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Celgene Corporation Offers Compelling Growth Opportunity: Wedgewood
Missouri-based investment firm Wedgewood Partners loves Celgene Corporation (CELG), an $81-billion global biopharmaceutical company whose shares lost nearly 10% of their value in 2017. In its Q4 investor letter (you can download a copy here), Wedgewood said that Celgene was a top detractor to its performance during the fourth quarter due to a couple negative news events. […]
Starbucks Beats On Earnings, Posts Record Revenues For Q1
Starbucks Corp. (SBUX – Free Report) just released its first quarter fiscal 2018 financial results, posting non-GAAP earnings of 65 cents per share and revenues of $6 billion. Currently, SBUX is a #3 (Hold) and is down 3.3% to $58.55 per share in trading shortly after its earnings report was released. Starbucks: Beat earnings estimates. The coffee […]
Flying Blind, Part 3: Why Now Is Not The Time And Place For Nosebleed PE Multiples
As we indicated in Part 2, the very idea that you would pay 26X EPS for the S&P 500 at the tail end of a 103-month-long recovery cycle is truly ludicrous. That is, there is a time to anticipate strong profits rebound during the early years of a recovery, thereby meriting a robust PE multiple. But there […]
February Natural Gas Finally Pulls Back Despite Impressive EIA Print
How natural gas prices traded today depends significantly upon where you look along the strip. If your focus remains on the prompt month February contract which hits options expiry tomorrow, prices pulled back decently today. If you focus further along the natural gas strip, though, price action was more bullish, with the March natural gas […]
After December In Housing, No Miracle
While there are those who saw October and more so November spikes in real estate and housing estimates as the beginning of the something big, all the December 2017 statistics suggest nothing more than the easily anticipated hurricane anomalies. Housing construction was back in line with weaker earlier 2017 estimates (particularly starts), while resales were, too. Today […]
Are These Sleeper ETFs About To Awaken?
Video length: 00:09:08 The dollar index continues to take a beating dropping below the crucial 90 level as the administration says they are okay with a weak dollar. In tonight’s video newsletter we analyze sleeper ETFs that are poised to make a big move thanks to the weak dollar. Watch this video to find out […]
Western Digital Reports Q2 Adjusted EPS $3.95, Consensus $3.79
Western Digital (WDC) reports Q2 revenue $5.34B, consensus $5.30B. CEO Steve Milligan says: “We continued our strong financial performance in the December quarter, with nine percent year-over-year revenue growth, driven by each of our major end-market categories and solid execution by our team. We once again generated strong operating cash flow, reflecting continued healthy demand […]
Bitcoin: A Leading Stock Market Indicator
Bitcoin is useless as a payment mechanism. It is not a store of value despite such promotion. Tom McClellan found a use. Other than speculation, what precisely is Bitcoin good for? Tom McClellan at McClellan Financial proposes using Bitcoin as a measure of wild sentiment. Finally, An Actual Use For Bitcoin by Tom McClellan Bitcoin was designed […]
5 Housing Stocks To Soar, Braving Weak December Home Sales
Sales of previously owned homes decreased in December 2017, as low inventory is limiting the choice of prospective buyers and keeping price growth elevated. Again, unseasonably cold weather also accounted for a bit of the downfall. December Existing Home Sales Data As revealed by the National Association of Realtors (NAR), existing-home sales slipped 3.6% in […]
