E Changes To Our Healthcare System Could Spell Problems For Healthcare Equities And Debt
In a way, we have been brainwashed, fed propaganda by the business of healthcare and our elected officials for decades. The message we have been given from all forms of media, third party insurers and government officials is ‘Increasing healthcare cost is a difficult and complex problem to manage. There is no simple solution.’ I […]
5 Reasons To Fear The Fall
This powerful and protracted bull market has made Cassandras look foolish for a long time. Those who went on record predicting that massive central bank manipulation of markets would not engender viable economic growth have been proven correct. However, these same individuals failed to fully anticipate the willingness of momentum-trading algorithms to take asset prices […]
E The Bank Of Canada’s “Unsurprising” July Interest Rate Hike
“The Bank of Canada is raising its target for the overnight rate to 3/4 per cent. The Bank Rate is correspondingly 1 per cent and the deposit rate is 1/2 per cent. Recent data have bolstered the Bank’s confidence in its outlook for above-potential growth and the absorption of excess capacity in the economy. The […]
Two Stocks To Watch: Will Alphabet Inc. And Hasbro Inc. Perform?
Photo Credit: Carlos Luna Alphabet Inc. (GOOGL ): Estimize is predicting GOOGL EPS to be $8.19 a share and The Street is coming in at $7.91, a 3% difference between the two. On the contrary, revenues for both are roughly in-line, with Estimize calling for $20.902B and Wall Street at $20.831B. According to the Estimize community, […]
Wag Of Approval For PetIQ
Upcoming IPO Pet medication distributor, PetIQ Inc. (Pending: PETQ), is expected to make its market debut on Friday (7.21.17). The company expects to raise $85M through the offering of 5.7M shares at a price range of $14-$16. Assuming PetIQ prices at the mid-point of its proposed price range, the company would command a fully diluted market […]
The Four Waves Of Augmented Reality (That Apple Owns)
We’ve been saying for the last couple of years that Augmented/Virtual Reality is the fourth wave of consumer technology, and that AR could become much bigger than VR. But AR itself is not one giant wave, it’s a set of four big ones: mobile AR software, mobile AR hardware, tethered smartglasses and standalone smartglasses. These four […]
Don’t Sleep On Nvidia
People who own Nvidia (NVDA) stock are a happy bunch. The technology stock company continues to soar upward, height on height, with no end in sight. But, because we don’t see stocks like this everyday, and because the average investor has a sketchy notion at best about what Nvidia even does, people are missing opportunities […]
Sherwin-Williams: Strong Q2 Thanks To Newly-Acquired Valspar
Dividend history is one of the most straightforward and accurate measures of business quality. Intuitively, this makes sense – a company must have a significant and durable competitive advantage in order to raise its dividend every year for decades. Sherwin-Williams (SHW) is one of the most high-quality, well-managed businesses in our stock universe. The company […]
Slipping Crop Ratings & Vacillating Heat Has Corn Market On Edge
Market Analysis This year’s declining USDA crop ratings and a vacillating high-pressure heat dome in the SW US swinging into the Plains and the Western Corn Belt has the corn market nervous as this crop is moving further into pollination. Over the last two weeks corn’s top two categories (good/ excellent) have slipped 4% nationally […]
5 Toxic Stocks To Abandon Or Play Short For Profit
The success of an investor depends on proper identification of overpriced toxic stocks and the rightly priced ones. However, the over-bubble stocks and the fairly priced stocks are intermixed in the market place in such a way that it becomes very tough to differentiate between them. Investors who can figure out the toxic stocks and […]
