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The Zacks Analyst Blog Highlights: Oasis Midstream, Safeguard Scientifics, Fly Leasing, Limbach And StealthGas

Published 06/16/2019, 10:25 PM
Updated 10/23/2024, 11:45 AM
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For Immediate Release

Chicago, IL – June 17, 2019 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Oasis Midstream Partners LP (NYSE:OMP) , Safeguard Scientifics, Inc. (NYSE:SFE) , Fly Leasing Ltd. (NYSE:FLY) , Limbach Holdings, Inc. (NASDAQ:LMB) and StealthGas Inc. (NASDAQ:GASS) .

Here are highlights from Friday’s Analyst Blog:

5 Momentum Stocks to Buy on a Likely Fed Rate Cut

Recently released economic data have led to concerns that the American economy is cooling. A slowdown in new jobs creation and declining manufacturing activity appear to be the results of tariffs and prolonged trade war tensions. In such a scenario, it’s not surprising that the markets are anticipating Federal Reserve to cut rates.

According to Goldman Sachs (NYSE:GS), momentum stocks will register gains should the Fed decide to lower its rates this year. This is why it makes sense to pick up these stocks right now.

Fed Might Have Accommodative Monetary Policy

After increasing its benchmark interest rates four times in 2018, the Fed has repeatedly said this year that they will be patient in gauging the health of the economy. The current Fed rates are in the range of 2.25-2.5%.

But last week, Fed Chairman Jerome Powell said that the central bank is monitoring economic developments and "will act as appropriate to sustain the expansion." Fed Vice Chairman Richard Clarida also said on Jun 4 that the central bank will be willing to take action should the conditions change.

The Fed could be indicating a rate cut later this year. United States’ trade war with China and new import tariff threats to Mexico are affecting business confidence and manufacturing activity alike.

The Fed is unlikely to take any action regarding rates in its next meeting, which is scheduled for Jun 18-19. However, CME Group’s Fed Watch tool, which measures the probability of Fed moves, reveals a 90.8% probability of a September rate cut.

Goldman Sachs Recommends Momentum Trades

Amid growing optimism among investors of a rate cut in recent weeks, Goldman Sachs said that following investment themes such as momentum trades could be apt. This means that stocks in good shape at present would perform even better after a rate cut.

According to Goldman chief U.S. equity strategist David Kostin, an analysis of the past 35 years reveals that momentum trades have garnered a median 13% return in the 12 months following a rate cut. The study eliminates two exceptional rate cuts in 1998 and 2001.

Momentum investing also indicates that trends can persist for some time and one can profit by following the trend till it concludes. Therefore investing in momentum stocks at present, despite their steep prices and high valuations, could be profitable.

5 Stocks to Buy

We have chosen five momentum stocks that you could consider adding to your portfolio. These stocks carry a Zacks Rank #1 (Strong Buy) and Momentum Score of A.

Oasis Midstream Partners LPprovides crude oil, natural gas and water-related midstream services. Oasis Midstream’s Zacks Consensus Estimate has increased 19.5% over the last 30 days compared with the Zacks Oil and Gas – Production Pipeline – MLB industry’s estimate which has remained flat.

You can see the complete list of today’s Zacks #1 Rank stocks here.

Safeguard Scientifics, Inc.is a private equity and venture capital firm that specializes in expansion financings, growth capital, management buyouts, recapitalizations, industry consolidations, corporate spinouts, growth-stage and early-stage financings etc.

Safeguard Scientifics’ Zacks Consensus Estimate has increased 237% over the last 30 days compared with the Zacks Financial – SBIC & Commercial industry’s estimate which has remained flat.

Fly Leasing Ltd.purchases and leases commercial aircraft. Fly Leasing’s Zacks Consensus Estimate has increased 12.6% over the last 30 days compared with the Zacks Transportation – Equipment and Leasing industry’s estimate which has remained flat.

Limbach Holdings, Inc.provides commercial specialty contract services in the United States. Limbach’s Zacks Consensus Estimate has increased 35.7% over the last 30 days compared with the Zacks Building Products – Maintenance Service industry’s estimate which has remained flat.

StealthGas Inc.provides seaborne transportation services to liquefied petroleum gas producers and users across the globe. StealthGas’s Zacks Consensus Estimate has increased 41.2% over the last 30 days compared with the Zacks Oil and Gas – Production Pipeline – MLB industry’s estimate which has increased 3%.

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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit http://www.zacks.com/performance for information about the performance numbers displayed in this press release.



Fly Leasing Limited (FLY): Free Stock Analysis Report

StealthGas, Inc. (GASS): Free Stock Analysis Report

Safeguard Scientifics, Inc. (SFE): Free Stock Analysis Report

Oasis Midstream Partners LP (OMP): Free Stock Analysis Report

Limbach Holdings, Inc. (LMB): Free Stock Analysis Report

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