Category Archive: Finance
5 Stocks To Watch This Week 10/23 – CMG, GOOGL, INTC, AMZN, XOM
We look at the community consensus for earnings results this week for five market-moving companies. Chipotle Mexican Grill (CMG) Consumer Discretionary – Hotels, Restaurants & Leisure | Reports October 24, after the close. The Estimize consensus calls for EPS of $1.73, thirteen cents higher than the Wall Street consensus, with revenues nearly in-line at $1.15B. […]
An Awful Lot Of Green And Upgraded Models
We’ve got a new week on tap so let’s get started with a review of my key market models/indicators and see where we stand. To review, the primary goal of this exercise is to try and remove any subjective notions about what “should” be happening in the market in an attempt to stay in […]
Time For Caution In Gold Miners
Last week we noted the likely negative impact of a sustained rebound in the US Dollar on Gold. Recent weakness in precious metals has not been much of a surprise considering the sector’s relative weakness months ago amid a weak US Dollar. While the greenback has bottomed, it has yet to push above resistance at […]
What To Expect From Halliburton Monday
Halliburton (HAL) reports Q3 earnings Monday. Analysts expect revenue of $5.35 billion and EPS of $0.37. The revenue estimate implies 8% growth sequentially. Investors should focus on the following key items: North America Should Deliver Again North America land drilling was characterized by cut throat competition after oil prices diverged to the down side in […]
Low Interest Rates Subsidize Wealthy Households
When the economy begins to sink into recession, politicians, mainstream economists, policy wonks and the Federal Reserve begin beating the economic stimulus drum. Politicians, however, disagree over the type of stimulus to implement. The center-left party proposes greater expenditures on public assistance programs. The center-right party supports permanent tax rate reductions. The center-left party opposes […]
Looking For Value In A Bull Market
We are 8.5 years into the current bull market, so every now and then, somebody raises a red flag, and for a few days we are treated to reports about the possibilities of the next recession that could usher in another bear market. But that just doesn’t seem to be happening. For one thing, […]
Gold Cycle Update- Oct. 21
Why has gold not fallen below $1000? What is the golden canary telling us? In short, the old heads out there know there is a yin for a yang. Currently the S&P 500 is screaming higher despite massive debt and a very low VIX. This won’t last forever, and the flip side could be very […]
Bonds Will Shape The Next Move In Stock Markets
Stocks take off to new all time highs on the back of financials. In this crucial weekend video newsletter update we look at the key areas to watch this coming week for the next move in the stock market. The most important is who will be the new Fed Chair which will drive the bond […]
Week In Review: WuXi AppTec Acquires US-Global Clinical CRO
WuXi AppTec, China’s largest CRO/CMO, will acquire a global clinical-stage contract research company, ResearchPoint Global, of Austin,Texas (see story). Founded in 1999, RPG has 450 employees in 60 countries spread out over Africa, the Americas, Europe and Israel. The company offers a full range of clinical CRO services to small and medium-sized pharmas. WuXi said the acquisition would extend its CRO network around […]
