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Has The 20-Year ‘Dash-For-Trash’ In Stocks Just Ended?

Has The 20-Year ‘Dash-For-Trash’ In Stocks Just Ended?

In the rational world of textbook investing, investors should pay up for safety and be compensated for risk, but for the past 20 years, the opposite has been the case in US equity markets. As BofA’s Savita Subramanian notes, the market has tried to get rational, but, as the chart below shows, each time it was thwarted […]
3 Small Cap Biotechs With Upcoming Catalysts

3 Small Cap Biotechs With Upcoming Catalysts

TM Editors’ Note: This article discusses one or more stocks that are, or have recently been, penny stocks. Such stocks are easily manipulated; do your own careful due diligence. BiolineRx (BLRX) is slated to report on complete data at the European Society for Medical Oncology (ESMO) from the KEYNOTE-202 study. This study evaluates the company’s […]
Is The Stock Market Cheap? As Of Oct. 1

Is The Stock Market Cheap? As Of Oct. 1

Here is the latest update of a popular market valuation method using the most recent Standard & Poor’s “as reported” earnings and earnings estimates and the index monthly average of daily closes for the past month. For the earnings, see the table below created from Standard & Poor’s latest earnings spreadsheet. TTM P/E ratio = […]
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                        Is There Further Upside For CSX Corporation?

E Is There Further Upside For CSX Corporation?

CSX Corporation (CSX) has enjoyed a breathless rally in the last two years and has thus outperformed the market by a wide margin. During this period, the stock has rallied 138% whereas S&P has advanced 35%. The big question is whether there is further upside for the stock. CSX provides rail, rail-to-truck, and intermodal transport […]
Stitch Fix Reports Q4 Adjusted EPS Of 17c

Stitch Fix Reports Q4 Adjusted EPS Of 17c

StitchFix (SFIX) reports Q4 revenue $318.3M, consensus $318.61M. The adj. EPS of 17c may not compare to consensus 4c. “Q4 was another strong quarter for us,” said Stitch Fix Founder and CEO, Katrina Lake. “We grew our active client count 25% year over year and delivered $318.3 million in net revenue and $11.1 million in […]
Consumer Confidence Soars To 18-Year High: 5 ETFs To Buy

Consumer Confidence Soars To 18-Year High: 5 ETFs To Buy

U.S. consumer confidence soared to an 18-year high in September. Households seem to be pretty confident about the labor market and robust economy in spite of escalating trade war tensions between the United States and China. This is welcome news for retailers, especially as the holiday season is about to kick-off. The Consumer Confidence index […]
Market Talk- Monday, Oct. 1

Market Talk- Monday, Oct. 1

The refreshing news that the US and Canada had reached an agreement, that would replace NAFTA, encouraged markets across the world today. Starting in Asia the Nikkei managed to add +0.5% even as Confidence (a Bank of Japan statistic) declined yet again. However, the Nikkei rally was at the expense of the Yen, which late […]
September, Q3, And YTD 2018 Asset Class Performance

September, Q3, And YTD 2018 Asset Class Performance

Below is a snapshot of total returns for various asset classes through the first three quarters of 2018. In September, we saw gains for the S&P 500 and Dow 30, but we saw declines for the Nasdaq 100 and small-caps. The Technology sector was also down in September along with Financials, Materials, and Utilities. Outside […]
Oil Price Forecast: Bullish Behavior To Persist As Crude Clears July High

Oil Price Forecast: Bullish Behavior To Persist As Crude Clears July High

OIL TALKING POINTS Oil clears the July-high ($75.24) as the Organization of the Petroleum Exporting Countries (OPEC) and its allies show no interest in combating higher energy prices, and crude may continue to exhibit a bullish behavior as it initiates a series of higher highs & lows after breaking out of a narrow range. OIL PRICE FORECAST: BULLISH […]
World Markets Update – Monday, Oct. 1

World Markets Update – Monday, Oct. 1

Four of eight indexes on our world watch list have posted gains through Monday, October 1, 2018. The top performer this year is our own S&P 500 with a gain of 9.39%. In second is India’s BSE SENSEX with a gain of 8.02%. In third is Tokyo’s Nikkei 225 with a gain of 6.50%. Coming […]