Author Archive: Jeremy Parkinson
5 Undervalued Companies For Defensive Investors With High Dividend Yields – July 2015
There are a number of great companies in the market today. By using the ModernGraham Valuation Model, I’ve selected the five highest dividend yields among the undervalued companies for defensive investors reviewed by ModernGraham. Each company has been determined to be suitable for Defensive Investor according to the ModernGraham approach. This is a sample of one screen […]
The Top 5 Best Analyst Coverage On Twitter, Inc.
Social media giant Twitter, Inc. (NYSE:TWTR) is scheduled to announce second quarter 2015 earnings on Tuesday, July 28, after market close. Analysts are eager for Twitter to announce a replacement for outgoing CEO Dick Costolo and implement new initiatives to make their platform more user-friendly. While they await these changes, Wall Street analysts have been […]
Deflation And Recession: Yes Or No?
A couple of indicators look ominous. Remember when inflation was a worry? How long ago was that? Nowadays it’s deflation, or disinflation if you prefer, that keeps people up at night. The signs are all around, particularly in the ETF market. Case in point: Compare the performance of commodities to that of bonds to get a […]
5 Stocks To Watch For This Week
Reports Tuesday, July 28 Report Wednesday, July 29 Report Thursday, July 30 Gilead Sciences (GILD) Gilead Sciences (GILD) reports its FQ2 ’15 results on Tuesday after the market close. Both Estimize and Wall Street are predicting a fall in EPS and revenues QoQ. Estimize are forecasting an EPS figure of $2.78 and a revenue target of […]
Durable Goods New Orders Improved In June 2015. Rolling Averages Declined
The headlines say the durable goods new orders improved. This series has been in a general downtrend since seen since November 2014. The three month rolling average is continuing to decline and is in contraction. Note that the headline “improvement” is on the back of a downwardly revised previous month data. Econintersect Analysis: unadjusted new […]
How To Identify A Classic Bubble
One of the most ironic and fascinating characteristics about an asset bubble is that central banks claim they can’t recognize one until after it bursts. And Wall Street apologists tend to ignore the manifestation of bubbles because the profit stream is just too difficult to surrender. The excuses for piling money into a particular asset […]
IFO Surprises And Lifts Euro
The Euro had been gathering steam and had earlier struck a 2-week peak versus the US Dollar as traders awaited the release of German business sentiment. Germany, as the largest economy in the Euro area, essentially drives the remainder of the Eurozone and largely sets sentiment for the common currency. All three of the IFO […]
Pandora Media, Inc. (P) Releases Strong Q2 Earnings, Analysts Remain Bullish
Pandora Media, Inc.(P) reported its second quarter 2015 earnings on July 23, exceeding analyst expectations. While the street predicted Pandora would generate an adjusted earnings of $0.02 per share on $283 million in revenue for the quarter, the company in fact generated an adjusted earnings of $0.05 per share on $283 million in revenue. The […]
Emerging Market Preview: The Week Ahead
(from my colleague Dr. Win Thin) EM assets are starting off the week on a softer footing. The China situation remains unsettled, with stocks on Monday posting their biggest one-day loss in eight years. More support measures seem likely if the rout continues.The calm in China equity markets from last week has been shattered, and is […]
China Meltdown Part II – Now Are You Paying Attention?
I told you so barely covers it on this one! China failed to provide the anticipated additional stimulus over the weekend or today and the Shanghai Composite quickly gave up half of the gains they made over the past two weeks of MASSIVE stimulus and rule changes that STILL have many stocks halted and […]
