Author Archive: Jeremy Parkinson
Chart Of The Day: S&P 500 Sector Buybacks
In the last five-years, the US corporate sector has gone aggressive in terms of share buybacks with $2.3 trillion worth buybacks during this period. The chart below shows the sectors that have contributed the most to the buyback spree in these five years. In terms of buyback yield (LTM ended September 2015), the industrials sector has a yield of […]
2 Key Indicators About To Turn Global Stock Markets Hugely Bullish?
Two important indicators for stocks are potentially flashing a strongly bullish signal.First, the volatility index VIX was in a strong uptrend since last August. However, over the last two weeks, the VIX has broken down. That implies that the strong sell offs in stocks will be replaced by less aggressive retracements. In other words, stocks […]
Waiting For Trudeau: Canadian Dollar Nears Fiscal Event Horizon
Fundamental Forecast for USD/CAD: Neutral – The Canadian Dollar has been looking forward to this week since the October elections. – Crude Oil remains a significant driver for USD/CAD. – As market volatility ebbs, it’s a good time to review risk management principles. To receive reports from this analyst, sign up for Christopher’s distribution list. Certainly, for the Canadian Dollar, the last few months […]
Brazil Needs A Stronger Currency Like It Needs A Hole In The Head, Goldman Warns
To say that the last seven days have been tumultuous in Brazil would be a laughable understatement. The country – which is on the fast track to “banana republic” status – plunged into chaos this week after a Sao Paulo state judge said a decision on the arrest of former President Luiz Inácio Lula da […]
Ed Butowsky: Calculating The True Cost Of Living
Over the past decade, we’ve been told that inflation has been tame — actually below the target the Federal Reserve would like to see. But if that’s true, then why does the average household find it harder and harder to get by? The ugly reality is that the true annual cost of living is far […]
Equity Market Advance: Actions Speaking Louder Than Words
Near the end of February we noted pessimism was being exhibited by both individual and institutional investors. In addition to this pessimistic view of the market, we noted some economic data was looking more favorable and combined, higher equity prices could result in the weeks ahead. True to form investors took advantage of the market pullback […]
A High Quality REIT Paying Safe, Growing Dividends
Digital Realty Trust (DLR) is a fast-growing real estate investment trust (REIT) that has raised its dividend every year since going public in 2004. While the company is far from having a long enough dividend growth history to quality as a member of the dividend aristocrats list, it has numerous attractive qualities. Digital Realty is a […]
E EU Audit Reform: Beyond Values And Corporate Responsibility
While the audit reforms that have been adopted by the EU, and are to be implemented from 17 June 2016, are viewed as a cause for complications in the audit process, some firms see this as an opportunity to enhance their value proposition. Including the mandatory firm rotation, the reforms related to financial audit for […]
Hedge Fund Performance Shift Starts To Take Shape
A hedge fund performance shift is beginning to take shape, as the second place spot on the HSBC Hedge Weekly performance list is now a long/short hedge fund player and managed futures CTAs that dominated last week slip down or off the performance list. The number two fund manager in second place, John Burbank’s $550 million Passport […]
Here’s Why Barnes & Noble Is Now A Zacks Rank #1 Stock
Barnes & Noble, Inc (BKS – Snapshot Report) is one of the newest additions to the Zacks Rank #1 (Strong Buy) list. With strong standing in our Style Scores system and favorable estimate revision activity, now may be the right time for investors to take a look at the bookseller. Third Quarter Earnings On March 3, Barnes […]
