Recent data showing that consumer prices rose 0.2% (M/M), as measured by the Consumer Price Index (CPI), did little to move U.S. stock markets. CPI is an important metric followed by the U.S. Federal Reserve and could influence its interest rate decision come December. Regardless, if Wall Street is correct and the Fed does hike rates at its next meeting then the stocks on our list today could get a boost, at least temporarily.
Synchrony Financial (NYSE: SYF) – $31.59
Consumer Lending
Synchrony Financial (Synchrony) is a consumer financial services company that provides a range of credit products through programs it has established with a group of retailers, local merchants, manufacturers, buying groups, industry associations and healthcare service providers. The Company’s revenue activities are managed through three sales platforms: Retail Card, Payment Solutions and CareCredit.
- Market Cap: $25,498,395,258
- Total Equity (LFQ): $12,158,000,000
- 5/30 Day Average Volume % Change: 295.0%
- MTD Price Change: -0.6%
Virtu Financial Inc. (NASDAQ: VIRT) – $21.59
Financial & Commodity Market Operators
Virtu Financial, Inc. is a financial holding company, as well as a technology-enabled market maker and liquidity provider to the financial markets. The Company is engaged in buying and selling securities and other financial instruments, and provides liquidity and competitive pricing in foreign currency markets directly to market participants on its own trading platform called VFX and through other customized liquidity arrangements.
- Market Cap: $3,034,766,109
- Total Equity (LFQ): $132,394,000
- 5/30 Day Average Volume % Change: 118.3%
- MTD Price Change: -9.4%
Related: Find out why Rick Rule likes the U.S. regional banking sector in a video interview here >>
Aircastle Ltd. (NYSE: AYR) – $20.56
Corporate Financial Services
Aircastle Limited (Aircastle) is a holding company, and through its subsidiaries is engaged in acquiring, leasing and selling commercial jet aircrafts. The Company manages its aircraft fleet through offices in the United States, Ireland and Singapore. It also makes investments in other aviation assets, including debt investments secured by commercial jet aircraft.
- Market Cap: $1,661,096,148
- Total Equity (LFQ): $1,760,411,000
- 5/30 Day Average Volume % Change: 76.2%
- MTD Price Change: -9.7%
First Merchants Corp. (NASDAQ: FRME) – $27.07
Banks
First Merchants Corporation is a financial holding company with one full-service bank charter, First Merchants Bank, National Association (the Bank), which opened for business in Muncie, Indiana. The Bank also operates Lafayette Bank and Trust, Commerce National Bank and First Merchants Trust Company as divisions of First Merchants Bank, N.A.
- Market Cap: $1,008,598,521
- Total Equity (LFQ): $766,984,000
- 5/30 Day Average Volume % Change: 48.0%
- MTD Price Change: 1.5%
Looking for more hidden gems? Get your free Ubika Technology 20 Monthly report.
The Ubika Technology 20 index (UT20) eased 2.7% during the past month, powering past the TSX Venture Index’s 7.9% slide yet falling short of the TSX Info. Tech Index’s gain of 2.2%. Mitel Networks Corporation (TSX: MNW) was the top-performing component company this month, jumping more than 19% after reporting better-than-expected Q3 financial results. Get your copy of the Ubika Technology 20 report here >>
American Capital Ltd. (NASDAQ: ACAS) – $14.39
Investment Management & Fund Operators
American Capital, Ltd. is a global asset manager and private equity firm. The Firm both directly and through its asset management business, originates, underwrites and manages investments in middle market private equity, leveraged finance, real estate, energy and structured products. It invests in senior and mezzanine debt and equity in buyouts of private companies sponsored by the Company or sponsored by other private equity funds and provides capital to early stage and mature private and small public companies.
- Market Cap: $3,806,987,578
- Total Equity (LFQ): $5,307,000,000
- 5/30 Day Average Volume % Change: 47.1%
- MTD Price Change: 12.9%
NorthStar Asset Management Group Inc. (NASDAQ: NSAM) – $13.67
Investment Management & Fund Operators
Northstar Asset Management Group Inc. is an asset management company that is focused on managing real estate and other investment platforms in the United States and internationally. The Company owns NorthStar Realty Securities, LLC (NorthStar Securities), which is a captive broker-dealer platform and raises capital in the retail market for its sponsored companies.
- Market Cap: $2,628,531,798
- Total Equity (LFQ): $267,239,000
- 5/30 Day Average Volume % Change: 39.4%
- MTD Price Change: -7.3%
