Author Archive: Jeremy Parkinson
BCE: Blue-Chip, High-Yield Telecommunications Leader
When investors think of high-quality dividend stocks in the telecommunications sector, the first two businesses that come to mind are likely AT&T (T) and Verizon Communications (VZ). However, there are plenty of other attractive investment opportunities in this sector. Surprisingly, the Canadian telecommunications industry is a fantastic source of high yield dividend stocks. BCE Inc. […]
Avoiding Overpriced Winners: A Better Way To Capture The Momentum Premium?
Any frequent reader of our blog knows we are fans of momentum investing. At this point, investment professionals should know that momentum historically works, that momentum is painful, and we have our own opinions on how to implement momentum investing via our Quantitative Momentum Index. Sometimes we feel there is nothing new when it comes to momentum. However, a new […]
Decoding Yellen’s Message
“I know you think you understand what you thought I said but I’m not sure you realize that what you heard is not what I meant” Alan Greenspan On July 12, 2017 in her semiannual testimony to Congress, Janet Yellen stated the following: “the Federal Funds rate would not have to rise all that much […]
The Next Problem Could Be…
Don’t look now fans, but bonds may be back on the list of things to worry about in the stock market. Jeff Gundlach, who has apparently been anointed the new king of the bond market, has suggested that bonds are on the precipice of a bear market and that Ten-year Treasury yields are on course […]
Big Bank Friday – Three Stocks To Watch
Photo Credit: Sam Valadi JPMorgan & Chase (JPM) Historically, JPM has tended to outperform both Estimize and the Street on earnings, 65% and 77% of the time, respectively. This quarter, Estimize predicts EPS to be $1.63 and the Street predicts EPS at $1.60. Regarding revenue, the stock tends to outperform both Estimize and the Street 61% […]
PayPal Rises After Being Added As Payment Option By Apple
PayPal (PYPL) is rising after Apple (AAPL) added it as a payment option, which JPMorgan analyst Tien-tsin Huang sees as a “significant,” but difficult to size, win for the payment company. Also viewing the announcement as positive, his peer at Craig-Hallum argued that this is the type of “expanding relationships” that makes PayPal a potential […]
The Law Of 2%
It would be preferable, of course, if what Janet Yellen said in any setting made little noise whatsoever. We aren’t nearly there yet, but are moving in that direction. Her testimony today before Congress in the Fed’s semi-annual Humphrey-Hawkins kabuki relic might actually help in that matter. If economists like Yellen were caught so unprepared […]
Better Dividend Aristocrat: 3M Or Dover?
3M (MMM) and Dover (DOV) are both tremendous dividend growth stocks. They are both Dividend Aristocrats, and Dividend Kings as well. The Dividend Aristocrats Excel spreadsheet has 51 stocks with 25+ consecutive years of dividend increases. 3M and Dover have increased their dividends for 59 years and 61 years in a row, respectively. Both are Dividend Kings, […]
USD/CAD Dives As Bank Of Canada Hikes Rates
More than a few commentators have noted how bizarre it is that the fate of the global DM hawkish lean hangs not on Janet Yellen’s testimony on Capitol Hill Wednesday, but rather with the Bank of Canada, which has launched a concerted effort to telegraph a rate hike over the past several weeks. As Bloomberg’s Luke […]
Trump Jr.’s Emails And Gold
Yesterday, President Donald Trump’s eldest son released an email chain which suggests that Russia wanted to support Trump’s presidential campaign. What does it imply for the gold market? What a twist! Ahead of the surprise dump, gold was in a downward trend. And after the release, it jumped about $8 in minutes, as one can […]
