April 2018 - Page 147 of 200 -

American Express – A Featured Stock In Dividend Growth Model Portfolio

Apr 06, 2018 Jeremy Parkinson Finance 0

This report highlights last month’s top performers and features a stock from the current portfolio. Recap from February’s Picks Our Dividend Growth Stocks Model Portfolio outperformed the S&P 500 on a price return basis and performed in line on a total return basis last month. The Model Portfolio fell 2.1% on a price return basis […]

E The Key To A Non-Inflationary Future In The U.S. Resides In The Potential For Labor Force Participation To Increase

Apr 06, 2018 Jeremy Parkinson Finance 0

The civilian labor force in the U.S. expanded by 806,000 in February and 518,000 in January; both monthly expansions were very steep. The civilian labor force participation rate increased by 0.3 percentage points in February, though it was little changed over the year The following chart illustrates that the U.S. labor force participation rate has […]

Manufacturing Activity Remains Resilient: 3 Funds To Buy

Apr 06, 2018 Jeremy Parkinson Finance 0

Per the latest report from the Institute of Supply Management, manufacturing activity in the United States dipped slightly in March compared with February. However, this apparent decline is rather a correction and momentary. Further, it is also indicative of a burgeoning economy even as the global markets remain resilient. Such claims can also be supported […]

March Jobs Report: 103K New Jobs, Disappoints Forecast

Apr 06, 2018 Jeremy Parkinson Finance 0

This morning’s employment report for March showed a 103K increase in total nonfarm payrolls, which was worse than forecasts. The unemployment rate remained at 4.1%. The Investing.com consensus was for 193K new jobs and the unemployment rate to drop to 4.0%. Here is an excerpt from the Employment Situation Summary released this morning by the Bureau of Labor Statistics: […]

Trade Trumps Jobs

Apr 06, 2018 Jeremy Parkinson Finance 0

Trade and equity market volatility, which are not completely separate, continue to dominate investors’ interest. Many had come around to accept that while trade tensions were running high, it was likely to be mostly posturing. This conclusion may have helped lift the S&P 500 around 3% over the past three sessions. However, early in the Asian […]

What To Expect From Central Bankers

Apr 06, 2018 Jeremy Parkinson Finance 0

As financial markets adjust to a new, higher, level of volatility, it is worth considering what the central banks might be thinking longer term. Many commentators have been blaming geopolitical tensions for the recent fall in stocks, but the central banks, led by the Fed, have been signalling clearly for some while. The sudden change […]

EUR/USD To Stay Under Pressure On Upbeat Non-Farm Payrolls (NFP) Report

Apr 06, 2018 Jeremy Parkinson Finance 0

U.S. Non-Farm Payrolls (NFP) to Climb 185K in March, Unemployment Rate to Downtick to Annualized 4.0% from 4.1%. Average Hourly Earnings to Increase to 2.7% per Annum from 2.6% in February. Will the Federal Open Market Committee (FOMC) Endorse Four Rate-Hikes for 2018? TRADING THE NEWS: U.S. NON-FARM PAYROLLS (NFP) A 185K expansion in U.S. […]

E Top Names Performance Update

Apr 06, 2018 Jeremy Parkinson Finance 0

In a previous TalkMarkets post (“A Security Selection Method That Beats The Market”), I mentioned that, since June 8th, I’ve been posting Portfolio Armor’s top ten names each week. These names are ranked based on my site’s estimate of their potential returns over the next 6 months, net of hedging costs (each of these top names […]

E Market Briefing For Friday, April 6

Apr 06, 2018 Jeremy Parkinson Finance 0

‘Here We Go Again’ – might as well be the famous old tune applicable to this market; because as the lyrics suggested: “I’ll throw all your old stuff away” (China); “I’ll clear you out of my head” (retreat to domestic stuff); “I’ll tell everyone that we’re through” (though we’re really not; hence no trade war […]

Do Mega Deals Actually Benefit Buyer Shareholders?

Apr 06, 2018 Jeremy Parkinson Finance 0

by Bryan Adams, FactSet Much of the focus on mergers and acquisitions is on mega deals that change industry landscapes (Disney/Fox, Amazon/Whole Foods, CVS/Aetna). However, these deals are typically only relevant and dissected at announcement, when the shock of a deal makes for good headlines and dinner party chatter, and everyone questions the rationale as […]