Still Slowing In China
Industrial production for the combined January/February period in China fell to just 5.4%, matching the lowest growth rate of the past fourteen years. Only the January/February 2002 IP rate was lower, but that was a single data point giving way to the rising financialization of the late eurodollar period. In 2016, these decelerations are commonplace, […]
The Cooper Companies Holds Annual Meeting Of Stockholders
PLEASANTON, Calif., March 14, 2016 (GLOBE NEWSWIRE) — At its annual meeting held on Monday, March 14, 2016 in Pleasanton, California, the stockholders of The Cooper Companies, Inc. (NYSE:COO) elected seven directors, ratified the appointment of KPMG LLP as the Company’s auditors for fiscal 2016 and approved the amendment and restatement of the 2007 Long-Term […]
Questions For The Valeant Conference Call
Valeant (VRX) is planning to have a conference call before Tuesday’s open to “discuss preliminary fourth quarter 2015 financial results and update 2016 financial guidance”. It is “preliminary” because numbers have not been audited yet. I expect an audit statement to be coming. I have never had a major problem with Valeant’s GAAP numbers (which […]
Market Starting To Price In Hikes – Very Slowly
In the wake of an allegedly “welcome” increase in inflation, the market is starting to price in increasing odds of rate hikes – not many, and not fast, but there are very noticeable changes. The Fed starts a two-day meeting tomorrow. Its interest rate decision comes Wednesday. Despite the talk of a hike tomorrow, the […]
Ride On The Solid Growth Potential Of These 5 Stocks
If the first two and a half months is any indication to go by, the equity markets in 2016 will continue to be plagued by headwinds similar to those that hurt stock performance last year. These include oil price volatility, the bearish Chinese stock market, Fed’s tug-of-war with interest rates and the strengthening of the […]
Modeling Economic Success Of Poland And Failure In Russia And Ukraine. The 2015 Model Revision
In 2005, I developed and presented at the Fourth Annual EEFS Conference (Faculty of Economics, University of Coimbra, Portugal 19-22 May 2005) a paper “Modelling the transition from a socialist to capitalist economic system” (Slide Share). An extended and updated version was published in the JAES in 2009. My model predicts the measured evolution of […]
New Answers On DB, GM, Private Equity Stocks, And More
I’ve decided to make this Q&A a regular feature Last week the S&P 500 leaped nearly 2% and the Dow closed above 17000 for the second week in a row. I sent you an alert over the weekend explaining that this is really a bear market rally and we shouldn’t expect these highs to last. […]
Here’s How DSW Can Maintain Its String Of Strong Earnings
Photo Credit: Mike Mozart DSW Inc. (DSW) Consumer Discretionary – Specialty Retail | Reports March 15, Before Market Opens As earnings season winds down, we have a few stragglers who still haven’t reported fourth quarter earnings. Shoe retailer, DSW (DSW) is one of them, as they are scheduled to report fourth quarter earnings tomorrow, before the opening […]
E ADRs Best & Worst Report – March 14, 2016
The best sectors across ADRs are utilities, technology, and services. The top countries are Taiwan, Canada, Chile, South Africa, and Ireland. The average ADR score is 50.05 and that’s higher than the four and eight week average scores of 46.91 and 43.81, respectively. The average ADR in our universe is trading -24.68% below its 52 […]
Peak Oil Price – Saxo Says Downside Risks Dominate Crude Outlook
Crude oil prices “appear to have reached their peak for now,” warns Saxo Group’s Ole Hanson as he explains there are several reasons why. Among the chief concerns putting a damper on Brent prices is an upcoming meeting between OPEC and non-OPEC producers to discuss a potential output freeze, he says. Iran is now saying it will […]
