Source: Google Images, if I could edit this picture, the jack would be breaking…
Moody’s most recent credit markets review and outlook has no expectation for a rate increase this upcoming week. I like the title “Rate Hikes Will Be The Least of Market Worries,” although the markets are definitely worried. This was my theme this past week – despite emotional jitters, nothing has really fundamentally changed.
The main thesis against a rate increase is based somewhat upon fear. This fear is not due to risk aversion, but rather, challenging macro-economic factors. The premise is that if a rate increase is premature, more damage could be done than good in this low-growth environment. Opposing this view are thoughts regarding the need to get ahead of inflation before it gets out of control.
best stocks to purchase now: Suzuki Motor Corporation (SZKMY)
- [By SEEKINGALPHA.COM]
Elon has plans for a Gigafactory 3 somewhere in the US unlike the Gigafactory in Europe. If Tesla can get just two Gigafactories built, it will have the batteries at least to produce vehicles at about the same scale as Suzuki (OTCPK:SZKMY) (Suzuki made about 3mm autos in 2015). In fact, Tesla hopes to have the Gigafactory running flat out by 2020, supplying 3X the number of batteries it needs unless it can ramp production into 2020 further. These batteries will be used on the Tesla Power Walls and other power containment devices it has in its pipeline, but it sure seems that Tesla can ramp its auto production past the 500k units per year in 2019 and 2020. At the very least, it will likely have the batteries to do so.
best stocks to purchase now: Huntsman Corporation(HUN)
- [By Lee Jackson]
Huntsman Corp. (NYSE: HUN) had its executive chairman selling stock last week. Jon Huntsman parted with 600,000 shares, and the share priceranged from $17.25 to $17.27. The total for the trade was posted at $10 million.The company manufactures and sells differentiated organic and inorganic chemical products worldwide. The stock traded Friday at $18.10, so some left on that table as well.
best stocks to purchase now: Syngenta AG(SYT)
- [By WWW.THESTREET.COM]
Syngenta AG (SYT) CEO Erik Fyrwald said Wednesday that he was “entirely confident” the company’s $43 billion takeover by China National Chemical Corp. would close in the second quarter of this year and dismissed suggestions it would be disrupted by a third party.
best stocks to purchase now: Protective Life Corporation(PL)
- [By David Sterman]
My favorite insurers: AIG (NYSE: AIG) (which I discussed a few months ago), Protective Life (NYSE: PL) and Reinsurance Group of America (NYSE: RGA).