Category Archive: Finance

Is The New FANG-Themed ETF Well Timed?

Is The New FANG-Themed ETF Well Timed?

The FANG stocks (Facebook (FB – Free Report) , Amazon.com (AMZN – Free Report) , Netflix (NFLX – Free Report) and Alphabet have been investors’ darlings this year, returning more than 20%. But these were beaten down lately on overvaluation concerns. The dip could offer a solid buying opportunity for these fast-growing companies.
Daily Channel Resistance And Apex Of Triangle Time CITs

Daily Channel Resistance And Apex Of Triangle Time CITs

  Markets reversed right off the 10.45 1st hourly APEX of triangle time CIT this morning. We should close Up for the day. The 75 week FC cycle had a 67% chance of seeing a sharp decline and a 33% chance we saw none. So far, we are seeing the Low odds 33%.  
Gridlock In Washington And The Impact On Equity Markets

Gridlock In Washington And The Impact On Equity Markets

Gridlock in Washington (with the utter failure to pass any kind of new healthcare reform) is the theme, so far, in 2017… with Republicans unable to agree to support their party’s latest bill, which is now completely dead, and Democrats simply obstructing everything in sight. It looks like everyone is tired and unable to do […]
The Cheapest Dividend Achiever: American Equity Investment Life

The Cheapest Dividend Achiever: American Equity Investment Life

The Dividend Achievers are a group of solid dividend stocks with 10+ years of consecutive dividend increases.  200+ shareholder-friendly companies present many potential investment opportunities. However, not all of these businesses will make a compelling investment at any given time. Some will be overvalued, while others will be undervalued. American Equity Investment Life Holding Company (AEL) […]
FANG Stocks Soar To New Record High As NFLX Spikes 14% (To 101x Fwd P/E)

FANG Stocks Soar To New Record High As NFLX Spikes 14% (To 101x Fwd P/E)

As goes Netflix, so goes ‘Murica… Nasdaq remains the only major index in the green today and there’s one big fat ugly cash-burning reason. Netflix is up 14% – tearing the faces off of every short-seller (6.2% of float short)… And NFLX has single-handedly ripped FANG stocks to a new record high – dismissing the ‘tech wreck’ […]
Q2 2017 Earnings Preview: The Expected Winners And Losers Might Surprise You

Q2 2017 Earnings Preview: The Expected Winners And Losers Might Surprise You

The big banks (JPM, C, WFC, GS, BAC) kicked off earnings season on a high note when they reported on Friday, all beating on the bottom-line, and only Wells Fargo missing on the top-line. Overall the Estimize community is expecting another strong earnings season, but a pull back from Q1. S&P 500 EPS is anticipated […]
Chipotle Plunges As Restaurant Closure Reignites Food Safety Fears

Chipotle Plunges As Restaurant Closure Reignites Food Safety Fears

The shares of Chipotle Mexican Grill (CMG) are falling sharply after the company reportedly shut down one of its restaurants following complaints of customers who claim they got sick after eating there recently. Notably, the stock had been higher in early trading after research firm Maxim upgraded Chipotle to Buy from Hold, citingthe sales potential […]
Bull/Bear Debate On The Future Of The Economy

Bull/Bear Debate On The Future Of The Economy

Professor Jeremy Siegel and I had the great honor of interviewing professors Robert Gordon and Joel Mokyr—two Northwestern University academics and economists—about the future of the U.S. economy on our “Behind the Markets” podcast.  Professor Gordon has written an influential book that describes the Rise and Fall of American Growth. Professor Siegel commented that not many […]
Understanding What A Neutral Macro-Economic Policy Looks Like

Understanding What A Neutral Macro-Economic Policy Looks Like

This is going to be a quick follow-on to the last post on monetary policy as the only game in town. I feel like the obvious question that post doesn’t answer is this one: what other policy tools should we use? And I want to tee up that question with this post. First, remember that the […]
Health Care Circus, Earnings In Focus

Health Care Circus, Earnings In Focus

I am technology-challenged today (why my laptop had to crap out 21 days before I get my big desktop rig back is beyond me), so I am going to keep this brief. Health Care and earnings are the focal points in the early going today and if the early action is any guide, we can […]