Two-thirds of the world will have internet access by 2023, while the number of connected devices is expected to grow to three-times the global population. Small-cap valuations remain depressed, and this group looks to offer value into 2022.ĪA,NVDA,TDOC,F,PTON,MRO,M,BBWI,TUP,EBS,UNFI,MRNA,DVN,NUE,UWMCĮxplosive growth in mobile and fixed-line traffic is driving demand for robust data centers that are enabled for artificial intelligence (AI) and can manage rising and increasingly-complex traffic flow. As for small-caps, the promise of the vaccine is encouraging for these companies, which typically don't have the gilt-edged balance sheets of large-caps and are thus more dependent on a strong U.S. Investors seeking value are encouraged to focus on dividends and look for yields in the 3%-4% range. Will investors continue to favor value in 2021? Will small-caps reverse their recent weak trend? Given low interest rates, we expect growth stocks to resume outperformance over time. The average BUY-rated stock increased 28%, while the average HOLD-rated stock gained 15%.
The average stock in the Argus Universe of Coverage rose 24% during the quarter, and the median stock advanced 36%. But that hardly dented a strong year for stocks, when the S&P 500 climbed almost 27%. Investors wrapped up a quiet final week in 2021 with a modest loss for the S&P 500. The delta between GDP growth and population growth has been driven, in large part, by innovation.īLK,TGT,AMAT,GOOGL,AAPL,CVX,PNC,ADI,JPM,DHR,COST,V,LLY,SPGI,LHX,CMI,NVDA,ADSK,CTLT,AMT,TECH,APD,TMO,ADBE,MCHP,ISRG,DVN,AMZN,ODFL,CRM population has grown less than three-times during that time span, to 320 million from 120 million. GDP was approximately $1 trillion in 1930 but was more than $24 trillion at the end of 2021. corporations weren't innovating, creating new products (such as vaccines) and services and moving into new markets and applications, the domestic economy would not be growing, and capital would not be flooding into the country. economy, even during the pandemic, has expanded to record levels. Manufacturing industries that dominated the economy decades ago - textiles, televisions, even automobiles to a large degree - have moved overseas, where costs are lower. The United States economy is full of innovation. Supreme Court Justice Potter Stewart, you know it when you see it.
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