Author Archive: Jeremy Parkinson
2 Large-Cap Drug Stocks Missing Out On Industry Rally In ’17
After the drug pricing issue crippled its performance last year, the drug/biotech industry, except for a small correction recently, has witnessed a turnaround this year. Stocks with large market cap have done particularly well. After declining 5.2% last year, the Large Cap Pharma industry has risen 15.3% this year so far with a number of things going […]
Yield Curve Flattening Means Sell Utilities & Buy Energy
Yield Curve Flattening The biggest story in finance, besides the hyperbolic rise in bitcoin, is the flattening of the yield curve. It shouldn’t be a surprise that the yield curve is flattening because it generally flattens during expansions. The two reasons why it is a big story are because investors are hyper focused on when […]
Value Investor Jean Marie Eveillard Trades 3 Big Tech Stocks: WDC, TXN, STX
French international investor and “Fund Manager Lifetime Achievement” award winner Jean Marie Eveillard helms the $44.72 billion First Eagle Investment Management LLC. According to the fund’s recent disclosure with SEC, it has made several tweaks to its portfolio in the third quarter. Eveillard initiated a bullish bet on data storage company Western Digital Corp (Nasdaq: WDC) and Texas Instruments Incorporated (Nasdaq: TXN) while […]
Retail Experts: The Strength Of Holiday Shopping And What It Says About The US Consumer
A discussion about the start of the holiday shopping season and the US consumer, as well as what corporate tax reform could mean for the industry, and what companies might do with those savings. Audio Length: 00:43:06
Tesla Gets DHL Deal
Tesla Inc. (TSLA) designs, develops, manufactures, and sells electric vehicles and stationary energy storage products. It operates primarily in the United States, China, Norway and internationally. Tesla Inc., formerly known as Tesla Motors Inc., is headquartered in Palo Alto, California. We have followed Tesla for a while now, interested by their battery technology and space program, […]
Dexcom Rises After UnitedHealth Announces Partnership
Shares of Dexcom (DXCM) are higher today after UnitedHealth (UNH) announced at its investor conference this morning that it is partnering with the company to advance Dexcom’s “smarter, less invasive way of continually monitoring blood glucose throughout the day.” Optum plans on enrolling nearly 10,000 participants in a pilot in the next few months, UnitedHealth […]
Large Caps (Financials) Make The Jump Against Tech
In the end, it wasn’t Tech to surprise with an acceleration past its bullish rising channel but the S&P and Dow with fresh breakouts. A confluence of positive data fueled the advance in Large Caps along with a dollop of short covering. Tuesday’s action ranks as a breakout in this indices and brings into play new support […]
The Newest Fans Of Cybersecurity Investing
What problems keep the leader of the world’s largest mutual fund family up at night? According to Tim Buckley, the incoming CEO at Vanguard, there’s one concern above all others: Cybersecurity and the chance of getting hacked. With $4.7 trillion in assets and millions of account holders, no doubt the company is a juicy target. […]
Global Asset Allocation Update – Tuesday, November 28
There is no change to the risk budget this month. For the moderate risk investor, the allocation to bonds is 50%, risk assets 45% and cash 5%. The extreme overbought condition of the US stock market did not correct since the last update and so I will continue to hold a modest amount of cash. […]
