The first few trading days of January have reminded investors that we’re still operating in a manic market. Each of the major indexes has closed at a new all-time high in January, and as of the market opening on Jan. 8, all the indexes were positive for the year.
Source: https://www.marketbeat.com/originals/3-stocks-positioned-for…
I adjust my rating for the iShares Core Dividend Growth ETF to buy from my earlier strong buy. Key considerations include the evolving interest rate outlook and valuation dynamics relative to the broader market approximated by the Vanguard S&P 500 ETF. A higher-for-longer rate scenario could pressure DGRO’s valuation more than the broader market.
Aerospace-Defense Equipment stocks like CW, ATRO and ISSC continue to benefit from M&A momentum and solid air traffic trends.
CrowdStrike continues to be the leader in the next-generation endpoint security space. SentinelOne appears to have had the biggest positive change in sentiment among channel partners.
