Author Archive: Jeremy Parkinson
Flipkart Needs To Emphasize Private Label Strategy
According to RedSeer, Indian e-tailers generated record sales of $3.2 billion during the recent festival sale season, 45% higher than the $2.2 billion in last year’s festival season. It was fuelled by an estimated expense of $370-$400 million compared to $200-$250 million last year, as well as better Internet penetration. Although Amazon is rapidly closing the gap, […]
Precious Metals Pounded As US Equities Open
Saudi warns its citizens to leave Lebanon “immediately” and gold and silver are panic-sold… Because stocks must be ramped… 10,000 contracts ($1.3 billion notional) rushed thru in the 2 minutes before the US open…
Featured Stocks In November’s Most Attractive/Most Dangerous Model Portfolios
Recap from October’s Picks Our Most Attractive Stocks (-1.1%) underperformed the S&P 500 (+1.5%) last month. Most Attractive Large Cap stock Lam Research Corp (LRCX) gained 13%. Most Attractive Small Cap stock National Presto Industries (NPK) was up 9%. Overall, 13 out of the 40 Most Attractive stocks outperformed the S&P 500 in October. Our […]
Faltering Thursday – GOP Losses And Trump’s Lack Of China Deal Spook Markets
Mr. Trump went to China. That’s it, nothing happened. The deal-maker in chief made no deals, though he did take credit for $250Bn in business deals, which were actually the course of our normal trade with China, like $36Bn worth of Boeing (BA) planes, most of which were already part of their existing backlog. While these transparent […]
Bitcoin Volatility Surging As Price Hits New Record Highs
Landing the Big Fish When searching for opportunities in the markets, traders always day-dream about landing that one trade that just takes off and never looks back, landing them a massive, wind-fall profit. Well, one such trade which would have delivered this dream profit would have been to buy Bitcoin at the start of this […]
Negative Divergence In The Gold Stocks
After a severe selloff, precious metals have enjoyed a bit of a respite. Corrections are a function of time and/or price. The correction to the recent selloff has been more in time than price. Metals and miners have stabilized over the past nine trading days but have not rebounded much in price terms. Gold has […]
London, France And Dow Facing Reversal Tests
How Europe and France’s stock markets perform can have a huge influence on stocks in the states. The first two charts below look at the FTSE 100 from London and the CAC 40 from France. The FTSE Index trend remains up and no single day action will change that. What does get our attention from a Power of the Pattern […]
November 2017 Initial Unemployment Claims Rolling Average Marginally Improve
Hurricanes Irma and Maria continue to impact claims taking procedures in the Virgin Islands, but Puerto Rico improved. The market expectations for weekly initial unemployment claims (from Bloomberg/Econoday) were 229 K to 242 K (consensus 232,000), and the Department of Labor reported 239,000 new claims. The more important (because of the volatility in the weekly reported […]
Why These 2 Stocks Can Be Unique Assets To Your Portfolio
Let’s face it. Valuation is for dummies. Just buy any of the hot tech stocks and you are set for life. After all, millennials expect an average return of 12% over the next five years. Who can blame them when all they have witnessed is this: Source: ClearPath Capital Partners Use the rule of 72 […]
STORE Capital: Warren Buffett Bought 10% Of This Lesser-Known REIT
Real Estate Investment Trusts, or REITs, are a popular way for regular investors to participate in commercial real estate. Generous yields, relatively low volatility, and steady dividend growth can make certain REITs some of the best high dividend stocks for investors seeking retirement income and capital preservation. This is why larger, famous REITs, such as Realty Income (O), […]
