One of the more common dangers during volatile times in the stock market is giving in to frustration. If you were to look at the sharp moves lower in stocks like Amazon.com (AMZN), Facebook (FB), FireEye (FEYE) and even Whole Foods (WFM), you would think the world is over! Now, we both know that isn’t true. What we do know is that those stocks have fallen out of favor with Wall Street for one reason or another. Perhaps the parrot-like analysts should do more thinking for themselves when it comes to forecasting revenue and earnings growth.
One great way to get a read on what really is going on is to talk with company executives, industry experts and others. I do that every week on PowerTalk, but next week I will be at the Las Vegas MoneyShow, where I will be giving several presentations and chairing two panels. My presentations will focus on how you can prosper by using PowerTrends to identify companies well positioned for what lies ahead. The two panels that I will be leading, on the other hand, will be with public companies, and these are some of my favorite discussions.
In each of the two public company panels that I’ll be hosting next week, several public company representatives will be on the dais. The focus of each panel will be slightly different. One will focus on growth opportunities in and outside of the United States, while the other will discuss the water, power and energy industries to address if there is opportunity or pain ahead. And for both panels, I’ll have the pleasure of talking with some great company representatives.
Joining me on the first panel will be officials from Banco Bilbao Vizcaya Argentaria SA (BBVA), Kraft Foods (KRFT) and Companhia Energetica de Minas Gerais, or CEMIG for short (BME: XCMIG). We’ll be discussing not only the trends they are seeing in their respective industries and geographies, but growth opportunities for each company inside and outside of the United States. On the second panel, where I will be talking with Allete Inc. (ALE), American Water Works (AWK) and Royal Dutch Shell plc. (RDS.A), we’ll be discussing the outlook for energy demand inside and outside of the United States and prospects for alternative energy sources. With American Water Works in particular, the discussion will center on the drought in the United States, the long-term drivers of the water industry and what needs to be done about our water infrastructure.
Chris Versace is the editor of PowerTrend Brief — a FREE, weekly electronic newsletter. He also writes PowerTrend Profits, a paid monthly newsletter that helps individual investors profit through buying shares of companies poised to win big in the 8 PowerTrends, as well as writes the PowerTrader trading service that seeks to deliver short-term gains using stocks, ETFs and options. Chris has been ranked an All Star Analyst by Zacks Investment Research.