Semiconductors Find Some Traction
Since my last update, there was a significant break and piecemeal recovery across many markets. Not all markets suffered to the same degree and new leadership could emerge. The Semiconductor Index made steady gains after suffering the largest profit sweep in June. The bearish engulfing pattern remains the dominant pattern but the index managed to […]
Amazon, Whole Foods & Selling A Company You Love
Selling stock you own with a company you love can be heartbreaking, tune in this week as we go over Danielle’s sale of her Whole Foods stock. Join us as we discuss the payout of dividends, arbitrage, and other investing must-know terms. How to preliminarily value Amazon and Whole Foods in the midst of the […]
Better Dividend Aristocrat: Coca-Cola Or PepsiCo?
On the surface, Coca-Cola (KO) and PepsiCo (PEP) might seem like identical companies. They are the top-two soda companies in the U.S., and both have similar histories of raising dividends. Both Coca-Cola and PepsiCo are members of the Dividend Aristocrats list. The Dividend Aristocrats Excel spreadsheet has 51 stocks with 25+ consecutive years of dividend increases. PepsiCo […]
Didn’t Notice The Proposed Changes To The SLR? Don’t Worry, Most Markets Didn’t Either
The US Treasury released its first report (under Trump) on re-examining financial regulations and their impact on economic growth. The publication was little noticed because most people don’t much care about Supplemental Leverage Ratios (SLR), though they should. For decades, regulators allowed banks to operate under Basel rules as if capital ratios were sufficient criteria for identifying […]
Demographic Trends For The 50-And-Older Work Force
Our earlier update on demographic trends in employment included a chart illustrating the growth (or shrinkage) in six age cohorts since the turn of the century. In this commentary, we’ll zoom in on the age 50 and older Labor Force Participation Rate (LFPR). But first, let’s review the big picture. The overall LFPR is a simple computation: […]
Financials Vs. Technology: The Battle For The S&P 500
Video length: 00:08:33 The S&P ended the day massively unchanged in an uneventful trading session. In tonight’s video we look at the battle for the S&P 500. It really comes down to a handful of tech stocks and a handful of financial stocks. Over the next week we will get earnings releases from the major […]
A Reversal In Gold, Precious Metal Stocks Popping Today
Gold was looking like it was going to challenge $1,200 today but got a bounce midday. PM stocks followed but there were a couple that had a very nice move. This could be due to the political news from Donald Trump Jr. but from a technical perspective we are due for a bounce. The question […]
BCE Inc. Stock Looks Attractive Long Term
Written by SmallCapPower.com Long-term investors should consider investing in the telecom behemoth BCE Inc. (TSX: BCE)(BCE), which continues to exhibit healthy fundamentals. The recent correction of ~9% from the 52-week high of $63.41 seems to be a good entry point for investors. Investment Thesis A diversified enterprise with multiple business streams including telecom, media, and sports […]
Market Talk – Tuesday, July 11
Another encouraging session for Asia as the confidence continues, at least until we see something to the contrary later in the week. Many are referencing the bond markets as they watch yields creep higher and the curve start to steepen as an indication that things have finally turned. China’s Shanghai settled small lower but the […]
WTI Pops After Huge Crude Inventory Drawdown
WTI prices have roller-coastered (generally lower) since last week’s inventory(lower)/production(higher) data back to unchanged but as API printed a massive 8.133mm crude drawdown (vs 2.45mm exp), the biggest since Sept 2016 if DOE confirms, WTI prices quickly jumped higher. Gasoline also saw a bigger than expected draw while Distillates built. API: Crude -8.133mm (-2.45mm exp) – biggest draw […]
