly critical of large tech companies in recent times, including MSFT, so there is the risk of anti-trust complications.

Polymetal International, Taylor Wimpey (LSE:POLY, TW) – (20/01/22)

At a time when UK inflation is running at 5.4%, the highest level since the early 1990’s, I need to find good ways to put my spare cash to work. Add into the mix the fact that base rates are at a measly 0.25%, and ideally I want to find a way to generate a higher yield. One way I can do this is via generating passive income from FTSE 100 dividend stocks. Here are a few that we like at the moment.

Gold Stocks – 20/01/22

We run through three gold stocks that are worthy of potential inclusion in a portfolio. These are Equinox Gold Corp (EQX), AngloGold Ashanti Ltd (AU) and New Found Gold Corp (NFGC).

To find individual disclaimers on specific stocks/cryptos, please read the specific article.To trade shares, register here with our preferred partner, EToro.

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