Archives by Month:

Archives by Year:

Rail Week Ending Saturday, September 1: August Combined Movements Up 4.5%

Rail Week Ending Saturday, September 1: August Combined Movements Up 4.5%

Week 35 of 2018 shows same week total rail traffic (from same week one year ago) improved according to the Association of American Railroads (AAR) traffic data. Analyst Opinion of the Rail Data This was a very strong week for rail. We review this data set to understand the economy. If coal and grain are removed from […]
Infinera Announces Pricing Of $350 Million Convertible Senior Notes Offering

Infinera Announces Pricing Of $350 Million Convertible Senior Notes Offering

SUNNYVALE, Calif., Sept. 07, 2018 (GLOBE NEWSWIRE) — Infinera (Nasdaq: INFN), provider of Intelligent Transport Networks, announced today the pricing of $350 million aggregate principal amount of convertible senior notes due 2024 in an underwritten registered public offering. The offering was upsized from an originally announced $275 million in aggregate principal amount. Infinera expects the offering […]
Hiring At US Companies Rebounded In August

Hiring At US Companies Rebounded In August

Private payrolls in the US increased by a seasonally adjusted 204,000 in August, marking a sharply stronger gain over the previous month’s revised 153,000 advance, the Labor Department reports. Meantime, the year-over-over trend held steady at a 1.9% pace for the sixth month in a row. Today’s numbers reaffirm that the labor market continues to expand at […]
Verizon’s Familiar Business Model Charms Investors

Verizon’s Familiar Business Model Charms Investors

This week I’m seeking a prestigious and long-term dividend-paying stock from the communications services sector.  That sector has companies that connect us electronically in either of two ways: telecommunications, or pay TV. Some do both. Not this one, it’s strictly Telco: Today I’m reviewing a large-cap telecom outfit named Verizon Communications, Inc. Its trading ticker […]
Dollar Dominates As Americans Get A Fatter Paycheck

Dollar Dominates As Americans Get A Fatter Paycheck

The Non-Farm Payrolls report for August 2018 was upbeat.  The US Dollar took advantage of it, in a much needed straightforward reaction. The odds of a rate hike in December have risen. US wages rose 0.4% MoM in August, double the early expectations. The broader YoY measure shows an acceleration from 2.7% to 2.9%, also […]
Jobs Day Recap: Wages Impress

Jobs Day Recap: Wages Impress

Job creation was slightly stronger than expected by economists in August (+201,000 versus +190,000 expected), but the 3 month average of payrolls growth fell to its lowest level since the end of last year thanks to large downward revisions to June and July data totaling a decline of 50,000 versus what had been previously reported. […]
NFP Recap: Are Wages Finally Turning The Corner?

NFP Recap: Are Wages Finally Turning The Corner?

In a world where financial media sensationalizes every US jobs report as “The Most Important Jobs Report Ever,” even the most bombastic personalities had to admit today’s release was relatively insignificant, at least as far as Non-Farm Payroll reports go. After all, the US economy had shown job growth for 94 consecutive months heading into […]
Workday Spends Big On Acquisitions

Workday Spends Big On Acquisitions

According to a Grand View Research report published earlier this year, the global human resource management market is projected to grow 10.4% annually to $30 billion by 2025. The growth is expected to be driven by the need to replace legacy systems with improved human capital management platforms. Recently, SaaS-based HCM services provider, Workday (NYSE: WDAY) […]
At Any Rate

At Any Rate

What a delight… a rare pleasure… to wake up to THIS: The reason, of course, is something any resident in Palo Alto could tell you… THERE ARE TOO MANY JOBS BEGGING TO BE FILLED!  I’m serious. I saw this EXACT same thing happen in 2000. The employees around here suck. Why do they suck? Because […]
Did Gold Put In A Bottom In August?

Did Gold Put In A Bottom In August?

Ned Schmidt, Editor of the Value View Gold Report shares why he thinks gold has put in a bottom last month. With US stocks still garnering a lot of attention, Ned thinks investors will turn away from the risk on equities very soon. (Audio length 00:11:01)