Author Archive: Jeremy Parkinson
Higher Interest Rates Impact REITs: What Dividend Investors Need To Know
Many dividend investors wonder how higher interest rates will impact REITs, and for good reason. Over the past few years, interest rates have fallen to their lowest levels in recorded history. This has created a challenging environment for income investors who previously enjoyed healthy, low-risk returns from money market funds, CDs, and Treasury bonds. In […]
E What Will Oracle’s Shares Do Post Earnings?
Oracle (ORCL) is expected to report earnings on Wednesday, March 15th. The whisper number is $0.61, one cent behind the analysts’ estimate and showing no confidence from the WhisperNumber community. Whispers range from a low of $0.55 to a high of $0.64. Oracle has a 55% positive surprise history (having topped the whisper in 39 […]
Which High-Yield MLP Is Better For Dividends: Sunoco Logistics Partners Or Magellan Midstream Partners?
The oil price crash of 2015-2016 was a huge blow to the oil and gas industry. It created ripple effects that were felt across the entire energy sector. Master Limited Partnerships, or MLPs, were among the hardest hit when commodity prices tumbled. Several oil and gas MLPs cut their dividends. Some went bankrupt altogether. However, […]
Behold: The Central Bank Junk Bond Put In All Its Glory
Over the past two months, we’ve warned repeatedly that global asset prices may be set up for a correction once the flow of central bank liquidity ebbs. Between the Fed feeling “behind-the-curve-ish,” Draghi pondering a taper and more recently considering hiking ahead of said taper, and rumors that the BoJ’s JGB buying scheduling will leave Kuroda short […]
March FOMC And Dutch Elections Preview And Gold
The Federal Reserve is due to release the statement from their March meeting. Also, general elections are held today in the Netherlands. What can we expect from these two events and how can they affect the gold market? All indicators suggest that the Fed is likely to hike interest rate today. The inflation rate has […]
February 2017 CPI: Year-Over-Year Inflation Rate Now 2.7%. Inflation Grabbing
by Doug Short / Jill Mislinski and Steven Hansen According to the BLS, the Consumer Price Index (CPI-U) year-over-year inflation rate was 2.7 % – up from than last month’s 2.5 %. The year-over-year core inflation (excludes energy and food) rate declined 0.1 % to 2.2 %, and remains slightly above the target set by the Federal Reserve. Analyst Opinion of the […]
Retail Sales Rise 0.1% In February, January Revised Higher, Auto Sales Decline: Weather And Seasonal Adjustments
Retail sales rose the Econoday consensus of 0.1% in February, a weak reading. However, January was revised from a solid 0.4% to a strong 0.6%. Interestingly, auto sales fell in both January and February. Did consumers switch from buying autos to buying more junk? A surprising point in this report is that these headline gains, though less […]
Is A Fed Rate Hike Good Or Bad For Treasuries?
Well, it’s probably a stretch to say the next installment in the Fed’s tightening cycle is finally here. After all, as Bloomberg’s Richard Breslow, a former FX trader and fund manager, notes, it was only a couple of weeks ago that this foregone conclusion wasn’t even on the market’s radar. The abrupt about-face was jarring […]
After Valeant, Here Are 5 Drug Stocks Bill Ackman Should Buy Instead
Billionaire investor, Bill Ackman, has finally decided to pull out his investment in Canada-based drugmaker Valeant Pharmaceuticals International, Inc. (VRX – Free Report) . Hedge fund Pershing Square made the announcement earlier this week and said that while Ackman and Steve Fraidin will remain on the Valeant board until the upcoming annual meeting, they will not seek re-election. Valeant’s […]
How Small Is Your Small-Cap Index?
After Donald Trump’s presidential election victory on November 8, 2016, U.S. small-cap stocks enjoyed a significant upward move. We believe further interest is justified in the following scenarios: If there is corporate tax reform, we’ve found that small-cap stocks do in fact tend to pay higher effective tax rates than large-cap stocks. If the statutory rate for […]
