- Barron’s cover story this weekend indicates investors are racing to adjust to a turbulent year ahead, after the worst January since 2008.
- Other articles featured explain why a streaming giant is ready for a comeback and worries about the future of an online brokerage.
- Also, an investment manager is bullish on an e-commerce software company and why Visa could overtake its main rival Mastercard.
“Equities had their worst January since 2008. This creates buying opportunities,” says Nicholas Jasinski, according to Nicholas Jasinski, the market in 2022 was always going to be a tug of war between earnings and interest rates , and after a tough January, financial markets are entering their next chapter .
In “Why Bill Ackman Sees More Play in Netflix Stock,” Carleton English writes about the activist investor’s claim Bill Acman this Netflix Inc. (NASDAQ: NFLX) may be poised for a comeback as its hedge fund Pershing Square bought back 3.1 million shares of the streaming giant to become one of the stock’s top 20 shareholders.
“Robinhood has lost its only real advantage. What comes next”, by Avi Salzman notes that Robinhood Markets Inc. (NASDAQ: HOOD) posted a bigger-than-expected loss in the fourth quarter, but the biggest red flag for the company concerns its user growth, a key advantage over competitors that now appears to have disappeared.
Luisa Beltran writes about a Baillie Gifford investment manager’s bullish outlook for Shopify Inc. (NYSE: SHOP), which it says is ahead of competitors in helping merchants around the world sell their items in “Shopify’s revenue could soar sharply over the next 5 years. The stock is a long-term purchase.
“Visa Stock Rises After Strong Earnings Report. It Could Pull Out of Mastercard,” by Daren Fonda, notes that Visa Inc. (NYSE: V) The stock has made its biggest rebound in nearly two years, and the surge in prices, if it continues, could be a sign that the stock could top Mastercard Inc. (NYSE: MA), Visa’s main rival.
See also: Benzinga bulls and bears of the week: Tesla, Apple, Netflix, Disney, Twitter, etc.
Also in this week’s Barron’s:
After the Crash: How to Buy Tech Stocks as Rates Start to Rise
Homebuilder stocks have come under fire — and there are more challenges ahead
These airline stocks could take off in 2022
An Apple Bear throws in the towel and removes the sell rating
Taiwan is not Ukraine. Why China would be wrong to read too much about the European affair.
At the time of this writing, the author has no position in the stocks mentioned.
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