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Squaring The Circle On Square, Inc. Is Possible

Squaring The Circle On Square, Inc. Is Possible

You don’t need to be a mathematician to be able to calculate Square, Inc.’s (SQ) valuation. You do need to circle back on your assumptions about whether PayPal Holdings, Inc. (PYPL) provides a good point of comparison. When Square is held up next to PayPal, it shows that though their business models may differ in […]
Dow Tumbles 400 Points After 3M, Caterpillar Crash After Earnings

Dow Tumbles 400 Points After 3M, Caterpillar Crash After Earnings

The earnings disappointments continue with CAT and 3M the latest to add to fears about “peak earnings” after 3M not only missed Q3 earnings but slashed its full year EPS guidance, while CAT warned about rising material and freight costs. Starting with 3M, the multinational conglomerate reported 3Q EPS $2.58, which while a 10.7% increase […]
Yen Aims To Extend Gains As Market-Wide Selloff Continues

Yen Aims To Extend Gains As Market-Wide Selloff Continues

TALKING POINTS – JAPANESE YEN, STOCKS, AUSTRALIAN DOLLAR, CARNEY, FED Yen soars, Aussie and Kiwi Dollars plunge as Asia Pacific stocks unravel Comments from BOE’s Carney might not offer policy direction guidance Fed commentary may amplify risk aversion signaled in stock index futures The anti-risk Japanese Yen soared while the sentiment-anchored Australian and New Zealand Dollars traded broadly lower […]
COT Blue: A Short-Term Path For Powell

COT Blue: A Short-Term Path For Powell

On December 12, 2007, the Federal Reserve announced its entry into emergency “non-standard” policy measures. In a belated attempt to “address elevated pressures in short-term funding markets”, the US central bank would begin auctioning reserve funds “against the wide variety of collateral that can be used to secure loans at the discount window”. The Term […]
Red Hat: Open Source Is A Great Business

Red Hat: Open Source Is A Great Business

(Photo credit: Sankarshan) Open source evolved, developing an entrenched market position For years I’ve heard enthusiasts talking about the open source potential: “It will take over the proprietary code”. Others argued that open source was a value destroyer for businesses relying on intellectual property. The years went by, and in my mind, open source remained more […]
3 Canadian Cannabis Leaders To Watch This Week

3 Canadian Cannabis Leaders To Watch This Week

The legalization of recreational cannabis in Canada has proven to be a “sell the news” type of event and we are monitoring how the cannabis sector trades from here. This pullback has taken place while the overall stock market has been under pressure and this is an important trend to monitor. Today, we have highlighted […]
Global Alcohol Markets

Global Alcohol Markets

Markets for beer, wine, and spirits can offer patterns of broad cultural interest–and for the college teacher, may serve to attract the attention of students as well. Kym Anderson, Giulia Meloni, and Johan Swinnen discuss “Global Alcohol Markets: Evolving Consumption Patterns, Regulations, and Industrial Organizations” in the most recent Annual Review of Resource Economics (vol. 10, pp. […]
Weekly Gasoline Price Update: Regular And Premium Both Down

Weekly Gasoline Price Update: Regular And Premium Both Down

It’s time again for our weekly gasoline update based on data from the Energy Information Administration (EIA). The price of Regular and Premium are down four and two cents each, respectively, from last week. According to GasBuddy.com, Hawaii has the highest average price for Regular at $3.86 and South Carolina has the cheapest at $2.54. The […]
What’s The Real Value Of Your Stock?

What’s The Real Value Of Your Stock?

Several years ago, I recommended two stocks in The Oxford Income Letter that generated a lot of reader feedback. I suggested that readers buy stock of a tobacco company that has since been acquired and GEO Group (NYSE: GEO), a private prison operator. Nearly all of the emails I received about those two stocks were from people angry that I […]
3 Best Mid-Cap Growth Mutual Funds To Buy Now

3 Best Mid-Cap Growth Mutual Funds To Buy Now

Mid-cap growth funds focus on realizing an appreciable amount of capital growth by investing in stocks of firms, the value of which is projected to rise over the long term. However, a relatively higher tolerance to risk and willingness to park funds for the longer term are necessary when investing in these securities. This is […]