Author Archive: Jeremy Parkinson

A Yield Play Without Any Yield?

A Yield Play Without Any Yield?

On Friday a recently launched IPO fell about 15% on an earnings report that was poorly received by markets leaving the stock down 39% since its first day of trading in June. Naming names becomes difficult for compliance reasons but as a hint it is an infrastructure name and you would probably need to read […]
Stock Valuations Outrunning Profits Growth – And The Band Plays On

Stock Valuations Outrunning Profits Growth – And The Band Plays On

“We are still amazed by the chart [below], but it summarises the problem for those seeking to short stocks with fundamental weaknesses. In the last three years, the MSCI World Index has risen by 38% (11% per annum) whilst reported profits have risen by just 3% (that’s just 1% per annum!). As the events of […]
Gold Miners Rally Could Start With This Building Block

Gold Miners Rally Could Start With This Building Block

Click on picture to enlarge The building block to a decent rally in the hard hit miners complex could start with this taking place! The above chart reflects the Junior Miners ETF (GDXJ) to Senior miners ETF (GDX). When this ratio is heading south, GDJX is weaker than GDX. The ratio has been hit hard […]
Medtronic Posts In Line Earnings, Revenues Beat In Q2

Medtronic Posts In Line Earnings, Revenues Beat In Q2

Medtronic Inc.’s (MDT – Analyst Report) second-quarter fiscal 2015 adjusted earnings per share (EPS) came in at 96 cents, up 5.5% year over year, after adjusting for certain one-time items including a special charge related to an after-tax charitable cash donation made to the Medtronic Foundation and acquisition-related items primarily associated with the pending Covidien plc (COV – Analyst […]
Fat Busting By Injection

Fat Busting By Injection

Neothetics (NEOT) is on the road now to fund the continued development of their injection-based approach to fat loss.  It’s a smallish deal of $4.3M shares with a $13-15 price range. Three mid-market banks – Piper Jaffray, Guggenheim, and Needham – are on the cover. Post-IPO there will be ~14M shares outstanding for a market capitalization of […]
Japan’s Last Stand – Portent Of Keynesian Collapse

Japan’s Last Stand – Portent Of Keynesian Collapse

Abenomics ‘hope’ and ‘reality’ explained by Diapason Commodities’ Sean Corrigan – do you believe in miracles? After last night’s Japanese GDP print, hope is all that is left. So, if the BOJ can just move prices up for long enough, people will start to demand higher wages while companies will gladly accede, since they will be able […]
Are You Eligible For Health Insurance Tax Credits?

Are You Eligible For Health Insurance Tax Credits?

The Affordable Care Act (ACA) can save your small business money through its tax credits. If your small business has employees, you’ve undoubtedly been paying attention to the news coming out of Washington, D.C., about the Affordable Care Act (ACA). This law was designed to be implemented in waves, rather than all at once, and […]
Will Drone Usage Hurt Amazon?

Will Drone Usage Hurt Amazon?

Amazon.com, Inc. (NASDAQ:AMZN)’s plans to carry out same-day delivery by the use of drones, continues to garner considerable resentment in Cambridge, U.K. The plans have already been termed ‘barking mad’ as safety concerns over unmanned aircrafts continue to mount. A number of people remain skeptical about Amazon flying unmanned aircrafts above the city when dropping […]
Market Commentary: SP500 Continues To Climb As Other Averages Trade Sideways

Market Commentary: SP500 Continues To Climb As Other Averages Trade Sideways

Written by Gary Markets continued to climb as volume continues to fall. The SP500 once again set a new high (2050.88) as the other major averages traded sideways after falling of their morning highs. By noon the market action has appeared to have fallen off and left to the HFT algo computers to do what they […]
The Fed-Free Zone

The Fed-Free Zone

I’ve got to say, I’m more and more enamored of shorting markets and sectors in which the Fed has little interest in interfering. Crude oil leaps to mind. There are very few charts which have been so steadily bearish as this one (as well as related companies/producers):