Author Archive: Jeremy Parkinson
3 Railroads To Buy On Coal Comeback & Other Catalysts
Stocks in the railroad space have performed impressively so far this year buoyed by the improvement in the coal-related scenario. Since coal is a key revenue generating commodity for stocks in this space, any positive coal-related update is bound to lift their spirits. In fact, improvement on the coal front is highly significant for railroads […]
Grocery Peers Slip As Amazon Previews Whole Foods Price Cut Plans
Shares of a number of companies that sell groceries, including Kroger (KR), Sprouts Farmers Market (SFM) and Costco (COST), are moving lower after Amazon (AMZN) announced that its acquisition of Whole Foods Market (WFM) will close on Monday August 28. As part of the announcement, Jeff Wilke, CEO of Amazon Worldwide Consumer, said, “To get […]
Should You Take Social Security Early & Invest It?
Gil Weinreich noted in an article at Seeking Alpha that the number of people taking Social Security when they are first eligible at 62 has declined sharply. Citing data from the Center for Retirement Research at Boston College, in 1996 56% of men aged 62 claimed Social security compared to 35.6% in 2013. The decision of when […]
Ulta Beauty Q2 Results: Sales Up, Comparable Sales Up, Earnings Up 28.0%
Written by Lorimer Wilson Ulta Beauty, Inc. (NASDAQ:ULTA) today announced outstanding Q2 financial results and raised its previously announced fiscal 2017 guidance. About Ulta Beauty Ulta Beauty is the largest beauty retailer in the United States of cosmetics, fragrance, skin, hair care products and salon services. Since opening its first store in 1990, The Company offers more […]
Air Products & Chemicals: A Dividend Aristocrat With Improving Payout Growth Prospects
Air Products & Chemicals (APD), is one of the few (51 S&P 500 companies) to make it into the dividend aristocrat club, meaning that it’s been raising its dividend for at least 25 consecutive years. In fact, since 1983 Air Products has been growing its dividend at an annual rate of 9.6%, which has not only resulted […]
Emerging Markets Edition!
TODAY: EMERGING MARKETS EDITION! I just enjoyed reading Ruchir Sharma’s The Rise and Fall of Nations, and have thus been thinking more about emerging markets. This will be the theme of today’s zig-zagging (some might say disjointed) piece. No overarching thesis or agenda, as per usual; just getting the lay of the land and pointing out a […]
Foreign ETFs Continue To Outperform Nicely
The Leader List The leaders are listed below in blue and green. The S&P 500 is the benchmark. Foreign ETFs continue to outperform nicely. Emerging Markets are doing well. Even Russian stocks are starting to show a bit of strength. This Biotech ETF is looking interesting. Bad day for Staples. The Transports continue to break […]
Could Copper Lead The Metals Upward?
(Audio length 00:11:09) With the precious metals remaining range bound Craig Hemke, Editor of TFMetalsReport.com takes a look at the continued copper and base metals breakout. We try to make sense of this move and what the markets are telling us. We also look ahead to tomorrow’s Jackson Hole meeting and speeches.
Market Talk – Thursday, August 24
We have seen yet another weaker day with the Nikkei declining once more. It had the opportunity to perform but was dragged lower by Industrials, Metals and Manufacturing. The yens strength throughout the week has seen no retracement and remains close the 109 big figure. Core China and Hang Seng both off-set each other with […]
Copper Shorts Squeezed As The Red Metal Shines
The current bullish trend for copper shows no sign of slowing just yet with the red metal touching a 3 year high largely driven by increasing demand from China, along with a fall in inventories in the London warehouses. On the London Metal Exchange, it touched a high of $6649 tonnes during the week, a […]
