Global X Cybersecurity ETF (BUG) Price target: Members Only The cybersecurity industry has been on a rollercoaster ride over the last few years as markets repriced high growth software names, reacted to massive outages like CrowdStrike’s 2024 incident, dealt with more sophisticated security threats, and most recently…started facing a new wave of challenges from AI threats, AI agents, and automation attacks. We’ve been able to capture several trading opportunities from this volatility because cybersecurity stocks and ETFs can swing double digit percentage points in both directions. When sentiment is strong, the sector can move fast. When valuations get questioned, the pullbacks can be sharp. But despite all the ups and downs, our long term outlook on cybersecurity remains strongly bullish. Why?...
United Natural Foods (UNFI) Price target: Members OnlyThe health and wellness trend is no longer some small niche corner of the consumer market. It has turned into a massive long term lifestyle shift, with consumers becoming more focused on clean eating, organic food, supplements, preventative health, fitness, and better daily habits. What does United Natural Foods do? UNFI is not a flashy consumer brand. It is not trying to be the next Celsius, Chipotle, or Costco. It is a distributor. The company helps move natural, organic, specialty, conventional grocery, fresh, frozen, bulk, body care, and supplement products across North America. It’s basically one of the companies behind the scenes helping healthy and specialty food products actually reach stores, shelves, and consumers....
Walt Disney Company (DIS) Price target: Members Only It’s been a long time since we’ve covered Disney, a classic American company that holds a special place in the hearts of people across the globe. Unfortunately for investors, the stock itself has not been so special for Wall Street as it delivers little to no return for nearly three years. But the tides may be changing for Disney…let’s break it down. What does Walt Disney Company do? You obviously know the parks, but Disney is much more than that. At its core, Disney is an intellectual property machine. The company creates characters, stories, franchises, and worlds…and then monetizes them across multiple channels for decades. Disney’s business is split into three main segments:...
UFP Industries (UFPI) Entry: TBD in Hyper Stocks ProPrice target:Â Members Only UFP Industries is not the flashiest name in the market, but sometimes the best opportunities are found in companies that do boring things at massive scale. What does UFPI do? UFPI is a holding company behind UFP Packaging, UFP Construction, and UFP Retail. They take raw lumber and turn it into finished products used across housing, commercial construction, packaging, retail, decking, pallets, prefab framing, and industrial applications. The company is one of the largest softwood lumber converters in North America and one of the largest pressure treated wood players in the world. That gives them a major scale advantage in sourcing, production, and distribution across three huge end markets:...
MSCI Inc (MSCI) Current: 631.38 Price target: Members Only The United States is the not the only country awaiting the Middle East conflict to end. All around the globe, countries are experiencing energy inflation, supply chain disruptions, and extreme uncertainty around the war between the U.S. and Iran, But with the possibility of a peace deal now emerging, we’re starting to see confidence return, especially in markets that are more sensitive to oil prices, trade routes, and global capital flows. Let’s face it…U.S. equities are getting expensive. The S&P 500’s P/E and P/S ratios are both trading above historical averages. The S&P 500’s forward P/E is currently around 22.8x, while its price to sales ratio is near 3.7x, well above long...
