Author Archive: Jeremy Parkinson
Franklin Resources: A Cheap Dividend Aristocrat Or Value Trap?
When it comes to low-risk dividend investing, it’s usually hard to go wrong with dividend aristocrats, those 51 S&P 500 companies that have managed to grow their payouts for at least 25 consecutive years. After all, such consistent growth generally requires that a company operate in a stable, growing, and wide moat business. As importantly, management […]
USDCAD Daily Analysis – Monday, Sept. 11
USDCAD extended its downside movement from 1.2662 to as low as 1.2061. As long as the price is below the bearish trend line on the 4-hour chart, the bounce from 1.2061 could be treated as consolidation of the downtrend, and a further decline to 1.1800 area is still possible. Only a clear break above the trend line […]
Mid-Term Trading Idea FX EURCAD – Bear Speculation: Building On The Idea From The 10th Of July
Trading opportunities on the currency pair: In the period from the 12th of July to the 11th of September, the Bank of Canada twice raised interest rates, with the key rate now at 1%. With this in mind, interest in the Canadian dollar is set to rise significantly. In my forecast, I’m predicting a continued drop on the […]
Separating Your Politics From Investing
Investing is a contrarian game. The only way to win in the long run is to see things that others have missed, finding the value in places where it has been ignored. It is certainly based on sets of objective criteria, but also comes down to the human judgment of how to weigh multiple and […]
Whole Foods Price Cut Leads To 25% Surge In Customers, Channel Checks Reveal
Curious what the impact was of those dramatic price cuts by Amazon at Whole Foods two weeks ago? We now have the answer. As a reminder, at the end of August, just as the Amazon purchase of Whole Foods closed, Jeff Bezos slashed prices at his newest retail acquisition by up to 43%. As Bloomberg calculated then, some […]
Why JPMorgan Thinks You Should Just BTFD (Buy The Failed Dip)
Ok, so the debate continues about what exactly it is that YTD lows in 10Y yields portend not just for Treasurys, but also for risk assets and for the global economy more generally. Needless to say, the recent bond rally doesn’t seem to say anything good about the future of the reflation narrative that drove […]
Oracle (ORCL) To Post Q1 Results: Can It Beat On Earnings?
Oracle Corporation (ORCL – Free Report) is set to report first-quarter fiscal 2018 earnings on Sep 14. Notably, the company has beaten the Zacks Consensus Estimate in two of the trailing four quarters. Last quarter, the company delivered a positive earnings surprise of 14.10%. Adjusted earnings of 89 cents per share and revenues of $10.94 billion comfortably beat […]
E Weekly Energy Roundup: Oil And Gas Companies
For quite some time, I published a series over at Seeking Alpha in which I tracked the performance of six selected large oil and gas stocks so that followers of this industry could get a quick idea of how the industry as a whole performed as well as be aware of any significant developments in […]
GrubHub Shares Can Rise 75% Through 2021, Says William Blair
GrubHub shares can increase about 75% through 2021 to roughly $100 per share, William Blair analyst Ralph Schackart tells investors in a research note. Credit Suisse this morning downgraded the stock to Neutral. The restaurant pick-up and delivery platform is down 1% to $55.30 in premarket trading. The analyst says he’s received many questions following […]
E Recovery On GBP/NZD Looks Corrective; A Reversal In View
Good day traders! Today’s focus is on GBPNZD and its 4h movement. GBP/NZD is showing us a bigger three-wave recovery, which can be a corrective pattern in play. Ideally, current and final leg C will unfold as an ending diagonal pattern and search for resistance and a top near the Fibonacci ratios of 50.0 and […]
