Keurig Green Mountain: No Longer The Netflix Of Coffee
Up until November of last year, Keurig Green Mountain was the Netflix of coffee companies. Their stock did nothing but go up, rising something like 60-fold based on mo-mo madness. I have been enthusiastically touting this as a short candidate, and it is unwinding quite nicely. I think it’s got plenty to go, particularly given […]
Gold Miners Ratio Working On Bullish Breakout
CLICK ON CHART TO ENLARGE When it comes to buy and holding senior gold mining stocks (GDX), they have been a place to avoid for the past few years. The same is even more true of Junior Mining stocks (GDXJ), as its performance has even been worse over the past few years. The chart above looks […]
Bond Bubble Will Explode Violently
Central banks are incapable of saving economies or creating growth. The only thing a central bank can do is create inflation. These market manipulators set forth on a journey seven years ago to save the world by engaging in massive monetary manipulation, euphemistically called Quantitative Easing (QE), and a Zero interest rate policy known as […]
Fewer Hires Means Fewer Fires
Peter Schiff digs under the surface of the latest economic data. As usual, Wall Street locked onto the headline number last week, which showed the lowest weekly jobless claims in 42 years. Peter asks the question no one else will — is this really the strongest economy America has seen in four decades? Highlights from […]
Is The Smart Money Running For Cover?
Will Greece Be The Bearish Straw? The debt clock continues to tick in Greece, which is something the stock market bulls need to respect. From CNBC: “What is coming into focus is an alternative approach. Instead of forcing Greece into a Grexit (a Greek exit of the euro zone), they will simply force Greece into a […]
May 18th – Market Analysis & Trading Opportunities
1 – The S&P 500 looks as if it is trying to break out on Friday, and as a result we believe that this is essentially a market that you can only continue to buy calls in, and that we will eventually go much higher. We have not only fire off several short-term call buying signal, but […]
Bear Of The Day: Tronox
Tronox Inc. (TROX – Snapshot Report) recently reported Q1 15 results, and posted a big miss on both the top and bottom lines. The earnings and revenue miss was due to a large drop in titanium dioxide pricing coupled with a decline in overall volumes. Further, challenging global market conditions are not expected to improve in the […]
Looking Ahead Of Wall Street: Urban Outfitters, Wal-Mart Stores, Hewlett-Packard Company, Intuit Inc.
Wall Street is heading towards the end of earnings season as four major companies are scheduled to release quarterly reports this week. What should investors look for in those reports? Urban Outfitters (NASDAQ: URBN): Urban Outfitters will announce its first quarter 2016 earnings results on Monday, May 18 after market close. The retailer is expected to […]
Homebuilder Sentiment Slides, Misses For 5th Of Last 6 Months
Since November, NAHB homebuilder sentiment has only beaten expectations once. May printed 54 (notably short of the 57 expectation). Despite all the previous hope for future sales, buyer traffic has fallen as The Midwest saw the biggest drop in sentiment (what about the post-weather bounce?) and The West rising modestly. The story was well-known: pessimism now offset […]
Monday Marketing – The Active Managers Strike Back
Active managers finally had a good quarter. As you can see from the chart on the right, it was kind of a pathetic quarter with Actively Managed Funds (who research U.S. stocks before they buy or sell, as opposed to ETFs or other passive funds) outperforming by about 1%, but it’s the first time stock pickers beat […]
