Author Archive: Jeremy Parkinson
Wag Of Approval For PetIQ
Upcoming IPO Pet medication distributor, PetIQ Inc. (Pending: PETQ), is expected to make its market debut on Friday (7.21.17). The company expects to raise $85M through the offering of 5.7M shares at a price range of $14-$16. Assuming PetIQ prices at the mid-point of its proposed price range, the company would command a fully diluted market […]
The Four Waves Of Augmented Reality (That Apple Owns)
We’ve been saying for the last couple of years that Augmented/Virtual Reality is the fourth wave of consumer technology, and that AR could become much bigger than VR. But AR itself is not one giant wave, it’s a set of four big ones: mobile AR software, mobile AR hardware, tethered smartglasses and standalone smartglasses. These four […]
Don’t Sleep On Nvidia
People who own Nvidia (NVDA) stock are a happy bunch. The technology stock company continues to soar upward, height on height, with no end in sight. But, because we don’t see stocks like this everyday, and because the average investor has a sketchy notion at best about what Nvidia even does, people are missing opportunities […]
Sherwin-Williams: Strong Q2 Thanks To Newly-Acquired Valspar
Dividend history is one of the most straightforward and accurate measures of business quality. Intuitively, this makes sense – a company must have a significant and durable competitive advantage in order to raise its dividend every year for decades. Sherwin-Williams (SHW) is one of the most high-quality, well-managed businesses in our stock universe. The company […]
Slipping Crop Ratings & Vacillating Heat Has Corn Market On Edge
Market Analysis This year’s declining USDA crop ratings and a vacillating high-pressure heat dome in the SW US swinging into the Plains and the Western Corn Belt has the corn market nervous as this crop is moving further into pollination. Over the last two weeks corn’s top two categories (good/ excellent) have slipped 4% nationally […]
5 Toxic Stocks To Abandon Or Play Short For Profit
The success of an investor depends on proper identification of overpriced toxic stocks and the rightly priced ones. However, the over-bubble stocks and the fairly priced stocks are intermixed in the market place in such a way that it becomes very tough to differentiate between them. Investors who can figure out the toxic stocks and […]
Euronavigating The Treacherous Waters
Euronav (EURN) is the largest public company in the crude oil shipping business. The industry has taken a hit over the last two years amid overcapacity, but Euronav is a terrific operator that has remained profitable through this period. Nevertheless, it trades at a massive discount to book value and a P/E of just 6. […]
Holding Steady
Over the past week, my core market health indicators bounced around a bit, but are holding steady in bullish territory. One thing of note, is that my measures of the economy are on the verge of going positive. I suspect that there is a good chance they go positive in the next few weeks. Conclusion […]
S&P Raises Outlook On Greece Ahead Of Bond Sale, Keeps B- Rating
Consider it a kiss to the bond investors who are expected to oversubscribe the upcoming latest “triumphal” Greek return to the bond markets, as soon as next week. Moments ago, rather unexpectedly, S&P raised its outlook on Greece from Stable to Positive, but reaffirmed the Greek rating at B-. The rating agency, said it believes that […]
DAX VIX Soars As German Stocks Plunge Most This Year
Right, so German equities just had their worst day of the year. As noted earlier, a rout in automakers tied to reports of possible collusion didn’t help matters. Here’s Bloomberg’s quick summary: Another week, another scare from the German car industry. What began with Daimler AG’s massive recall of more than 3 million diesel cars to lower their […]
