Author Archive: Jeremy Parkinson
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 […]
The Two Worlds Of Precious Metals: East And West
For five thousand years, gold and silver have been humanity’s premier form of money; real money, not the faux-money manufactured by our central banks. During that same period of time, these metals have been our premier instruments of wealth preservation and therefore our “safe havens.” There is nothing accidental about this phenomenon. Gold and silver have obvious […]
Silver Prices Gain 3.5 Percent On A Soft USD
Silver prices are higher by 3.5% since yesterday’s FOMC low. The Fed stunned the Dollar which caused it to soften against the majority of other metals and currencies and is now projecting two rate hikes from four in December 2015 via the ‘dot plot.’ As highlighted yesterday, the March 10 low of $15.16 held as a support and traders used this […]
3 Things: Fed Failure, Valuations Matter, Chasing Returns
“Data Dependent Fed” Ignores Data I wrote on Tuesday of this week: “The Fed currently finds itself in a tough spot from a “data dependent” standpoint. Last December, when the Fed Funds rate was increased, the Fed discussed the potential for further rate hikes in 2016 as inflation and employment data strengthened. With that data improving, along with the strong rebound […]
