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Archives by Year:
U.S. Banks Precious Metals Derivative Exposure Surged In The Beginning Of 2017
According to the most recent report on the U.S. Financial Institutions Derivatives trading activity, the U.S. banks held a record amount of precious metals contracts in the first quarter of 2017. Not only did the U.S. banks report a record amount of precious metals contracts, they also held a record amount in notional value of […]
5 Cheap Dividend ETFs For An Uncertain Market
Volatility and uncertainty have raised the appeal for dividend investing lately. Though the broad equity markets are showing up after two consecutive weeks of losses on steady economic fundamentals and renewed hopes of U.S. tax reform, geopolitical tensions and doubts over Trump’s administration continue to weigh on stocks. In such a scenario, dividend-paying securities are […]
Intense Bargain Or Value Trap?
As value managers, we are often asked if a company whose stock price is down substantially is a value trap. This is especially true when we are auditioning new holdings. We like to buy a company with a long history of success when it falls deeply out of favor for one reason or another. We […]
$450 Billion Loophole To Cut Taxes
Tax Cut Talk Heats Up The rally in stocks on Tuesday was said to have been caused by the tax cut talk. The S&P 500 rallied 0.99% and the Nasdaq rallied 1.36% as both inch closer to revoking the 2% selloff. I don’t know how much of the rally is about the tax cuts because the economic […]
Dr. Copper Is Back… Where’d He Go For 8 Years?
“Davidson” submits: “Dr Copper” as an economic measure is becoming popular again, but where has it been the past 8yrs when the US economy has been in an uptrend since 2009 as shown by IndProd. Commodity prices are priced in US$ globally and cycle pricing is more about the Trade Weighted US$ and global […]
A 12% Yield That Just Got A Big Upgrade
Energy Transfer Partners (NYSE: ETP) is popular among income seekers because of its rich 12% yield. I’ve covered the stock several times in this column, most recently in January when the stock received an F for dividend safety. At the time, the big concern was that despite management’s goals of generating $1.05 in cash flow for every $1 […]
Stocks Climb A ‘Wall Of Worry,’ Though Humpty-Dumpty Investors Can Fall Off The Wall
Macy’s, JC Penney, Sears. Does anyone seriously believe that these corporations will thrive in the years ahead? They’re far more likely to go belly up than to turn things around. Many investors seem unfazed by the probability that Amazon (AMZN) will terminate traditional retail. They see it as an opportunity to invest more in the stock shares […]
If 2014 Was Ultimately A Letdown, What Might 2017 Be?
Today’s topic du jour isn’t even a word but an abbreviated name. Whereas yesterday markets were somewhat spooked by a relatively obscure British firm, Provident, today they are again by still another. This time it’s WPP Plc, an advertising aggregation firm that owns a sizable portfolio of ad agencies located all around the world. Given that position, […]
Allergan: Growth Is Dead
Allergan’s (AGN) Q2 results appeared to be pretty strong, at least on the surface. The company reported revenue of $4.0 billion and EBITDA of $1.6 billion. Revenue and EBITDA grew Y/Y by 9% and 13%, respectively. Revenue from U.S. Specialized Therapeutics, and International both grew by double-digits. Their growth was offset by a 1% decline […]
