Author Archive: Jeremy Parkinson
Another Fed “Policy Error”? Dollar And Yields Tumble, Stocks Slide, Gold Jumps
Yesterday when summarizing the Fed’s action we said that in its latest dovish announcement which has sent the USD to a five month low, the Fed clearly sided with China which desperately wants a weaker dollar to which it is pegged (reflected promptly in the Yuan’s stronger fixing overnight) at the expense of Europe and […]
Will Aeropostale Be The Next Teen Retailer To Beat On Earnings?
Aeropostale, Inc. (ARO) Consumer Discretionary – Specialty Retail | Reports March 17, After Market Closes Key Takeaways The Estimize select consensus is expecting EPS of -$0.02, 2 cents below Wall Street, while revenue expectations of $545.60 million are $4 million under the Street. Aeropostale announced that they would be laying off 100 corporate employees in Q4 […]
Another Day, Another Intervening BoJ
In a rather unsurprising move, the Bank of Japan once again today broke an earlier commitment made to the Group of Seven back in 2013 by intervening directly in foreign exchange markets to devalue the Yen following an earlier surge higher versus the US dollar. After pledging alongside other developed nations to avoid at all […]
AMD Stock: Why Invest In Advanced Micro Devices
AMD is one that my tech savvy husband has been talking about for months. I never thought Advanced Micro Devices, Inc. (AMD) would become “cool” again. But things seem to be changing. The good news is that AMD is so cheap right now, that even those of you who didn’t rank well at our Financial Assessment could get hands […]
Hutchinson China Meditech Is A Monster
HCM priced their IPO on the US market (Nasdaq:HCM) at $13.50. The shares already trade in London (AIM:HCM). Investors can find plenty of details in the HCM IPO roadshow slide deck but there are some major takeaways here: China will be a huge market for healthcare – per capita spending today is $322 versus over […]
Adobe Is Counting On These Two Things To Boost Earnings
Adobe Systems Inc. (ADBE) Information Technology – Software | Reports March 17, After Market Closes Key Takeaways The Estimize consensus is calling for EPS of $0.62 and revenue expectations of $1.33 billion, 2 cents higher than Wall Street on the bottom line and 8 million greater on the top. Creative Cloud and Marketing Cloud products have […]
E National Oilwell Varco – Head For The Hills
The free fall in oil prices and oil & gas E&P has taken a toll on oilfield services firms. I previously assumed that the lesser-capitalized firms would get hit the hardest. However, larger firms like National Oilwell Varco NOV have been ravaged and the carnage may not abate any time soon. NOV is down 30% […]
Gold/US Dollar Experience “Death Cross” & Support Break This Week
CLICK ON CHART TO ENLARGE The above chart looks at the U.S. Dollar/Gold ratio over the past 25-years. From 2001 to 2011, the ratio headed sharply lower, reflecting that the US$ was much weaker than Gold for almost a decade. Starting in 2011, the ratio has turned up, reflecting that the US$ has been stronger […]
4 Airline Stocks To Buy As The Oil Crash Continues
Declining fuel prices have been a blessing in disguise for the airline industry for quite some time now. However, oil recently faced a heavy blow, spiraling down to a 13-year low of $27 per barrel in February, this year. This reflects a significant decline from the approximate $105 per barrel recorded in Jul 2014. Lackluster […]
E Small Cap Best & Worst Stocks – March 17, 2016
The strongest small cap sectors is consumer goods. The best small cap industry is business software. The average small cap score is 51.38, which is above the four week score of 51.31. The average small cap stock in our universe is trading -35.7% below its 52 week high, -4.37% below its 200 dma, and has […]
